GoalVest Advisory LLC Has $117,000 Position in Oracle Corporation $ORCL

Key Points

• GoalVest Advisory LLC cut its Oracle position by 87.3% in the second quarter, selling 5,475 shares and retaining 795 shares valued at approximately $117,000. Institutional investors collectively own 42.44% of Oracle.
• Oracle reported quarterly revenue of $19.18 billion and adjusted EPS of $2.11, beating analyst expectations, while revenue rose 20.6% year over year. The company also pays a $0.50 quarterly dividend, equal to a 1.4% annual yield.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $263.97, but concerns remain over AI infrastructure spending, increased borrowing and credit risks; UBS lowered its target to $245 while retaining a Buy rating.

GoalVest Advisory LLC lowered its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 87.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 795 shares of the enterprise software provider's stock after selling 5,475 shares during the quarter. GoalVest Advisory LLC's holdings in Oracle were worth $117,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. New Mexico Educational Retirement Board grew its position in Oracle by 4.2% in the fourth 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 period. Planning Center Inc. lifted its holdings in shares of Oracle by 142.2% during the fourth quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider's stock valued at $1,243,000 after acquiring an additional 3,743 shares during the period. U.S. Capital Wealth Advisors LLC lifted its holdings in shares of Oracle by 15.4% during the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 42,616 shares of the enterprise software provider's stock valued at $8,306,000 after acquiring an additional 5,692 shares during the period. Axxcess Wealth Management LLC lifted its holdings in shares of 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 acquiring an additional 602,230 shares during the period. Finally, Curtis Advisory Group LLC boosted its stake in shares of Oracle by 555.6% in the 4th quarter. Curtis Advisory Group LLC now owns 5,900 shares of the enterprise software provider's stock valued at $1,150,000 after purchasing an additional 5,000 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock.

Oracle Stock Up 2.4%

NYSE:ORCL opened at $146.93 on Friday. The company has a market cap of $423.23 billion, a price-to-earnings ratio of 25.20, a P/E/G ratio of 0.92 and a beta of 1.72. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. The stock's fifty day moving average price is $158.22 and its two-hundred day moving average price is $162.61. Oracle Corporation has a 52-week low of $114.50 and a 52-week high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last released its 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 company had revenue of $19.18 billion during the quarter, compared to analysts' expectations 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 period last year, the firm 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. On average, analysts anticipate that Oracle Corporation will post 6.47 EPS for the current year.

Oracle Announces Dividend

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

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on ORCL shares. Morgan Stanley reaffirmed a "mixed" rating on shares of Oracle in a report on Thursday, June 11th. Cantor Fitzgerald reissued an "overweight" rating and set a $284.00 price target on shares of Oracle in a report on Thursday, June 11th. Piper Sandler boosted their price target on shares of Oracle from $210.00 to $225.00 and gave the company an "overweight" rating in a research report on Thursday, June 11th. Barclays upped their price objective on shares of Oracle from $240.00 to $250.00 and gave the stock an "overweight" rating in a research note on Thursday, June 11th. Finally, UBS Group dropped their price objective on shares of Oracle from $285.00 to $245.00 and set a "buy" rating for the company in a report on Thursday. Two equities research 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. According to data from MarketBeat, Oracle currently has a consensus rating of "Moderate Buy" and an average target price of $263.97.

Oracle News Roundup

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

Insiders Place Their Bets

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 transaction of $63,664,000.00. Following the completion of the sale, 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 position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company's stock.

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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