Clifford Swan Investment Counsel LLC Trims Holdings in Oracle Corporation $ORCL

Key Points

• Clifford Swan Investment Counsel reduced its Oracle position by 3% in the second quarter, selling 7,310 shares and retaining 234,843 shares valued at approximately $34.4 million. Institutional investors collectively own 42.44% of Oracle.
• Oracle reported quarterly EPS of $2.11, beating estimates of $1.96, while revenue rose 20.6% year over year to $19.18 billion. The company also maintained a quarterly dividend of $0.50 per share, equivalent to a 1.3% annual yield.
• Analysts retain a broadly positive view, with a consensus “Moderate Buy” rating and an average price target of $263.97, although concerns remain that heavy AI infrastructure spending could pressure cash flow and margins before related revenue materializes.

Clifford Swan Investment Counsel LLC reduced its position in Oracle Corporation (NYSE:ORCL - Free Report) by 3.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 234,843 shares of the enterprise software provider's stock after selling 7,310 shares during the quarter. Oracle makes up about 1.1% of Clifford Swan Investment Counsel LLC's investment portfolio, making the stock its 28th largest holding. Clifford Swan Investment Counsel LLC's holdings in Oracle were worth $34,416,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Mpwm Advisory Solutions LLC boosted its holdings in shares of Oracle by 76.9% during 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 during the last quarter. Sherman Asset Management Inc. grew its holdings in Oracle by 5.5% during the 1st quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider's stock valued at $155,000 after buying an additional 55 shares in the last quarter. Southern Capital Advisors LLC grew its holdings in Oracle by 1.3% during the 1st quarter. Southern Capital Advisors LLC now owns 4,446 shares of the enterprise software provider's stock valued at $654,000 after buying an additional 57 shares in the last quarter. Global Financial Private Client LLC increased its stake in Oracle by 0.8% in the 1st quarter. Global Financial Private Client LLC now owns 7,836 shares of the enterprise software provider's stock worth $1,153,000 after acquiring an additional 59 shares during the last quarter. Finally, Talisman Wealth Advisors LLC raised its holdings in shares of Oracle by 1.9% during the 2nd quarter. Talisman Wealth Advisors LLC now owns 3,086 shares of the enterprise software provider's stock worth $675,000 after acquiring an additional 59 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors.

Oracle Price Performance

Shares of ORCL stock opened at $149.43 on Tuesday. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. The company has a market capitalization of $430.43 billion, a P/E ratio of 25.63, a P/E/G ratio of 0.94 and a beta of 1.72. The company's 50-day simple moving average is $140.21 and its two-hundred day simple moving average is $160.55. 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 announced its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating the consensus estimate of $1.96 by $0.15. The firm had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The business's revenue for the quarter was up 20.6% on a year-over-year basis. During the same quarter last year, the firm 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, equities analysts anticipate that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Announces Dividend

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

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s AI opportunity remains a major potential catalyst. One analysis highlights the company’s large AI-related bookings and its position as a beneficiary of Nvidia’s expanding technology ecosystem, while another reports that Erste Group Bank raised its FY2028 EPS estimates. Nvidia Changes Everything, Says Top Investor About Oracle Stock FY2028 EPS Estimates for Oracle Boosted by Erste Group Bank
• Positive Sentiment: Oracle Health is expanding its Clinical AI Agent in the United States to support professional-fee coding, real-time dictation and chart review. Integrating these tools with Oracle’s cloud and AI stack could strengthen its role in mission-critical healthcare systems and support longer-term cloud growth. Is Oracle Using Healthcare AI to Quietly Redefine Its Core Cloud Strategy?
• Neutral Sentiment: Oracle was identified as a key vendor in blockchain and 5G-edge technology, and was included among suppliers expected to benefit from growth in the inventory-control software market. These reports point to addressable-market opportunities but do not provide a new financial forecast or contract announcement. Oracle Is Named a Key Vendor in Blockchain and 5G Edge
• Negative Sentiment: Investors remain concerned that Oracle’s spending to build AI capacity will arrive before the associated revenue. Record bookings may take time to convert into sales, potentially pressuring cash flow, margins and near-term earnings. The Bill for Oracle’s AI Build Arrived Before the Revenue
• Negative Sentiment: Commentary describing Oracle as a potential chronic underperformer, along with comparisons showing weakness versus the broader market, added to the cautious tone. The company’s upcoming earnings report is therefore viewed as an important catalyst capable of producing a sizable move. Oracle May Remain a Chronic Underperformer Oracle at a Crossroads: Big Earnings Could Trigger a Massive Swing

Insider Activity

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business's 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 sale, the insider owned 400,000 shares of the company's stock, valued at approximately $63,664,000. The trade was a 50.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on ORCL. BMO Capital Markets upped their price target on shares of Oracle from $200.00 to $220.00 and gave the company an "outperform" rating in a research note on Thursday, June 11th. Wedbush dropped their price objective on shares of Oracle from $275.00 to $240.00 and set an "outperform" rating for the company in a research note on Thursday, June 11th. Piper Sandler boosted their target price on shares of Oracle from $210.00 to $225.00 and gave the stock an "overweight" rating in a report on Thursday, June 11th. KeyCorp restated an "overweight" rating on shares of Oracle in a research report on Thursday, June 11th. Finally, Barclays increased their price target on shares of Oracle from $240.00 to $250.00 and gave the company an "overweight" rating in a report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Oracle has a consensus rating of "Moderate Buy" and an average price target of $263.97.

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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