Uniting Wealth Partners LLC Invests $998,000 in Oracle Corporation $ORCL

Uniting Wealth Partners LLC bought a new stake in Oracle Corporation (NYSE:ORCL) in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm bought 6,811 shares of the enterprise software provider’s stock, valued at approximately $998,000.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in shares of Oracle by 3.5% during the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock worth $34,070,674,000 after purchasing an additional 5,841,584 shares during the period. State Street Corp lifted its holdings in shares of Oracle by 4.4% in the 4th quarter. State Street Corp now owns 76,527,759 shares of the enterprise software provider’s stock worth $14,916,026,000 after purchasing an additional 3,216,915 shares in the last quarter. Geode Capital Management LLC grew its position in Oracle by 1.8% in the 4th quarter. Geode Capital Management LLC now owns 37,734,944 shares of the enterprise software provider’s stock valued at $7,328,754,000 after purchasing an additional 665,374 shares during the period. Capital Research Global Investors grew its position in Oracle by 29.3% in the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider’s stock valued at $5,874,070,000 after purchasing an additional 6,826,299 shares during the period. Finally, Morgan Stanley increased its stake in Oracle by 1.9% during the 4th quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider’s stock valued at $5,286,953,000 after purchasing an additional 495,146 shares in the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

ORCL has been the topic of several research reports. Oppenheimer upped their price objective on shares of Oracle from $235.00 to $275.00 and gave the stock an “outperform” rating in a report on Monday, June 8th. UBS Group reduced their price objective on shares of Oracle from $285.00 to $245.00 and set a “buy” rating for the company in a report on Thursday, August 6th. Arete Research set a $255.00 target price on shares of Oracle and gave the stock a “buy” rating in a research report on Thursday, May 7th. Cantor Fitzgerald restated an “overweight” rating and issued a $284.00 target price on shares of Oracle in a report on Thursday, June 11th. Finally, 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. Two equities research 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 issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $263.97.

Oracle Price Performance

Shares of NYSE:ORCL opened at $150.32 on Monday. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. The stock has a market cap of $432.99 billion, a PE ratio of 25.78, a price-to-earnings-growth ratio of 0.94 and a beta of 1.72. The stock’s fifty day simple moving average is $149.89 and its two-hundred day simple moving average is $161.46. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $345.72.

Oracle (NYSE:ORCL) last posted its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.96 by $0.15. The firm 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 58.62%. The business’s revenue was up 20.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.70 EPS. 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, 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 was paid on Friday, July 24th. Investors of record on Friday, July 10th were issued a $0.50 dividend. The ex-dividend date of this dividend was Friday, July 10th. This represents a $2.00 annualized dividend and a yield of 1.3%. Oracle’s dividend payout ratio (DPR) is 34.31%.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle and Amazon Web Services expanded their long-term collaboration, with Oracle AI Database@AWS now available in 22 AWS regions. The offering includes Exadata-class performance and pay-per-use pricing, potentially accelerating enterprise cloud migrations and AI-related revenue. Oracle and AWS Deepen Strategic Collaboration
• Positive Sentiment: A multiyear partnership with Quantinuum will bring quantum-computing capabilities to Oracle Cloud Infrastructure. Although an early-stage opportunity, the deal broadens Oracle’s AI and cloud growth narrative and helped support investor interest. Quantinuum’s Cloud Deal With Oracle
• Neutral Sentiment: Oracle’s latest quarterly results exceeded expectations, with revenue rising 20.6% year over year and earnings surpassing consensus estimates. However, investors remain focused on whether growth can offset the capital requirements of Oracle’s AI infrastructure buildout.
• Neutral Sentiment: Technical coverage has identified the 50-day moving average as an important support or resistance level. This may encourage short-term trading activity but does not materially change the company’s fundamental outlook. Oracle Crossed Above the 50-Day Moving Average
• Negative Sentiment: Reports that Oracle is considering additional layoffs have heightened concerns about cash flow and operating pressure as the company funds aggressive AI data-center expansion. The spending is also increasing leverage and debt-servicing risk. Oracle Weighs Another Round of Job Cuts
• Negative Sentiment: Credit-downgrade concerns, higher bond-insurance costs and Oracle’s substantial debt burden are fueling fears that AI investment could strain its balance sheet. These concerns are the primary reason behind the recent sell-off. Oracle Junk Bond Fears and Debt Surge
• Negative Sentiment: Investor Michael Burry reportedly increased his short position in Oracle, arguing that excess AI-computing capacity could emerge by 2028. The high-profile bearish call adds pressure to a stock already facing skepticism about AI valuations and spending returns. Michael Burry Doubles Down on Oracle Shorts

Insiders Place Their Bets

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business’s stock in a transaction dated 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 directly owned 400,000 shares in the company, valued at approximately $63,664,000. The trade was a 50.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

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.