Valeo Financial Advisors LLC Raises Stock Position in Oracle Corporation $ORCL

Valeo Financial Advisors LLC grew its holdings in Oracle Corporation (NYSE:ORCL) by 4.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 80,686 shares of the enterprise software provider’s stock after acquiring an additional 3,584 shares during the period. Valeo Financial Advisors LLC’s holdings in Oracle were worth $11,825,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the business. Mpwm Advisory Solutions LLC boosted its stake in Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 50 shares during the period. Sherman Asset Management Inc. lifted its holdings in shares of Oracle by 5.5% in the first quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider’s stock worth $155,000 after buying an additional 55 shares in the last quarter. Southern Capital Advisors LLC boosted its position in shares of Oracle by 1.3% during the first quarter. Southern Capital Advisors LLC now owns 4,446 shares of the enterprise software provider’s stock worth $654,000 after acquiring an additional 57 shares during the last quarter. Investment Advisory Group LLC grew its stake in Oracle by 2.9% during the fourth quarter. Investment Advisory Group LLC now owns 2,078 shares of the enterprise software provider’s stock valued at $405,000 after acquiring an additional 58 shares in the last quarter. Finally, Global Financial Private Client LLC increased its holdings in Oracle by 0.8% in the 1st quarter. Global Financial Private Client LLC now owns 7,836 shares of the enterprise software provider’s stock valued at $1,153,000 after acquiring an additional 59 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Oracle Stock Up 2.4%

Shares of NYSE:ORCL opened at $146.93 on Friday. 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 company has a 50-day moving average price of $158.22 and a 200 day moving average price of $162.61. The company has a market cap of $423.23 billion, a price-to-earnings ratio of 25.20, a PEG ratio of 0.92 and a beta of 1.72.

Oracle (NYSE:ORCL) last issued its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping the consensus estimate 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 analysts’ expectations of $19.10 billion. During the same period in the previous year, the firm posted $1.70 earnings per share. The firm’s revenue for the quarter was up 20.6% on a year-over-year basis. 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 research analysts predict that Oracle Corporation will post 6.47 earnings per share for the current year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were issued a dividend of $0.50 per share. 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%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud infrastructure and AI businesses continue to attract strong demand, supported by a record backlog and optimism that the company can sustain rapid growth. Recent earnings also showed revenue increasing 20.6% year over year, with earnings and sales exceeding analyst expectations. Oracle Surges: What’s Driving the Sudden Rally
• Positive Sentiment: Some analysts remain bullish despite Oracle’s recent selloff. Wall Street’s long-term outlook reflects expectations that cloud ERP, database software and AI infrastructure could support substantial upside if Oracle converts its backlog into profitable revenue. Oracle: Cloud ERP And Oracle Database Software Driving Growth
• Neutral Sentiment: UBS lowered its Oracle price target to $245 from $285 but retained a Buy rating. The firm cited risks involving AI infrastructure spending, returns on invested capital, credit markets and Oracle’s exposure to OpenAI, suggesting analysts see meaningful long-term potential but greater execution risk. Oracle price target lowered by UBS amid AI spending concerns
• Negative Sentiment: Investors remain concerned that Oracle is funding its AI data-center buildout with substantial borrowing. Warnings about weaker returns, credit-rating pressure and higher financing costs could weigh on future margins and shareholder returns. Borrowing to the Brink: How Oracle’s AI Expansion Put Its Credit Rating on Life Support
• Negative Sentiment: Investor Michael Burry reportedly reopened a bearish Oracle position, arguing that AI-related technology stocks and data-center spending may be overvalued. The reports are contradictory about whether he fully exited or re-entered the trade, but the publicity reinforces near-term skepticism surrounding ORCL. Michael Burry says he’s shorting AI stars Oracle and Nebius

Insiders Place Their Bets

In other 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 transaction, the insider owned 400,000 shares in the company, valued at approximately $63,664,000. This trade represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research analysts have commented on ORCL shares. Oppenheimer increased their price objective on shares of Oracle from $235.00 to $275.00 and gave the company an “outperform” rating in a report on Monday, June 8th. Bank of America lifted their target price on Oracle from $200.00 to $240.00 and gave the stock a “buy” rating in a report on Tuesday, June 9th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $284.00 target price on shares of Oracle in a research report on Thursday, June 11th. Arete Research set a $255.00 price target on Oracle and gave the company a “buy” rating in a research note on Thursday, May 7th. Finally, Mizuho set a $320.00 price target on Oracle in a report on Wednesday, June 3rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $263.97.

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.