Primecap Management Co. CA Lowers Position in Oracle Corporation $ORCL

Primecap Management Co. CA decreased its stake in shares of Oracle Corporation (NYSE:ORCL) by 5.1% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,386,230 shares of the enterprise software provider’s stock after selling 287,900 shares during the period. Primecap Management Co. CA owned 0.19% of Oracle worth $789,352,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in ORCL. Mpwm Advisory Solutions LLC grew its position in Oracle by 76.9% during the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after acquiring an additional 50 shares during the period. Sherman Asset Management Inc. raised its holdings in shares of Oracle by 5.5% in the 1st quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider’s stock worth $155,000 after purchasing an additional 55 shares during the period. Southern Capital Advisors LLC lifted its stake in shares of 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 in the last quarter. Global Financial Private Client LLC grew 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. Finally, Talisman Wealth Advisors LLC grew its holdings in shares of Oracle by 1.9% during the 2nd quarter. Talisman Wealth Advisors LLC now owns 3,086 shares of the enterprise software provider’s stock worth $675,000 after purchasing an additional 59 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s reported $638 billion contracted backlog is strengthening the long-term growth story. The backlog suggests substantial future demand for AI and cloud services, although the revenue will be recognized over time. Oracle Jumps as $638 Billion Backlog Outruns Cash Burn
• Positive Sentiment: New and expanded AI partnerships are reinforcing Oracle’s cloud strategy and positioning its infrastructure to benefit from surging demand for AI workloads. Oracle AI Partnerships Strengthen Cloud Focus
• Positive Sentiment: Some investors view Oracle’s depressed valuation and cloud expansion potential as an attractive risk-reward opportunity, arguing that the market may be underpricing the value embedded in its filings and future growth. Asymmetry Is the Reason I Will Not Stop Buying Oracle
• Neutral Sentiment: Tuesday’s move also reflected a wider technology-sector rebound, while technical analysts noted that ORCL was testing resistance near a key moving-average level. A sustained breakout could improve sentiment, but failure may keep the stock range-bound. MSFT, ORCL and INTC Forecast
• Negative Sentiment: The principal concern is execution and cash flow: Oracle must make substantial infrastructure investments before converting its AI backlog into recognized revenue. High spending, project delays and near-term profit pressure could limit the stock’s upside. Oracle Stock Is Now an AI Infrastructure Play
• Negative Sentiment: Investors are looking ahead to September 10 as an important test of the bullish case, suggesting expectations are elevated and the stock could remain sensitive to upcoming business updates. Oracle: September 10 Will Make or Break the Bull Case

Analysts Set New Price Targets

Several research analysts recently commented on ORCL shares. Piper Sandler raised their price target on shares of Oracle from $210.00 to $225.00 and gave the company an “overweight” rating in a report on Thursday, June 11th. Stephens reiterated an “equal weight” rating and set a $164.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Citigroup reissued a “market outperform” rating on shares of Oracle in a research note on Thursday, June 11th. Evercore restated an “outperform” rating and set a $245.00 target price on shares of Oracle in a report on Monday, June 8th. Finally, Scotiabank reaffirmed an “overweight” rating on shares of Oracle in a research report on Thursday, June 11th. Two research 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’s stock. According to data from MarketBeat.com, Oracle presently has an average rating of “Moderate Buy” and an average target price of $263.97.

Insider Buying and Selling at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle 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 approximately $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Oracle Stock Performance

NYSE:ORCL opened at $144.92 on Wednesday. The firm has a 50-day moving average of $142.75 and a two-hundred day moving average of $160.52. 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 stock has a market cap of $417.45 billion, a P/E ratio of 24.86, a PEG ratio of 0.89 and a beta of 1.72. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $345.72.

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, topping analysts’ consensus estimates of $1.96 by $0.15. The business had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The company’s revenue for the quarter was up 20.6% compared to the same quarter last year. During the same period in the previous year, the company earned $1.70 earnings per share. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. On average, research analysts expect that Oracle Corporation will post 6.49 earnings per share for the current fiscal year.

Oracle Announces Dividend

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

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.