Azimuth Capital Investment Management LLC Decreases Stock Holdings in Oracle Corporation $ORCL

Key Points

• Azimuth Capital Investment Management reduced its Oracle holdings by 65.7% in the second quarter, selling 78,311 shares and retaining 40,948 shares valued at approximately $6.0 million. Institutional investors collectively own 42.44% of Oracle.
• Oracle reported quarterly revenue of $19.18 billion and adjusted EPS of $2.11, beating analyst estimates, while revenue increased 20.6% year over year. The company also declared a quarterly dividend of $0.50 per share, representing a 1.3% yield.
• Analysts remain generally constructive, with a consensus “Moderate Buy” rating and an average price target of $261.68, but concerns include elevated debt, negative free cash flow, heavy AI infrastructure spending and the ability to convert Oracle’s large cloud backlog into profitable growth.

Azimuth Capital Investment Management LLC cut its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 65.7% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 40,948 shares of the enterprise software provider's stock after selling 78,311 shares during the period. Azimuth Capital Investment Management LLC's holdings in Oracle were worth $6,001,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in ORCL. FSA Wealth Management LLC acquired a new stake in shares of Oracle in the third quarter worth approximately $28,000. Mpwm Advisory Solutions LLC raised its position in shares of Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. acquired a new position in Oracle in the third quarter worth about $35,000. HFM Investment Advisors LLC lifted its position in shares of Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock worth $25,000 after buying an additional 96 shares during the last quarter. Finally, Basepoint Wealth LLC acquired a new position in shares of Oracle during the fourth quarter valued at $26,000. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business's stock in a transaction dated Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total value 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. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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 Stock Down 0.1%

Shares of NYSE:ORCL opened at $158.65 on Monday. 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 Corporation has a 12 month low of $114.50 and a 12 month high of $345.72. The firm has a market cap of $456.99 billion, a P/E ratio of 27.21, a P/E/G ratio of 1.18 and a beta of 1.74. The company's 50-day moving average price is $139.73 and its two-hundred day moving average price is $160.31.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 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 analyst estimates of $19.10 billion. During the same period last year, the company earned $1.70 earnings per share. The company's 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, research analysts forecast that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently declared 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 of this dividend was Friday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. Oracle's payout ratio is 34.31%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s expanded, multi-year partnership with Hewlett Packard Enterprise NYSE: HPE calls for HPE Juniper networking equipment, routing, switching and support across Oracle’s global AI data centers. The agreement reinforces expectations for gigawatt-scale infrastructure expansion and potentially makes Oracle’s massive cloud backlog more achievable. HPE and Oracle Deepen Networking Collaboration
• Positive Sentiment: Investors are focused on Oracle’s reported $638 billion backlog and management’s target for roughly 58%–64% cloud growth. Converting more of that backlog into revenue would support the bullish view that AI contracts can accelerate Oracle’s cloud business. Oracle Jumps Before Its $638 Billion Backlog Faces Reality
• Positive Sentiment: Several analysts remain constructive despite recent target reductions. Jefferies maintained a Buy rating with a $290 target, while RBC reaffirmed Sector Perform with a $190 target, leaving substantial potential upside based on the cited share price. Oracle Stock Could Be Software’s Next Big Winner
• Neutral Sentiment: Options markets imply Oracle could move about 11% or more after earnings, highlighting unusually high event risk. Investors want evidence that heavy AI infrastructure spending is producing durable revenue growth and improving cash generation. Oracle Stock Could Swing 11% on Q1 Earnings
• Negative Sentiment: Oracle’s investment program is weighing on financial quality: fiscal 2026 free cash flow was reported at negative $23.7 billion, leverage is elevated, and the company may require substantial additional financing. S&P’s BBB- rating and the prospect of higher interest rates increase sensitivity to borrowing costs.
• Negative Sentiment: Analysts have trimmed some fair-value estimates, reflecting concerns about capital expenditures, debt, earnings quality and whether Oracle’s backlog can be converted profitably. The September 10 report and forward spending guidance are therefore critical tests of the AI-cloud strategy. Oracle Stock Gets Fair Value Trim

Wall Street Analyst Weigh In

A number of analysts have recently commented on ORCL shares. KeyCorp reissued an "overweight" rating on shares of Oracle in a research note on Thursday, June 11th. Mizuho set a $320.00 price target on shares of Oracle in a research note on Wednesday, June 3rd. Wedbush cut their price objective on shares of Oracle from $275.00 to $240.00 and set an "outperform" rating on the stock in a research report on Thursday, June 11th. Weiss Ratings cut shares of Oracle from a "hold (c+)" rating to a "hold (c)" rating in a research note on Monday, July 20th. Finally, TD Cowen reduced their price target on Oracle from $300.00 to $240.00 and set a "buy" rating for the company in a research report on Tuesday, September 1st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $261.68.

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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