Arista Wealth Management LLC Has $945,000 Stock Holdings in Oracle Corporation $ORCL

Key Points

• Arista Wealth Management cut its Oracle position by 38.1% in the second quarter, selling 3,969 shares and retaining 6,447 shares valued at approximately $945,000. Institutional investors collectively own 42.44% of Oracle.
• Oracle reported quarterly revenue of $19.18 billion, up 20.6% year over year, while adjusted EPS of $2.11 exceeded analysts’ $1.96 estimate. The company also pays a $0.50 quarterly dividend, equivalent to a 1.4% yield.
• Analysts maintain a generally positive outlook, with Oracle carrying a “Moderate Buy” consensus rating and an average price target of $263.97, though concerns persist over debt-funded AI infrastructure spending, credit pressure and execution risks.

Arista Wealth Management LLC lessened its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 38.1% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,447 shares of the enterprise software provider's stock after selling 3,969 shares during the period. Arista Wealth Management LLC's holdings in Oracle were worth $945,000 at the end of the most recent reporting period.

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

Oracle Stock Performance

Shares of Oracle stock opened at $146.93 on Friday. The company has a market cap of $423.23 billion, a PE ratio of 25.20, a price-to-earnings-growth ratio of 0.92 and a beta of 1.72. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $345.72. The business has a 50 day moving average price of $158.22 and a 200-day moving average price of $162.61. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21.

Oracle (NYSE:ORCL - Get Free Report) last announced its earnings results 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. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The company had revenue of $19.18 billion for the quarter, compared to analysts' expectations of $19.10 billion. During the same quarter in the previous year, the firm earned $1.70 earnings per share. Oracle'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. Equities analysts anticipate that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Announces Dividend

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

Analyst Ratings Changes

Several research firms have weighed in on ORCL. UBS Group decreased their price target on shares of Oracle from $285.00 to $245.00 and set a "buy" rating for the company in a research note on Thursday. BMO Capital Markets raised their target price on Oracle from $200.00 to $220.00 and gave the company an "outperform" rating in a research note on Thursday, June 11th. Mizuho set a $320.00 price target on Oracle in a research note on Wednesday, June 3rd. TD Cowen raised their price objective on Oracle from $250.00 to $300.00 and gave the company a "buy" rating in a research note on Monday, June 8th. Finally, Sanford C. Bernstein boosted their price objective on Oracle from $319.00 to $325.00 and gave the company an "outperform" rating in a report 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's stock. According to MarketBeat, Oracle presently has an average rating of "Moderate Buy" and an average target price of $263.97.

Insider Activity at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction dated 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 $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by corporate insiders.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud infrastructure and AI businesses continue to attract strong demand, supported by a record backlog and optimism that the company can sustain rapid growth. Recent earnings also showed revenue increasing 20.6% year over year, with earnings and sales exceeding analyst expectations. Oracle Surges: What's Driving the Sudden Rally
• Positive Sentiment: Some analysts remain bullish despite Oracle’s recent selloff. Wall Street’s long-term outlook reflects expectations that cloud ERP, database software and AI infrastructure could support substantial upside if Oracle converts its backlog into profitable revenue. Oracle: Cloud ERP And Oracle Database Software Driving Growth
• Neutral Sentiment: UBS lowered its Oracle price target to $245 from $285 but retained a Buy rating. The firm cited risks involving AI infrastructure spending, returns on invested capital, credit markets and Oracle’s exposure to OpenAI, suggesting analysts see meaningful long-term potential but greater execution risk. Oracle price target lowered by UBS amid AI spending concerns
• Negative Sentiment: Investors remain concerned that Oracle is funding its AI data-center buildout with substantial borrowing. Warnings about weaker returns, credit-rating pressure and higher financing costs could weigh on future margins and shareholder returns. Borrowing to the Brink: How Oracle’s AI Expansion Put Its Credit Rating on Life Support
• Negative Sentiment: Investor Michael Burry reportedly reopened a bearish Oracle position, arguing that AI-related technology stocks and data-center spending may be overvalued. The reports are contradictory about whether he fully exited or re-entered the trade, but the publicity reinforces near-term skepticism surrounding ORCL. Michael Burry says he's shorting AI stars Oracle and Nebius

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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