Oracle Corporation $ORCL Shares Purchased by Jacobs & Co. CA

Jacobs & Co. CA increased its position in Oracle Corporation (NYSE:ORCL) by 42.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,002 shares of the enterprise software provider’s stock after acquiring an additional 5,100 shares during the period. Jacobs & Co. CA’s holdings in Oracle were worth $2,491,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in ORCL. New Mexico Educational Retirement Board lifted its stake in Oracle by 4.2% during the 4th quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider’s stock valued at $14,928,000 after acquiring an additional 3,100 shares during the period. Planning Center Inc. increased its stake in shares of Oracle by 142.2% in the fourth quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider’s stock worth $1,243,000 after acquiring an additional 3,743 shares during the period. U.S. Capital Wealth Advisors LLC raised its holdings in shares of Oracle by 15.4% during the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 42,616 shares of the enterprise software provider’s stock worth $8,306,000 after purchasing an additional 5,692 shares during the last quarter. Axxcess Wealth Management LLC lifted its position in Oracle by 870.0% during the fourth quarter. Axxcess Wealth Management LLC now owns 671,452 shares of the enterprise software provider’s stock valued at $128,012,000 after purchasing an additional 602,230 shares during the period. Finally, Curtis Advisory Group LLC lifted its position in Oracle by 555.6% during the fourth quarter. Curtis Advisory Group LLC now owns 5,900 shares of the enterprise software provider’s stock valued at $1,150,000 after purchasing an additional 5,000 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insiders Place Their Bets

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction 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 transaction, the insider directly owned 400,000 shares of the company’s stock, valued at $63,664,000. This trade represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible 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.

Oracle Stock Performance

Shares of ORCL stock opened at $146.93 on Friday. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $345.72. The business’s 50 day moving average is $158.22 and its two-hundred day moving average is $162.61. The company has a market capitalization of $423.23 billion, a P/E ratio of 25.20, a P/E/G ratio of 0.92 and a beta of 1.72.

Oracle (NYSE:ORCL) last posted its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating analysts’ consensus estimates of $1.96 by $0.15. The business 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 business’s revenue was up 20.6% compared to the same quarter last year. During the same period in the previous year, the business earned $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. Analysts expect that Oracle Corporation will post 6.47 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed 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. The ex-dividend date was Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. Oracle’s dividend payout ratio is currently 34.31%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud infrastructure and AI businesses continue to attract strong demand, supported by a record backlog and optimism that the company can sustain rapid growth. Recent earnings also showed revenue increasing 20.6% year over year, with earnings and sales exceeding analyst expectations. Oracle Surges: What’s Driving the Sudden Rally
• Positive Sentiment: Some analysts remain bullish despite Oracle’s recent selloff. Wall Street’s long-term outlook reflects expectations that cloud ERP, database software and AI infrastructure could support substantial upside if Oracle converts its backlog into profitable revenue. Oracle: Cloud ERP And Oracle Database Software Driving Growth
• Neutral Sentiment: UBS lowered its Oracle price target to $245 from $285 but retained a Buy rating. The firm cited risks involving AI infrastructure spending, returns on invested capital, credit markets and Oracle’s exposure to OpenAI, suggesting analysts see meaningful long-term potential but greater execution risk. Oracle price target lowered by UBS amid AI spending concerns
• Negative Sentiment: Investors remain concerned that Oracle is funding its AI data-center buildout with substantial borrowing. Warnings about weaker returns, credit-rating pressure and higher financing costs could weigh on future margins and shareholder returns. Borrowing to the Brink: How Oracle’s AI Expansion Put Its Credit Rating on Life Support
• Negative Sentiment: Investor Michael Burry reportedly reopened a bearish Oracle position, arguing that AI-related technology stocks and data-center spending may be overvalued. The reports are contradictory about whether he fully exited or re-entered the trade, but the publicity reinforces near-term skepticism surrounding ORCL. Michael Burry says he’s shorting AI stars Oracle and Nebius

Analyst Upgrades and Downgrades

Several brokerages have weighed in on ORCL. Piper Sandler increased their price target on Oracle from $210.00 to $225.00 and gave the stock an “overweight” rating in a research report on Thursday, June 11th. BTIG Research reissued a “buy” rating and issued a $400.00 price objective on shares of Oracle in a report on Friday, June 5th. KeyCorp restated an “overweight” rating on shares of Oracle in a research note on Thursday, June 11th. UBS Group reduced their price target on Oracle from $285.00 to $245.00 and set a “buy” rating for the company in a research report on Thursday. Finally, CLSA started coverage on Oracle in a research report on Monday, July 20th. They issued a “hold” rating and a $145.00 price objective on the stock. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $263.97.

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.