UNIVEST FINANCIAL Corp Invests $971,000 in Oracle Corporation $ORCL

UNIVEST FINANCIAL Corp bought a new stake in Oracle Corporation (NYSE:ORCL) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 6,625 shares of the enterprise software provider’s stock, valued at approximately $971,000.

A number of other institutional investors and hedge funds have also made changes to their positions in ORCL. Norges Bank acquired a new stake in Oracle in the fourth quarter valued at about $4,336,031,000. Bank of New York Mellon Corp acquired a new position in Oracle during the 2nd quarter worth approximately $1,911,930,000. Capital Research Global Investors raised its stake in shares of Oracle by 29.3% during the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider’s stock worth $5,874,070,000 after buying an additional 6,826,299 shares in the last quarter. Vanguard Group Inc. raised its stake 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 worth $34,070,674,000 after buying an additional 5,841,584 shares in the last quarter. Finally, Cardano Risk Management B.V. lifted its holdings in shares of Oracle by 882.3% in 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 buying an additional 4,482,934 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Price Performance

Shares of NYSE:ORCL opened at $146.71 on Tuesday. The firm has a market capitalization of $422.59 billion, a price-to-earnings ratio of 25.16, a price-to-earnings-growth ratio of 0.94 and a beta of 1.72. 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 business’s 50 day simple moving average is $148.60 and its 200-day simple moving average is $161.26. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly earnings data 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. The firm had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.Oracle’s quarterly revenue was up 20.6% on a year-over-year basis. During the same period last year, the business posted $1.70 EPS. 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, equities analysts forecast that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Announces Dividend

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

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s expanding partnership with Amazon Web Services now supports Oracle AI Database@AWS across 22 regions, strengthening its cloud distribution and enterprise AI positioning. As Oracle Deepens Its Partnership with AWS
• Positive Sentiment: A bullish investment thesis argues that the market continues to value Oracle like a legacy database provider even as it builds hyperscale cloud and AI infrastructure. Strong demand visibility and backlog conversion could support long-term growth. Oracle as a Tier-1 Hyperscaler
• Neutral Sentiment: Unusually large, long-dated call-option activity may indicate institutional investors are positioning for a recovery, although the trades could also represent covered-call strategies rather than outright bullish bets. Unusual Oracle Call Options
• Negative Sentiment: Oracle and other software shares sold off as the AI trade rotated toward favored chip and infrastructure companies, making software stocks less attractive in the near term. Oracle and Software Stocks Drop
• Negative Sentiment: Investor concerns are growing over Oracle’s aggressive AI infrastructure commitments, potential additional debt or equity financing, negative free cash flow, execution timelines and customer concentration. Separate commentary also highlighted heavy AI spending across big technology companies and higher interest-rate risks. Oracle AI Data Center Investment Commentary
• Negative Sentiment: Reported insider activity showed Oracle insiders selling shares without recorded purchases during the past six months, adding a potentially cautious signal for investors.

Insider Activity

In other news, 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 transaction of $63,664,000.00. Following the completion of the transaction, the insider owned 400,000 shares of the company’s stock, valued at $63,664,000. The trade was a 50.00% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

ORCL has been the topic of a number of analyst reports. Royal Bank Of Canada restated a “sector perform” rating and issued a $190.00 price target on shares of Oracle in a research note on Thursday, June 11th. BTIG Research reiterated a “buy” rating and issued a $400.00 price objective on shares of Oracle in a research report on Friday, June 5th. Guggenheim reissued a “buy” rating on shares of Oracle in a report on Thursday, July 23rd. TD Cowen boosted their target price on shares of Oracle from $250.00 to $300.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Finally, KeyCorp reaffirmed an “overweight” rating on shares of Oracle in a research note on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $263.97.

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.