Jones Financial Companies Lllp Buys 190,358 Shares of Oracle Corporation $ORCL

Jones Financial Companies Lllp grew its stake in shares of Oracle Corporation (NYSE:ORCL) by 25.9% during the second quarter, HoldingsChannel reports. The firm owned 925,049 shares of the enterprise software provider’s stock after purchasing an additional 190,358 shares during the quarter. Jones Financial Companies Lllp’s holdings in Oracle were worth $137,336,000 at the end of the most recent quarter.

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

Insider Buying and Selling

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction that occurred on Wednesday, June 24th. The shares were 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 of the company’s stock, valued at approximately $63,664,000. The trade was a 50.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud expansion is attracting investor interest, with analysts highlighting its potentially lower-cost infrastructure and suitability for artificial-intelligence workloads. The company’s reported $638 billion remaining performance obligation also points to substantial contracted future revenue, although execution remains important. Can Oracle Cloud Expansion Reshape Its S&P 500 Role?
• Positive Sentiment: Recent commentary remains constructive on Oracle’s accelerating revenue growth and potential to benefit from long-term AI infrastructure spending. The company’s latest reported quarter showed revenue growth of more than 20% year over year, with earnings and sales exceeding consensus estimates. Powerful Growth, Multiple Endorsements Bode Well for Oracle Stock
• Neutral Sentiment: Analyst views are widely dispersed. Recent price targets range from $164 to $400, with a reported six-month median of $247.50, suggesting significant upside in bullish scenarios but also substantial uncertainty about valuation and execution.
• Negative Sentiment: Investors remain concerned that Oracle is committing heavily to AI data-center capacity while taking on substantial debt. The company’s dependence on a small number of large AI customers, including OpenAI, increases the risk that contract changes or slower demand could affect growth expectations. Oracle vs. Amazon: Which Is the Better AI Cloud Stock?
• Negative Sentiment: Oracle has fallen sharply from last year’s peak, and investor commentary continues to question whether the stock’s decline reflects an attractive valuation or unresolved balance-sheet and customer-concentration risks. All 12 reported open-market insider transactions over the past six months were sales, adding another bearish signal. Don’t Be Fooled, Says Investor About Oracle Stock

Oracle Price Performance

Shares of NYSE:ORCL opened at $142.44 on Tuesday. 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 $410.29 billion, a price-to-earnings ratio of 24.43, 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 $143.62 and a two-hundred day simple moving average of $160.53. 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. Investors of record on Friday, July 10th were issued a $0.50 dividend. The ex-dividend date was Friday, July 10th. This represents a $2.00 annualized dividend and a yield of 1.4%. Oracle’s dividend payout ratio (DPR) is currently 34.31%.

Analyst Ratings Changes

Several equities research analysts recently commented on the stock. Guggenheim reissued a “buy” rating on shares of Oracle in a research note on Thursday, July 23rd. Citigroup reissued a “market outperform” rating on shares of Oracle in a research report on Thursday, June 11th. TD Cowen lifted their price objective on Oracle from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Weiss Ratings cut Oracle from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, July 20th. Finally, Oppenheimer upped their price target on shares of Oracle from $235.00 to $275.00 and gave the stock an “outperform” rating in a research note on Monday, June 8th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $263.97.

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.