Marathon Trading Investment Management LLC Cuts Stock Position in Oracle Corporation $ORCL

Key Points

• Marathon Trading Investment Management cut its Oracle position by 29.9% in the fourth quarter, selling 3,323 shares and leaving it with 7,777 shares worth about $1.52 million.
• Oracle reported better-than-expected fiscal Q4 results, with EPS of $2.11 and revenue of $19.18 billion, while revenue rose 20.6% year over year. The company also highlighted strong cloud momentum, including a 93% jump in cloud infrastructure revenue and a record $638 billion remaining performance obligation.
• Despite the strong earnings, Oracle stock has been pressured by concerns that AI-related capital spending will be much higher than expected, potentially reaching $95 billion in FY2027. Analysts remain generally positive overall, with a consensus rating of “Moderate Buy” and an average target price of $268.27.

Marathon Trading Investment Management LLC lowered its position in Oracle Corporation (NYSE:ORCL - Free Report) by 29.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 7,777 shares of the enterprise software provider's stock after selling 3,323 shares during the period. Marathon Trading Investment Management LLC's holdings in Oracle were worth $1,516,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. HFM Investment Advisors LLC boosted its stake in Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock worth $25,000 after purchasing an additional 96 shares in the last quarter. Basepoint Wealth LLC acquired a new stake in Oracle in the 4th quarter worth approximately $26,000. FSA Wealth Management LLC acquired a new stake in Oracle in the 3rd quarter worth approximately $28,000. Osbon Capital Management LLC acquired a new stake in Oracle in the 4th quarter worth approximately $28,000. Finally, Joseph Group Capital Management acquired a new stake in Oracle in the 4th quarter worth approximately $29,000. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle Stock Performance

Shares of NYSE ORCL opened at $184.01 on Monday. The company has a current ratio of 1.12, a quick ratio of 1.35 and a debt-to-equity ratio of 2.84. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72. The company has a 50 day simple moving average of $184.68 and a two-hundred day simple moving average of $177.77. The stock has a market cap of $529.21 billion, a price-to-earnings ratio of 31.56, a PEG ratio of 1.18 and a beta of 1.65.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data 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. Oracle had a net margin of 25.37% and a return on equity of 56.43%. The business had revenue of $19.18 billion during the quarter, compared to analysts' expectations of $19.10 billion. During the same period in the previous year, the business posted $1.70 EPS. The business's quarterly revenue was up 20.6% compared to the same quarter last year. 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 predict that Oracle Corporation will post 6.32 earnings per share 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 dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.1%. The ex-dividend date is Friday, July 10th. Oracle's payout ratio is presently 34.31%.

More Oracle News

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

Insider Buying and Selling

In other Oracle news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction that occurred 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 completion of the sale, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. The trade was a 81.39% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the stock. UBS Group boosted their price objective on shares of Oracle from $250.00 to $285.00 and gave the company a "buy" rating in a report on Tuesday, June 2nd. Stephens reissued an "equal weight" rating and issued a $164.00 target price on shares of Oracle in a research report on Thursday. Wedbush cut their target price on Oracle from $275.00 to $240.00 and set an "outperform" rating on the stock in a research report on Thursday. Barclays upped their target price on Oracle from $240.00 to $250.00 and gave the company an "overweight" rating in a research report on Thursday. Finally, TD Cowen upped their target price on Oracle from $250.00 to $300.00 and gave the company a "buy" rating in a research report on Monday, June 8th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $268.27.

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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