Addison Advisors LLC Reduces Position in Oracle Corporation $ORCL

Key Points

• Addison Advisors LLC cut its Oracle position by 70.8% in the second quarter, selling 5,044 shares and retaining 2,081 shares valued at approximately $305,000.
• Despite the reduction, other institutions increased exposure: Vanguard, Capital Research Global Investors and Cardano Risk Management expanded their holdings, while institutional investors collectively own 42.44% of Oracle.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $263.97. Oracle also exceeded quarterly earnings and revenue estimates, reporting $2.11 EPS and $19.18 billion in revenue, up 20.6% year over year.

Addison Advisors LLC decreased its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 70.8% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,081 shares of the enterprise software provider's stock after selling 5,044 shares during the quarter. Addison Advisors LLC's holdings in Oracle were worth $305,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of ORCL. Norges Bank bought a new stake in shares of Oracle during the fourth quarter worth $4,336,031,000. Bank of New York Mellon Corp acquired a new position in shares of Oracle during the second quarter worth $1,911,930,000. Capital Research Global Investors raised its stake in Oracle by 29.3% in the fourth quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider's stock valued at $5,874,070,000 after buying an additional 6,826,299 shares during the last quarter. Vanguard Group Inc. boosted its holdings in Oracle by 3.5% in the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock worth $34,070,674,000 after acquiring an additional 5,841,584 shares in the last quarter. Finally, Cardano Risk Management B.V. raised its holdings in shares of Oracle by 882.3% in the fourth quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider's stock worth $972,798,000 after buying an additional 4,482,934 shares during the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

ORCL has been the subject of a number of research reports. Wolfe Research reaffirmed an "outperform" rating and set a $225.00 target price on shares of Oracle in a report on Thursday, June 11th. Royal Bank Of Canada reiterated a "sector perform" rating and issued a $190.00 target price on shares of Oracle in a research note on Thursday, June 11th. DA Davidson raised their price target on shares of Oracle from $200.00 to $225.00 and gave the company a "buy" rating in a research report on Thursday, June 11th. BMO Capital Markets raised their price objective on Oracle from $200.00 to $220.00 and gave the company an "outperform" rating in a report on Thursday, June 11th. Finally, Barclays lifted their price target on shares of Oracle from $240.00 to $250.00 and gave the company an "overweight" 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 given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $263.97.

Insider Buying and Selling at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total value of $63,664,000.00. Following the completion of the sale, the insider owned 400,000 shares in the company, valued at approximately $63,664,000. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company's stock.

Oracle Trading Up 0.7%

ORCL opened at $143.82 on Thursday. Oracle Corporation has a one year low of $114.50 and a one year high of $345.72. The stock has a market capitalization of $414.27 billion, a PE ratio of 24.67, a P/E/G ratio of 0.89 and a beta of 1.72. The business's 50 day moving average price is $146.20 and its 200 day moving average price is $160.87. 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 (NYSE:ORCL - Get Free Report) last issued its quarterly earnings data 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. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The firm had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same period last year, the company earned $1.70 EPS. The company's quarterly revenue was up 20.6% on a year-over-year basis. 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 research analysts expect that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were issued a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, July 10th. Oracle's dividend payout ratio is currently 34.31%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s remaining performance obligations reportedly reached a record $638 billion, strengthening the long-term revenue visibility for its cloud and AI infrastructure businesses. Analysts argue that the backlog could support a significant recovery if Oracle converts commitments into revenue. Oracle Price Prediction: Can Its $638 Billion Backlog Send the Stock Back Toward $250?
• Positive Sentiment: Strong cloud growth, the record AI backlog and what some analysts view as a discounted valuation have led to continued Buy ratings ahead of Oracle’s September earnings report. The company’s latest quarterly results also exceeded consensus estimates, with revenue up 20.6% year over year. What’s Going On With Oracle Stock Wednesday?
• Positive Sentiment: Oracle Health expanded its Clinical AI Agent with automated coding, physician dictation and chart-review tools, adding new monetization opportunities across healthcare workflows. Oracle Health Expands Clinical AI Agent with Automated Coding, Dictation, and Chart Review
• Neutral Sentiment: Oracle’s deepening partnership with AWS and expanding enterprise AI presence support the growth narrative, but investors remain focused on whether large customer commitments will translate into profitable, recurring cash flow.
• Negative Sentiment: Oracle’s aggressive AI data-center expansion is consuming substantial capital and increasing balance-sheet risk. The company faces elevated debt, pressure on free cash flow and competition with other AI infrastructure borrowers for financing. AI CapEx Risk: Amazon and Oracle Are the Most Vulnerable Hyperscalers
• Negative Sentiment: A planned $165 billion AI data-center buildout has encountered energy-supply and permitting challenges, raising questions about potential delays, execution costs and the timing of revenue realization. Exposure to major customers, including OpenAI, adds concentration risk. Oracle Stock Falls as Its $165 Billion AI Data Center Hits Another Pipeline Roadblock

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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