Edgestream Partners L.P. Acquires 28,704 Shares of Oracle Corporation $ORCL

Edgestream Partners L.P. increased its holdings in shares of Oracle Corporation (NYSE:ORCL) by 324.9% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 37,539 shares of the enterprise software provider’s stock after buying an additional 28,704 shares during the period. Edgestream Partners L.P.’s holdings in Oracle were worth $5,522,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in ORCL. Brighton Jones LLC increased its position in Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after purchasing an additional 100,494 shares during the period. Revolve Wealth Partners LLC lifted its position in shares of Oracle by 8.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after purchasing an additional 404 shares during the period. Sivia Capital Partners LLC lifted its position in shares of Oracle by 21.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock worth $951,000 after purchasing an additional 768 shares during the period. United Bank boosted its stake in shares of Oracle by 6.8% in the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock valued at $3,288,000 after purchasing an additional 963 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in shares of Oracle by 19.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock valued at $11,556,000 after purchasing an additional 8,530 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Stock Performance

Shares of ORCL opened at $127.59 on Friday. The firm has a market capitalization of $367.53 billion, a P/E ratio of 21.89, a P/E/G ratio of 0.74 and a beta of 1.72. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $345.72. The stock has a 50 day moving average price of $165.10 and a two-hundred day moving average price of $164.66. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12.

Oracle (NYSE:ORCL) last announced 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 for the quarter, compared to analysts’ expectations of $19.10 billion. During the same quarter in the previous year, the firm earned $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. Equities analysts forecast that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s payout ratio is currently 34.31%.

Analyst Ratings Changes

ORCL has been the topic of several recent analyst reports. BTIG Research restated a “buy” rating and issued a $400.00 target price on shares of Oracle in a report on Friday, June 5th. Weiss Ratings lowered Oracle from a “hold (c+)” rating to a “hold (c)” rating in a research report on Monday, July 20th. Arete Research set a $255.00 price objective on Oracle and gave the company a “buy” rating in a research note on Thursday, May 7th. KeyCorp restated an “overweight” rating on shares of Oracle in a research report on Thursday, June 11th. Finally, Moffett Nathanson set a $325.00 target price on Oracle in a research note on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $265.03.

Insider Transactions at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction on Wednesday, June 24th. The shares were 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 owned 400,000 shares in the company, valued at $63,664,000. This represents a 50.00% decrease in their position. The transaction was disclosed in a legal 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 corporate insiders.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Expanded Google Cloud AI partnership: Oracle and Google Cloud will make Google’s Gemini models available across Oracle Fusion Cloud Applications and NetSuite. The integration is expected to help enterprise customers automate workflows, improve decision-making and build agentic applications, strengthening Oracle’s AI software proposition and potentially supporting demand for its cloud infrastructure. Oracle to Make Gemini Models Available to Thousands of Enterprise Applications
• Positive Sentiment: Broader AI-cloud rebound: Oracle participated in a sharp recovery across AI infrastructure stocks after the group’s prior-session selloff. Microsoft’s strong cloud results also helped reinforce investor confidence in enterprise AI spending and cloud growth. Why Oracle Stock Just Jumped
• Positive Sentiment: Analyst sees AI backlog upside: DA Davidson analyst Gil Luria argued that Wall Street is assigning little or no value to Oracle’s reported $630 billion AI backlog, including potential long-term OpenAI compute commitments. If contracts convert into revenue, the backlog could improve Oracle’s growth outlook and valuation. Wall Street Is Valuing Oracle’s $630B AI Backlog at Zero
• Neutral Sentiment: Valuation debate continues: Some coverage views Oracle as undervalued after its significant decline and highlights its Pentagon contract, while other analysis warns that consensus price targets may not fully reflect execution and financing risks. Oracle Stock Looks Undervalued on Earnings While Risks Still Weigh
• Negative Sentiment: Debt and credit concerns remain: Oracle’s elevated credit-default-swap costs and heavy borrowing to finance AI infrastructure continue to raise questions about leverage, refinancing costs and whether future AI returns will justify the investment. Oracle Stock Drops as Default Insurance Hits 200 Basis Points
• Negative Sentiment: Governance and concentration risk: Larry Ellison’s personal guarantee connected to a large Warner Bros. Discovery transaction has prompted concern among some investors because of his substantial ownership and the potential financial exposure. Larry Ellison’s Warner Bros. Discovery Deal Backstop

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.