9,796 Shares in Oracle Corporation $ORCL Acquired by Triton Financial Group Inc

Key Points

• Triton Financial Group acquired 9,796 Oracle shares during the second quarter, valued at approximately $1.44 million. Institutional investors collectively own 42.44% of Oracle’s stock.
• Oracle reported quarterly EPS of $2.11, beating estimates, while revenue rose 20.6% year over year to $19.18 billion. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $263.97.
• Insider selling and funding concerns remain notable: Vice Chairman Jeffrey Henley sold 400,000 shares worth about $63.7 million under a Rule 10b5-1 plan, while Oracle’s AI infrastructure expansion and high debt-to-equity ratio could pressure cash flow and execution.

Triton Financial Group Inc purchased a new position in shares of Oracle Corporation (NYSE:ORCL - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 9,796 shares of the enterprise software provider's stock, valued at approximately $1,436,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings in shares of Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock valued at $25,593,000 after acquiring an additional 100,494 shares during the period. Revolve Wealth Partners LLC raised its position 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 valued at $903,000 after purchasing an additional 404 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in 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 purchasing an additional 768 shares during the period. United Bank boosted 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 worth $3,288,000 after purchasing an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. grew its position 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 worth $11,556,000 after purchasing an additional 8,530 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citi calls the selloff a buying opportunity: Citi placed Oracle on a 90-day “positive catalyst watch,” arguing that excessive selling has discounted much of the bad news. The firm cited strong AI-cloud demand and potential catalysts from upcoming earnings and Oracle’s investor day, supporting the rebound in ORCL. Citi Says It’s Time to Buy the Dip on Oracle Stock
• Positive Sentiment: Large VA health-record contract expansion: Oracle Health’s electronic-health-record agreement with the U.S. Department of Veterans Affairs was expanded by a potential $17 billion. The deal increases Oracle’s long-term government revenue opportunity and strengthens its position in digital healthcare infrastructure. Oracle Secures $17 Billion VA Contract Expansion
• Positive Sentiment: Cloud supply-chain recognition: Oracle Fusion Cloud Supply Chain & Manufacturing was named a Leader in Gartner’s 2026 Magic Quadrant and ranked first in several use cases. The recognition may help Oracle win additional enterprise cloud customers. Oracle Named a Leader by Gartner
• Positive Sentiment: AI-sector momentum: Broader strength in AI stocks, helped by Nvidia-related optimism, added support to Oracle as investors reassessed its cloud and data-center growth prospects. Oracle Stock Has Bottomed?
• Neutral Sentiment: Upcoming earnings remain the key test: Analysts point to Oracle’s sizable AI-related backlog and forthcoming earnings as potential breakout catalysts, but the stock’s recovery depends on whether revenue growth, bookings and guidance validate the infrastructure investment story. Oracle Is Ready to Explore
• Negative Sentiment: Funding and cost concerns persist: Reports that Oracle is asking managers to reduce payroll while funding a roughly $55.7 billion buildout highlight execution, debt and cash-flow risks. Oracle’s elevated debt-to-equity ratio could amplify investor sensitivity to financing costs and AI infrastructure spending. Oracle Capex Funding and Debt

Insider Activity

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction that occurred 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 directly owned 400,000 shares of the company's stock, valued at approximately $63,664,000. This represents a 50.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible 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 Ratings Changes

ORCL has been the topic of a number of recent research reports. Bank of America lifted their price objective on shares of Oracle from $200.00 to $240.00 and gave the company a "buy" rating in a research note on Tuesday, June 9th. Royal Bank Of Canada reiterated a "sector perform" rating and set a $190.00 target price on shares of Oracle in a research note on Thursday, June 11th. Citigroup reissued a "buy" rating on shares of Oracle in a report on Wednesday. DA Davidson boosted their price target on Oracle from $200.00 to $225.00 and gave the company a "buy" rating in a research report on Thursday, June 11th. Finally, BMO Capital Markets upped their price objective on Oracle from $200.00 to $220.00 and gave the company an "outperform" rating in a research note on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $263.97.

Oracle Stock Up 2.0%

ORCL stock opened at $151.82 on Friday. The stock has a market capitalization of $437.33 billion, a PE ratio of 26.04, a price-to-earnings-growth ratio of 0.93 and a beta of 1.72. The company has a fifty day moving average of $141.40 and a 200-day moving average of $160.67. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. Oracle Corporation has a one year low of $114.50 and a one year high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last issued 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 business had revenue of $19.18 billion for 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%. The business's revenue was up 20.6% compared to the same quarter last year. During the same period in the previous year, the business 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, analysts expect that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Announces Dividend

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

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.

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