Mowery & Schoenfeld Wealth Management LLC Makes New $551,000 Investment in Oracle Corporation $ORCL

Mowery & Schoenfeld Wealth Management LLC purchased a new stake in Oracle Corporation (NYSE:ORCL) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 3,758 shares of the enterprise software provider’s stock, valued at approximately $551,000. Oracle comprises approximately 0.8% of Mowery & Schoenfeld Wealth Management LLC’s portfolio, making the stock its 24th biggest holding.

Several other hedge funds have also bought and sold shares of ORCL. Norges Bank bought a new stake in Oracle in the fourth quarter valued at approximately $4,336,031,000. Bank of New York Mellon Corp bought a new position in shares of Oracle during the 2nd quarter worth approximately $1,911,930,000. Capital Research Global Investors increased its holdings in shares of Oracle by 29.3% during the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider’s stock worth $5,874,070,000 after acquiring an additional 6,826,299 shares during the last quarter. Vanguard Group Inc. increased its holdings in shares of Oracle by 3.5% during the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock worth $34,070,674,000 after acquiring an additional 5,841,584 shares during the last quarter. Finally, Cardano Risk Management B.V. raised its stake in Oracle by 882.3% in the 4th 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 acquiring an additional 4,482,934 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Stock Performance

Shares of NYSE ORCL opened at $142.67 on Wednesday. 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 firm has a market cap of $410.96 billion, a price-to-earnings ratio of 24.47, a P/E/G ratio of 0.94 and a beta of 1.72. The stock’s fifty day moving average price is $147.34 and its two-hundred day moving average price is $161.05. Oracle Corporation has a one year low of $114.50 and a one year high of $345.72.

Oracle (NYSE:ORCL) last posted its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping 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 return on equity of 58.62% and a net margin of 25.37%.The company’s revenue was up 20.6% on a year-over-year basis. During the same quarter last year, the firm 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. On average, equities analysts forecast that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Dividend Announcement

The firm 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 dividend on an annualized basis and a yield of 1.4%. Oracle’s payout ratio is currently 34.31%.

Analysts Set New Price Targets

A number of research firms have commented on ORCL. CLSA assumed coverage on shares of Oracle in a research report on Monday, July 20th. They set a “hold” rating and a $145.00 price objective for the company. KeyCorp reissued an “overweight” rating on shares of Oracle in a research report on Thursday, June 11th. Piper Sandler raised their target price on shares of Oracle from $210.00 to $225.00 and gave the stock an “overweight” rating in a research note on Thursday, June 11th. Evercore reaffirmed an “outperform” rating and set a $245.00 target price on shares of Oracle in a report on Monday, June 8th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $284.00 price target on shares of Oracle in a research note on Thursday, June 11th. Two investment 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’s stock. According to MarketBeat, Oracle presently has a consensus rating of “Moderate Buy” and a consensus price target of $263.97.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s record cloud backlog, expanding partnerships—including deeper integration with Amazon Web Services—and stronger guidance support the case that the company is transitioning from a legacy database provider into a major AI infrastructure and hyperscale cloud player. Should You Buy Oracle Stock Despite Its Big AI Data Center Bet?
• Positive Sentiment: Oracle raised its dividend to $2 per share, marking the 12th consecutive annual increase. The payout is viewed as relatively safe for now, providing some support for income-oriented investors despite heavy AI spending. Oracle Just Raised Its Dividend for a 12th Straight Year
• Neutral Sentiment: Unusually large, long-dated call-option activity may indicate that institutional investors see value in Oracle’s depressed valuation, although the trades could also involve covered-call strategies rather than outright bullish bets. Huge Unusual Long-Dated Call Options in Oracle
• Negative Sentiment: Oracle’s approximately $165 billion AI data-center expansion faces another energy and pipeline roadblock in New Mexico. Delays in securing sufficient power raise questions about project timing, execution and the pace at which planned capacity can generate revenue. Oracle Stock Falls as Its AI Data Center Hits Another Pipeline Roadblock
• Negative Sentiment: Investors are increasingly concerned that AI infrastructure spending is consuming cash faster than Oracle can generate it. The company has increased borrowing substantially alongside other technology companies, adding balance-sheet and interest-rate risk while pressuring free cash flow and potentially the long-term safety of its dividend. AI’s Half-Trillion-Dollar Borrowing Binge
• Negative Sentiment: Broader rotation away from software stocks and concern over the sustainability of the AI trade have added selling pressure, as investors favor chipmakers and other direct AI beneficiaries. Oracle, Software Stocks Fall as AI Trade Seesaws

Insider Transactions at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the transaction, the insider owned 400,000 shares in the company, valued at $63,664,000. This represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the SEC, 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 owned by corporate insiders.

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.