Northstar Group Inc. Acquires New Holdings in Oracle Corporation $ORCL

Northstar Group Inc. bought a new position in shares of Oracle Corporation (NYSE:ORCL) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 6,462 shares of the enterprise software provider’s stock, valued at approximately $947,000.

Several other hedge funds and other institutional investors have also bought and sold shares of ORCL. New Mexico Educational Retirement Board increased its holdings in shares of Oracle by 4.2% during the fourth quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider’s stock valued at $14,928,000 after acquiring an additional 3,100 shares in the last quarter. Planning Center Inc. raised its position in shares of Oracle by 142.2% in the 4th quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider’s stock valued at $1,243,000 after purchasing an additional 3,743 shares during the last quarter. Valeo Financial Advisors LLC boosted its stake in Oracle by 4.6% in the 2nd quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider’s stock worth $11,825,000 after purchasing an additional 3,584 shares in the last quarter. Axxcess Wealth Management LLC grew its position in Oracle by 870.0% during the 4th quarter. Axxcess Wealth Management LLC now owns 671,452 shares of the enterprise software provider’s stock worth $128,012,000 after purchasing an additional 602,230 shares during the last quarter. Finally, Stevens Capital Management LP grew its position in Oracle by 348.1% during the 4th quarter. Stevens Capital Management LP now owns 48,587 shares of the enterprise software provider’s stock worth $9,470,000 after purchasing an additional 37,744 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Oracle News Summary

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

Insider Buying and Selling

In other Oracle 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 approximately $63,664,000. This represents a 50.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have issued reports on ORCL shares. UBS Group decreased their price target 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. Bank of America boosted their price objective on shares of Oracle from $200.00 to $240.00 and gave the company a “buy” rating in a report on Tuesday, June 9th. Cantor Fitzgerald restated an “overweight” rating and issued a $284.00 target price on shares of Oracle in a research note on Thursday, June 11th. Morgan Stanley reaffirmed a “mixed” rating on shares of Oracle in a research report on Thursday, June 11th. Finally, Stephens reiterated an “equal weight” rating and set a $164.00 price target on shares of Oracle in a research note on Thursday, June 11th. Two research 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 issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $263.97.

Oracle Trading Down 3.8%

Shares of Oracle stock opened at $150.32 on Friday. The stock has a market cap of $432.99 billion, a PE ratio of 25.78, a price-to-earnings-growth ratio of 0.98 and a beta of 1.72. The firm has a fifty day moving average price of $149.89 and a 200 day moving average price of $161.60. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $345.72. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12.

Oracle (NYSE:ORCL) last posted 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 company had revenue of $19.18 billion for 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 firm’s revenue was up 20.6% on a year-over-year basis. During the same period in the prior year, the company earned $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. Equities research analysts predict that Oracle Corporation will post 6.47 earnings per share for the current year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, July 24th. Shareholders 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 dividend on an annualized basis and a yield of 1.3%. Oracle’s payout ratio is presently 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.