Finivi Inc. Sells 3,624 Shares of Oracle Corporation $ORCL

Finivi Inc. cut its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 51.7% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,389 shares of the enterprise software provider's stock after selling 3,624 shares during the quarter. Finivi Inc.'s holdings in Oracle were worth $497,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. New Mexico Educational Retirement Board boosted its position in shares of Oracle by 4.2% during the 4th quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider's stock valued at $14,928,000 after acquiring an additional 3,100 shares during the last quarter. Planning Center Inc. increased its position in shares of Oracle by 142.2% in the fourth quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider's stock worth $1,243,000 after purchasing an additional 3,743 shares during the last quarter. U.S. Capital Wealth Advisors LLC increased its position in shares of Oracle by 15.4% in the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 42,616 shares of the enterprise software provider's stock worth $8,306,000 after purchasing an additional 5,692 shares during the last quarter. Axxcess Wealth Management LLC lifted its position in Oracle by 870.0% during the fourth quarter. Axxcess Wealth Management LLC now owns 671,452 shares of the enterprise software provider's stock valued at $128,012,000 after purchasing an additional 602,230 shares during the last quarter. Finally, Valeo Financial Advisors LLC grew its stake in Oracle by 4.6% in the 2nd quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider's stock worth $11,825,000 after buying an additional 3,584 shares in the last quarter. Institutional investors own 42.44% of the company's stock.

Analysts Set New Price Targets

ORCL has been the topic of several research reports. Stephens restated an "equal weight" rating and set a $164.00 price objective on shares of Oracle in a research report on Thursday, June 11th. Scotiabank reissued an "overweight" rating on shares of Oracle in a research note on Thursday, June 11th. BMO Capital Markets raised their price target on Oracle from $200.00 to $220.00 and gave the company an "outperform" rating in a research report on Thursday, June 11th. Mizuho set a $320.00 price target on Oracle in a research note on Wednesday, June 3rd. Finally, Guggenheim reaffirmed a "buy" rating on shares of Oracle in a report on Thursday, July 23rd. Two research 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 data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $263.97.

Key Headlines Impacting Oracle

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

Insider Buying and Selling at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company's stock in a transaction that occurred on Wednesday, June 24th. The stock was 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 in the company, valued at approximately $63,664,000. This represents a 50.00% decrease in their position. 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. Company insiders own 40.90% of the company's stock.

Oracle Stock Performance

NYSE:ORCL opened at $146.93 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. The firm's fifty day simple moving average is $158.22 and its 200 day simple moving average is $162.41. The stock has a market cap of $423.23 billion, a P/E ratio of 25.20, a price-to-earnings-growth ratio of 0.92 and a beta of 1.72. Oracle Corporation has a twelve month low of $114.50 and a twelve month high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, topping the consensus estimate of $1.96 by $0.15. The business had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The company's revenue for the quarter was up 20.6% on a year-over-year basis. During the same period in the prior year, the business earned $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, research analysts predict that Oracle Corporation will post 6.47 EPS for the current year.

Oracle Dividend Announcement

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

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.

Want to see what other hedge funds are holding ORCL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Oracle Corporation (NYSE:ORCL - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source