IPG Investment Advisors LLC Has $992,000 Stake in Oracle Corporation $ORCL

IPG Investment Advisors LLC trimmed its stake in Oracle Corporation (NYSE:ORCL) by 40.0% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 6,767 shares of the enterprise software provider’s stock after selling 4,509 shares during the period. IPG Investment Advisors LLC’s holdings in Oracle were worth $992,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in ORCL. Mpwm Advisory Solutions LLC raised its position in shares of Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 50 shares during the period. Sherman Asset Management Inc. boosted its holdings in shares of Oracle by 5.5% during the 1st quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider’s stock worth $155,000 after buying an additional 55 shares during the period. Southern Capital Advisors LLC grew its stake in Oracle by 1.3% in the 1st quarter. Southern Capital Advisors LLC now owns 4,446 shares of the enterprise software provider’s stock valued at $654,000 after buying an additional 57 shares during the last quarter. Global Financial Private Client LLC raised its holdings in Oracle by 0.8% in the 1st quarter. Global Financial Private Client LLC now owns 7,836 shares of the enterprise software provider’s stock worth $1,153,000 after acquiring an additional 59 shares during the period. Finally, Talisman Wealth Advisors LLC lifted its position in Oracle by 1.9% during the 2nd quarter. Talisman Wealth Advisors LLC now owns 3,086 shares of the enterprise software provider’s stock worth $675,000 after acquiring an additional 59 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Oracle Stock Down 0.7%

ORCL opened at $161.43 on Thursday. Oracle Corporation has a fifty-two week low of $114.50 and a fifty-two week 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’s fifty day moving average price is $140.63 and its two-hundred day moving average price is $160.42. The company has a market capitalization of $464.99 billion, a P/E ratio of 27.69, a P/E/G ratio of 1.21 and a beta of 1.74.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.96 by $0.15. The company had revenue of $19.18 billion during the quarter, compared to analysts’ expectations of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The business’s revenue was up 20.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.70 EPS. On average, analysts anticipate that Oracle Corporation will post 6.5 EPS for the current year.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on ORCL shares. Sanford C. Bernstein reissued an “outperform” rating on shares of Oracle in a research report on Wednesday, September 2nd. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $284.00 price target on shares of Oracle in a research report on Thursday, June 11th. Citizens Jmp reiterated a “market outperform” rating and set a $285.00 price target on shares of Oracle in a report on Wednesday. KeyCorp reissued an “overweight” rating on shares of Oracle in a research report on Thursday, June 11th. Finally, Piper Sandler raised their price target on shares of Oracle from $210.00 to $225.00 and gave the stock an “overweight” rating in a research report on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $257.86.

Insider Transactions at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm’s stock in a transaction dated 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 $63,664,000. This trade represents a 50.00% decrease in their ownership of the stock. 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 owned by company insiders.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s September 10 earnings report could provide a catalyst if cloud growth, AI infrastructure demand and backlog conversion exceed expectations. Options markets imply a potentially large post-earnings move, while call activity has focused on the $175 strike. Oracle Stock Could Swing After Earnings
• Positive Sentiment: Several analysts remain bullish on Oracle’s cloud opportunity. Citizens JMP reiterated an Outperform rating with a $285 target, while Guggenheim has described the stock as a top idea; the targets imply substantial upside if Oracle delivers accelerating growth. Oracle Rating Upgrade
• Positive Sentiment: OpenAI’s expanding AI ecosystem and its reported partnership with Oracle are reinforcing the company’s position as an AI infrastructure provider, supporting optimism that demand will eventually translate into significant cloud revenue. Oracle and the OpenAI Ecosystem
• Neutral Sentiment: Scotiabank lowered its price target to $215 from $241 but maintained a Sector Outperform rating, suggesting analysts remain constructive while becoming more cautious ahead of the results. Scotiabank Lowers Oracle Price Target
• Negative Sentiment: Oracle plans to spend approximately $70 billion in cash this fiscal year, more than twice the roughly $32 billion its business generated last year. Investors are concerned that data-center construction and AI commitments could require additional debt or financing. Oracle Capital Budget and Cash Flow
• Negative Sentiment: Retail investors have reduced interest ahead of earnings, while EU regulators are questioning Oracle’s cloud-licensing practices. These developments add sentiment and regulatory risk to an already volatile setup. Retail Investors Switch Off Oracle Stock

Oracle Company Profile

Oracle Corporation is a global enterprise technology company that develops and provides database software, cloud infrastructure, business applications and related technology services. Its offerings help organizations manage data, run applications, support business operations and build technology environments across on-premises, hybrid and cloud-based settings.

The company’s products include Oracle Database, MySQL, Java, Oracle Cloud Infrastructure and a broad portfolio of cloud applications for enterprise resource planning, financial management, human resources, supply chain management, customer experience and industry-specific operations.