UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $2.63 Billion Position in Oracle Corporation $ORCL

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in Oracle Corporation (NYSE:ORCL) by 9.2% in the fourth quarter, HoldingsChannel.com reports. The firm owned 13,477,803 shares of the enterprise software provider’s stock after purchasing an additional 1,137,264 shares during the quarter. Oracle comprises 0.6% of UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s investment portfolio, making the stock its 23rd largest position. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Oracle were worth $2,626,959,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. HFM Investment Advisors LLC increased its holdings in shares of Oracle by 290.9% in the fourth 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 in the last quarter. Basepoint Wealth LLC acquired a new stake in shares of Oracle in the fourth quarter valued at approximately $26,000. FSA Wealth Management LLC acquired a new stake in shares of Oracle in the third quarter valued at approximately $28,000. Joseph Group Capital Management acquired a new stake in shares of Oracle in the fourth quarter valued at approximately $29,000. Finally, Ankerstar Wealth LLC acquired a new stake in shares of Oracle in the fourth quarter valued at approximately $31,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle beat fiscal Q4 estimates, with adjusted EPS of $2.11 and revenue of $19.18 billion, while cloud infrastructure revenue jumped 93% year over year and the company cited a record $638 billion remaining performance obligation, signaling strong demand for its AI and cloud services.
• Positive Sentiment: The U.S. Office of Personnel Management awarded Oracle a $395.8 million federal HR modernization contract, expanding Oracle’s government cloud footprint and adding a new revenue stream tied to more than 2 million federal employees. Article Title
• Positive Sentiment: Several recent analyst notes remained bullish, with firms like Guggenheim, Piper Sandler, BMO Capital Markets, and Cantor Fitzgerald reiterating constructive ratings and higher price targets, suggesting Wall Street still sees upside despite the selloff.
• Neutral Sentiment: Zacks noted that the broader earnings revisions trend for 2026 has been improving, especially in Technology, which may support sentiment for Oracle and other software/cloud names.
• Negative Sentiment: Oracle’s stock fell sharply because management said AI-related capital expenditures will be far higher than expected, with FY2027 capex potentially reaching $95 billion and plans to raise about $40 billion more through debt and equity financing, raising concerns about dilution, leverage, and free cash flow.
• Negative Sentiment: Investors also reacted to warnings that margins may step down as Oracle ramps data-center buildout, while a cyber issue in PeopleSoft and reports of active exploitation added a small layer of operational risk. Article Title

Oracle Trading Down 0.1%

Shares of NYSE ORCL opened at $184.01 on Friday. The company’s fifty day moving average is $184.68 and its 200-day moving average is $177.93. The stock has a market cap of $529.21 billion, a price-to-earnings ratio of 31.56, a P/E/G ratio of 1.44 and a beta of 1.65. Oracle Corporation has a twelve month low of $134.57 and a twelve month high of $345.72. The company has a quick ratio of 1.35, a current ratio of 1.12 and a debt-to-equity ratio of 2.84.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping analysts’ consensus estimates of $1.96 by $0.15. The company had revenue of $19.18 billion for the quarter, compared to analysts’ expectations of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 56.43%. The business’s quarterly revenue was up 20.6% compared to the same quarter last year. During the same period last year, the firm posted $1.70 earnings per share. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. Equities research analysts predict that Oracle Corporation will post 6.33 EPS for the current year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Friday, July 10th. Oracle’s payout ratio is currently 35.91%.

Insider Buying and Selling

In related 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 value of $2,642,850.00. Following the sale, the executive vice president directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

Analysts Set New Price Targets

ORCL has been the topic of a number of recent research reports. Citigroup reaffirmed a “market outperform” rating on shares of Oracle in a research note on Thursday. Monness Crespi & Hardt reaffirmed a “hold” rating on shares of Oracle in a research note on Wednesday, March 11th. Stifel Nicolaus reduced their price objective on shares of Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a research note on Wednesday, March 11th. Sanford C. Bernstein raised their price objective on shares of Oracle from $319.00 to $325.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, BMO Capital Markets raised their price objective on shares of Oracle from $200.00 to $220.00 and gave the company an “outperform” rating in a research note on Thursday. Three equities research 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. According to MarketBeat.com, Oracle presently has an average rating of “Moderate Buy” and an average target price of $268.27.

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.