Clifford Swan Investment Counsel LLC Has $48.42 Million Holdings in Oracle Corporation $ORCL

Clifford Swan Investment Counsel LLC lessened its stake in shares of Oracle Corporation (NYSE:ORCL) by 2.8% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 248,445 shares of the enterprise software provider’s stock after selling 7,222 shares during the quarter. Oracle accounts for about 1.6% of Clifford Swan Investment Counsel LLC’s holdings, making the stock its 11th biggest position. Clifford Swan Investment Counsel LLC’s holdings in Oracle were worth $48,424,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the business. Beacon Bridge Wealth Partners LLC increased its holdings in shares of Oracle by 3.0% in the 3rd quarter. Beacon Bridge Wealth Partners LLC now owns 1,543 shares of the enterprise software provider’s stock valued at $434,000 after purchasing an additional 45 shares during the period. Everest Management Corp. increased its holdings in shares of Oracle by 0.9% in the 3rd quarter. Everest Management Corp. now owns 5,265 shares of the enterprise software provider’s stock valued at $1,481,000 after purchasing an additional 45 shares during the period. Perennial Investment Advisors LLC increased its holdings in shares of Oracle by 0.5% in the 3rd quarter. Perennial Investment Advisors LLC now owns 9,627 shares of the enterprise software provider’s stock valued at $2,708,000 after purchasing an additional 45 shares during the period. Consolidated Portfolio Review Corp increased its holdings in shares of Oracle by 1.0% in the 3rd quarter. Consolidated Portfolio Review Corp now owns 4,988 shares of the enterprise software provider’s stock valued at $1,403,000 after purchasing an additional 50 shares during the period. Finally, Mpwm Advisory Solutions LLC increased its holdings in shares of Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 50 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 equities analysts have recently weighed in on ORCL shares. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $190.00 target price on shares of Oracle in a report on Thursday. Deutsche Bank Aktiengesellschaft dropped their target price on Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a report on Monday, March 9th. Guggenheim reiterated a “buy” rating and issued a $400.00 target price on shares of Oracle in a report on Friday, March 13th. Arete Research set a $255.00 price target on Oracle and gave the company a “buy” rating in a research note on Thursday, May 7th. Finally, UBS Group boosted their price target on Oracle from $250.00 to $285.00 and gave the company a “buy” rating in a research note on Tuesday. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $264.70.

Oracle Stock Up 2.7%

Shares of Oracle stock opened at $236.51 on Friday. The stock has a market capitalization of $680.23 billion, a P/E ratio of 42.46, a PEG ratio of 2.16 and a beta of 1.65. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock has a 50 day moving average price of $177.88 and a two-hundred day moving average price of $178.30. Oracle Corporation has a 12-month low of $134.57 and a 12-month high of $345.72.

Oracle (NYSE:ORCL) last announced its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. The firm had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company’s revenue was up 21.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities analysts expect that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were given a dividend of $0.50 per share. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a yield of 0.8%. Oracle’s dividend payout ratio is presently 35.91%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: UBS raised its price target on Oracle to $285, saying AI momentum could remain strong into the upcoming earnings report. Veteran Bank Revamps Oracle Price Target Ahead of Earnings
• Positive Sentiment: Options traders are showing bullish interest in Oracle before earnings, which can signal expectations for continued strength or a post-earnings move higher. Options Bulls Target Oracle Stock Before Earnings
• Positive Sentiment: Several recent pieces continue to frame Oracle as a beneficiary of the AI infrastructure buildout, with investors still optimistic about its OpenAI-related momentum and cloud growth story. Why Oracle Stock Zoomed 39.9% Higher in May
• Neutral Sentiment: Oracle remains a widely watched name ahead of its June 10 fiscal Q4 results, with analysts expecting continued revenue and EPS growth but also noting that expectations are already high. Oracle (ORCL) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Neutral Sentiment: Broader market commentary on AI spending, including warnings that the sector may be entering a more “rational” phase, adds uncertainty for Oracle because its valuation is increasingly tied to AI capex growth. AI Spending Has Been Huge. Now It Could Be Entering a ‘Rational’ Phase.
• Negative Sentiment: A shareholder law firm said it is investigating Oracle over whether management misrepresented the costs and risks of its AI infrastructure strategy, which could add legal overhang for the stock. Kuehn Law Encourages Investors of Oracle Corporation to Contact Law Firm
• Negative Sentiment: Oracle has also been slipping ahead of earnings as investors worry that heavy AI spending could pressure free cash flow, debt, and credit metrics if growth does not accelerate fast enough. Oracle Slips Ahead of Earnings as Investors Watch AI Growth

Insider Transactions at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the sale, the executive vice president owned 3,429 shares of the company’s stock, valued at $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The sale was disclosed in a document filed 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 insiders.

Oracle Company 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.