NewEdge Advisors LLC Has $56.06 Million Stock Holdings in Oracle Corporation $ORCL

NewEdge Advisors LLC decreased its holdings in shares of Oracle Corporation (NYSE:ORCL) by 11.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 381,102 shares of the enterprise software provider’s stock after selling 49,359 shares during the quarter. NewEdge Advisors LLC’s holdings in Oracle were worth $56,064,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in ORCL. Mpwm Advisory Solutions LLC grew its stake 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 worth $32,000 after acquiring an additional 50 shares during the last quarter. Sherman Asset Management Inc. boosted its holdings in Oracle by 5.5% in the 1st quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider’s stock valued at $155,000 after purchasing an additional 55 shares during the period. Southern Capital Advisors LLC boosted its holdings 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 purchasing an additional 57 shares during the period. Investment Advisory Group LLC grew its position in Oracle by 2.9% in the 4th quarter. Investment Advisory Group LLC now owns 2,078 shares of the enterprise software provider’s stock worth $405,000 after purchasing an additional 58 shares during the last quarter. Finally, Global Financial Private Client LLC increased its holdings in shares of Oracle by 0.8% during 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 purchasing an additional 59 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. Weiss Ratings lowered shares of Oracle from a “hold (c+)” rating to a “hold (c)” rating in a research report on Monday, July 20th. Scotiabank restated an “overweight” rating on shares of Oracle in a research note on Thursday, June 11th. UBS Group cut their price target on Oracle from $285.00 to $245.00 and set a “buy” rating for the company in a report on Thursday. Citigroup reiterated a “market outperform” rating on shares of Oracle in a research report on Thursday, June 11th. Finally, Mizuho set a $320.00 price objective on Oracle in a research report on Wednesday, June 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $263.97.

Insiders Place Their Bets

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’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 sale, the insider directly owned 400,000 shares of the company’s stock, valued at approximately $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud ERP and database businesses remain important growth drivers, supporting the company’s long-term expansion outlook. Oracle: Cloud ERP And Oracle Database Software Driving Growth
• Positive Sentiment: Oracle won a joint electronic health-record rollout with Ontario hospitals Baycrest and Sunnybrook, adding to evidence of demand for its healthcare technology. Oracle Lands Joint Ontario Hospital EHR Rollout
• Positive Sentiment: Wall Street analysts remain broadly bullish despite Oracle’s weak performance over the past year, while recent quarterly results showed revenue growth of 20.6% and earnings above consensus estimates. Do Wall Street Analysts Like Oracle Stock?
• Neutral Sentiment: Oracle’s quarterly dividend payment highlights its shareholder-return profile, but the $0.50-per-share payout is unlikely to materially change the near-term trading outlook. Larry Ellison Dividend Article
• Negative Sentiment: Concerns that debt-funded AI data-center investment could push Oracle’s credit rating toward junk status are the clearest fundamental overhang. Higher borrowing costs and leverage could reduce the value of future AI-related cash flows. Oracle AI Expansion and Credit Rating Concerns
• Negative Sentiment: Michael Burry has re-entered put positions on ORCL after previously closing an Oracle short, drawing attention to renewed bearish views on valuation, debt and execution risk. Michael Burry Re-enters Oracle Put Positions
• Negative Sentiment: A lower close across the major U.S. indexes amid uncertainty over the Strait of Hormuz and upcoming jobs data is adding to risk-off pressure on technology stocks. U.S. Markets End Lower Amid Hormuz Uncertainty

Oracle Stock Performance

Oracle stock opened at $143.43 on Friday. The firm has a market capitalization of $413.14 billion, a P/E ratio of 24.60, a P/E/G ratio of 0.91 and a beta of 1.72. The stock has a fifty day moving average price of $159.80 and a two-hundred day moving average price of $162.72. Oracle Corporation has a 52-week low of $114.50 and a 52-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.

Oracle (NYSE:ORCL) last issued its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating the consensus estimate of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The company had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter in the previous year, the company earned $1.70 EPS. The firm’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, analysts anticipate that Oracle Corporation will post 6.47 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were given a $0.50 dividend. The ex-dividend date was Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. Oracle’s payout ratio is 34.31%.

Oracle 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.