Simplicity Wealth LLC Acquires 4,121 Shares of Oracle Corporation $ORCL

Simplicity Wealth LLC increased its stake in shares of Oracle Corporation (NYSE:ORCL) by 16.3% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 29,471 shares of the enterprise software provider’s stock after purchasing an additional 4,121 shares during the period. Simplicity Wealth LLC’s holdings in Oracle were worth $4,335,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. HFM Investment Advisors LLC lifted its stake in shares of Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after purchasing an additional 96 shares during the period. Basepoint Wealth LLC purchased a new stake in shares of Oracle in the fourth quarter worth $26,000. FSA Wealth Management LLC purchased a new position in shares of Oracle in the third quarter valued at about $28,000. Osbon Capital Management LLC purchased a new stake in Oracle during the 4th quarter valued at approximately $28,000. Finally, Joseph Group Capital Management bought a new stake in Oracle in the 4th quarter valued at $29,000. Institutional investors 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 dated 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 sale, the insider directly owned 400,000 shares of the company’s stock, valued at approximately $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 accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the sale, the executive vice president owned 3,429 shares in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Oracle Stock Down 2.4%

NYSE ORCL traded down $3.53 during trading on Friday, reaching $140.69. 29,697,993 shares of the company’s stock traded hands, compared to its average volume of 29,851,610. The firm has a market cap of $405.24 billion, a price-to-earnings ratio of 24.13, a price-to-earnings-growth ratio of 0.91 and a beta of 1.72. Oracle Corporation has a 12-month low of $134.57 and a 12-month 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 company’s 50 day simple moving average is $183.07 and its two-hundred day simple moving average is $171.86.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 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 firm had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same period in the previous year, the company posted $1.70 EPS. The business’s revenue for the quarter was up 20.6% compared to the same quarter last year. 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, sell-side analysts forecast that Oracle Corporation will post 6.46 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be issued a dividend of $0.50 per share. The ex-dividend date is Friday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle’s dividend payout ratio is 34.31%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s record AI backlog, stronger fiscal 2027 outlook, and expanding cloud businesses are being highlighted as reasons long-term investors may want to hold the stock despite the recent selloff. Article Title
• Positive Sentiment: Bernstein reiterated support for Oracle, and several articles point to Oracle’s massive cloud backlog and AI-related demand as evidence that the company still has meaningful growth potential. Article Title
• Neutral Sentiment: Oracle announced new partnerships and innovation initiatives, including IMSA Labs and a racing-focused cloud studio, which expand its cloud ecosystem but are not yet material enough to move the stock on their own. Article Title
• Negative Sentiment: S&P Global cut Oracle’s credit rating closer to junk, reinforcing worries about the company’s large debt burden and financing needs for its AI infrastructure buildout. Article Title
• Negative Sentiment: Recent commentary suggests Oracle may be facing concentration risk in its backlog and investor concern over the scale of spending required to support AI growth, which is keeping pressure on the shares. Article Title

Analyst Ratings Changes

ORCL has been the subject of several research analyst reports. Piper Sandler raised their price target on Oracle from $210.00 to $225.00 and gave the company an “overweight” rating in a report on Thursday, June 11th. Arete Research set a $255.00 price target on shares of Oracle and gave the company a “buy” rating in a report on Thursday, May 7th. Wolfe Research reissued an “outperform” rating and set a $225.00 price objective on shares of Oracle in a research note on Thursday, June 11th. KeyCorp restated an “overweight” rating on shares of Oracle in a research report on Thursday, June 11th. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $284.00 price objective 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 assigned a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $268.27.

Oracle Company 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.