North Star Asset Management Inc. Makes New Investment in Oracle Corporation $ORCL

North Star Asset Management Inc. bought a new position in shares of Oracle Corporation (NYSE:ORCL) during the second quarter, Holdings Channel.com reports. The firm bought 20,249 shares of the enterprise software provider’s stock, valued at approximately $2,968,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. HFM Investment Advisors LLC increased its stake in shares of Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after buying an additional 96 shares during the period. Basepoint Wealth LLC acquired a new position in shares of Oracle during the fourth quarter valued at $26,000. FSA Wealth Management LLC acquired a new position in shares of Oracle during the third quarter valued at $28,000. Osbon Capital Management LLC bought a new position in Oracle in the fourth quarter valued at about $28,000. Finally, Joseph Group Capital Management bought a new position in Oracle in the fourth quarter valued at about $29,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Stock Up 2.0%

Shares of NYSE ORCL opened at $151.82 on Friday. The stock has a market cap of $437.33 billion, a P/E ratio of 26.04, a P/E/G ratio of 0.93 and a beta of 1.72. The firm has a 50 day moving average price of $141.40 and a 200 day moving average price of $160.67. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. Oracle Corporation has a 52-week low of $114.50 and a 52-week high of $345.72.

Oracle (NYSE:ORCL) last issued its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating the consensus estimate of $1.96 by $0.15. The firm 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 business’s quarterly revenue was up 20.6% on a year-over-year basis. During the same quarter in the prior 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. Analysts expect that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Dividend Announcement

The company 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 dividend on an annualized basis and a dividend yield of 1.3%. Oracle’s dividend payout ratio is currently 34.31%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citi calls the selloff a buying opportunity: Citi placed Oracle on a 90-day “positive catalyst watch,” arguing that excessive selling has discounted much of the bad news. The firm cited strong AI-cloud demand and potential catalysts from upcoming earnings and Oracle’s investor day, supporting the rebound in ORCL. Citi Says It’s Time to Buy the Dip on Oracle Stock
• Positive Sentiment: Large VA health-record contract expansion: Oracle Health’s electronic-health-record agreement with the U.S. Department of Veterans Affairs was expanded by a potential $17 billion. The deal increases Oracle’s long-term government revenue opportunity and strengthens its position in digital healthcare infrastructure. Oracle Secures $17 Billion VA Contract Expansion
• Positive Sentiment: Cloud supply-chain recognition: Oracle Fusion Cloud Supply Chain & Manufacturing was named a Leader in Gartner’s 2026 Magic Quadrant and ranked first in several use cases. The recognition may help Oracle win additional enterprise cloud customers. Oracle Named a Leader by Gartner
• Positive Sentiment: AI-sector momentum: Broader strength in AI stocks, helped by Nvidia-related optimism, added support to Oracle as investors reassessed its cloud and data-center growth prospects. Oracle Stock Has Bottomed?
• Neutral Sentiment: Upcoming earnings remain the key test: Analysts point to Oracle’s sizable AI-related backlog and forthcoming earnings as potential breakout catalysts, but the stock’s recovery depends on whether revenue growth, bookings and guidance validate the infrastructure investment story. Oracle Is Ready to Explore
• Negative Sentiment: Funding and cost concerns persist: Reports that Oracle is asking managers to reduce payroll while funding a roughly $55.7 billion buildout highlight execution, debt and cash-flow risks. Oracle’s elevated debt-to-equity ratio could amplify investor sensitivity to financing costs and AI infrastructure spending. Oracle Capex Funding and Debt

Insider Buying and Selling

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

Analyst Ratings Changes

Several analysts have weighed in on the company. UBS Group reissued an “outperform” rating on shares of Oracle in a report on Friday, August 21st. Guggenheim reaffirmed a “buy” rating on shares of Oracle in a research note on Thursday, July 23rd. Stephens restated an “equal weight” rating and issued a $164.00 price objective on shares of Oracle in a report on Thursday, June 11th. Morgan Stanley reaffirmed a “mixed” rating on shares of Oracle in a research note on Thursday, June 11th. Finally, Mizuho set a $320.00 target price on shares of Oracle in a report on Wednesday, June 3rd. Two research 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 company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $263.97.

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.