Harel Insurance Investments & Financial Services Ltd. Has $87.14 Million Holdings in Oracle Corporation $ORCL

Harel Insurance Investments & Financial Services Ltd. grew its position in shares of Oracle Corporation (NYSE:ORCL) by 109.2% in the 1st quarter, HoldingsChannel reports. The fund owned 592,338 shares of the enterprise software provider’s stock after buying an additional 309,127 shares during the period. Harel Insurance Investments & Financial Services Ltd.’s holdings in Oracle were worth $87,137,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Mpwm Advisory Solutions LLC increased its stake in Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 50 shares in the last quarter. Verum Partners LLC raised its holdings in Oracle by 2.2% during the fourth quarter. Verum Partners LLC now owns 2,409 shares of the enterprise software provider’s stock worth $470,000 after buying an additional 51 shares during the last quarter. Everpar Advisors LLC lifted its stake in shares of Oracle by 0.4% in the fourth quarter. Everpar Advisors LLC now owns 11,991 shares of the enterprise software provider’s stock valued at $2,337,000 after buying an additional 52 shares in the last quarter. Tull Financial Group Inc. grew its holdings in shares of Oracle by 5.8% during the third quarter. Tull Financial Group Inc. now owns 1,000 shares of the enterprise software provider’s stock valued at $281,000 after buying an additional 55 shares during the last quarter. Finally, Shum Financial Group Inc. grew its holdings in shares of Oracle by 1.0% during the fourth quarter. Shum Financial Group Inc. now owns 5,486 shares of the enterprise software provider’s stock valued at $1,069,000 after buying an additional 55 shares during the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the sale, the executive vice president directly owned 3,429 shares of the company’s stock, valued at $604,155.51. This trade represents a 81.39% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction 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 sale, the insider owned 400,000 shares in the company, valued at $63,664,000. The trade was 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. Company insiders own 40.90% of the company’s stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle introduced a new AI-native builder for Fusion Applications, combining no-code and pro-code tools to help customers and developers create and run agentic applications inside Oracle Fusion Cloud. Oracle Introduces AI-Native Builder Experience to Create and Run Agentic Applications in Oracle Fusion Applications
• Positive Sentiment: Oracle also announced additional OPERA Cloud Central integrations for Loews Hotels and a retail pricing optimization win with Bealls, showing continued traction across hospitality and retail customers. Oracle OPERA Cloud Central Implements Additional Systems to Further Loews Hotels Delivery of Exceptional Guest Experiences Retailer Bealls Inc. Increases Clearance Sales Dollars by 25% With Oracle
• Neutral Sentiment: Oracle is due to pay its quarterly dividend next week, which supports income-oriented investors but is unlikely to change the stock’s near-term direction by itself. Oracle to pay dividends next week; Here’s how much 100 ORCL shares will earn

Oracle Stock Down 2.7%

ORCL opened at $127.96 on Wednesday. Oracle Corporation has a fifty-two week low of $127.60 and a fifty-two week high of $345.72. The firm has a market capitalization of $368.58 billion, a P/E ratio of 21.95, a PEG ratio of 0.83 and a beta of 1.72. The company’s 50-day moving average is $181.33 and its 200 day moving average is $170.74. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12.

Oracle (NYSE:ORCL) last posted its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 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 firm had revenue of $19.18 billion for the quarter, compared to analysts’ expectations of $19.10 billion. During the same quarter last year, the firm earned $1.70 EPS. The company’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. Research analysts expect that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date is Friday, July 10th. Oracle’s dividend payout ratio (DPR) is 34.31%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the stock. BMO Capital Markets upped their target price on shares of Oracle from $200.00 to $220.00 and gave the stock an “outperform” rating in a report on Thursday, June 11th. Piper Sandler lifted their price target on Oracle from $210.00 to $225.00 and gave the company an “overweight” rating in a research note on Thursday, June 11th. KeyCorp reissued an “overweight” rating on shares of Oracle in a report on Thursday, June 11th. Sanford C. Bernstein increased their price objective on Oracle from $319.00 to $325.00 and gave the stock an “outperform” rating in a research note on Thursday, June 11th. Finally, Wedbush dropped their target price on Oracle from $275.00 to $240.00 and set an “outperform” rating on the stock in a report on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $268.27.

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.