Spartan Wealth Advisory Services LLC Makes New $3.44 Million Investment in Oracle Corporation $ORCL

Spartan Wealth Advisory Services LLC purchased a new position in shares of Oracle Corporation (NYSE:ORCL) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 23,364 shares of the enterprise software provider’s stock, valued at approximately $3,437,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. DDD Partners LLC purchased a new stake in shares of Oracle in the 4th quarter valued at $1,677,000. New Mexico Educational Retirement Board boosted its holdings in Oracle by 4.2% during the 4th quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider’s stock valued at $14,928,000 after acquiring an additional 3,100 shares during the period. Planning Center Inc. grew its position in Oracle by 142.2% in the 4th quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider’s stock valued at $1,243,000 after acquiring an additional 3,743 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its position in Oracle by 13.0% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 917,304 shares of the enterprise software provider’s stock valued at $178,001,000 after acquiring an additional 105,368 shares in the last quarter. Finally, U.S. Capital Wealth Advisors LLC increased its stake in Oracle by 15.4% during the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 42,616 shares of the enterprise software provider’s stock worth $8,306,000 after purchasing an additional 5,692 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Some analysts remain bullish, arguing Oracle’s huge cloud backlog could eventually translate into much stronger revenue and that the stock may be oversold after its steep decline. Oracle Stock Crash Erases $213 Billion from Billionaire Founder Larry Ellison’s Net Worth
• Positive Sentiment: Oracle’s database and multicloud AI businesses continue to show strong growth momentum, suggesting the long-term AI demand story is still intact. Can Oracle’s Database Business Sustain Long-Term Margins?
• Neutral Sentiment: Commentary from Jim Cramer and other market writers added to the volatility, with some calling Oracle a cautionary tale while others argued the selloff may be overdone. Jim Cramer Says Oracle Is “Going Down” and Avoid Every Liquor Stock. Here’s What He’d Buy Instead
• Negative Sentiment: New Mexico blocked the pipeline for Oracle’s 2.5 GW data-center project, increasing the chance of delays and adding uncertainty to its AI infrastructure expansion. New Mexico Blocks Pipeline for Oracle’s (ORCL) 2.5 GW Data Center Project
• Negative Sentiment: Investors are worried Oracle’s AI spending spree is being financed with too much debt, pushing the company’s credit profile close to junk territory. Oracle’s (ORCL) AI Spending Spree Pushes Its Credit Rating Near Junk
• Negative Sentiment: Oracle’s stock has also been hit by broader articles emphasizing that the company is falling fast as markets question whether the AI growth story can justify the spending and financing risks. Oracle Stock Slides To 52-Week Low Amid AI Spending Fears

Analyst Upgrades and Downgrades

ORCL has been the subject of several recent research reports. Piper Sandler raised their price objective on shares of Oracle from $210.00 to $225.00 and gave the company an “overweight” rating in a research note on Thursday, June 11th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $284.00 target price on shares of Oracle in a research note on Thursday, June 11th. Wedbush reduced their target price on shares of Oracle from $275.00 to $240.00 and set an “outperform” rating on the stock in a report on Thursday, June 11th. Bank of America raised their price target on shares of Oracle from $200.00 to $240.00 and gave the company a “buy” rating in a research report on Tuesday, June 9th. Finally, Morgan Stanley restated a “mixed” rating on shares of Oracle in a research note on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $268.27.

Insider Activity at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction on 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 transaction, the insider owned 400,000 shares of the company’s stock, valued at $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available 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

Shares of Oracle stock opened at $126.48 on Friday. The business has a 50-day simple moving average of $177.30 and a 200-day simple moving average of $169.46. 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 one year low of $121.50 and a one year high of $345.72. The company has a market cap of $364.32 billion, a PE ratio of 21.69, a P/E/G ratio of 0.79 and a beta of 1.72.

Oracle (NYSE:ORCL) last issued its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, beating the consensus estimate of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The firm had revenue of $19.18 billion for the quarter, compared to analysts’ expectations of $19.10 billion. During the same quarter last year, the company earned $1.70 earnings per share. The firm’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. On average, equities research analysts forecast that Oracle Corporation will post 6.47 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend is Friday, July 10th. Oracle’s payout ratio is 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.