Concurrent Investment Advisors LLC Boosts Holdings in Oracle Corporation $ORCL

Concurrent Investment Advisors LLC lifted its position in shares of Oracle Corporation (NYSE:ORCL) by 9.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 174,482 shares of the enterprise software provider’s stock after purchasing an additional 14,385 shares during the period. Concurrent Investment Advisors LLC’s holdings in Oracle were worth $25,570,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Norges Bank purchased a new stake in shares of Oracle in the fourth quarter valued at about $4,336,031,000. Bank of New York Mellon Corp purchased a new position in shares of Oracle in the 2nd quarter valued at about $1,911,930,000. Capital Research Global Investors boosted its holdings in Oracle by 29.3% during the fourth quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider’s stock worth $5,874,070,000 after buying an additional 6,826,299 shares in the last quarter. Cardano Risk Management B.V. grew its position in Oracle by 882.3% during the fourth quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider’s stock worth $972,798,000 after buying an additional 4,482,934 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in Oracle during the second quarter worth about $625,454,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts see substantial upside: Jefferies maintained a Buy rating and set a $290 price target, while other analysts remain optimistic that Oracle’s AI-cloud growth can offset concerns about elevated spending and leverage. Bernstein also expects a potential recovery toward the company’s prior high. Oracle Stock Could Be Software’s Next Big Winner
• Positive Sentiment: Lower interest rates could provide outsized relief: Oracle has taken on tens of billions of dollars in debt to finance AI data-center construction. A lower-rate environment could reduce financing costs and improve the economics of its capital-intensive expansion. Why Is Oracle Stock Up Today?
• Positive Sentiment: AI infrastructure demand remains strong: Oracle is expanding its multi-year relationship with Hewlett Packard Enterprise to deploy Juniper networking equipment across global AI data centers. The arrangement supports Oracle’s planned infrastructure buildout and could improve visibility into future capacity expansion. HPE and Oracle Deepen Networking Collaboration
• Neutral Sentiment: Upcoming earnings are the next major test: Investors will look for evidence that Oracle’s large cloud backlog is converting into revenue, along with updates on capital expenditures, debt and AI-cloud margins. The company’s latest reported quarter exceeded EPS and revenue estimates, but the market now expects execution against significantly higher AI-related expectations. Oracle Sets Earnings Date
• Negative Sentiment: Debt and spending remain key risks: Oracle’s heavy AI-data-center investment has contributed to rising leverage and negative free cash flow concerns. Analysts have lowered some price targets, including TD Cowen’s reduction to $240, while investors remain cautious about whether future cloud growth will justify the spending. TD Cowen Lowers Oracle Price Target

Insider Transactions at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle 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 completion of the sale, the insider owned 400,000 shares in the company, valued at $63,664,000. The trade was a 50.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Oracle Stock Up 6.0%

Shares of NYSE:ORCL opened at $154.50 on Friday. 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 company has a market capitalization of $445.03 billion, a P/E ratio of 26.50, a P/E/G ratio of 1.08 and a beta of 1.74. Oracle Corporation has a 52-week low of $114.50 and a 52-week high of $345.72. The stock’s fifty day simple moving average is $139.54 and its 200-day simple moving average is $160.32.

Oracle (NYSE:ORCL) last posted its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, topping analysts’ consensus estimates of $1.96 by $0.15. The firm had revenue of $19.18 billion during the quarter, compared to analysts’ expectations of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The firm’s quarterly revenue was up 20.6% compared to the same quarter last year. During the same quarter last 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, equities research analysts forecast that Oracle Corporation will post 6.49 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were given 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 dividend yield of 1.3%. Oracle’s payout ratio is currently 34.31%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on ORCL shares. Moffett Nathanson set a $325.00 price target on shares of Oracle in a research report on Thursday, June 11th. BMO Capital Markets raised their price objective on Oracle from $200.00 to $220.00 and gave the company an “outperform” rating in a research note on Thursday, June 11th. TD Cowen reduced their price objective on Oracle from $300.00 to $240.00 and set a “buy” rating for the company in a report on Tuesday. Stephens reissued an “equal weight” rating and issued a $164.00 target price on shares of Oracle in a report on Thursday, June 11th. Finally, Evercore reaffirmed an “outperform” rating and set a $245.00 price target on shares of Oracle in a research note on Monday, June 8th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $261.61.

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.