Elevation Point Wealth Partners LLC Acquires 11,820 Shares of Oracle Corporation $ORCL

04 Jul 2026, 11:48 by Danessa Lincoln · The Markets Daily

Elevation Point Wealth Partners LLC lifted its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 37.9% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 43,004 shares of the enterprise software provider’s stock after buying an additional 11,820 shares during the period. Elevation Point Wealth Partners LLC’s holdings in Oracle were worth $6,326,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in ORCL. HFM Investment Advisors LLC lifted its stake in shares of Oracle by 290.9% during the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after acquiring an additional 96 shares during the last quarter. Basepoint Wealth LLC purchased a new stake in Oracle in the fourth quarter worth $26,000. FSA Wealth Management LLC bought a new stake in shares of Oracle during the third quarter worth $28,000. Osbon Capital Management LLC purchased a new stake in shares of Oracle during the fourth quarter valued at $28,000. Finally, Joseph Group Capital Management bought a new position in shares of Oracle in the fourth quarter worth about $29,000. Institutional investors own 42.44% of the company’s stock.

More Oracle News

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 Analysts Forecast Growth

A number of brokerages recently weighed in on ORCL. BMO Capital Markets lifted their price objective on shares of Oracle from $200.00 to $220.00 and gave the company an “outperform” rating in a report on Thursday, June 11th. Monness Crespi & Hardt reaffirmed a “hold” rating on shares of Oracle in a research report on Wednesday, March 11th. JPMorgan Chase & Co. upgraded Oracle from a “neutral” rating to an “overweight” rating and lowered their price target for the company from $230.00 to $210.00 in a report on Wednesday, March 11th. Guggenheim reissued a “buy” rating and issued a $400.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Finally, Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $190.00 target price on shares of Oracle in a research report on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Oracle has a consensus rating of “Moderate Buy” and an average price target of $268.27.

Get Our Latest Report on ORCL

Oracle Stock Performance

Shares of NYSE:ORCL opened at $140.27 on Friday. The company has a market capitalization of $404.04 billion, a PE ratio of 24.06, a P/E/G ratio of 0.88 and a beta of 1.72. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. Oracle Corporation has a 12-month low of $134.57 and a 12-month high of $345.72. The business’s fifty day simple moving average is $185.91 and its 200-day simple moving average is $173.35.

Oracle (NYSE:ORCL – Get Free Report) last issued 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 company had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter last year, the company earned $1.70 earnings per share. 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, equities research analysts predict that Oracle Corporation will post 6.46 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Stockholders 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 dividend yield of 1.4%. Oracle’s payout ratio is presently 34.31%.

Insider Buying and Selling

In related news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction that occurred on 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 completion of the transaction, the executive vice president owned 3,429 shares in the company, valued at $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction on Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total value of $63,664,000.00. Following the transaction, the insider directly 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by insiders.

Oracle Company Profile

(Free Report)

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.

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