World Investment Advisors Raises Stock Holdings in Oracle Corporation $ORCL

World Investment Advisors grew its stake in Oracle Corporation (NYSE:ORCL) by 45.0% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 71,574 shares of the enterprise software provider’s stock after acquiring an additional 22,227 shares during the period. World Investment Advisors’ holdings in Oracle were worth $10,529,000 as of its most recent filing with the SEC.

Other hedge funds have also recently made changes to their positions in the company. HFM Investment Advisors LLC boosted its position in shares of Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after buying an additional 96 shares during the period. Basepoint Wealth LLC acquired a new stake in shares of Oracle in the fourth quarter valued at $26,000. FSA Wealth Management LLC purchased a new stake in shares of Oracle in the 3rd quarter valued at $28,000. Osbon Capital Management LLC purchased a new stake in shares of Oracle in the 4th quarter valued at $28,000. Finally, Joseph Group Capital Management acquired a new position in Oracle during the 4th quarter worth about $29,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insider Activity

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the completion of the transaction, the insider directly owned 400,000 shares in the company, valued at $63,664,000. The trade was a 50.00% decrease in their position. The sale 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. Also, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the transaction, the executive vice president directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle launched Oracle Manager Edge and new AI agent tools across Fusion Cloud HCM and SCM, adding AI-driven coaching and supply-chain workflow features that could make its cloud platform stickier and support future growth. Oracle (ORCL) Unveils AI Agents For Supply Chains And Manager Coaching
• Positive Sentiment: William Blair reportedly added ORCL to its conviction list, and other firms have reiterated bullish views, reinforcing the idea that Wall Street still sees Oracle as a major AI beneficiary with upside from its cloud and enterprise software businesses. If You Lack Conviction in This Market, Here’s 1 Stock William Blair Thinks Deserves Your Attention
• Positive Sentiment: Recent commentary also highlighted Oracle’s strong earnings visibility and attractive valuation, with analysts describing it as one of the cheaper software names that could “explode” if AI demand and cloud adoption keep accelerating. Why Oracle Corporation (ORCL) Is One of the Most Profitable Software Stocks to Buy Right Now
• Neutral Sentiment: Oracle’s stock has also been hit by broader market worries, including renewed concerns that the AI trade may be getting ahead of fundamentals. Some recent reports say Oracle is weighing AI data-center-related risks and profitability, which may be contributing to the stock’s recent decline. Oracle mulls AI data center-related risks, profitability in filing
• Negative Sentiment: ORCL has been on a notable losing streak, with shares falling sharply from recent highs, as investors worry that AI spending may take time to pay off and that the company’s debt load could limit flexibility. Oracle Stock Is on Longest Losing Streak Since 2021 and Analysts Are Screaming ‘Buy’

Wall Street Analyst Weigh In

Several research firms have recently commented on ORCL. BTIG Research reissued a “buy” rating and issued a $400.00 price objective on shares of Oracle in a research note on Friday, June 5th. Guggenheim reaffirmed a “buy” rating and set a $400.00 target price on shares of Oracle in a research note on Thursday, June 11th. Oppenheimer increased their target price on shares of Oracle from $235.00 to $275.00 and gave the stock an “outperform” rating in a report on Monday, June 8th. KeyCorp reissued an “overweight” rating on shares of Oracle in a research report on Thursday, June 11th. Finally, Stephens restated an “equal weight” rating and issued a $164.00 price target on shares of Oracle in a research note on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $268.27.

Oracle Stock Performance

NYSE ORCL opened at $140.27 on Friday. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The stock has a market capitalization of $404.04 billion, a P/E ratio of 24.06, a P/E/G ratio of 0.88 and a beta of 1.72. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. The firm has a 50-day moving average price of $185.91 and a 200 day moving average price of $173.35.

Oracle (NYSE:ORCL) last announced its quarterly earnings data 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 58.62% and a net margin of 25.37%.The firm had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same quarter in the prior year, the company posted $1.70 earnings per share. Oracle’s quarterly 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. Equities research analysts expect that Oracle Corporation will post 6.46 EPS for the current year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be given a dividend of $0.50 per share. The ex-dividend date is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. Oracle’s payout ratio is presently 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.