Edgestream Partners L.P. Increases Holdings in Oracle Corporation $ORCL

Edgestream Partners L.P. lifted its holdings in shares of Oracle Corporation (NYSE:ORCL) by 324.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,539 shares of the enterprise software provider’s stock after purchasing an additional 28,704 shares during the period. Edgestream Partners L.P.’s holdings in Oracle were worth $5,522,000 at the end of the most recent reporting period.

Several other institutional investors also recently added to or reduced their stakes in ORCL. HFM Investment Advisors LLC increased its stake in shares of Oracle by 290.9% during the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after purchasing an additional 96 shares during the last quarter. Basepoint Wealth LLC purchased a new position in Oracle in the fourth quarter valued at approximately $26,000. FSA Wealth Management LLC bought a new position in Oracle during the third quarter valued at $28,000. Osbon Capital Management LLC purchased a new stake in Oracle in the fourth quarter worth $28,000. Finally, Joseph Group Capital Management purchased a new stake in Oracle in the fourth quarter worth $29,000. Institutional investors own 42.44% of the company’s stock.

Oracle Stock Performance

NYSE ORCL opened at $127.59 on Friday. The company’s 50 day simple moving average is $165.10 and its two-hundred day simple moving average is $164.66. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $345.72. The stock has a market capitalization of $367.53 billion, a PE ratio of 21.89, a P/E/G ratio of 0.74 and a beta of 1.72.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating analysts’ consensus estimates of $1.96 by $0.15. The firm had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The business’s revenue for the quarter was up 20.6% on a year-over-year basis. During the same period in the previous year, the business earned $1.70 EPS. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. Analysts predict that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.6%. The ex-dividend date was Friday, July 10th. Oracle’s payout ratio is presently 34.31%.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Expanded Google Cloud AI partnership: Oracle and Google Cloud will make Google’s Gemini models available across Oracle Fusion Cloud Applications and NetSuite. The integration is expected to help enterprise customers automate workflows, improve decision-making and build agentic applications, strengthening Oracle’s AI software proposition and potentially supporting demand for its cloud infrastructure. Oracle to Make Gemini Models Available to Thousands of Enterprise Applications
• Positive Sentiment: Broader AI-cloud rebound: Oracle participated in a sharp recovery across AI infrastructure stocks after the group’s prior-session selloff. Microsoft’s strong cloud results also helped reinforce investor confidence in enterprise AI spending and cloud growth. Why Oracle Stock Just Jumped
• Positive Sentiment: Analyst sees AI backlog upside: DA Davidson analyst Gil Luria argued that Wall Street is assigning little or no value to Oracle’s reported $630 billion AI backlog, including potential long-term OpenAI compute commitments. If contracts convert into revenue, the backlog could improve Oracle’s growth outlook and valuation. Wall Street Is Valuing Oracle’s $630B AI Backlog at Zero
• Neutral Sentiment: Valuation debate continues: Some coverage views Oracle as undervalued after its significant decline and highlights its Pentagon contract, while other analysis warns that consensus price targets may not fully reflect execution and financing risks. Oracle Stock Looks Undervalued on Earnings While Risks Still Weigh
• Negative Sentiment: Debt and credit concerns remain: Oracle’s elevated credit-default-swap costs and heavy borrowing to finance AI infrastructure continue to raise questions about leverage, refinancing costs and whether future AI returns will justify the investment. Oracle Stock Drops as Default Insurance Hits 200 Basis Points
• Negative Sentiment: Governance and concentration risk: Larry Ellison’s personal guarantee connected to a large Warner Bros. Discovery transaction has prompted concern among some investors because of his substantial ownership and the potential financial exposure. Larry Ellison’s Warner Bros. Discovery Deal Backstop

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on ORCL shares. Evercore reaffirmed an “outperform” rating and set a $245.00 price target on shares of Oracle in a research report on Monday, June 8th. Royal Bank Of Canada reissued a “sector perform” rating and issued a $190.00 price objective on shares of Oracle in a report on Thursday, June 11th. DA Davidson boosted their price objective on Oracle from $200.00 to $225.00 and gave the company a “buy” rating in a research note on Thursday, June 11th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $284.00 price objective on shares of Oracle in a report on Thursday, June 11th. Finally, CLSA assumed coverage on shares of Oracle in a research report on Monday, July 20th. They set a “hold” rating and a $145.00 target price for the company. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Oracle has a consensus rating of “Moderate Buy” and an average price target of $265.03.

Insiders Place Their Bets

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction dated Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total value of $63,664,000.00. Following the transaction, the insider directly owned 400,000 shares in the company, valued at $63,664,000. This represents a 50.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

Oracle Company Profile

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle’s product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.