VMS Asset Management Limited Takes Position in Oracle Corporation $ORCL

VMS Asset Management Limited acquired a new stake in Oracle Corporation (NYSE:ORCL) in the fourth quarter, HoldingsChannel reports. The firm acquired 29,500 shares of the enterprise software provider’s stock, valued at approximately $5,750,000. Oracle makes up about 2.2% of VMS Asset Management Limited’s portfolio, making the stock its 18th largest holding.

A number of other institutional investors have also modified their holdings of ORCL. Xponance Inc. grew its holdings in Oracle by 1.8% in the third quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock valued at $114,336,000 after purchasing an additional 7,320 shares during the period. DDD Partners LLC purchased a new stake in Oracle in the fourth quarter valued at approximately $1,677,000. William Blair Investment Management LLC grew its holdings in Oracle by 28.6% in the third quarter. William Blair Investment Management LLC now owns 1,107,586 shares of the enterprise software provider’s stock valued at $311,497,000 after purchasing an additional 246,243 shares during the period. New Mexico Educational Retirement Board grew its holdings in Oracle by 4.2% in the fourth 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. Finally, KADENSA CAPITAL Ltd grew its holdings in Oracle by 1,945.8% in the third quarter. KADENSA CAPITAL Ltd now owns 92,736 shares of the enterprise software provider’s stock valued at $26,081,000 after purchasing an additional 88,203 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Investor enthusiasm remains strong around Oracle’s AI infrastructure business, with articles highlighting the company as a major beneficiary of enterprise AI spending and noting that analysts see AI momentum staying strong. UBS also reportedly raised its price target to $285 ahead of earnings, reinforcing bullish sentiment.
• Positive Sentiment: Options activity and commentary from bullish investors suggest traders are positioning for another strong earnings update, reflecting expectations that Oracle’s cloud and AI-related backlog could keep driving growth.
• Neutral Sentiment: Oracle is set to report fiscal fourth-quarter results on June 10, and several previews focused on whether the company can sustain its recent surge in AI-related demand and revenue growth.
• Neutral Sentiment: Media coverage also pointed out that Oracle was featured in broader “AI software stocks” and dividend-stock lists, which supports visibility but does not materially change the near-term investment thesis.
• Negative Sentiment: Shares have come under some pressure ahead of earnings as investors worry that Oracle’s aggressive AI spending could mean higher capital expenditures, more debt, weaker free cash flow, and slower near-term returns from the strategy.
• Negative Sentiment: A shareholder litigation firm also announced an investigation into whether Oracle and certain executives adequately disclosed the risks tied to its AI spending plans, adding a legal overhang for the stock.

Insider Activity at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the transaction, the executive vice president directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Oracle Price Performance

ORCL opened at $236.51 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. The company has a 50 day moving average of $177.88 and a two-hundred day moving average of $178.30. The company has a market cap of $680.23 billion, a P/E ratio of 42.46, a P/E/G ratio of 2.16 and a beta of 1.65.

Oracle (NYSE:ORCL) last posted its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business had revenue of $17.19 billion for the quarter, compared to analysts’ expectations of $16.91 billion. During the same period in the previous year, the company posted $1.47 earnings per share. The business’s revenue for the quarter was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, analysts expect that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle’s payout ratio is presently 35.91%.

Wall Street Analysts Forecast Growth

ORCL has been the subject of a number of recent analyst reports. JPMorgan Chase & Co. upgraded shares of Oracle from a “neutral” rating to an “overweight” rating and lowered their target price for the company from $230.00 to $210.00 in a report on Wednesday, March 11th. Weiss Ratings upgraded shares of Oracle from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, May 29th. Morgan Stanley decreased their price objective on shares of Oracle from $213.00 to $207.00 and set an “equal weight” rating for the company in a research note on Thursday, April 23rd. Robert W. Baird decreased their price objective on shares of Oracle from $300.00 to $200.00 and set an “outperform” rating for the company in a research note on Tuesday, March 10th. Finally, Arete Research set a $255.00 price objective on shares of Oracle and gave the stock a “buy” rating in a research note on Thursday, May 7th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $264.70.

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.