Waverly Advisors LLC Has $37.14 Million Holdings in Oracle Corporation $ORCL

Waverly Advisors LLC raised its position in Oracle Corporation (NYSE:ORCL) by 7.8% during the first quarter, according to its most recent filing with the SEC. The firm owned 252,466 shares of the enterprise software provider’s stock after purchasing an additional 18,211 shares during the period. Waverly Advisors LLC’s holdings in Oracle were worth $37,140,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Wealth Alliance LLC boosted its position in Oracle by 3.1% during the first quarter. Wealth Alliance LLC now owns 13,042 shares of the enterprise software provider’s stock valued at $1,919,000 after acquiring an additional 390 shares during the last quarter. Vivaldi Capital Management LP grew its stake in Oracle by 6.2% during the first quarter. Vivaldi Capital Management LP now owns 7,359 shares of the enterprise software provider’s stock worth $1,083,000 after purchasing an additional 430 shares during the period. Boreal Capital Management LLC increased its holdings in Oracle by 94.9% in the first quarter. Boreal Capital Management LLC now owns 3,101 shares of the enterprise software provider’s stock worth $456,000 after purchasing an additional 1,510 shares in the last quarter. Dai ichi Life Insurance Company Ltd grew its position in shares of Oracle by 2.8% during the 1st quarter. Dai ichi Life Insurance Company Ltd now owns 89,683 shares of the enterprise software provider’s stock worth $13,193,000 after buying an additional 2,432 shares during the period. Finally, Gamco Investors INC. ET AL increased its stake in shares of Oracle by 0.9% in the 1st quarter. Gamco Investors INC. ET AL now owns 38,183 shares of the enterprise software provider’s stock valued at $5,617,000 after acquiring an additional 355 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle won a nearly $7 billion, 10-year U.S. Department of Defense software contract, a meaningful revenue win that could strengthen its government business and support sentiment around its cloud and enterprise software platform. Oracle signs 10-year software contract with Pentagon worth up to $7 billion
• Positive Sentiment: Retail traders and some analysts see the Pentagon award as a potential catalyst for more federal AI and enterprise-software deals, which could improve Oracle’s growth outlook near term. What’s Going On With Oracle Stock on Friday?
• Neutral Sentiment: Commentary around Oracle’s AI infrastructure strategy remains mixed: supporters point to a large AI order backlog, while skeptics question whether the company can turn that demand into profits quickly enough. Oracle Stock (ORCL) Opinions on AI Infrastructure Investments and Stock Decline
• Negative Sentiment: Bearish articles continue to highlight Oracle’s large capex burden, rising debt load, and concerns that free cash flow may stay pressured as it builds out AI data centers. Here’s why Oracle stock may still hit $100 despite the Pentagon contract
• Negative Sentiment: Oracle is also facing broader investor concern over slowing web traffic and weak sentiment around its AI spending, with some commentary framing the company as overextended. Ca$htag$: ORCL Becoming AI “House of Cards” as CapEx Concerns Swell

Insiders Place Their Bets

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm’s 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 completion of the sale, 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 filing with the SEC, which is available through this link. 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 4.3%

Oracle stock opened at $114.90 on Friday. Oracle Corporation has a fifty-two week low of $114.75 and a fifty-two week high of $345.72. The firm’s 50-day simple moving average is $170.31 and its 200 day simple moving average is $166.88. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. The stock has a market cap of $330.97 billion, a PE ratio of 19.71, a price-to-earnings-growth ratio of 0.72 and a beta of 1.72.

Oracle (NYSE:ORCL) last released its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating 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 company had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same period in the prior year, the company posted $1.70 earnings per share. Oracle’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. Research analysts predict that Oracle Corporation will post 6.47 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date was Friday, July 10th. Oracle’s payout ratio is presently 34.31%.

Analysts Set New Price Targets

A number of brokerages recently commented on ORCL. Moffett Nathanson set a $325.00 target price on Oracle in a research report on Thursday, June 11th. Morgan Stanley reissued a “mixed” rating on shares of Oracle in a research report on Thursday, June 11th. BTIG Research restated a “buy” rating and set a $400.00 price target on shares of Oracle in a research note on Friday, June 5th. Sanford C. Bernstein boosted their target price on shares of Oracle from $319.00 to $325.00 and gave the stock an “outperform” rating in a research report on Thursday, June 11th. Finally, CLSA began coverage on Oracle in a research note on Monday, July 20th. They set a “hold” rating and a $145.00 price target for the company. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Oracle presently has an average rating of “Moderate Buy” and an average price target of $265.03.

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.