96,745 Shares in Oracle Corporation $ORCL Bought by Bryn Mawr Trust Advisors LLC

Key Points

• Bryn Mawr Trust Advisors initiated a position in Oracle by purchasing 96,745 shares valued at approximately $14.2 million. Institutional investors now own 42.44% of the company.
• Oracle’s latest quarterly results beat expectations, with revenue up 20.6% year over year to $19.18 billion and EPS of $2.11 versus the $1.96 consensus estimate. The company also maintains a $0.50 quarterly dividend, yielding about 1.3%.
• Oracle’s cloud and AI expansion is attracting strategic partnerships with AWS and Quantinuum, but investors remain concerned about heavy infrastructure spending, rising leverage, potential layoffs and debt-related risks.

Bryn Mawr Trust Advisors LLC bought a new position in Oracle Corporation (NYSE:ORCL - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 96,745 shares of the enterprise software provider's stock, valued at approximately $14,178,000.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Brighton Jones LLC boosted its position in shares of Oracle by 189.3% during the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after buying an additional 100,494 shares during the period. Revolve Wealth Partners LLC grew its holdings in Oracle by 8.1% in the 4th 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 in the last quarter. Sivia Capital Partners LLC increased its position in Oracle by 21.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock valued at $951,000 after acquiring an additional 768 shares during the period. United Bank raised its stake in Oracle by 6.8% during the 2nd 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 in the last quarter. Finally, Schnieders Capital Management LLC. raised its stake in Oracle by 19.2% during 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 in the last quarter. 42.44% of the stock is currently owned by institutional investors.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle and Amazon Web Services expanded their long-term collaboration, with Oracle AI Database@AWS now available in 22 AWS regions. The offering includes Exadata-class performance and pay-per-use pricing, potentially accelerating enterprise cloud migrations and AI-related revenue. Oracle and AWS Deepen Strategic Collaboration
• Positive Sentiment: A multiyear partnership with Quantinuum will bring quantum-computing capabilities to Oracle Cloud Infrastructure. Although an early-stage opportunity, the deal broadens Oracle’s AI and cloud growth narrative and helped support investor interest. Quantinuum’s Cloud Deal With Oracle
• Neutral Sentiment: Oracle’s latest quarterly results exceeded expectations, with revenue rising 20.6% year over year and earnings surpassing consensus estimates. However, investors remain focused on whether growth can offset the capital requirements of Oracle’s AI infrastructure buildout.
• Neutral Sentiment: Technical coverage has identified the 50-day moving average as an important support or resistance level. This may encourage short-term trading activity but does not materially change the company’s fundamental outlook. Oracle Crossed Above the 50-Day Moving Average
• Negative Sentiment: Reports that Oracle is considering additional layoffs have heightened concerns about cash flow and operating pressure as the company funds aggressive AI data-center expansion. The spending is also increasing leverage and debt-servicing risk. Oracle Weighs Another Round of Job Cuts
• Negative Sentiment: Credit-downgrade concerns, higher bond-insurance costs and Oracle’s substantial debt burden are fueling fears that AI investment could strain its balance sheet. These concerns are the primary reason behind the recent sell-off. Oracle Junk Bond Fears and Debt Surge
• Negative Sentiment: Investor Michael Burry reportedly increased his short position in Oracle, arguing that excess AI-computing capacity could emerge by 2028. The high-profile bearish call adds pressure to a stock already facing skepticism about AI valuations and spending returns. Michael Burry Doubles Down on Oracle Shorts

Oracle Stock Performance

Shares of NYSE ORCL opened at $150.32 on Friday. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The stock has a market capitalization of $432.99 billion, a price-to-earnings ratio of 25.78, a PEG ratio of 0.98 and a beta of 1.72. The stock's fifty day simple moving average is $149.89 and its 200 day simple moving average is $161.60. Oracle Corporation has a 52-week low of $114.50 and a 52-week high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last announced its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 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 the consensus estimate of $19.10 billion. During the same period in the prior year, the business posted $1.70 earnings per share. Oracle's 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. As a group, sell-side analysts forecast that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were issued a $0.50 dividend. The ex-dividend date was Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. Oracle's dividend payout ratio is presently 34.31%.

Insider Transactions at Oracle

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

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on ORCL. Citigroup reissued a "market outperform" rating on shares of Oracle in a report on Thursday, June 11th. DA Davidson upped their price objective on shares of Oracle from $200.00 to $225.00 and gave the stock a "buy" rating in a report on Thursday, June 11th. Evercore reiterated an "outperform" rating and issued a $245.00 target price on shares of Oracle in a research report on Monday, June 8th. UBS Group lowered their target price on shares of Oracle from $285.00 to $245.00 and set a "buy" rating on the stock in a research note on Thursday, August 6th. Finally, Stephens reissued an "equal weight" rating and issued a $164.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $263.97.

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.

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