Summit Wealth Partners LLC Raises Holdings in Oracle Corporation $ORCL

Summit Wealth Partners LLC grew its stake in shares of Oracle Corporation (NYSE:ORCL) by 187.5% during the 1st quarter, HoldingsChannel.com reports. The fund owned 8,885 shares of the enterprise software provider’s stock after purchasing an additional 5,795 shares during the quarter. Summit Wealth Partners LLC’s holdings in Oracle were worth $1,307,000 as of its most recent SEC filing.

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

Oracle Price Performance

NYSE:ORCL opened at $175.39 on Tuesday. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. The company has a debt-to-equity ratio of 2.84, a quick ratio of 1.35 and a current ratio of 1.12. The firm has a market cap of $504.42 billion, a price-to-earnings ratio of 30.08, a PEG ratio of 1.16 and a beta of 1.65. The firm’s fifty day moving average is $189.59 and its two-hundred day moving average is $177.04.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping the consensus estimate of $1.96 by $0.15. The company had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a return on equity of 56.43% and a net margin of 25.37%.The firm’s revenue for the quarter was up 20.6% compared to the same quarter last year. During the same period last year, the firm 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. Research analysts expect that Oracle Corporation will post 6.45 EPS for the current year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Friday, July 10th. Oracle’s dividend payout ratio (DPR) is 34.31%.

Wall Street Analysts Forecast Growth

ORCL has been the subject of a number of research analyst reports. UBS Group raised their target price on Oracle from $250.00 to $285.00 and gave the stock a “buy” rating in a research note on Tuesday, June 2nd. 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. Robert W. Baird reduced their price objective on Oracle from $300.00 to $200.00 and set an “outperform” rating for the company in a research note on Tuesday, March 10th. Wedbush decreased their target price on Oracle from $275.00 to $240.00 and set an “outperform” rating for the company in a report on Thursday, June 11th. Finally, Citigroup reiterated a “market outperform” rating on shares of Oracle in a research report on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $268.27.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud and AI demand story remains strong, with reports highlighting a record backlog/remaining performance obligations that now rival or exceed major tech peers, which supports the long-term revenue outlook. Oracle Has the Biggest Backlog in the AI Industry. Here’s Why the Stock Is Still Down 49%.
• Positive Sentiment: Mizuho reiterated an Outperform rating and a $320 price target, pointing to Oracle’s record fiscal Q4 revenue and ongoing momentum in data center and cloud growth. Mizuho Maintains Outperform Rating on Oracle Corporation (ORCL)
• Positive Sentiment: Baystate Health expanded its strategic collaboration with Oracle Health, expanding the reach of Oracle’s healthcare software and reinforcing commercial adoption of its AI-powered EHR and connected-care tools. Baystate Health and Oracle Health Expand Strategic Collaboration to Create a Connected and Patient-Centered Care Experience
• Neutral Sentiment: Analysts and commentators are discussing Oracle as a potential long-term winner in AI infrastructure, with some bullish forecasts citing the company’s scale and backlog, but these pieces are largely speculative rather than new catalysts. Can Oracle Reach $800 Per Share by 2030? Here’s How It Can Happen
• Neutral Sentiment: Oracle’s workforce reportedly shrank by about 13% in fiscal 2026 as the company continued restructuring and adopting AI across operations, which may improve efficiency but also signals ongoing change. Oracle workforce shrinks by about 13%
• Negative Sentiment: Investors are focused on rising capital expenditures and a planned equity raise, which raised concerns about dilution and weaker free cash flow in the near term. Oracle Stock Tumbles on Higher Capex and Equity Raise – Shorting ORCL Puts Works
• Negative Sentiment: Despite the strong Baystate Health partnership and AI backlog, the stock is still being hit by worries that Oracle’s heavy AI buildout will keep spending elevated before revenue fully catches up. Digging into the Bottlenecks of the AI Build-Out

Insiders Place Their Bets

In related news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the transaction, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

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.