Oracle Corporation $ORCL Shares Acquired by AMG National Trust Bank

Key Points

• AMG National Trust Bank increased its Oracle stake by 28.8% in the first quarter, buying 11,452 additional shares and bringing its total holdings to 51,247 shares valued at about $7.54 million.
• Oracle reported solid quarterly results, with EPS of $2.11 beating estimates and revenue of $19.18 billion slightly topping expectations, while revenue rose 20.6% year over year.
• Insider selling and mixed market sentiment remain notable: Vice Chairman Jeffrey Henley sold 400,000 shares, and analysts are divided even as Oracle’s average rating stays at “Moderate Buy” with a consensus price target of $268.27.

AMG National Trust Bank grew its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 28.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,247 shares of the enterprise software provider's stock after purchasing an additional 11,452 shares during the quarter. AMG National Trust Bank's holdings in Oracle were worth $7,539,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the company. Vanguard Group Inc. raised its position in shares of Oracle by 3.5% in the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock worth $34,070,674,000 after acquiring an additional 5,841,584 shares during the period. State Street Corp grew its position in shares of Oracle by 4.4% during the 4th quarter. State Street Corp now owns 76,527,759 shares of the enterprise software provider's stock valued at $14,916,026,000 after acquiring an additional 3,216,915 shares during the period. Geode Capital Management LLC grew its position in shares of Oracle by 1.8% during the 4th quarter. Geode Capital Management LLC now owns 37,734,944 shares of the enterprise software provider's stock valued at $7,328,754,000 after acquiring an additional 665,374 shares during the period. Capital Research Global Investors increased its stake in shares of Oracle by 29.3% in the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider's stock valued at $5,874,070,000 after purchasing an additional 6,826,299 shares in the last quarter. Finally, Morgan Stanley increased its stake in shares of Oracle by 1.9% in the 4th quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider's stock valued at $5,286,953,000 after purchasing an additional 495,146 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Price Performance

Shares of NYSE ORCL opened at $131.86 on Tuesday. The firm has a 50-day simple moving average of $182.48 and a 200-day simple moving average of $171.22. The stock has a market capitalization of $379.82 billion, a price-to-earnings ratio of 22.62, a price-to-earnings-growth ratio of 0.88 and a beta of 1.72. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. Oracle Corporation has a 52 week low of $131.35 and a 52 week high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping the consensus estimate of $1.96 by $0.15. The firm had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The company's revenue for the quarter was up 20.6% on a year-over-year basis. During the same period last year, the firm posted $1.70 earnings per share. 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, equities analysts predict that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Friday, July 10th. Oracle's payout ratio is currently 34.31%.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Some commentary remains constructive on Oracle’s long-term AI positioning, citing its large cloud backlog, next-generation AI workloads, and management’s bullish guidance as reasons the stock could ultimately recover. Article: Oracle: Perfectly Positioned For Next-Generation, AI-Focused Workloads
• Positive Sentiment: Oracle’s recent earnings and revenue growth are still a fundamental support point for bulls, with the company previously beating expectations and posting 20%+ year-over-year revenue growth. Article: Oracle stock performance and earnings background
• Neutral Sentiment: Analysts and market observers are debating whether Oracle can convert its AI backlog into real cash flow, with the issue still unresolved and likely to drive near-term volatility. Article: Can Oracle NYSE: ORCL Turn Its AI Backlog Into Cash?
• Neutral Sentiment: Oracle is also getting attention for broader cloud-market share gains and a comparison piece versus IBM, but that discussion is more strategic than immediately stock-moving. Article: Oracle vs. IBM: Which Cloud Computing Stock Is the Better Buy?
• Neutral Sentiment: Regulatory news in the UK placing major cloud providers, including Oracle, under closer oversight is unlikely to be a near-term catalyst by itself. Article: UK to regulate major cloud firms to boost financial system resilience
• Negative Sentiment: Several articles focus on doubts about Oracle’s AI spending, leverage, and reliance on OpenAI-related demand, suggesting investors are questioning whether the AI strategy will pay off fast enough. Article: Here's Why Oracle Stock Slumped Today
• Negative Sentiment: Technical selling pressure is also weighing on the shares, with ORCL nearing 52-week lows after a sharp slide and continued downside momentum. Article: Oracle Stock Flashes Oversold Signal as It Nears 52-Week Lows
• Negative Sentiment: Commentary about Oracle eliminating 21,000 jobs and questions that AI spending could become a “debt-fueled collapse” reinforces the market’s concern that the company is taking on too much risk to fund its expansion. Article: Workers just sent AI companies an ultimatum

Insider Activity at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company's stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total value of $63,664,000.00. Following the completion of the sale, the insider directly owned 400,000 shares in the company, valued at $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Stuart Levey sold 15,000 shares of the company's 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 sale, the executive vice president owned 3,429 shares of the company's stock, valued at approximately $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 equities analysts have issued reports on the company. Sanford C. Bernstein increased their price target on Oracle from $319.00 to $325.00 and gave the stock an "outperform" rating in a research report on Thursday, June 11th. Stephens reaffirmed an "equal weight" rating and set a $164.00 target price on shares of Oracle in a research note on Thursday, June 11th. Morgan Stanley reiterated a "mixed" rating on shares of Oracle in a research report on Thursday, June 11th. Scotiabank reissued an "overweight" rating on shares of Oracle in a research note on Thursday, June 11th. Finally, Bank of America boosted their price target on shares of Oracle from $200.00 to $240.00 and gave the stock a "buy" rating in a report on Tuesday, June 9th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Oracle currently has an average rating of "Moderate Buy" and a consensus price target of $268.27.

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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