EverSource Wealth Advisors LLC Has $3.59 Million Stock Position in Oracle Corporation $ORCL

EverSource Wealth Advisors LLC increased its holdings in shares of Oracle Corporation (NYSE:ORCL) by 48.1% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 24,375 shares of the enterprise software provider’s stock after purchasing an additional 7,916 shares during the period. EverSource Wealth Advisors LLC’s holdings in Oracle were worth $3,586,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. HFM Investment Advisors LLC increased its holdings 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 acquiring an additional 96 shares during the last quarter. Basepoint Wealth LLC acquired a new position in shares of Oracle in the fourth quarter valued at $26,000. FSA Wealth Management LLC bought a new position in shares of Oracle in the third quarter valued at about $28,000. Osbon Capital Management LLC bought a new position in shares of Oracle in the fourth quarter valued at about $28,000. Finally, Joseph Group Capital Management acquired a new stake in shares of Oracle during the 4th quarter worth about $29,000. Institutional investors own 42.44% of the company’s stock.

Analysts Set New Price Targets

ORCL has been the topic of a number of research reports. Moffett Nathanson set a $325.00 price target on shares of Oracle in a research note on Thursday, June 11th. BTIG Research restated a “buy” rating and set a $400.00 price objective on shares of Oracle in a report on Friday, June 5th. BMO Capital Markets upped their target price on Oracle from $200.00 to $220.00 and gave the company an “outperform” rating in a research report on Thursday, June 11th. Wolfe Research reiterated an “outperform” rating and set a $225.00 target price on shares of Oracle in a research note on Thursday, June 11th. Finally, Sanford C. Bernstein lifted their price target on Oracle from $319.00 to $325.00 and gave the stock an “outperform” rating in a report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Oracle currently has an average rating of “Moderate Buy” and a consensus price target of $265.03.

Oracle Stock Performance

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

Oracle (NYSE:ORCL) last released its quarterly 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. The company had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The firm’s quarterly revenue was up 20.6% on a year-over-year basis. During the same period in the previous year, the business earned $1.70 earnings per share. 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 anticipate that Oracle Corporation will post 6.47 earnings per share for the current year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were issued a $0.50 dividend. The ex-dividend date of this dividend was Friday, July 10th. This represents a $2.00 annualized dividend and a yield of 1.7%. Oracle’s payout ratio is currently 34.31%.

Insider Buying and Selling at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction on 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 sale, the insider directly owned 400,000 shares of the company’s stock, valued at approximately $63,664,000. This represents a 50.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Oracle News Summary

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.

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.