Forum Financial Management LP Sells 6,171 Shares of Oracle Corporation $ORCL

Key Points

• Forum Financial Management LP cut its Oracle stake by 39.5% in the first quarter, selling 6,171 shares and leaving it with 9,453 shares valued at about $1.39 million.
• Oracle’s latest quarterly results topped expectations, with EPS of $2.11 versus $1.96 expected and revenue of $19.18 billion, up 20.6% year over year. The company also issued quarterly guidance for Q1 2027 and FY 2027.
• Oracle announced a quarterly dividend of $0.50 per share, payable July 24 to shareholders of record on July 10, implying an annualized yield of 1.3%.

Forum Financial Management LP decreased its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 39.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 9,453 shares of the enterprise software provider's stock after selling 6,171 shares during the quarter. Forum Financial Management LP's holdings in Oracle were worth $1,391,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Norges Bank bought a new stake in Oracle during the fourth quarter worth about $4,336,031,000. Capital Research Global Investors increased its position in shares of Oracle by 29.3% during the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider's stock worth $5,874,070,000 after purchasing an additional 6,826,299 shares during the last quarter. Vanguard Group Inc. raised its stake in shares of Oracle by 3.5% during the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock worth $34,070,674,000 after purchasing an additional 5,841,584 shares in the last quarter. Cardano Risk Management B.V. boosted its holdings in shares of Oracle by 882.3% in the 4th quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider's stock valued at $972,798,000 after buying an additional 4,482,934 shares during the last quarter. Finally, FIL Ltd increased its holdings in Oracle by 1,605.7% during the fourth quarter. FIL Ltd now owns 3,976,441 shares of the enterprise software provider's stock worth $775,048,000 after buying an additional 3,743,314 shares during the last quarter. Institutional investors own 42.44% of the company's stock.

Oracle Stock Down 0.2%

Oracle stock opened at $148.18 on Tuesday. The company's 50-day moving average price is $188.93 and its two-hundred day moving average price is $174.86. 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 stock has a market cap of $426.83 billion, a P/E ratio of 25.42, a P/E/G ratio of 0.93 and a beta of 1.65. Oracle Corporation has a twelve month low of $134.57 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 earnings per share (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 company had revenue of $19.18 billion during the quarter, compared to analysts' expectations of $19.10 billion. During the same quarter in the previous year, the company posted $1.70 earnings per share. The business'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, analysts expect that Oracle Corporation will post 6.45 EPS for the current year.

Oracle Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be paid a $0.50 dividend. The ex-dividend date is Friday, July 10th. This represents a $2.00 annualized dividend and a yield of 1.3%. Oracle's payout ratio is 34.31%.

Insider Transactions at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm's stock in a transaction 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 $63,664,000. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the transaction, the executive vice president directly owned 3,429 shares of the company's stock, valued at $604,155.51. This represents a 81.39% 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. Insiders own 40.90% of the company's stock.

Analyst Ratings Changes

A number of research analysts have recently commented on ORCL shares. DA Davidson lifted their price objective on shares of Oracle from $200.00 to $225.00 and gave the company a "buy" rating in a research report on Thursday, June 11th. Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $284.00 price objective on shares of Oracle in a research report on Thursday, June 11th. Sanford C. Bernstein lifted their target price on Oracle from $319.00 to $325.00 and gave the stock an "outperform" rating in a research note on Thursday, June 11th. Guggenheim reissued a "buy" rating and set a $400.00 target price on shares of Oracle in a report on Thursday, June 11th. Finally, Mizuho set a $320.00 price target on Oracle in a research note on Wednesday, June 3rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $268.27.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle announced new Fusion Agentic Applications for supply chain management, adding AI-driven tools that could strengthen its cloud growth story and deepen customer adoption. Oracle Adds New Fusion Agentic Applications to Help Customers Improve Supply Chain Performance
• Positive Sentiment: Oracle Financial Services was named a leader in the Chartis Credit Lending Operations report, and Oracle was also named a leader in IDC’s utility customer experience assessment, supporting the company’s enterprise software and industry-specific positioning. Oracle Financial Services Named Leader Across Four Categories in Chartis Credit Lending Operations Report Oracle Named a Leader in the IDC MarketScape for AI-Enabled Utility Customer Experience Management Solutions 2026 Vendor Assessment
• Positive Sentiment: Dan Ives argued the recent Big Tech selloff, including Oracle, looks like a buying opportunity and said ORCL is “way oversold,” which may help support a rebound narrative. Dan Ives Says MSFT, ORCL Are 'Way Oversold', Expects A Reversal In Next 6-9 Months
• Neutral Sentiment: Analysts continue to publish large price targets for Oracle, with a recent median target well above the current share price, suggesting Wall Street still sees upside despite near-term volatility. Oracle Stock (ORCL) Opinions on Recent Earnings and Capex Guidance
• Neutral Sentiment: Oracle continues to win government-contract payments and remain active in AI infrastructure partnerships, but these items are less immediate stock movers than the debt and capex debate. Oracle Stock (ORCL) Opinions on Recent Earnings and Capex Guidance
• Negative Sentiment: Investors are still focused on Oracle’s heavy capital spending, fresh debt issuance, and execution risk around converting its AI backlog into revenue, which is weighing on sentiment. Oracle Stock (ORCL) Opinions on Recent Earnings and Capex Guidance
• Negative Sentiment: Multiple reports highlighted Oracle’s sharp weekly decline, concerns that its debt load may be too high, and Jeffrey Henley’s large share sale, all of which add pressure to the stock. Oracle stock suffers its worst weekly slump since 2001 dot-com bust Is Oracle’s Debt Simply Too Much to Justify the Risk? Jeffrey Henley Sells 400,000 Shares of Oracle NYSE: ORCL Stock
• Negative Sentiment: Oracle shares were also hit by reporting that key partner OpenAI could delay its IPO, which may have added to the broader AI-growth disappointment around the stock. Oracle Stock Falls After Report Key Partner OpenAI Could Delay IPO

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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