Oracle Corporation $ORCL Stock Holdings Lowered by Polen Capital Management LLC

Polen Capital Management LLC cut its stake in shares of Oracle Corporation (NYSE:ORCL) by 22.6% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 7,185,496 shares of the enterprise software provider’s stock after selling 2,103,142 shares during the period. Oracle makes up approximately 6.0% of Polen Capital Management LLC’s holdings, making the stock its 3rd largest holding. Polen Capital Management LLC’s holdings in Oracle were worth $1,400,525,000 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. Vanguard Group Inc. raised its stake 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 valued at $34,070,674,000 after purchasing an additional 5,841,584 shares during the period. Geode Capital Management LLC boosted its stake in shares of Oracle by 1.8% in the fourth 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 holdings in Oracle by 29.3% during 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 in the last quarter. Norges Bank purchased a new stake in Oracle during the 4th quarter worth $4,336,031,000. Finally, Bank of New York Mellon Corp increased its stake in Oracle by 7.8% during the 4th quarter. Bank of New York Mellon Corp now owns 12,866,075 shares of the enterprise software provider’s stock worth $2,507,727,000 after buying an additional 927,618 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Stock Down 8.6%

NYSE:ORCL opened at $184.03 on Friday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock has a 50 day moving average of $183.90 and a 200-day moving average of $177.88. The firm has a market capitalization of $529.27 billion, a PE ratio of 31.57, a price-to-earnings-growth ratio of 1.58 and a beta of 1.65. Oracle Corporation has a 52 week low of $134.57 and a 52 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, topping the consensus estimate of $1.96 by $0.15. Oracle had a return on equity of 62.74% and a net margin of 25.37%.The business 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 business posted $1.70 EPS. The business’s revenue 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. Analysts predict that Oracle Corporation will post 6.33 EPS for the current year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Friday, July 10th. Oracle’s dividend payout ratio (DPR) is presently 35.91%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle posted record fiscal Q4 results, with revenue and EPS both beating estimates, and cloud infrastructure revenue surged as demand for AI-related capacity stayed strong.
• Positive Sentiment: The company reported a massive $638 billion remaining performance obligation backlog, signaling deep customer demand and a long runway for future revenue.
• Positive Sentiment: Oracle also won a $395.8 million U.S. Office of Personnel Management contract to modernize federal HR systems, adding a new government growth opportunity. Article Title
• Neutral Sentiment: Several analysts raised price targets or reiterated bullish ratings after the report, suggesting some on Wall Street still see upside despite the selloff.
• Negative Sentiment: Shares are under pressure because Oracle said AI-related capital expenditures will be much higher than expected, with spending potentially reaching about $95 billion in fiscal 2027.
• Negative Sentiment: Management also signaled more debt and equity funding, including plans to raise roughly $40 billion, which raised concerns about leverage, dilution, and weaker free cash flow.
• Negative Sentiment: Oracle warned that gross margins may step down as it ramps data-center buildout, adding to worries that strong AI growth may come with lower near-term profitability.

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. Arete Research set a $255.00 price objective on shares of Oracle and gave the company a “buy” rating in a research report on Thursday, May 7th. Stephens restated an “equal weight” rating and set a $164.00 price objective on shares of Oracle in a research note on Thursday. Mizuho set a $320.00 target price on Oracle in a research report on Wednesday, June 3rd. TD Cowen lifted their price target on shares of Oracle from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday. Finally, Barclays boosted their target price on shares of Oracle from $240.00 to $250.00 and gave the stock an “overweight” rating in a research report on Thursday. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $268.27.

Insider Activity

In other news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the transaction, the executive vice president owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company 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.