Oracle Corporation $ORCL Shares Purchased by Kentucky Retirement Systems

Kentucky Retirement Systems raised its position in Oracle Corporation (NYSE:ORCL) by 178.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 289,728 shares of the enterprise software provider’s stock after purchasing an additional 185,765 shares during the period. Oracle comprises about 1.5% of Kentucky Retirement Systems’ investment portfolio, making the stock its 8th largest position. Kentucky Retirement Systems’ holdings in Oracle were worth $42,622,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Brighton Jones LLC lifted its stake in shares of Oracle by 189.3% during the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after buying an additional 100,494 shares during the period. Revolve Wealth Partners LLC grew its stake in Oracle by 8.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after acquiring an additional 404 shares during the period. Sivia Capital Partners LLC raised its holdings in Oracle by 21.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock valued at $951,000 after acquiring an additional 768 shares during the last quarter. United Bank lifted its stake in shares of Oracle by 6.8% during the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock worth $3,288,000 after purchasing an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. lifted its stake in shares of Oracle by 19.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock worth $11,556,000 after purchasing an additional 8,530 shares during the period. 42.44% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: DA Davidson analyst Gil Luria argues that the market is assigning essentially no value to Oracle’s reported $630 billion AI backlog. Growing confidence in OpenAI’s long-term computing commitments could eventually improve investor perceptions of Oracle’s cloud infrastructure opportunity. Wall Street Is Valuing Oracle’s $630B AI Backlog at Zero
• Positive Sentiment: Several analysts and opinion pieces see significant long-term upside, citing Oracle’s record cloud growth, AI contracts and a roughly $7 billion Pentagon agreement. However, these bullish views have not yet overcome concerns about valuation and execution. A $7 Billion Reason to Buy Oracle Stock Now
• Neutral Sentiment: Founder Larry Ellison has personally guaranteed approximately $40.4 billion of equity financing for Paramount Skydance’s proposed Warner Bros. Discovery transaction. The guarantee is personal rather than an Oracle obligation, but his 40.6% ownership makes the deal relevant to shareholders because of potential concentration and governance concerns. Larry Ellison and the Media Deal
• Negative Sentiment: Oracle’s credit-default-swap costs have risen to about 200 basis points, substantially above those of several other AI-linked issuers. Investors are increasingly worried that heavy borrowing for data centers could compress margins, raise financing costs and delay returns on AI spending. Oracle Stock and Default Insurance
• Negative Sentiment: Technology companies have issued roughly $194 billion of bonds for AI investment in 2026 through early July. Weaker demand and rising yields are fueling an industry-wide “AI debt fatigue” trade, with Oracle viewed as especially exposed because of its substantial infrastructure commitments and leverage.
• Negative Sentiment: Bearish commentary highlights the possibility of further selling if AI capital spending slows, OpenAI-related credit concerns worsen or Oracle’s expected margin compression becomes more pronounced. One investment firm also trimmed its Oracle position after strong cloud gains, reinforcing the near-term risk-off sentiment.

Oracle Stock Performance

Shares of NYSE:ORCL opened at $117.77 on Thursday. The firm has a market capitalization of $339.23 billion, a PE ratio of 20.20, a P/E/G ratio of 0.75 and a beta of 1.72. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. The business has a 50-day moving average of $166.35 and a two-hundred day moving average of $165.16. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, beating the consensus estimate of $1.96 by $0.15. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The business had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same period in the previous year, the company posted $1.70 EPS. The company’s 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, research analysts forecast that Oracle Corporation will post 6.47 earnings per share for the current year.

Oracle Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s payout ratio is 34.31%.

Insider Transactions at Oracle

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on ORCL shares. Wedbush lowered their price objective on Oracle from $275.00 to $240.00 and set an “outperform” rating for the company in a research report on Thursday, June 11th. BMO Capital Markets raised their price target on Oracle from $200.00 to $220.00 and gave the stock an “outperform” rating in a research note on Thursday, June 11th. Royal Bank Of Canada restated a “sector perform” rating and issued a $190.00 price target on shares of Oracle in a report on Thursday, June 11th. BTIG Research reiterated a “buy” rating and set a $400.00 price objective on shares of Oracle in a report on Friday, June 5th. Finally, Bank of America raised their target price on shares of Oracle from $200.00 to $240.00 and gave the stock a “buy” rating in a research report on Tuesday, June 9th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $265.03.

Oracle 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.