Oracle Corporation $ORCL Shares Purchased by CI Investments Inc.

CI Investments Inc. raised its position in Oracle Corporation (NYSE:ORCL) by 3.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 307,893 shares of the enterprise software provider’s stock after purchasing an additional 11,124 shares during the period. CI Investments Inc.’s holdings in Oracle were worth $45,294,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. HFM Investment Advisors LLC lifted its stake in shares of 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 buying an additional 96 shares during the period. Basepoint Wealth LLC acquired a new stake in Oracle during the fourth quarter worth approximately $26,000. FSA Wealth Management LLC purchased a new stake in Oracle in the 3rd quarter worth approximately $28,000. Osbon Capital Management LLC purchased a new stake in Oracle in the 4th quarter worth approximately $28,000. Finally, Joseph Group Capital Management purchased a new stake in Oracle in the 4th quarter worth approximately $29,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business’s stock in a transaction dated Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the completion of the sale, the insider owned 400,000 shares in the company, valued at approximately $63,664,000. The trade was a 50.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Mizuho said Oracle still offers one of the most attractive risk/reward setups in its coverage, highlighting sizable upside potential and supporting the recent rebound in the stock. ORCL Stock Gains Nearly 4% — Why Mizuho Sees 164% Upside Despite Oracle’s 38% YTD Slump
• Positive Sentiment: Several notes say Oracle is technically oversold after a sharp drop, suggesting the selling pressure may be exhausted and a trend reversal could be starting. Oracle (ORCL) Loses 30.7% in 4 Weeks, Here’s Why a Trend Reversal May be Around the Corner
• Positive Sentiment: Analysts remain constructive on Oracle’s long-term AI and cloud outlook, citing its massive backlog as a possible offset to short-term balance-sheet worries. Oracle’s Credit Risk Nears an 18-Year High: Can AI Backlog Save Stock?
• Neutral Sentiment: Broader market commentary says the AI/momentum selloff may be nearing its end, which could help Oracle if investors rotate back into beaten-down cloud and semiconductor names. Oracle Corp. (ORCL) Price Forecast: Can Oversold Conditions Fuel a Powerful Rebound?
• Negative Sentiment: Investor concern remains high over Oracle’s heavy AI spending, rising debt, and dependence on a concentrated set of AI customers, which has pushed credit risk to an 18-year high and weighed on the shares. Oracle Is One Step From Junk—Can It Afford the AI Boom?
• Negative Sentiment: Wisconsin’s decision to uphold a collateral requirement tied to Oracle’s AI data-center plans added to funding worries and reinforced concerns that the company may need substantial capital to support its buildout. Oracle Faces $7 Billion Wisconsin Collateral Bill

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the company. DA Davidson increased their price target on Oracle from $200.00 to $225.00 and gave the stock a “buy” rating in a research note on Thursday, June 11th. Moffett Nathanson set a $325.00 target price on Oracle in a research report on Thursday, June 11th. Scotiabank reissued an “overweight” rating on shares of Oracle in a research note on Thursday, June 11th. Oppenheimer lifted their price target on Oracle from $235.00 to $275.00 and gave the company an “outperform” rating in a report on Monday, June 8th. Finally, Wolfe Research reaffirmed an “outperform” rating and set a $225.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Two 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 assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $265.03.

Oracle Trading Up 4.7%

ORCL stock opened at $127.13 on Wednesday. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The company has a market cap of $366.19 billion, a price-to-earnings ratio of 21.81, a PEG ratio of 0.76 and a beta of 1.72. The business has a fifty day simple moving average of $174.66 and a 200-day simple moving average of $168.27. Oracle Corporation has a 52 week low of $120.03 and a 52 week high of $345.72.

Oracle (NYSE:ORCL) last issued its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, beating 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 for the quarter, compared to analysts’ expectations of $19.10 billion. During the same quarter last year, the firm earned $1.70 earnings per share. The firm’s revenue for the quarter 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. On average, equities research analysts expect that Oracle Corporation will post 6.47 EPS for the current year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend is Friday, July 10th. Oracle’s payout ratio 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.