Corient Private Wealth LP Has $188.26 Million Stock Position in Oracle Corporation $ORCL

Corient Private Wealth LP grew its holdings in Oracle Corporation (NYSE:ORCL) by 7.3% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,284,604 shares of the enterprise software provider’s stock after acquiring an additional 87,178 shares during the quarter. Corient Private Wealth LP’s holdings in Oracle were worth $188,259,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Oracle during the 2nd quarter worth about $625,454,000. Edmond DE Rothschild Holding S.A. lifted its stake in shares of Oracle by 8.7% in the 2nd quarter. Edmond DE Rothschild Holding S.A. now owns 79,008 shares of the enterprise software provider’s stock valued at $11,579,000 after purchasing an additional 6,296 shares during the period. New Mexico Educational Retirement Board lifted its stake in shares of Oracle by 4.2% in 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 purchasing an additional 3,100 shares during the period. Planning Center Inc. boosted its position in shares of Oracle by 142.2% during the 4th quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider’s stock valued at $1,243,000 after purchasing an additional 3,743 shares in the last quarter. Finally, Valeo Financial Advisors LLC boosted its position in shares of Oracle by 4.6% during the 2nd quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider’s stock valued at $11,825,000 after purchasing an additional 3,584 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages have weighed in on ORCL. Mizuho set a $320.00 target price on Oracle in a report on Wednesday, June 3rd. BMO Capital Markets increased 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. Weiss Ratings downgraded shares of Oracle from a “hold (c+)” rating to a “hold (c)” rating in a research report on Monday, July 20th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $284.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Finally, Sanford C. Bernstein lifted their price objective on shares of Oracle from $319.00 to $325.00 and gave the company an “outperform” rating in a research note on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Oracle currently has a consensus rating of “Moderate Buy” and an average price target of $263.97.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citigroup identifies a potential rebound. Citi initiated a 90-day positive catalyst watch, maintained its Buy rating and reiterated a $330 price target. The firm views Oracle’s roughly 50% decline as an unusually severe selloff and believes negative expectations are largely reflected in the stock, creating an opportunity ahead of upcoming results and the company’s late-October investor day. Oracle Stock Gained 3% on Wednesday, Technical Indicators Point to Further Upside
• Positive Sentiment: AI demand and backlog support the long-term bull case. Reports highlighted Oracle’s approximately $638 billion contracted backlog and its growing role in AI data-center infrastructure. Investors are weighing the potential for substantial future cloud revenue against the cost and timing of building the required capacity. Oracle Jumps as $638 Billion Backlog Outruns Cash Burn
• Positive Sentiment: Oracle expanded a major U.S. government healthcare agreement. Oracle Health secured a potential $17 billion expansion of its Department of Veterans Affairs electronic health-record contract, increasing its exposure to a large, long-term public-sector customer. Oracle Secures $17 Billion VA Contract Expansion
• Neutral Sentiment: Technical and industry factors are improving but remain uncertain. Technical indicators point to possible further upside, and Oracle’s Deutsche Bank technology conference presentation kept attention on its cloud and AI strategy. Still, broader software stocks remain highly volatile as momentum trading and uncertainty over AI economics amplify price swings. Momentum and Leveraged Trading Keep Software Stocks on a Roller Coaster
• Negative Sentiment: Heavy AI infrastructure spending remains the principal concern. Oracle must finance data-center construction before much of its contracted revenue is recognized, potentially pressuring near-term profits and free cash flow. Project delays and questions about the pace of AI monetization could limit the recovery if execution disappoints.

Insider Activity

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the 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 transaction, the insider directly owned 400,000 shares in the company, valued at $63,664,000. This trade represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by corporate insiders.

Oracle Stock Performance

Shares of Oracle stock opened at $148.90 on Thursday. The business has a 50-day simple moving average of $142.06 and a 200 day simple moving average of $160.60. 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 $428.90 billion, a price-to-earnings ratio of 25.54, a PEG ratio of 0.91 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 6.49 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. Stockholders 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 dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s dividend payout ratio is presently 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.