Neville Rodie & Shaw Inc. Has $23.41 Million Holdings in Oracle Corporation $ORCL

Neville Rodie & Shaw Inc. decreased its holdings in shares of Oracle Corporation (NYSE:ORCL) by 2.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 159,714 shares of the enterprise software provider’s stock after selling 4,374 shares during the quarter. Oracle accounts for approximately 1.5% of Neville Rodie & Shaw Inc.’s investment portfolio, making the stock its 16th largest position. Neville Rodie & Shaw Inc.’s holdings in Oracle were worth $23,406,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in ORCL. Norges Bank acquired a new position in Oracle during the 4th quarter worth approximately $4,336,031,000. Capital Research Global Investors lifted its stake in shares of 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 valued at $5,874,070,000 after acquiring an additional 6,826,299 shares during the last quarter. Vanguard Group Inc. boosted its holdings in shares of Oracle by 3.5% during 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 acquiring an additional 5,841,584 shares in the last quarter. Cardano Risk Management B.V. boosted its holdings in shares of Oracle by 882.3% during the 4th quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider’s stock valued at $972,798,000 after acquiring an additional 4,482,934 shares in the last quarter. Finally, FIL Ltd grew its position in Oracle by 1,605.7% during the 4th quarter. FIL Ltd now owns 3,976,441 shares of the enterprise software provider’s stock worth $775,048,000 after acquiring an additional 3,743,314 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm’s stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the completion of the transaction, the insider owned 400,000 shares in the company, 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 Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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 expanded its partnership with Alphabet’s Google Cloud to integrate Gemini AI models into Oracle software suites. The announcement reinforced Oracle’s multicloud and AI strategy and helped lift broader AI-cloud stocks. What Is Going on With Oracle Stock on Monday?
• Positive Sentiment: Oracle reportedly secured a 10-year, $7 billion U.S. Department of Defense contract, adding visibility to future government-cloud revenue and supporting the investment case for its AI infrastructure spending. Oracle Inks 10-Year, $7 Billion Contract With DoD
• Positive Sentiment: CACI International said it will partner with Oracle on a nearly $400 million, 10-year contract to modernize the Office of Personnel Management’s human-resources systems on a secure cloud platform. The project expands Oracle’s federal technology footprint. CACI Partners with Oracle to Deliver Federal Human Resources IT Modernization
• Positive Sentiment: Baycrest joined Sunnybrook’s rollout of Oracle Health’s electronic-record system in Ontario, providing Oracle Health with another major hospital reference customer and potentially supporting healthcare-cloud adoption. Oracle Stock Surges as Ontario Hospitals Expand Oracle Health Adoption
• Positive Sentiment: Call-option activity rose well above typical levels, suggesting increased speculative or bullish positioning, although options flows do not guarantee further gains.
• Neutral Sentiment: Oracle’s $638 billion remaining performance obligation and reported 93% cloud-infrastructure growth highlight strong AI demand, but investors remain focused on whether contracted revenue can translate into cash flow and earnings.
• Negative Sentiment: Analysts and commentators continued to flag Oracle’s heavy AI investment, potentially up to $70 billion in fiscal 2027 capital expenditures, negative free cash flow and rising debt. Concerns that AI spending could pressure margins or require additional financing remain an overhang.
• Negative Sentiment: Warnings about an AI-sector selloff—particularly if OpenAI or Anthropic encounter difficulties—put Oracle’s large AI backlog and infrastructure commitments in the crosshairs. Careful MSFT, AMZN, ORCL Bulls

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on ORCL. BTIG Research reaffirmed a “buy” rating and issued a $400.00 target price on shares of Oracle in a report on Friday, June 5th. Evercore reissued an “outperform” rating and set a $245.00 price target on shares of Oracle in a research note on Monday, June 8th. BMO Capital Markets boosted their price target on Oracle from $200.00 to $220.00 and gave the stock an “outperform” rating in a report on Thursday, June 11th. Piper Sandler upped their price objective on Oracle from $210.00 to $225.00 and gave the company an “overweight” rating in a research note on Thursday, June 11th. Finally, Scotiabank reiterated an “overweight” rating on shares of Oracle in a report on Thursday, June 11th. Two 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 company. According to data from MarketBeat, Oracle has a consensus rating of “Moderate Buy” and an average price target of $265.03.

Oracle Stock Up 9.6%

Shares of NYSE:ORCL opened at $142.33 on Tuesday. The firm has a market cap of $409.99 billion, a P/E ratio of 24.41, a P/E/G ratio of 0.82 and a beta of 1.72. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $345.72. The business has a fifty day simple moving average of $162.86 and a 200 day simple moving average of $163.71. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21.

Oracle (NYSE:ORCL) last issued its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, beating 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 company had revenue of $19.18 billion during the quarter, compared to analysts’ expectations of $19.10 billion. During the same quarter in the prior year, the firm posted $1.70 earnings per share. The business’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. Analysts predict that Oracle Corporation will post 6.47 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s dividend payout ratio is currently 34.31%.

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.