Corient Private Wealth LP Acquires New Stake in Oracle Corporation $ORCL

Corient Private Wealth LP acquired a new stake in Oracle Corporation (NYSE:ORCL) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 1,270,385 shares of the enterprise software provider’s stock, valued at approximately $186,175,000.

A number of other large investors also recently bought and sold shares of ORCL. HFM Investment Advisors LLC increased its stake in shares of Oracle by 290.9% during the fourth 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 period. Basepoint Wealth LLC acquired a new stake in Oracle in the fourth quarter valued at about $26,000. FSA Wealth Management LLC acquired a new stake in Oracle in the third quarter valued at about $28,000. Osbon Capital Management LLC purchased a new stake in Oracle in the 4th quarter valued at approximately $28,000. Finally, Joseph Group Capital Management acquired a new position in Oracle during the 4th quarter worth approximately $29,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citigroup identifies a potential rebound. Citi initiated a 90-day positive catalyst watch, maintained its Buy rating and reiterated a $330 price target. The firm views Oracle’s roughly 50% decline as an unusually severe selloff and believes negative expectations are largely reflected in the stock, creating an opportunity ahead of upcoming results and the company’s late-October investor day. Oracle Stock Gained 3% on Wednesday, Technical Indicators Point to Further Upside
• Positive Sentiment: AI demand and backlog support the long-term bull case. Reports highlighted Oracle’s approximately $638 billion contracted backlog and its growing role in AI data-center infrastructure. Investors are weighing the potential for substantial future cloud revenue against the cost and timing of building the required capacity. Oracle Jumps as $638 Billion Backlog Outruns Cash Burn
• Positive Sentiment: Oracle expanded a major U.S. government healthcare agreement. Oracle Health secured a potential $17 billion expansion of its Department of Veterans Affairs electronic health-record contract, increasing its exposure to a large, long-term public-sector customer. Oracle Secures $17 Billion VA Contract Expansion
• Neutral Sentiment: Technical and industry factors are improving but remain uncertain. Technical indicators point to possible further upside, and Oracle’s Deutsche Bank technology conference presentation kept attention on its cloud and AI strategy. Still, broader software stocks remain highly volatile as momentum trading and uncertainty over AI economics amplify price swings. Momentum and Leveraged Trading Keep Software Stocks on a Roller Coaster
• Negative Sentiment: Heavy AI infrastructure spending remains the principal concern. Oracle must finance data-center construction before much of its contracted revenue is recognized, potentially pressuring near-term profits and free cash flow. Project delays and questions about the pace of AI monetization could limit the recovery if execution disappoints.

Analyst Ratings Changes

Several research firms have recently commented on ORCL. Evercore reissued an “outperform” rating and issued a $245.00 price target on shares of Oracle in a report on Monday, June 8th. BMO Capital Markets upped their price objective on Oracle from $200.00 to $220.00 and gave the stock an “outperform” rating in a report on Thursday, June 11th. Mizuho set a $320.00 price objective on Oracle in a research report on Wednesday, June 3rd. BTIG Research reissued a “buy” rating and issued a $400.00 target price on shares of Oracle in a report on Friday, June 5th. Finally, Oppenheimer boosted their target price on shares of Oracle from $235.00 to $275.00 and gave the stock an “outperform” rating in a research report on Monday, June 8th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and an average price target of $263.97.

Insider Buying and Selling

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total value 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 opened at $148.90 on Thursday. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $345.72. The stock has a market cap of $428.90 billion, a P/E ratio of 25.54, a P/E/G ratio of 0.91 and a beta of 1.72. The stock’s 50 day simple moving average is $142.06 and its 200 day simple moving average is $160.60. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12.

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 company had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same period in the previous year, the business earned $1.70 earnings per share. Oracle’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, equities analysts anticipate that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were given a $0.50 dividend. The ex-dividend date was Friday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. Oracle’s payout ratio is currently 34.31%.

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.