Edmond DE Rothschild Holding S.A. Has $11.58 Million Position in Oracle Corporation $ORCL

Edmond DE Rothschild Holding S.A. raised its holdings in Oracle Corporation (NYSE:ORCL) by 8.7% during the second quarter, Holdings Channel.com reports. The fund owned 79,008 shares of the enterprise software provider’s stock after purchasing an additional 6,296 shares during the period. Edmond DE Rothschild Holding S.A.’s holdings in Oracle were worth $11,579,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of ORCL. HFM Investment Advisors LLC lifted its stake in shares of Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after purchasing an additional 96 shares during the period. Basepoint Wealth LLC acquired a new stake in shares of Oracle during the fourth quarter worth $26,000. FSA Wealth Management LLC acquired a new stake in shares of Oracle during the third quarter worth $28,000. Osbon Capital Management LLC bought a new stake in Oracle in the fourth quarter valued at about $28,000. Finally, Joseph Group Capital Management bought a new stake in Oracle in the fourth quarter valued at about $29,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s remaining performance obligations reportedly reached a record $638 billion, strengthening the long-term revenue visibility for its cloud and AI infrastructure businesses. Analysts argue that the backlog could support a significant recovery if Oracle converts commitments into revenue. Oracle Price Prediction: Can Its $638 Billion Backlog Send the Stock Back Toward $250?
• Positive Sentiment: Strong cloud growth, the record AI backlog and what some analysts view as a discounted valuation have led to continued Buy ratings ahead of Oracle’s September earnings report. The company’s latest quarterly results also exceeded consensus estimates, with revenue up 20.6% year over year. What’s Going On With Oracle Stock Wednesday?
• Positive Sentiment: Oracle Health expanded its Clinical AI Agent with automated coding, physician dictation and chart-review tools, adding new monetization opportunities across healthcare workflows. Oracle Health Expands Clinical AI Agent with Automated Coding, Dictation, and Chart Review
• Neutral Sentiment: Oracle’s deepening partnership with AWS and expanding enterprise AI presence support the growth narrative, but investors remain focused on whether large customer commitments will translate into profitable, recurring cash flow.
• Negative Sentiment: Oracle’s aggressive AI data-center expansion is consuming substantial capital and increasing balance-sheet risk. The company faces elevated debt, pressure on free cash flow and competition with other AI infrastructure borrowers for financing. AI CapEx Risk: Amazon and Oracle Are the Most Vulnerable Hyperscalers
• Negative Sentiment: A planned $165 billion AI data-center buildout has encountered energy-supply and permitting challenges, raising questions about potential delays, execution costs and the timing of revenue realization. Exposure to major customers, including OpenAI, adds concentration risk. Oracle Stock Falls as Its $165 Billion AI Data Center Hits Another Pipeline Roadblock

Insider Activity at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm’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 sale, the insider directly owned 400,000 shares in the company, valued at $63,664,000. This trade represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of equities analysts have issued reports on ORCL shares. Morgan Stanley restated a “mixed” rating on shares of Oracle in a report on Thursday, June 11th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $284.00 price target on shares of Oracle in a research note on Thursday, June 11th. Wolfe Research reiterated an “outperform” rating and issued a $225.00 price target on shares of Oracle in a research report on Thursday, June 11th. Citigroup reissued a “market outperform” rating on shares of Oracle in a research note on Thursday, June 11th. Finally, Guggenheim restated a “buy” rating on shares of Oracle in a report on Thursday, July 23rd. 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $263.97.

Oracle Price Performance

Shares of ORCL opened at $143.82 on Thursday. 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 stock has a 50 day simple moving average of $146.20 and a 200 day simple moving average of $160.87. Oracle Corporation has a 52-week low of $114.50 and a 52-week high of $345.72. The firm has a market capitalization of $414.27 billion, a PE ratio of 24.67, a P/E/G ratio of 0.89 and a beta of 1.72.

Oracle (NYSE:ORCL) last posted its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.96 by $0.15. The business 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%.Oracle’s revenue for the quarter was up 20.6% compared to the same quarter last year. During the same period in the prior year, the business earned $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. Sell-side analysts predict that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Dividend Announcement

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