Oracle Corporation $ORCL Shares Sold by Clifford Swan Investment Counsel LLC

Clifford Swan Investment Counsel LLC decreased its holdings in shares of Oracle Corporation (NYSE:ORCL) by 3.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 234,843 shares of the enterprise software provider’s stock after selling 7,310 shares during the period. Oracle comprises approximately 1.1% of Clifford Swan Investment Counsel LLC’s investment portfolio, making the stock its 28th largest holding. Clifford Swan Investment Counsel LLC’s holdings in Oracle were worth $34,416,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its position in shares of Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after purchasing an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake 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 period. Sivia Capital Partners LLC boosted its stake in Oracle by 21.5% during the second 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 increased its position in shares of Oracle by 6.8% during the second quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock valued at $3,288,000 after acquiring an additional 963 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised 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 period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on ORCL. Stephens reaffirmed an “equal weight” rating and issued a $164.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Wedbush lowered their target price on Oracle from $275.00 to $240.00 and set an “outperform” rating for the company in a research note on Thursday, June 11th. Cantor Fitzgerald restated an “overweight” rating and set a $284.00 price target on shares of Oracle in a report on Thursday, June 11th. Piper Sandler increased their price target on Oracle from $210.00 to $225.00 and gave the company an “overweight” rating in a research report on Thursday, June 11th. Finally, Weiss Ratings downgraded Oracle from a “hold (c+)” rating to a “hold (c)” rating in a research report on Monday, July 20th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Oracle presently has an average rating of “Moderate Buy” and an average target price of $263.97.

Oracle Stock Performance

Shares of ORCL opened at $149.43 on Tuesday. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. The firm has a market cap of $430.43 billion, a PE ratio of 25.63, a price-to-earnings-growth ratio of 0.94 and a beta of 1.72. The company’s 50 day simple moving average is $140.21 and its 200-day simple moving average is $160.55. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.96 by $0.15. The firm had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The business’s revenue was up 20.6% on a year-over-year basis. During the same quarter last year, the company posted $1.70 earnings per share. 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 analysts predict that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Friday, July 10th. Oracle’s dividend payout ratio (DPR) is presently 34.31%.

Insider Buying and Selling

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction 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 owned 400,000 shares of the company’s stock, valued at $63,664,000. The trade was a 50.00% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s AI opportunity remains a major potential catalyst. One analysis highlights the company’s large AI-related bookings and its position as a beneficiary of Nvidia’s expanding technology ecosystem, while another reports that Erste Group Bank raised its FY2028 EPS estimates. Nvidia Changes Everything, Says Top Investor About Oracle Stock FY2028 EPS Estimates for Oracle Boosted by Erste Group Bank
• Positive Sentiment: Oracle Health is expanding its Clinical AI Agent in the United States to support professional-fee coding, real-time dictation and chart review. Integrating these tools with Oracle’s cloud and AI stack could strengthen its role in mission-critical healthcare systems and support longer-term cloud growth. Is Oracle Using Healthcare AI to Quietly Redefine Its Core Cloud Strategy?
• Neutral Sentiment: Oracle was identified as a key vendor in blockchain and 5G-edge technology, and was included among suppliers expected to benefit from growth in the inventory-control software market. These reports point to addressable-market opportunities but do not provide a new financial forecast or contract announcement. Oracle Is Named a Key Vendor in Blockchain and 5G Edge
• Negative Sentiment: Investors remain concerned that Oracle’s spending to build AI capacity will arrive before the associated revenue. Record bookings may take time to convert into sales, potentially pressuring cash flow, margins and near-term earnings. The Bill for Oracle’s AI Build Arrived Before the Revenue
• Negative Sentiment: Commentary describing Oracle as a potential chronic underperformer, along with comparisons showing weakness versus the broader market, added to the cautious tone. The company’s upcoming earnings report is therefore viewed as an important catalyst capable of producing a sizable move. Oracle May Remain a Chronic Underperformer Oracle at a Crossroads: Big Earnings Could Trigger a Massive Swing

About Oracle

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.