Maloon Powers Pitre Higgins & Dennehy LLC Makes New Investment in Oracle Corporation $ORCL

Maloon Powers Pitre Higgins & Dennehy LLC purchased a new stake in shares of Oracle Corporation (NYSE:ORCL) during the second quarter, Holdings Channel.com reports. The firm purchased 53,390 shares of the enterprise software provider’s stock, valued at approximately $7,824,000. Oracle comprises about 2.7% of Maloon Powers Pitre Higgins & Dennehy LLC’s holdings, making the stock its 8th largest holding.

Several other large investors have also recently made changes to their positions in ORCL. Mpwm Advisory Solutions LLC grew its holdings in shares of Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 50 shares during the last quarter. Sherman Asset Management Inc. lifted its stake in 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 purchasing an additional 55 shares during the last quarter. Southern Capital Advisors LLC boosted its position in Oracle by 1.3% during the first quarter. Southern Capital Advisors LLC now owns 4,446 shares of the enterprise software provider’s stock valued at $654,000 after buying an additional 57 shares during the period. Global Financial Private Client LLC lifted its stake in shares of 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. Finally, Talisman Wealth Advisors LLC lifted its stake in shares of Oracle by 1.9% in the 2nd quarter. Talisman Wealth Advisors LLC now owns 3,086 shares of the enterprise software provider’s stock valued at $675,000 after acquiring an additional 59 shares during the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction that occurred 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 sale, the insider owned 400,000 shares in the company, valued at $63,664,000. This represents a 50.00% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by insiders.

Analyst Ratings Changes

ORCL has been the topic of several recent research reports. Mizuho set a $320.00 price target on Oracle in a research report on Wednesday, June 3rd. Wedbush lowered their price objective on Oracle from $275.00 to $240.00 and set an “outperform” rating for the company in a research report on Thursday, June 11th. Citigroup reissued a “buy” rating on shares of Oracle in a research note on Wednesday, August 26th. Stephens restated an “equal weight” rating and issued a $164.00 target price on shares of Oracle in a report on Thursday, June 11th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $400.00 target price on shares of Oracle in a research note on Friday, June 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $261.68.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s expanded, multi-year partnership with Hewlett Packard Enterprise (NYSE: HPE) calls for HPE Juniper networking equipment, routing, switching and support across Oracle’s global AI data centers. The agreement reinforces expectations for gigawatt-scale infrastructure expansion and potentially makes Oracle’s massive cloud backlog more achievable. HPE and Oracle Deepen Networking Collaboration
• Positive Sentiment: Investors are focused on Oracle’s reported $638 billion backlog and management’s target for roughly 58%–64% cloud growth. Converting more of that backlog into revenue would support the bullish view that AI contracts can accelerate Oracle’s cloud business. Oracle Jumps Before Its $638 Billion Backlog Faces Reality
• Positive Sentiment: Several analysts remain constructive despite recent target reductions. Jefferies maintained a Buy rating with a $290 target, while RBC reaffirmed Sector Perform with a $190 target, leaving substantial potential upside based on the cited share price. Oracle Stock Could Be Software’s Next Big Winner
• Neutral Sentiment: Options markets imply Oracle could move about 11% or more after earnings, highlighting unusually high event risk. Investors want evidence that heavy AI infrastructure spending is producing durable revenue growth and improving cash generation. Oracle Stock Could Swing 11% on Q1 Earnings
• Negative Sentiment: Oracle’s investment program is weighing on financial quality: fiscal 2026 free cash flow was reported at negative $23.7 billion, leverage is elevated, and the company may require substantial additional financing. S&P’s BBB- rating and the prospect of higher interest rates increase sensitivity to borrowing costs.
• Negative Sentiment: Analysts have trimmed some fair-value estimates, reflecting concerns about capital expenditures, debt, earnings quality and whether Oracle’s backlog can be converted profitably. The September 10 report and forward spending guidance are therefore critical tests of the AI-cloud strategy. Oracle Stock Gets Fair Value Trim

Oracle Price Performance

Shares of ORCL stock opened at $158.65 on Friday. The business’s fifty day moving average is $139.73 and its 200 day moving average is $160.31. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The stock has a market cap of $456.99 billion, a price-to-earnings ratio of 27.21, a PEG ratio of 1.15 and a beta of 1.74. Oracle Corporation has a twelve month low of $114.50 and a twelve month high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings data 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 business had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The company’s revenue for the quarter was up 20.6% on a year-over-year basis. During the same quarter last year, the firm posted $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. Research analysts expect that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Dividend Announcement

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