Peterson Wealth Services Buys 24,584 Shares of Oracle Corporation $ORCL

Peterson Wealth Services lifted its stake in Oracle Corporation (NYSE:ORCL) by 1,474.7% during the fourth quarter, HoldingsChannel reports. The firm owned 26,251 shares of the enterprise software provider’s stock after purchasing an additional 24,584 shares during the period. Oracle accounts for about 1.3% of Peterson Wealth Services’ holdings, making the stock its 19th largest position. Peterson Wealth Services’ holdings in Oracle were worth $5,116,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the stock. Mosley Wealth Management bought a new position in shares of Oracle in the fourth quarter worth about $1,590,000. Founders Financial Alliance LLC grew its holdings in shares of Oracle by 6.2% in the fourth quarter. Founders Financial Alliance LLC now owns 7,273 shares of the enterprise software provider’s stock worth $1,418,000 after purchasing an additional 426 shares during the last quarter. RKL Wealth Management LLC grew its holdings in shares of Oracle by 7.8% in the fourth quarter. RKL Wealth Management LLC now owns 2,973 shares of the enterprise software provider’s stock worth $579,000 after purchasing an additional 216 shares during the last quarter. Caerus Investment Advisors LLC grew its holdings in shares of Oracle by 64.5% in the fourth quarter. Caerus Investment Advisors LLC now owns 3,172 shares of the enterprise software provider’s stock worth $618,000 after purchasing an additional 1,244 shares during the last quarter. Finally, Great Valley Advisor Group Inc. grew its holdings in shares of Oracle by 5.0% in the fourth quarter. Great Valley Advisor Group Inc. now owns 28,992 shares of the enterprise software provider’s stock worth $5,651,000 after purchasing an additional 1,378 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several brokerages have issued reports on ORCL. Piper Sandler increased their target price on shares of Oracle from $210.00 to $225.00 and gave the stock an “overweight” rating in a report on Thursday. UBS Group increased their target price on shares of Oracle from $250.00 to $285.00 and gave the stock a “buy” rating in a report on Tuesday, June 2nd. Moffett Nathanson set a $325.00 target price on shares of Oracle in a report on Thursday. Cantor Fitzgerald reiterated an “overweight” rating and set a $284.00 target price on shares of Oracle in a report on Thursday. Finally, Jefferies Financial Group dropped their target price on shares of Oracle from $400.00 to $320.00 and set a “buy” rating on the stock in a report on Thursday, March 5th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $268.27.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle posted record fiscal Q4 results, with revenue and EPS both beating estimates, and cloud infrastructure revenue surged as demand for AI-related capacity stayed strong.
• Positive Sentiment: The company reported a massive $638 billion remaining performance obligation backlog, signaling deep customer demand and a long runway for future revenue.
• Positive Sentiment: Oracle also won a $395.8 million U.S. Office of Personnel Management contract to modernize federal HR systems, adding a new government growth opportunity. Article Title
• Neutral Sentiment: Several analysts raised price targets or reiterated bullish ratings after the report, suggesting some on Wall Street still see upside despite the selloff.
• Negative Sentiment: Shares are under pressure because Oracle said AI-related capital expenditures will be much higher than expected, with spending potentially reaching about $95 billion in fiscal 2027.
• Negative Sentiment: Management also signaled more debt and equity funding, including plans to raise roughly $40 billion, which raised concerns about leverage, dilution, and weaker free cash flow.
• Negative Sentiment: Oracle warned that gross margins may step down as it ramps data-center buildout, adding to worries that strong AI growth may come with lower near-term profitability.

Insider Activity at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the sale, the executive vice president directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed 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

ORCL stock opened at $184.03 on Friday. The firm has a market cap of $529.27 billion, a price-to-earnings ratio of 31.57, a PEG ratio of 1.58 and a beta of 1.65. The firm has a 50-day simple moving average of $183.90 and a two-hundred day simple moving average of $177.88. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35.

Oracle (NYSE:ORCL) last released its quarterly 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 business had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 62.74%. The company’s quarterly revenue was up 20.6% on a year-over-year basis. During the same period in the prior 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. On average, equities analysts forecast that Oracle Corporation will post 6.33 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Shareholders 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 1.1%. The ex-dividend date of this dividend is Friday, July 10th. Oracle’s dividend payout ratio is presently 35.91%.

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.