Old North State Trust LLC Acquires New Position in Oracle Corporation $ORCL

Old North State Trust LLC acquired a new stake in Oracle Corporation (NYSE:ORCL) during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 4,113 shares of the enterprise software provider’s stock, valued at approximately $603,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in ORCL. HFM Investment Advisors LLC increased its stake in shares of Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after acquiring an additional 96 shares during the last quarter. Basepoint Wealth LLC purchased a new stake in shares of Oracle during the fourth quarter worth $26,000. FSA Wealth Management LLC acquired a new stake in Oracle during the third quarter valued at $28,000. Osbon Capital Management LLC acquired a new stake in Oracle during the fourth quarter valued at $28,000. Finally, Joseph Group Capital Management acquired a new position in Oracle in the 4th quarter worth about $29,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citi calls the selloff a buying opportunity: Citi placed Oracle on a 90-day “positive catalyst watch,” arguing that excessive selling has discounted much of the bad news. The firm cited strong AI-cloud demand and potential catalysts from upcoming earnings and Oracle’s investor day, supporting the rebound in ORCL. Citi Says It’s Time to Buy the Dip on Oracle Stock
• Positive Sentiment: Large VA health-record contract expansion: Oracle Health’s electronic-health-record agreement with the U.S. Department of Veterans Affairs was expanded by a potential $17 billion. The deal increases Oracle’s long-term government revenue opportunity and strengthens its position in digital healthcare infrastructure. Oracle Secures $17 Billion VA Contract Expansion
• Positive Sentiment: Cloud supply-chain recognition: Oracle Fusion Cloud Supply Chain & Manufacturing was named a Leader in Gartner’s 2026 Magic Quadrant and ranked first in several use cases. The recognition may help Oracle win additional enterprise cloud customers. Oracle Named a Leader by Gartner
• Positive Sentiment: AI-sector momentum: Broader strength in AI stocks, helped by Nvidia-related optimism, added support to Oracle as investors reassessed its cloud and data-center growth prospects. Oracle Stock Has Bottomed?
• Neutral Sentiment: Upcoming earnings remain the key test: Analysts point to Oracle’s sizable AI-related backlog and forthcoming earnings as potential breakout catalysts, but the stock’s recovery depends on whether revenue growth, bookings and guidance validate the infrastructure investment story. Oracle Is Ready to Explore
• Negative Sentiment: Funding and cost concerns persist: Reports that Oracle is asking managers to reduce payroll while funding a roughly $55.7 billion buildout highlight execution, debt and cash-flow risks. Oracle’s elevated debt-to-equity ratio could amplify investor sensitivity to financing costs and AI infrastructure spending. Oracle Capex Funding and Debt

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on ORCL. Guggenheim reaffirmed a “buy” rating on shares of Oracle in a research note on Thursday, July 23rd. TD Cowen increased their price objective on Oracle from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, June 8th. Evercore reaffirmed an “outperform” rating and set a $245.00 price objective on shares of Oracle in a research report on Monday, June 8th. BMO Capital Markets lifted their target price on shares of Oracle from $200.00 to $220.00 and gave the company an “outperform” rating in a research note on Thursday, June 11th. Finally, Wedbush decreased their target price on shares of Oracle from $275.00 to $240.00 and set an “outperform” rating for the company in a research report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $263.97.

Oracle Stock Up 2.0%

Shares of Oracle stock opened at $151.82 on Friday. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $345.72. 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 50 day moving average price of $141.40 and a two-hundred day moving average price of $160.67. The stock has a market capitalization of $437.33 billion, a P/E ratio of 26.04, a PEG ratio of 0.93 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 analysts’ consensus estimates of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The business had revenue of $19.18 billion during the quarter, compared to analysts’ expectations of $19.10 billion. During the same period in the previous year, the company earned $1.70 earnings per share. Oracle’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. Equities analysts expect that Oracle Corporation will post 6.49 earnings per share for the current year.

Oracle Announces Dividend

The firm 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 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s dividend payout ratio (DPR) is currently 34.31%.

Insider Activity at Oracle

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 transaction of $63,664,000.00. Following the completion of the transaction, the insider owned 400,000 shares of the company’s stock, valued at approximately $63,664,000. The trade was a 50.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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.

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.