Oracle (ORCL) Rallied Following a Big Cloud Services Contract

4 days ago 8

Soumya Eswaran

Wed, November 19, 2025 astatine 7:37 AM CST 3 min read

Cullen Capital Management, LLC, operating nether the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter capitalist letter. A transcript of the missive tin beryllium downloaded here. The US equity marketplace continued the rally successful the 3rd quarter, with the S&P 500 returning 8.1% and the Russell 1000 Value surging 5.3%. The worth equity strategy returned 6.9% (gross of fees) and 6.8% (net of fees) successful the quarter, portion the Russell 1000 Value and S&P 500 returned 5.3% and 8.1%, respectively, during the aforesaid period. The strategy returned 13.0% (gross), YTD, compared to the Russell 1000 Value’s +11.7% instrumentality and the S&P 500’s +14.8% return. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, SCCM Value Equity Strategy highlighted stocks specified arsenic Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that code endeavor accusation exertion environments. The one-month instrumentality of Oracle Corporation (NYSE:ORCL) was -19.13%, and its shares gained 15.59% of their worth implicit the past 52 weeks. On November 18, 2025, Oracle Corporation (NYSE:ORCL) banal closed astatine $220.49 per share, with a marketplace capitalization of $628.57 billion.

SCCM Value Equity Strategy stated the pursuing regarding Oracle Corporation (NYSE:ORCL) successful its 3rd 4th 2025 capitalist letter:

"Our beardown banal enactment wrong Information Technology benefited comparative performance. Oracle Corporation (NYSE:ORCL) (+28.9%) outperformed pursuing the announcement of a monolithic unreality services declaration valued astatine $30 cardinal annually, astir triple the size of Oracle’s existent $10.3 cardinal unreality infrastructure business. The deal, expected to statesman generating gross successful fiscal 2028, offers bully visibility into aboriginal maturation and validates Oracle’s assertive unreality strategy. The anticipated walk connected information halfway buildouts successful the US, on with the associated maturation successful representation spot demand, besides lifted Micron shares 35.9% successful the 3rd quarter."

Oracle’s (ORCL) Strategic Innovation Boosts its Dividend Appeal

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