Oracle Corporation $ORCL Stake Cut by Ritholtz Wealth Management

Ritholtz Wealth Management cut its holdings in shares of Oracle Corporation (NYSE:ORCL) by 7.6% in the first quarter, HoldingsChannel reports. The fund owned 69,484 shares of the enterprise software provider’s stock after selling 5,737 shares during the quarter. Ritholtz Wealth Management’s holdings in Oracle were worth $10,222,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. HFM Investment Advisors LLC lifted its position in shares of Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after purchasing an additional 96 shares in the last quarter. Basepoint Wealth LLC purchased a new position in Oracle during the fourth quarter valued at approximately $26,000. FSA Wealth Management LLC acquired a new position in Oracle in the 3rd quarter valued at approximately $28,000. Osbon Capital Management LLC acquired a new position in Oracle in the 4th quarter valued at approximately $28,000. Finally, Joseph Group Capital Management purchased a new stake in Oracle in the 4th quarter worth approximately $29,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insider Activity

In other news, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction dated 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 in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on ORCL. Evercore reissued an “outperform” rating and set a $245.00 target price on shares of Oracle in a research note on Monday, June 8th. Moffett Nathanson set a $325.00 price target on shares of Oracle in a research note on Thursday, June 11th. Monness Crespi & Hardt reiterated a “hold” rating on shares of Oracle in a report on Wednesday, March 11th. BTIG Research reissued a “buy” rating and set a $400.00 price objective on shares of Oracle in a research report on Friday, June 5th. Finally, Cantor Fitzgerald restated an “overweight” rating and issued a $284.00 target price on shares of Oracle in a research note on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $268.27.

Oracle Stock Performance

ORCL stock opened at $157.38 on Thursday. The firm has a 50 day moving average of $190.16 and a two-hundred day moving average of $176.34. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72. The company has a market capitalization of $453.34 billion, a price-to-earnings ratio of 27.00, a P/E/G ratio of 1.04 and a beta of 1.65. The company has a quick ratio of 1.35, a current ratio of 1.12 and a debt-to-equity ratio of 3.21.

Oracle (NYSE:ORCL) last released 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. The business had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. Oracle’s quarterly revenue was up 20.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.70 EPS. 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 anticipate that Oracle Corporation will post 6.45 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be given a $0.50 dividend. The ex-dividend date of this dividend is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. Oracle’s payout ratio is currently 34.31%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is still being viewed by some analysts as a major AI infrastructure winner, with commentary pointing to a massive AI backlog that could convert into revenue over the next several years. Oracle’s Sell-Off Looks More Like a Mispricing Than a Warning
• Positive Sentiment: Oracle Health announced an AI collaboration with Theator to extend AI into operating rooms, which could support future growth in healthcare workflows, documentation, and billing automation. Oracle Health Extends AI into the Operating Room in Collaboration with Theator
• Neutral Sentiment: Several bullish articles argue Oracle’s recent sell-off may be overdone and that the stock could rebound if backlog conversion and cloud growth continue to improve investor confidence. Oracle’s Sell-Off Looks More Like a Mispricing Than a Warning
• Neutral Sentiment: Oracle’s annual filing and follow-up coverage confirmed the workforce reductions were tied to broader AI adoption, but the company framed them as part of a restructuring effort rather than a sign of operational distress. Oracle Sheds 21,000 Jobs as It Continues AI-Focused Streamlining
• Negative Sentiment: Investors are worried that Oracle’s AI spending is being funded with more debt and that preferred stock conversions or ATM share issuance could dilute shareholders and weigh on the stock price. Oracle Analyst Warns: Preferred Stock Conversions and ATM Issuances May Dilute Shareholders and Pressure Stock Price
• Negative Sentiment: Broader tech weakness and an AI sector pullback are also adding to ORCL’s decline, as investors reassess high-spending AI names. Sector Update: Tech Stocks Fall Late Afternoon

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.