Argent Advisors Inc. Lowers Holdings in Oracle Corporation $ORCL

Key Points

• Argent Advisors Inc. cut its Oracle stake by 76% in the first quarter, leaving it with 1,397 shares valued at about $206,000.
• Oracle posted a strong latest quarter, with EPS of $2.11 beating estimates and revenue up 20.6% year over year to $19.18 billion. The company also issued upbeat guidance for fiscal 2027.
• Despite solid fundamentals and supportive analyst sentiment, Oracle shares were down 2.3% and trading well below recent highs, as investors remain focused on concerns about heavy AI infrastructure spending and its impact on margins and cash flow.

Argent Advisors Inc. trimmed its position in Oracle Corporation (NYSE:ORCL - Free Report) by 76.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,397 shares of the enterprise software provider's stock after selling 4,421 shares during the period. Argent Advisors Inc.'s holdings in Oracle were worth $206,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in ORCL. FSA Wealth Management LLC bought a new stake in Oracle during the third quarter worth about $28,000. Mpwm Advisory Solutions LLC grew its position in Oracle by 76.9% during the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after acquiring an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. purchased a new position in shares of Oracle during the third quarter worth approximately $35,000. HFM Investment Advisors LLC raised its stake in shares of Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock worth $25,000 after acquiring an additional 96 shares in the last quarter. Finally, Basepoint Wealth LLC bought a new stake in shares of Oracle in the 4th quarter worth approximately $26,000. Institutional investors own 42.44% of the company's stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is getting fresh support from analysts, with William Blair adding the stock to its Conviction List and KeyBanc reiterating confidence in Oracle’s AI cloud expansion. Both notes suggest investors may be underestimating the company’s growth runway in cloud infrastructure and AI-related spending. Oracle (ORCL) Stock Gains Momentum After Inclusion on William Blair’s Conviction List
• Positive Sentiment: Oracle’s recent product announcements, including Fusion Agentic Applications and Oracle Manager Edge, highlight continued AI integration across cloud software, which could help support future revenue growth and customer adoption. Oracle Helps Organizations Scale Effective Leadership with Oracle Manager Edge
• Neutral Sentiment: Several articles say Oracle is attracting investor attention as a possible bargain after its sharp pullback, with commentary focused on valuation, cloud momentum, and the possibility of a longer-term rebound if execution stays strong. Oracle (ORCL) Stock Still Looks Like A Bargain As Its 5 Year Return Hits 89%
• Negative Sentiment: Oracle is also facing investor concerns about the economics of its AI data-center buildout, including risks tied to profitability, capital spending, and free cash flow. That debate is weighing on sentiment even though cloud revenue growth remains strong. Oracle mulls AI data center-related risks, profitability in filing
• Negative Sentiment: Recent coverage also points to Oracle’s sharp stock slide and a difficult stretch for the shares, suggesting the market is still worried about heavy AI infrastructure spending and its impact on near-term margins and cash flow. Oracle stock's worst month since 1990: What's breaking Larry Ellison's empire?

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Stephens reaffirmed an "equal weight" rating and issued a $164.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Moffett Nathanson set a $325.00 target price on shares of Oracle in a research report on Thursday, June 11th. DA Davidson boosted their price target on shares of Oracle from $200.00 to $225.00 and gave the stock a "buy" rating in a research note on Thursday, June 11th. Jefferies Financial Group cut their price target on shares of Oracle from $400.00 to $320.00 and set a "buy" rating for the company in a research report on Thursday, March 5th. Finally, Piper Sandler lifted their price objective on Oracle from $210.00 to $225.00 and gave the stock an "overweight" rating in a report on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $268.27.

Insider Transactions at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the firm's stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the transaction, the executive vice president owned 3,429 shares of the company's stock, valued at approximately $604,155.51. This trade 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 accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 transaction of $63,664,000.00. Following the transaction, the insider owned 400,000 shares of the company's stock, valued at $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company's stock.

Oracle Stock Down 2.3%

ORCL stock opened at $143.20 on Thursday. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72. The company has a market capitalization of $412.49 billion, a price-to-earnings ratio of 24.56, a price-to-earnings-growth ratio of 0.92 and a beta of 1.72. The business's 50 day moving average price is $187.68 and its two-hundred day moving average price is $173.93. 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 released its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating analysts' consensus estimates of $1.96 by $0.15. The company had revenue of $19.18 billion during the quarter, compared to analysts' expectations of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The firm's revenue for the quarter was up 20.6% compared to the same quarter last year. During the same quarter last year, the business posted $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, analysts forecast that Oracle Corporation will post 6.45 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Friday, July 10th. Oracle's dividend payout ratio (DPR) is presently 34.31%.

About Oracle

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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