Invesco Ltd. Has $1.41 Billion Stock Holdings in Oracle Corporation $ORCL

Invesco Ltd. cut its stake in Oracle Corporation (NYSE:ORCL) by 29.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,258,736 shares of the enterprise software provider’s stock after selling 3,045,256 shares during the period. Invesco Ltd.’s holdings in Oracle were worth $1,414,800,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Norges Bank bought a new stake in Oracle in the fourth quarter valued at $4,336,031,000. Capital Research Global Investors boosted its stake in shares of Oracle by 29.3% in the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider’s stock valued at $5,874,070,000 after purchasing an additional 6,826,299 shares in the last quarter. Vanguard Group Inc. grew its holdings in shares of Oracle by 3.5% in the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock worth $34,070,674,000 after purchasing an additional 5,841,584 shares during the last quarter. Cardano Risk Management B.V. grew its holdings in shares of Oracle by 882.3% in the 4th quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider’s stock worth $972,798,000 after purchasing an additional 4,482,934 shares during the last quarter. Finally, American Century Companies Inc. increased its position in shares of Oracle by 333.7% during the 3rd quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider’s stock worth $1,473,137,000 after purchasing an additional 4,030,382 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently commented on the company. Cantor Fitzgerald reissued an “overweight” rating and issued a $284.00 target price on shares of Oracle in a report on Thursday, June 11th. Mizuho set a $320.00 target price on shares of Oracle in a research note on Wednesday, June 3rd. Monness Crespi & Hardt reaffirmed a “hold” rating on shares of Oracle in a research note on Wednesday, March 11th. Moffett Nathanson set a $325.00 price objective on shares of Oracle in a report on Thursday, June 11th. Finally, Morgan Stanley restated a “mixed” rating on shares of Oracle in a report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Oracle currently has a consensus rating of “Moderate Buy” and an average target price of $268.27.

Insider Buying and Selling

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction dated 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 sale, the executive vice president directly owned 3,429 shares of the company’s stock, valued at $604,155.51. The trade was a 81.39% decrease in their position. The sale 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. 40.90% of the stock is owned by company insiders.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle continues to land cloud and AI-related business, including new use cases from Lightpath, Uplynk, and One NZ, suggesting demand for its infrastructure and applications remains healthy. Lightpath Monetizes Digital Services and Powers AI-Driven Innovation with Oracle
• Positive Sentiment: Some analysts and market commentators remain constructive on ORCL after Q4 results, with price-target boosts and articles arguing the selloff may have created an opportunity. Analysts Boosts Oracle (ORCL) Price Target Following Q4 Results
• Neutral Sentiment: Several pieces compare Oracle with other large-cap tech names, reinforcing that investors are still debating whether Oracle’s AI/cloud strategy offers better upside than peers like Salesforce or IBM. Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?
• Negative Sentiment: Investor concern is centered on Oracle’s massive AI capital spending plans, which have fueled fears that near-term cash flow could be pressured even as cloud growth remains strong. ETFs to Bet on as Oracle Slides 10% on Massive AI Spending Plans
• Negative Sentiment: Oracle also pushed back on a report about failed Microsoft cloud-deal talks, calling the details inaccurate, which keeps focus on execution risk and competitive pressure in the cloud market. Oracle says details in report of failed Microsoft cloud deal talks ‘inaccurate’

Oracle Stock Up 0.6%

Shares of Oracle stock opened at $184.66 on Friday. The firm has a market cap of $531.10 billion, a PE ratio of 31.67, a P/E/G ratio of 1.15 and a beta of 1.65. The business’s 50 day simple moving average is $188.02 and its 200 day simple moving average is $177.34. The company has a debt-to-equity ratio of 2.84, a quick ratio of 1.35 and a current ratio of 1.12. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping analysts’ consensus estimates of $1.96 by $0.15. Oracle had a return on equity of 56.43% and a net margin of 25.37%.The firm had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter in the prior year, the firm posted $1.70 EPS. The business’s 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. On average, analysts predict that Oracle Corporation will post 6.45 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be given a $0.50 dividend. The ex-dividend date of this dividend is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. Oracle’s dividend payout ratio (DPR) 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.