Perennial Investment Advisors LLC Makes New $1.61 Million Investment in Oracle Corporation $ORCL

Perennial Investment Advisors LLC bought a new stake in Oracle Corporation (NYSE:ORCL) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 10,982 shares of the enterprise software provider’s stock, valued at approximately $1,610,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. State Street Corp lifted its holdings in Oracle by 4.4% during the fourth quarter. State Street Corp now owns 76,527,759 shares of the enterprise software provider’s stock valued at $14,916,026,000 after purchasing an additional 3,216,915 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of Oracle by 1.8% during the 4th 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 buying an additional 665,374 shares in the last quarter. Capital Research Global Investors boosted its holdings in Oracle by 29.3% in the 4th 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 during the period. Morgan Stanley grew its stake in Oracle by 1.9% in the 4th quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider’s stock valued at $5,286,953,000 after buying an additional 495,146 shares in the last quarter. Finally, Norges Bank bought a new stake in Oracle during the 4th quarter valued at $4,336,031,000. Institutional investors own 42.44% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on ORCL. Evercore reiterated an “outperform” rating and set a $245.00 price objective on shares of Oracle in a research note on Monday, June 8th. Sanford C. Bernstein increased their price target on shares of Oracle from $319.00 to $325.00 and gave the stock an “outperform” rating in a report on Thursday, June 11th. Wedbush reduced their price objective on shares of Oracle from $275.00 to $240.00 and set an “outperform” rating for the company in a research note on Thursday, June 11th. Scotiabank reiterated an “overweight” rating on shares of Oracle in a research note on Thursday, June 11th. Finally, BTIG Research restated a “buy” rating and set a $400.00 price target on shares of Oracle in a research report on Friday, June 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $263.97.

Insiders Place Their Bets

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction that occurred on 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 of the company’s stock, valued at $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by insiders.

Oracle Stock Performance

Oracle stock opened at $148.90 on Thursday. The firm’s fifty day moving average price is $142.06 and its 200-day moving average price is $160.60. 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 market cap of $428.90 billion, a P/E ratio of 25.54, a price-to-earnings-growth ratio of 0.91 and a beta of 1.72. 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 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 net margin of 25.37% and a return on equity of 58.62%. The company had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same period in the previous year, the business earned $1.70 earnings per share. The firm’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, equities research analysts expect that Oracle Corporation will post 6.49 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s dividend payout ratio (DPR) is currently 34.31%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citigroup identifies a potential rebound. Citi initiated a 90-day positive catalyst watch, maintained its Buy rating and reiterated a $330 price target. The firm views Oracle’s roughly 50% decline as an unusually severe selloff and believes negative expectations are largely reflected in the stock, creating an opportunity ahead of upcoming results and the company’s late-October investor day. Oracle Stock Gained 3% on Wednesday, Technical Indicators Point to Further Upside
• Positive Sentiment: AI demand and backlog support the long-term bull case. Reports highlighted Oracle’s approximately $638 billion contracted backlog and its growing role in AI data-center infrastructure. Investors are weighing the potential for substantial future cloud revenue against the cost and timing of building the required capacity. Oracle Jumps as $638 Billion Backlog Outruns Cash Burn
• Positive Sentiment: Oracle expanded a major U.S. government healthcare agreement. Oracle Health secured a potential $17 billion expansion of its Department of Veterans Affairs electronic health-record contract, increasing its exposure to a large, long-term public-sector customer. Oracle Secures $17 Billion VA Contract Expansion
• Neutral Sentiment: Technical and industry factors are improving but remain uncertain. Technical indicators point to possible further upside, and Oracle’s Deutsche Bank technology conference presentation kept attention on its cloud and AI strategy. Still, broader software stocks remain highly volatile as momentum trading and uncertainty over AI economics amplify price swings. Momentum and Leveraged Trading Keep Software Stocks on a Roller Coaster
• Negative Sentiment: Heavy AI infrastructure spending remains the principal concern. Oracle must finance data-center construction before much of its contracted revenue is recognized, potentially pressuring near-term profits and free cash flow. Project delays and questions about the pace of AI monetization could limit the recovery if execution disappoints.

Oracle Company 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.