LSV Asset Management Sells 24,400 Shares of Oracle Corporation $ORCL

Key Points

• LSV Asset Management cut its Oracle stake by 55.2% in the fourth quarter, selling 24,400 shares and leaving it with 19,764 shares worth about $3.85 million.
• Oracle insider selling also continued, with EVP Stuart Levey selling 15,000 shares in a pre-arranged Rule 10b5-1 transaction at an average price of $176.19.
• Despite some caution around AI/cloud revenue quality, Oracle has drawn several bullish analyst calls, including a Zacks upgrade to Buy; the stock currently has a Moderate Buy consensus and a target price of $261.46.

LSV Asset Management lowered its position in Oracle Corporation (NYSE:ORCL - Free Report) by 55.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 19,764 shares of the enterprise software provider's stock after selling 24,400 shares during the period. LSV Asset Management's holdings in Oracle were worth $3,852,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of ORCL. HFM Investment Advisors LLC grew its holdings in shares of Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock worth $25,000 after acquiring an additional 96 shares during the period. FSA Wealth Management LLC bought a new stake in Oracle during the third quarter valued at about $28,000. Joseph Group Capital Management bought a new stake in Oracle during the fourth quarter valued at about $29,000. Mpwm Advisory Solutions LLC grew its holdings in Oracle by 76.9% during the third 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 period. Finally, Investors Research Corp grew its holdings in Oracle by 465.5% during the fourth quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 135 shares during the period. Institutional investors own 42.44% of the company's stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle was upgraded to Buy by Zacks, with the firm citing improving earnings expectations and stronger outlook for the stock. Oracle (ORCL) Upgraded to Buy: Here's Why
• Positive Sentiment: Seeking Alpha also published a bullish piece arguing that Oracle is no longer an “easy short,” which supports sentiment that the stock may have more upside after its strong AI and cloud run. Oracle: The Easy Short Is Gone (Rating Upgrade)
• Neutral Sentiment: Oracle launched a new public campaign tied to its Doña Ana County data center project, highlighting community investment, lower water usage, and cleaner power plans. The announcement is more reputational than financially material in the short term. Oracle Launches New Campaign Highlighting Commitments to Doña Ana County
• Neutral Sentiment: Some coverage focused on Oracle as part of a broader debate over “AI round-trip” revenue and cloud growth quality, which could keep investors cautious even if it does not immediately change fundamentals. Oracle’s AI Round Trip Revenue Raises Questions On Cloud Growth Quality
• Negative Sentiment: Articles questioning whether AI-related cloud revenue is being artificially inflated may weigh on sentiment if investors start to worry that Oracle’s cloud growth is less organic than it appears. AI Bubble Fears Grow as Big Tech Allegedly Pays Itself in Cloud Loop

Insider Activity at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the business's stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the transaction, the executive vice president directly 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the company. Bank of America assumed coverage on Oracle in a report on Tuesday, March 24th. They set a "buy" rating and a $200.00 price target for the company. Morgan Stanley cut their price target on Oracle from $213.00 to $207.00 and set an "equal weight" rating for the company in a report on Thursday, April 23rd. Stifel Nicolaus cut their price target on Oracle from $275.00 to $220.00 and set a "buy" rating for the company in a report on Wednesday, March 11th. BMO Capital Markets cut their price target on Oracle from $205.00 to $200.00 and set an "outperform" rating for the company in a report on Wednesday, March 11th. Finally, Royal Bank Of Canada reissued a "sector perform" rating and set a $160.00 price target on shares of Oracle in a report on Wednesday, March 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $261.46.

Oracle Price Performance

Shares of Oracle stock opened at $192.51 on Wednesday. The stock's 50-day simple moving average is $167.68 and its 200-day simple moving average is $178.64. Oracle Corporation has a 52 week low of $134.57 and a 52 week high of $345.72. The company has a market capitalization of $553.67 billion, a price-to-earnings ratio of 34.56, a PEG ratio of 1.83 and a beta of 1.55. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, beating the consensus estimate of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The business had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. During the same period in the previous year, the business earned $1.47 earnings per share. The business's revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, analysts expect that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Thursday, April 9th. Oracle's payout ratio is presently 35.91%.

About Oracle

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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