Strategic Investment Advisors MI Has $1.61 Million Stake in Oracle Corporation $ORCL

Strategic Investment Advisors MI grew its position in Oracle Corporation (NYSE:ORCL) by 210.0% during the first quarter, HoldingsChannel reports. The firm owned 11,509 shares of the enterprise software provider’s stock after buying an additional 7,797 shares during the period. Strategic Investment Advisors MI’s holdings in Oracle were worth $1,611,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. HFM Investment Advisors LLC lifted its holdings in 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 buying an additional 96 shares during the period. Basepoint Wealth LLC acquired a new stake in Oracle during the 4th quarter worth about $26,000. FSA Wealth Management LLC bought a new position in shares of Oracle in the 3rd quarter worth about $28,000. Osbon Capital Management LLC bought a new position in shares of Oracle in the 4th quarter worth about $28,000. Finally, Joseph Group Capital Management acquired a new position in shares of Oracle in the 4th quarter valued at about $29,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

ORCL has been the topic of several research analyst reports. Wedbush cut their target price on Oracle from $275.00 to $240.00 and set an “outperform” rating on the stock in a research report on Thursday, June 11th. Weiss Ratings downgraded Oracle from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, July 20th. Evercore reissued an “outperform” rating and issued a $245.00 price target on shares of Oracle in a research note on Monday, June 8th. Mizuho set a $320.00 price target on Oracle in a report on Wednesday, June 3rd. Finally, Sanford C. Bernstein raised their price objective on shares of Oracle from $319.00 to $325.00 and gave the stock an “outperform” rating in a research report on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Oracle presently has an average rating of “Moderate Buy” and an average target price of $265.03.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: DA Davidson analyst Gil Luria argues that the market is assigning essentially no value to Oracle’s reported $630 billion AI backlog. Growing confidence in OpenAI’s long-term computing commitments could eventually improve investor perceptions of Oracle’s cloud infrastructure opportunity. Wall Street Is Valuing Oracle’s $630B AI Backlog at Zero
• Positive Sentiment: Several analysts and opinion pieces see significant long-term upside, citing Oracle’s record cloud growth, AI contracts and a roughly $7 billion Pentagon agreement. However, these bullish views have not yet overcome concerns about valuation and execution. A $7 Billion Reason to Buy Oracle Stock Now
• Neutral Sentiment: Founder Larry Ellison has personally guaranteed approximately $40.4 billion of equity financing for Paramount Skydance’s proposed Warner Bros. Discovery transaction. The guarantee is personal rather than an Oracle obligation, but his 40.6% ownership makes the deal relevant to shareholders because of potential concentration and governance concerns. Larry Ellison and the Media Deal
• Negative Sentiment: Oracle’s credit-default-swap costs have risen to about 200 basis points, substantially above those of several other AI-linked issuers. Investors are increasingly worried that heavy borrowing for data centers could compress margins, raise financing costs and delay returns on AI spending. Oracle Stock and Default Insurance
• Negative Sentiment: Technology companies have issued roughly $194 billion of bonds for AI investment in 2026 through early July. Weaker demand and rising yields are fueling an industry-wide “AI debt fatigue” trade, with Oracle viewed as especially exposed because of its substantial infrastructure commitments and leverage.
• Negative Sentiment: Bearish commentary highlights the possibility of further selling if AI capital spending slows, OpenAI-related credit concerns worsen or Oracle’s expected margin compression becomes more pronounced. One investment firm also trimmed its Oracle position after strong cloud gains, reinforcing the near-term risk-off sentiment.

Insider Transactions at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction 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. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Oracle Stock Performance

Shares of Oracle stock opened at $117.77 on Thursday. The business has a 50-day simple moving average of $166.35 and a 200 day simple moving average of $165.16. Oracle Corporation has a one year low of $114.50 and a one year high of $345.72. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. The firm has a market capitalization of $339.23 billion, a price-to-earnings ratio of 20.20, a PEG ratio of 0.75 and a beta of 1.72.

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, topping the consensus estimate of $1.96 by $0.15. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The business had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same quarter in the prior year, the company earned $1.70 earnings per share. The company’s quarterly revenue was up 20.6% on a year-over-year basis. 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, research analysts anticipate that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company 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. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date was Friday, July 10th. Oracle’s dividend payout ratio (DPR) is currently 34.31%.

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.