Jones Financial Companies Lllp Acquires 190,358 Shares of Oracle Corporation $ORCL

Jones Financial Companies Lllp raised its holdings in shares of Oracle Corporation (NYSE:ORCL) by 25.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 925,049 shares of the enterprise software provider’s stock after buying an additional 190,358 shares during the quarter. Jones Financial Companies Lllp’s holdings in Oracle were worth $137,336,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Van Hulzen Asset Management LLC raised its holdings in shares of Oracle by 0.7% in the 2nd quarter. Van Hulzen Asset Management LLC now owns 11,815 shares of the enterprise software provider’s stock valued at $1,731,000 after acquiring an additional 81 shares in the last quarter. Veratis Advisors Inc. purchased a new stake in Oracle in the second quarter valued at approximately $696,000. Fiduciary Financial Advisors bought a new stake in Oracle during the second quarter valued at approximately $201,000. Manning & Napier Advisors LLC grew its stake in Oracle by 384.9% in the 2nd quarter. Manning & Napier Advisors LLC now owns 257 shares of the enterprise software provider’s stock worth $38,000 after buying an additional 204 shares in the last quarter. Finally, L2 Asset Management LLC increased its holdings in shares of Oracle by 5.8% in the 2nd quarter. L2 Asset Management LLC now owns 9,798 shares of the enterprise software provider’s stock worth $1,436,000 after buying an additional 536 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors.

Oracle Price Performance

Shares of Oracle stock opened at $142.44 on Tuesday. 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 Corporation has a one year low of $114.50 and a one year high of $345.72. The business’s 50 day simple moving average is $143.62 and its two-hundred day simple moving average is $160.53. The stock has a market capitalization of $410.29 billion, a P/E ratio of 24.43, a price-to-earnings-growth ratio of 0.92 and a beta of 1.72.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, beating analysts’ consensus estimates of $1.96 by $0.15. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The firm had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same quarter in the prior year, the firm posted $1.70 earnings per share. The business’s quarterly revenue 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. Analysts forecast that Oracle Corporation will post 6.49 EPS for the current 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 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 dividend yield of 1.4%. Oracle’s payout ratio is presently 34.31%.

Insider Activity at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the 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 completion of the sale, the insider directly owned 400,000 shares in the company, valued at approximately $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. TD Cowen lifted their price objective on shares of Oracle from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, June 8th. CLSA assumed coverage on Oracle in a research report on Monday, July 20th. They set a “hold” rating and a $145.00 price target on the stock. Piper Sandler upped their price objective on Oracle from $210.00 to $225.00 and gave the stock an “overweight” rating in a report on Thursday, June 11th. Morgan Stanley reiterated a “mixed” rating on shares of Oracle in a research report on Thursday, June 11th. Finally, Oppenheimer raised their price objective on Oracle from $235.00 to $275.00 and gave the company an “outperform” rating in a report on Monday, June 8th. Two research 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 MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and a consensus target price of $263.97.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud expansion is attracting investor interest, with analysts highlighting its potentially lower-cost infrastructure and suitability for artificial-intelligence workloads. The company’s reported $638 billion remaining performance obligation also points to substantial contracted future revenue, although execution remains important. Can Oracle Cloud Expansion Reshape Its S&P 500 Role?
• Positive Sentiment: Recent commentary remains constructive on Oracle’s accelerating revenue growth and potential to benefit from long-term AI infrastructure spending. The company’s latest reported quarter showed revenue growth of more than 20% year over year, with earnings and sales exceeding consensus estimates. Powerful Growth, Multiple Endorsements Bode Well for Oracle Stock
• Neutral Sentiment: Analyst views are widely dispersed. Recent price targets range from $164 to $400, with a reported six-month median of $247.50, suggesting significant upside in bullish scenarios but also substantial uncertainty about valuation and execution.
• Negative Sentiment: Investors remain concerned that Oracle is committing heavily to AI data-center capacity while taking on substantial debt. The company’s dependence on a small number of large AI customers, including OpenAI, increases the risk that contract changes or slower demand could affect growth expectations. Oracle vs. Amazon: Which Is the Better AI Cloud Stock?
• Negative Sentiment: Oracle has fallen sharply from last year’s peak, and investor commentary continues to question whether the stock’s decline reflects an attractive valuation or unresolved balance-sheet and customer-concentration risks. All 12 reported open-market insider transactions over the past six months were sales, adding another bearish signal. Don’t Be Fooled, Says Investor About Oracle Stock

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.