Principle Wealth Partners LLC Invests $8.59 Million in Oracle Corporation $ORCL

Principle Wealth Partners LLC acquired a new position in Oracle Corporation (NYSE:ORCL) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 58,580 shares of the enterprise software provider’s stock, valued at approximately $8,585,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in ORCL. Norges Bank purchased a new position in shares of Oracle during the 4th quarter worth $4,336,031,000. Bank of New York Mellon Corp purchased a new stake in Oracle in the 2nd quarter valued at about $1,911,930,000. Capital Research Global Investors raised its holdings in Oracle by 29.3% in the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider’s stock valued at $5,874,070,000 after buying an additional 6,826,299 shares during the period. Vanguard Group Inc. lifted its position in Oracle by 3.5% in the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock valued at $34,070,674,000 after buying an additional 5,841,584 shares during the last quarter. Finally, Cardano Risk Management B.V. lifted its position in Oracle by 882.3% in the fourth quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider’s stock valued at $972,798,000 after buying an additional 4,482,934 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

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 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 filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s expanding partnership with Amazon Web Services now supports Oracle AI Database@AWS across 22 regions, strengthening its cloud distribution and enterprise AI positioning. As Oracle Deepens Its Partnership with AWS
• Positive Sentiment: A bullish investment thesis argues that the market continues to value Oracle like a legacy database provider even as it builds hyperscale cloud and AI infrastructure. Strong demand visibility and backlog conversion could support long-term growth. Oracle as a Tier-1 Hyperscaler
• Neutral Sentiment: Unusually large, long-dated call-option activity may indicate institutional investors are positioning for a recovery, although the trades could also represent covered-call strategies rather than outright bullish bets. Unusual Oracle Call Options
• Negative Sentiment: Oracle and other software shares sold off as the AI trade rotated toward favored chip and infrastructure companies, making software stocks less attractive in the near term. Oracle and Software Stocks Drop
• Negative Sentiment: Investor concerns are growing over Oracle’s aggressive AI infrastructure commitments, potential additional debt or equity financing, negative free cash flow, execution timelines and customer concentration. Separate commentary also highlighted heavy AI spending across big technology companies and higher interest-rate risks. Oracle AI Data Center Investment Commentary
• Negative Sentiment: Reported insider activity showed Oracle insiders selling shares without recorded purchases during the past six months, adding a potentially cautious signal for investors.

Oracle Stock Down 2.5%

Oracle stock opened at $146.71 on Tuesday. Oracle Corporation has a twelve month low of $114.50 and a twelve month high of $345.72. The stock’s fifty day simple moving average is $148.60 and its 200-day simple moving average is $161.26. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. The firm has a market capitalization of $422.59 billion, a P/E ratio of 25.16, a P/E/G ratio of 0.94 and a beta of 1.72.

Oracle (NYSE:ORCL) last released its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) 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 during the quarter, compared to analyst estimates of $19.10 billion. During the same period last year, the business posted $1.70 earnings per share. Oracle’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, equities analysts expect that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, July 10th. Oracle’s dividend payout ratio (DPR) is presently 34.31%.

Analyst Upgrades and Downgrades

ORCL has been the subject of several research analyst reports. BTIG Research reaffirmed a “buy” rating and set a $400.00 target price on shares of Oracle in a research note on Friday, June 5th. Citigroup reaffirmed a “market outperform” rating on shares of Oracle in a research report on Thursday, June 11th. CLSA initiated coverage on Oracle in a research report on Monday, July 20th. They issued a “hold” rating and a $145.00 target price on the stock. UBS Group lowered their price target on Oracle from $285.00 to $245.00 and set a “buy” rating for the company in a research report on Thursday, August 6th. Finally, TD Cowen increased their target price on Oracle from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $263.97.

Oracle Company 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.