One Wealth Advisors LLC Buys New Position in Oracle Corporation $ORCL

One Wealth Advisors LLC bought a new position in shares of Oracle Corporation (NYSE:ORCL) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 5,545 shares of the enterprise software provider’s stock, valued at approximately $813,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of ORCL. HFM Investment Advisors LLC lifted its stake in Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after purchasing an additional 96 shares during the last quarter. Basepoint Wealth LLC acquired a new stake in shares of Oracle during the 4th quarter valued at $26,000. FSA Wealth Management LLC acquired a new stake in shares of Oracle during the 3rd quarter valued at $28,000. Osbon Capital Management LLC bought a new stake in shares of Oracle during the 4th quarter worth $28,000. Finally, Joseph Group Capital Management bought a new stake in shares of Oracle during the 4th quarter worth $29,000. 42.44% of the stock is currently owned by institutional investors.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle and Amazon Web Services expanded their long-term collaboration, with Oracle AI Database@AWS now available in 22 AWS regions. The offering includes Exadata-class performance and pay-per-use pricing, potentially accelerating enterprise cloud migrations and AI-related revenue. Oracle and AWS Deepen Strategic Collaboration
• Positive Sentiment: A multiyear partnership with Quantinuum will bring quantum-computing capabilities to Oracle Cloud Infrastructure. Although an early-stage opportunity, the deal broadens Oracle’s AI and cloud growth narrative and helped support investor interest. Quantinuum’s Cloud Deal With Oracle
• Neutral Sentiment: Oracle’s latest quarterly results exceeded expectations, with revenue rising 20.6% year over year and earnings surpassing consensus estimates. However, investors remain focused on whether growth can offset the capital requirements of Oracle’s AI infrastructure buildout.
• Neutral Sentiment: Technical coverage has identified the 50-day moving average as an important support or resistance level. This may encourage short-term trading activity but does not materially change the company’s fundamental outlook. Oracle Crossed Above the 50-Day Moving Average
• Negative Sentiment: Reports that Oracle is considering additional layoffs have heightened concerns about cash flow and operating pressure as the company funds aggressive AI data-center expansion. The spending is also increasing leverage and debt-servicing risk. Oracle Weighs Another Round of Job Cuts
• Negative Sentiment: Credit-downgrade concerns, higher bond-insurance costs and Oracle’s substantial debt burden are fueling fears that AI investment could strain its balance sheet. These concerns are the primary reason behind the recent sell-off. Oracle Junk Bond Fears and Debt Surge
• Negative Sentiment: Investor Michael Burry reportedly increased his short position in Oracle, arguing that excess AI-computing capacity could emerge by 2028. The high-profile bearish call adds pressure to a stock already facing skepticism about AI valuations and spending returns. Michael Burry Doubles Down on Oracle Shorts

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on ORCL shares. Morgan Stanley reaffirmed a “mixed” rating on shares of Oracle in a research report on Thursday, June 11th. Guggenheim reiterated a “buy” rating on shares of Oracle in a research report on Thursday, July 23rd. Wolfe Research reissued an “outperform” rating and issued a $225.00 price target on shares of Oracle in a research note on Thursday, June 11th. CLSA started coverage on Oracle in a report on Monday, July 20th. They set a “hold” rating and a $145.00 price objective on the stock. Finally, BMO Capital Markets upped their price objective on shares of Oracle from $200.00 to $220.00 and gave the company an “outperform” rating in a research note on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Oracle currently has a consensus rating of “Moderate Buy” and a consensus target price of $263.97.

Insider Activity at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business’s stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the transaction, the insider directly owned 400,000 shares of the company’s stock, valued at approximately $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

Oracle Stock Down 3.8%

Shares of Oracle stock opened at $150.32 on Friday. The stock has a 50-day moving average price of $149.89 and a 200 day moving average price of $161.60. The company has a market cap of $432.99 billion, a P/E ratio of 25.78, a P/E/G ratio of 0.94 and a beta of 1.72. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $345.72.

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

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Friday, July 10th. Oracle’s dividend payout ratio (DPR) is currently 34.31%.

About Oracle

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.