LM Advisors LLC Lowers Position in Oracle Corporation $ORCL

Key Points

• LM Advisors LLC cut its Oracle stake by 79.8% in the fourth quarter, selling 13,062 shares and leaving it with 3,300 shares valued at about $643,000.
• Oracle reported better-than-expected fiscal Q4 results, with EPS of $2.11 versus $1.96 expected and revenue of $19.18 billion, up 20.6% year over year.
• The stock has drawn mixed reactions: analysts remain broadly positive, but shares fell after Oracle warned that AI-related capital spending could surge, raising concerns about leverage, dilution, and free cash flow.

LM Advisors LLC lessened its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 79.8% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,300 shares of the enterprise software provider's stock after selling 13,062 shares during the quarter. Oracle makes up about 0.4% of LM Advisors LLC's investment portfolio, making the stock its 26th largest position. LM Advisors LLC's holdings in Oracle were worth $643,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently modified their holdings of ORCL. Brighton Jones LLC lifted its holdings in shares of Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after buying an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after buying an additional 404 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Oracle by 21.5% in the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock worth $951,000 after buying an additional 768 shares in the last quarter. United Bank lifted its holdings in shares of Oracle by 6.8% in the second quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock worth $3,288,000 after buying an additional 963 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in shares of Oracle by 19.2% in the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock worth $11,556,000 after buying an additional 8,530 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle Price Performance

Oracle stock opened at $184.01 on Friday. The company has a market cap of $529.21 billion, a price-to-earnings ratio of 31.56, a PEG ratio of 1.44 and a beta of 1.65. The firm's fifty day moving average is $184.68 and its 200 day moving average is $177.93. The company has a quick ratio of 1.35, a current ratio of 1.12 and a debt-to-equity ratio of 2.84. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 56.43%. The company had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter in the prior year, the firm earned $1.70 earnings per share. Oracle'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. Sell-side analysts forecast that Oracle Corporation will post 6.32 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be given a dividend of $0.50 per share. The ex-dividend date is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. Oracle's payout ratio is 35.91%.

Insiders Place Their Bets

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the business's stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the transaction, the executive vice president owned 3,429 shares in the company, valued at $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, 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 owned by company insiders.

Wall Street Analyst Weigh In

Several research firms have recently commented on ORCL. Stephens reissued an "equal weight" rating and issued a $164.00 target price on shares of Oracle in a report on Thursday. Barclays upped their price target on shares of Oracle from $240.00 to $250.00 and gave the company an "overweight" rating in a research note on Thursday. Evercore reaffirmed an "outperform" rating and set a $245.00 price target on shares of Oracle in a research note on Monday, June 8th. 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. Finally, Arete Research set a $255.00 price target on shares of Oracle and gave the company a "buy" rating in a research note on Thursday, May 7th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $268.27.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle beat fiscal Q4 estimates, with adjusted EPS of $2.11 and revenue of $19.18 billion, while cloud infrastructure revenue jumped 93% year over year and the company cited a record $638 billion remaining performance obligation, signaling strong demand for its AI and cloud services.
• Positive Sentiment: The U.S. Office of Personnel Management awarded Oracle a $395.8 million federal HR modernization contract, expanding Oracle’s government cloud footprint and adding a new revenue stream tied to more than 2 million federal employees. Article Title
• Positive Sentiment: Several recent analyst notes remained bullish, with firms like Guggenheim, Piper Sandler, BMO Capital Markets, and Cantor Fitzgerald reiterating constructive ratings and higher price targets, suggesting Wall Street still sees upside despite the selloff.
• Neutral Sentiment: Zacks noted that the broader earnings revisions trend for 2026 has been improving, especially in Technology, which may support sentiment for Oracle and other software/cloud names.
• Negative Sentiment: Oracle’s stock fell sharply because management said AI-related capital expenditures will be far higher than expected, with FY2027 capex potentially reaching $95 billion and plans to raise about $40 billion more through debt and equity financing, raising concerns about dilution, leverage, and free cash flow.
• Negative Sentiment: Investors also reacted to warnings that margins may step down as Oracle ramps data-center buildout, while a cyber issue in PeopleSoft and reports of active exploitation added a small layer of operational risk. Article Title

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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