Oracle Corporation

New York Stock Exchange
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Bullish +72

Bank of New York Mellon Corp Acquires 384,984 Shares of Oracle ...

🏦 Bank of New York Mellon Corp increased its Oracle holdings by 384,984 shares in Q1, raising total ownership to 13,251,059 shares valued at $1.95 billion.

📈 Capital Research Global Investors significantly boosted its position by 29.3%, acquiring an additional 6.8 million shares worth over $5.8 billion.

📉 Vice Chairman Jeffrey Henley sold 400,000 shares for $63.66 million on June 24th under a pre-arranged trading plan.

💰 Oracle reported Q1 EPS of $2.11, beating analyst estimates of $1.96 by $0.15 with revenue reaching $19.18 billion.

📊 Revenue grew 20.6% year-over-year to $19.18 billion, exceeding the consensus estimate of $19.10 billion.

🎯 The company achieved a net margin of 25.37% and a return on equity of 58.62% for the quarter.

📅 Oracle set Q1 2027 guidance at $1.72-$1.76 EPS and FY 2027 guidance at $8.05 EPS.

💵 A quarterly dividend of $0.50 per share will be paid on July 24th to stockholders of record on July 10th.

📈 Analysts maintain a 'Moderate Buy' consensus with an average price target of $268.27.

🏆 Guggenheim, BTIG Research, and Arete Research all issued buy ratings with price targets ranging from $255 to $400.

Bullish Signals
  • Oracle beat quarterly earnings estimates with EPS of $2.11 versus the consensus of $1.96.
  • Revenue reached $19.18 billion, surpassing analyst expectations of $19.10 billion.
  • Year-over-year revenue growth accelerated to 20.6%.
  • Net margin improved to 25.37% and return on equity stands at 58.62%.
  • Major institutional investors, including Capital Research Global Investors (+29.3%) and Vanguard Group (+3.5%), increased their stakes.
  • Bank of New York Mellon Corp added 384,984 shares to its portfolio in Q1.
  • Multiple analysts issued buy ratings with price targets ranging from $255 to $400 per share.
  • The company maintains a healthy dividend yield of 1.5% with a payout ratio of 34.31%.
Full Analysis
Bank of New York Mellon Corp increased its holdings in Oracle Corporation by 384,984 shares during the first quarter, bringing its total stake to 13,251,059 shares valued at approximately $1.95 billion. This move represents a 3.0% increase in ownership. Other major institutional investors also adjusted their positions significantly; Vanguard Group grew its stake by 3.5%, State Street Corp by 4.4%, and Capital Research Global Investors notably boosted its position by 29.3% to own over $5.8 billion worth of shares. In insider trading news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock on June 24th for a total transaction value of $63.66 million. Executed under a pre-arranged Rule 10b5-1 trading plan, this sale represented a 50% decrease in his personal ownership of the company's stock. Following this transaction, insiders collectively own approximately 40.90% of the outstanding shares. Oracle reported strong quarterly financial results released on June 10th, with earnings per share (EPS) of $2.11, beating analyst consensus estimates of $1.96 by $0.15. The company generated revenue of $19.18 billion, surpassing the expected $19.10 billion, and achieved a net margin of 25.37%. Revenue grew 20.6% year-over-year, while the company set forward guidance for Q1 2027 EPS between $1.72 and $1.76. Analyst sentiment remains positive with multiple firms issuing buy ratings and price targets ranging from $255 to $400 per share. The average analyst price target is currently $268.27, supported by a 'Moderate Buy' consensus rating. Additionally, Oracle announced a quarterly dividend of $0.50 per share payable on July 24th, reflecting an annualized yield of 1.5% and a payout ratio of 34.31%.