Ieq Capital LLC Grows Holdings in Oracle Corporation $ORCL

Ieq Capital LLC increased its holdings in Oracle Corporation (NYSE:ORCL) by 17.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 275,760 shares of the enterprise software provider’s stock after acquiring an additional 40,179 shares during the quarter. Ieq Capital LLC’s holdings in Oracle were worth $40,413,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also bought and sold shares of the business. Brighton Jones LLC increased 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 purchasing an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of 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 purchasing an additional 404 shares in the last quarter. Sivia Capital Partners LLC grew its stake in shares of Oracle by 21.5% in the 2nd 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 last quarter. United Bank grew its stake in shares of Oracle by 6.8% in the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock worth $3,288,000 after buying an additional 963 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its position in Oracle by 19.2% during 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 buying an additional 8,530 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on ORCL. Morgan Stanley reiterated a “mixed” rating on shares of Oracle in a research note on Thursday, June 11th. Evercore reissued an “outperform” rating and issued a $245.00 target price on shares of Oracle in a research note on Monday, June 8th. Barclays raised their price target on Oracle from $240.00 to $250.00 and gave the company an “overweight” rating in a report on Thursday, June 11th. UBS Group reaffirmed an “outperform” rating on shares of Oracle in a research report on Friday. Finally, BMO Capital Markets upped their price target on shares of Oracle from $200.00 to $220.00 and gave the stock an “outperform” rating in a research note on Thursday, June 11th. Two investment 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Oracle has an average rating of “Moderate Buy” and an average target price of $263.97.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: AI infrastructure expansion supports the growth story. Oracle’s collaboration with Amazon Web Services now offers Oracle Exadata Database Service on Exascale Infrastructure through Oracle AI Database@AWS across 22 AWS regions. The partnership could broaden Oracle’s cloud reach and help attract enterprise AI workloads. Oracle Corporation versus Amazon AI infrastructure article
• Positive Sentiment: Analysts remain constructive. Oracle has received an average “Moderate Buy” rating, while one report highlighted a consensus price target substantially above the current trading level. The valuation case depends on sustained cloud and AI execution. Oracle analyst rating article Oracle Wall Street target article
• Positive Sentiment: Healthcare AI provides another potential growth avenue. Oracle is making a fresh push into healthcare applications, reinforcing the view that AI could expand demand beyond its traditional database and enterprise software businesses. Oracle healthcare AI article
• Neutral Sentiment: The key debate is timing. One analysis characterizes Oracle as inexpensive relative to its long-term opportunity but argues that the most important improvement may not arrive until 2027. This supports the long-term thesis but suggests near-term upside may require patience. Oracle valuation and 2027 inflection article
• Negative Sentiment: AI financing risks are weighing on the broader theme. Michael Burry warned that circular financing, off-balance-sheet vehicles and captive insurers could be creating excessive leverage in AI data centers. Separately, Bank of America reported a sharp increase in investment-grade debt issued to fund AI projects. Oracle’s substantial infrastructure spending and high debt-to-equity ratio make the company potentially sensitive to higher funding costs or weaker AI demand. Michael Burry AI buildout warning AI bond market risks article

Insider Buying and Selling

In other Oracle 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 value of $63,664,000.00. Following the completion of the transaction, the insider owned 400,000 shares of the company’s stock, valued at approximately $63,664,000. The trade was a 50.00% decrease in their position. The sale was disclosed in a 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. Insiders own 40.90% of the company’s stock.

Oracle Stock Performance

ORCL stock opened at $146.70 on Friday. The stock’s 50 day simple moving average is $144.61 and its 200 day simple moving average is $160.61. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $345.72. The stock has a market capitalization of $422.56 billion, a PE ratio of 25.16, a price-to-earnings-growth ratio of 0.89 and a beta of 1.72.

Oracle (NYSE:ORCL) last posted its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, topping 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 business had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same quarter last year, the company earned $1.70 EPS. The company’s quarterly 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 6.49 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

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.