GoalVest Advisory LLC Sells 5,475 Shares of Oracle Corporation $ORCL

GoalVest Advisory LLC lowered its stake in Oracle Corporation (NYSE:ORCL) by 87.3% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 795 shares of the enterprise software provider’s stock after selling 5,475 shares during the quarter. GoalVest Advisory LLC’s holdings in Oracle were worth $117,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Brighton Jones LLC lifted its stake in Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after buying an additional 100,494 shares during the period. Revolve Wealth Partners LLC boosted its holdings in Oracle by 8.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after buying an additional 404 shares during the last quarter. Sivia Capital Partners LLC grew its position in shares of Oracle by 21.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock worth $951,000 after buying an additional 768 shares during the period. United Bank grew its position in shares of Oracle by 6.8% during the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock worth $3,288,000 after buying an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. increased its stake in shares of Oracle by 19.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock valued at $11,556,000 after acquiring an additional 8,530 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on ORCL. DA Davidson increased their price target on shares of Oracle from $200.00 to $225.00 and gave the company a “buy” rating in a research report on Thursday, June 11th. Wolfe Research restated an “outperform” rating and set a $225.00 price objective on shares of Oracle in a report on Thursday, June 11th. Morgan Stanley reaffirmed a “mixed” rating on shares of Oracle in a research note on Thursday, June 11th. BMO Capital Markets increased their target price on shares of Oracle from $200.00 to $220.00 and gave the stock an “outperform” rating in a report on Thursday, June 11th. Finally, Sanford C. Bernstein lifted their price target on shares of Oracle from $319.00 to $325.00 and gave the stock an “outperform” rating in a research report on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Oracle has an average rating of “Moderate Buy” and a consensus target price of $263.97.

Oracle Trading Up 2.4%

NYSE ORCL opened at $146.93 on Friday. Oracle Corporation has a one year low of $114.50 and a one year high of $345.72. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. The firm has a market cap of $423.23 billion, a P/E ratio of 25.20, a P/E/G ratio of 0.92 and a beta of 1.72. The stock’s 50-day moving average is $158.22 and its 200-day moving average is $162.61.

Oracle (NYSE:ORCL) last issued its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.96 by $0.15. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The business had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same period in the previous year, the firm earned $1.70 EPS. Oracle’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. Sell-side analysts anticipate that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were paid a $0.50 dividend. The ex-dividend date of this dividend was 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%.

Insider Buying and Selling at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total value of $63,664,000.00. Following the completion of the transaction, the insider owned 400,000 shares in the company, valued at $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company insiders.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud infrastructure and AI businesses continue to attract strong demand, supported by a record backlog and optimism that the company can sustain rapid growth. Recent earnings also showed revenue increasing 20.6% year over year, with earnings and sales exceeding analyst expectations. Oracle Surges: What’s Driving the Sudden Rally
• Positive Sentiment: Some analysts remain bullish despite Oracle’s recent selloff. Wall Street’s long-term outlook reflects expectations that cloud ERP, database software and AI infrastructure could support substantial upside if Oracle converts its backlog into profitable revenue. Oracle: Cloud ERP And Oracle Database Software Driving Growth
• Neutral Sentiment: UBS lowered its Oracle price target to $245 from $285 but retained a Buy rating. The firm cited risks involving AI infrastructure spending, returns on invested capital, credit markets and Oracle’s exposure to OpenAI, suggesting analysts see meaningful long-term potential but greater execution risk. Oracle price target lowered by UBS amid AI spending concerns
• Negative Sentiment: Investors remain concerned that Oracle is funding its AI data-center buildout with substantial borrowing. Warnings about weaker returns, credit-rating pressure and higher financing costs could weigh on future margins and shareholder returns. Borrowing to the Brink: How Oracle’s AI Expansion Put Its Credit Rating on Life Support
• Negative Sentiment: Investor Michael Burry reportedly reopened a bearish Oracle position, arguing that AI-related technology stocks and data-center spending may be overvalued. The reports are contradictory about whether he fully exited or re-entered the trade, but the publicity reinforces near-term skepticism surrounding ORCL. Michael Burry says he’s shorting AI stars Oracle and Nebius

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.