Oracle Corporation $ORCL Shares Purchased by Welch Group LLC

Welch Group LLC raised its holdings in shares of Oracle Corporation (NYSE:ORCL) by 9.3% in the 1st quarter, Holdings Channel reports. The firm owned 74,617 shares of the enterprise software provider’s stock after purchasing an additional 6,331 shares during the quarter. Welch Group LLC’s holdings in Oracle were worth $10,977,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings of ORCL. Vanguard Group Inc. boosted its holdings in shares of Oracle by 3.5% in the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock valued at $34,070,674,000 after buying an additional 5,841,584 shares during the period. State Street Corp raised its stake 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 worth $14,916,026,000 after acquiring an additional 3,216,915 shares during the period. Geode Capital Management LLC raised its stake in Oracle by 1.8% during the fourth quarter. Geode Capital Management LLC now owns 37,734,944 shares of the enterprise software provider’s stock worth $7,328,754,000 after acquiring an additional 665,374 shares during the period. Capital Research Global Investors lifted 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 acquiring an additional 6,826,299 shares during the last quarter. Finally, Morgan Stanley lifted its holdings in Oracle by 1.9% in the fourth quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider’s stock worth $5,286,953,000 after acquiring an additional 495,146 shares during the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle Health and Theator announced an AI-powered surgical reporting partnership, adding another real-world use case for Oracle Cloud Infrastructure in healthcare. Oracle Health (ORCL), Theator Partner to Automate Surgical Reporting with AI
• Positive Sentiment: Several recent articles highlighted Oracle’s massive contract backlog and strong AI cloud demand, arguing the company has improved long-term revenue visibility despite near-term volatility. Oracle’s Contract Backlog Swells: Is Long-Term Revenue Growth Secured?
• Positive Sentiment: Wall Street sentiment remains broadly constructive, with coverage pointing to dozens of buy ratings and meaningful upside from current levels. Oracle stock has worst week since 2001 dot-com bust as AI financing concerns escalate
• Neutral Sentiment: Oracle was also featured in commentary suggesting the recent sell-off may be overdone and more a valuation/mispricing issue than a fundamental break in the AI story. Oracle’s Market Disconnect: The Truth Can Make You Rich
• Negative Sentiment: Investor concern is centered on Oracle’s aggressive AI spending: capital expenditures surged, free cash flow turned deeply negative, and debt is now high, raising questions about financing the buildout. Oracle stock has worst week since 2001 dot-com bust as AI financing concerns escalate
• Negative Sentiment: OpenAI IPO delay fears weighed on Oracle and other AI-related stocks, since Oracle is tied to the broader AI infrastructure trade. OpenAI May Push Back Highly-Awaited IPO to 2027, Slamming SoftBank and Oracle Shares
• Negative Sentiment: Oracle Vice Chairman Jeffrey Henley sold 400,000 shares in a pre-arranged 10b5-1 plan, a headline that can add to sentiment pressure even if the sale was scheduled. SEC filing for Jeffrey Henley stock sale

Oracle Stock Down 2.5%

Shares of Oracle stock opened at $148.68 on Friday. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.35. Oracle Corporation has a 1-year low of $134.57 and a 1-year high of $345.72. The business’s fifty day moving average price is $189.53 and its two-hundred day moving average price is $175.69. The company has a market capitalization of $428.27 billion, a P/E ratio of 25.50, a PEG ratio of 0.96 and a beta of 1.65.

Oracle (NYSE:ORCL) last released 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. The company 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%.The company’s revenue for the quarter was up 20.6% compared to the same quarter last year. During the same quarter in the prior year, the business 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. As a group, research analysts forecast that Oracle Corporation will post 6.45 EPS for the current year.

Oracle Dividend Announcement

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 dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, July 10th. This represents a $2.00 annualized dividend and a yield of 1.3%. Oracle’s dividend payout ratio (DPR) is presently 34.31%.

Analyst Ratings Changes

A number of equities analysts have commented on the company. Wedbush decreased their target price on Oracle from $275.00 to $240.00 and set an “outperform” rating for the company in a research note on Thursday, June 11th. Mizuho set a $320.00 price target on Oracle in a research report on Wednesday, June 3rd. Weiss Ratings raised Oracle from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday, May 29th. JPMorgan Chase & Co. upgraded Oracle from a “neutral” rating to an “overweight” rating and reduced their price objective for the company from $230.00 to $210.00 in a research report on Wednesday, March 11th. Finally, Wolfe Research restated an “outperform” rating and set a $225.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $268.27.

Insider Activity

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction dated 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 sale, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 transaction of $63,664,000.00. Following the completion of the sale, the insider directly owned 400,000 shares of the company’s stock, valued at approximately $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company insiders.

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.