Strategic Wealth Partners Ltd. Raises Stock Holdings in Oracle Corporation $ORCL

Strategic Wealth Partners Ltd. grew its holdings in shares of Oracle Corporation (NYSE:ORCL) by 18.8% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 135,920 shares of the enterprise software provider’s stock after buying an additional 21,539 shares during the period. Oracle makes up 1.2% of Strategic Wealth Partners Ltd.’s investment portfolio, making the stock its 18th largest position. Strategic Wealth Partners Ltd.’s holdings in Oracle were worth $19,919,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Gabelli Funds LLC lifted its position in Oracle by 20.9% during the 2nd quarter. Gabelli Funds LLC now owns 116,649 shares of the enterprise software provider’s stock valued at $17,095,000 after acquiring an additional 20,193 shares during the period. Quantbot Technologies LP increased its stake in shares of Oracle by 78.0% during the second quarter. Quantbot Technologies LP now owns 22,464 shares of the enterprise software provider’s stock valued at $3,292,000 after purchasing an additional 9,843 shares in the last quarter. Fortress Financial Group LLC purchased a new position in shares of Oracle during the second quarter valued at approximately $828,000. Madison Wealth Partners Inc lifted its holdings in shares of Oracle by 56.3% during the second quarter. Madison Wealth Partners Inc now owns 5,579 shares of the enterprise software provider’s stock valued at $818,000 after purchasing an additional 2,010 shares during the last quarter. Finally, Varma Mutual Pension Insurance Co boosted its position in shares of Oracle by 6.7% in the 2nd quarter. Varma Mutual Pension Insurance Co now owns 239,618 shares of the enterprise software provider’s stock worth $35,116,000 after purchasing an additional 15,100 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms recently weighed in on ORCL. Royal Bank Of Canada restated a “sector perform” rating and issued a $190.00 price target on shares of Oracle in a research note on Thursday, June 11th. UBS Group reiterated an “outperform” rating on shares of Oracle in a research note on Friday. Wedbush dropped their target price on Oracle from $275.00 to $240.00 and set an “outperform” rating on the stock in a report on Thursday, June 11th. Mizuho set a $320.00 target price on Oracle in a research note on Wednesday, June 3rd. Finally, CLSA started coverage on Oracle in a report on Monday, July 20th. They set a “hold” rating and a $145.00 price target for the company. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $263.97.

Oracle Price Performance

Shares of NYSE:ORCL opened at $146.70 on Friday. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. The firm has a market cap of $422.56 billion, a price-to-earnings ratio of 25.16, a price-to-earnings-growth ratio of 0.92 and a beta of 1.72. The business has a 50-day simple moving average of $144.61 and a two-hundred day simple moving average of $160.61. Oracle Corporation has a fifty-two week low of $114.50 and a fifty-two week high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter last year, the firm posted $1.70 EPS. The business’s quarterly revenue was up 20.6% compared to the same quarter last year. 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, analysts expect that Oracle Corporation will post 6.49 earnings per share for the current year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s payout ratio is 34.31%.

Insiders Place Their Bets

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business’s stock in a transaction on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the completion of 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 filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: AI infrastructure expansion supports the growth story. Oracle’s collaboration with Amazon Web Services now offers Oracle Exadata Database Service on Exascale Infrastructure through Oracle AI Database@AWS across 22 AWS regions. The partnership could broaden Oracle’s cloud reach and help attract enterprise AI workloads. Oracle Corporation versus Amazon AI infrastructure article
• Positive Sentiment: Analysts remain constructive. Oracle has received an average “Moderate Buy” rating, while one report highlighted a consensus price target substantially above the current trading level. The valuation case depends on sustained cloud and AI execution. Oracle analyst rating article Oracle Wall Street target article
• Positive Sentiment: Healthcare AI provides another potential growth avenue. Oracle is making a fresh push into healthcare applications, reinforcing the view that AI could expand demand beyond its traditional database and enterprise software businesses. Oracle healthcare AI article
• Neutral Sentiment: The key debate is timing. One analysis characterizes Oracle as inexpensive relative to its long-term opportunity but argues that the most important improvement may not arrive until 2027. This supports the long-term thesis but suggests near-term upside may require patience. Oracle valuation and 2027 inflection article
• Negative Sentiment: AI financing risks are weighing on the broader theme. Michael Burry warned that circular financing, off-balance-sheet vehicles and captive insurers could be creating excessive leverage in AI data centers. Separately, Bank of America reported a sharp increase in investment-grade debt issued to fund AI projects. Oracle’s substantial infrastructure spending and high debt-to-equity ratio make the company potentially sensitive to higher funding costs or weaker AI demand. Michael Burry AI buildout warning AI bond market risks article

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.