Oracle Corporation $ORCL Shares Sold by Annex Advisory Services LLC

Key Points

• Annex Advisory Services reduced its Oracle stake by 26.1% in the second quarter, selling 5,699 shares and retaining 16,140 shares valued at approximately $2.4 million. Other institutional investors generally increased their positions, while institutions collectively own 42.44% of Oracle.
• Oracle’s latest quarter exceeded expectations, with earnings of $2.11 per share and revenue of $19.18 billion, up 20.6% year over year. The company also maintains a $0.50 quarterly dividend, equivalent to a 1.3% yield.
• Analysts remain broadly positive, giving Oracle a “Moderate Buy” consensus and an average price target of $263.97, but investors face concerns over high AI infrastructure spending, rising debt and potential layoffs.

Annex Advisory Services LLC cut its position in Oracle Corporation (NYSE:ORCL - Free Report) by 26.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 16,140 shares of the enterprise software provider's stock after selling 5,699 shares during the quarter. Annex Advisory Services LLC's holdings in Oracle were worth $2,365,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the company. Whitener Capital Management Inc. lifted its stake in shares of Oracle by 2.4% in the second quarter. Whitener Capital Management Inc. now owns 5,149 shares of the enterprise software provider's stock worth $755,000 after acquiring an additional 119 shares in the last quarter. JFS Wealth Advisors LLC increased its holdings in Oracle by 5.6% during the 2nd quarter. JFS Wealth Advisors LLC now owns 2,393 shares of the enterprise software provider's stock worth $351,000 after purchasing an additional 126 shares during the last quarter. Tema ETFs LLC increased its holdings in Oracle by 10.7% during the 2nd quarter. Tema ETFs LLC now owns 34,424 shares of the enterprise software provider's stock worth $5,045,000 after purchasing an additional 3,335 shares during the last quarter. West Branch Capital LLC raised its position in shares of Oracle by 0.8% in the 2nd quarter. West Branch Capital LLC now owns 43,013 shares of the enterprise software provider's stock valued at $6,304,000 after purchasing an additional 360 shares in the last quarter. Finally, Rise Advisors LLC raised its position in shares of Oracle by 6.1% in the 2nd quarter. Rise Advisors LLC now owns 2,065 shares of the enterprise software provider's stock valued at $303,000 after purchasing an additional 119 shares in the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction that occurred on 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 sale, the insider directly owned 400,000 shares in the company, valued at approximately $63,664,000. This represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company's stock.

Oracle Stock Performance

Shares of ORCL opened at $153.23 on Thursday. The stock has a market capitalization of $441.37 billion, a PE ratio of 26.28, a price-to-earnings-growth ratio of 0.91 and a beta of 1.72. The business's fifty day moving average price is $152.76 and its 200 day moving average price is $161.83. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. Oracle Corporation has a 12-month low of $114.50 and a 12-month 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 earnings per share for the quarter, beating the consensus estimate of $1.96 by $0.15. The firm had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The firm's revenue for the quarter was up 20.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $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. Equities research analysts forecast that Oracle Corporation will post 6.47 EPS for the current year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were issued a dividend of $0.50 per share. The ex-dividend date of this dividend was Friday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. Oracle's dividend payout ratio is 34.31%.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle announced a multi-year partnership with Quantinuum to bring its Helios quantum-computing capabilities to Oracle Cloud Infrastructure, alongside Oracle’s high-performance computing and GPU infrastructure. The agreement strengthens Oracle’s long-term cloud and enterprise-computing growth narrative, though near-term revenue benefits are uncertain. Oracle and Quantinuum partner to bring quantum computing to cloud
• Positive Sentiment: Strong results from AI-focused cloud providers CoreWeave and Nebius reinforced expectations for robust demand for data-center capacity and AI computing. CoreWeave’s contracted pipeline reportedly expanded to more than $104 billion, while Nebius reported 454% revenue growth, supporting optimism about Oracle’s AI infrastructure opportunity. Why Oracle Stock Just Jumped
• Positive Sentiment: Several analyst and market commentaries remain constructive on Oracle’s AI backlog, cloud growth and potential future cash-flow improvement. Oracle’s latest reported quarter also exceeded earnings and revenue expectations, with revenue up 20.6% year over year, providing fundamental support for the bullish thesis.
• Neutral Sentiment: The Quantinuum deal is strategically notable but represents an emerging technology whose commercialization timeline and financial contribution are difficult to assess. Investors are likely to watch for customer adoption, product availability and any specific revenue guidance.
• Negative Sentiment: Reports indicate Oracle is preparing another round of layoffs, with potentially double-digit cuts on some teams, after reducing its workforce by about 13% in fiscal 2026. The cuts may help offset AI investment, but they also highlight pressure to control costs while maintaining growth. Oracle has drawn up plans for a new round of job cuts this month
• Negative Sentiment: Investors remain concerned about Oracle’s roughly $55.7 billion AI capital-spending plans, rising debt and limited clarity on future expenditures. Nvidia’s proposed $500 billion funding effort for neocloud partners could also intensify competition for AI infrastructure demand and capital. Why Nvidia’s $500 billion investment plan is bad news for Oracle stock

Wall Street Analyst Weigh In

ORCL has been the subject of a number of recent analyst reports. DA Davidson raised their price target on shares of Oracle from $200.00 to $225.00 and gave the stock a "buy" rating in a research report on Thursday, June 11th. Bank of America upped their price target on shares of Oracle from $200.00 to $240.00 and gave the company a "buy" rating in a report on Tuesday, June 9th. Morgan Stanley reiterated a "mixed" rating on shares of Oracle in a research note on Thursday, June 11th. Guggenheim reissued a "buy" rating on shares of Oracle in a report on Thursday, July 23rd. Finally, Royal Bank Of Canada reissued a "sector perform" rating and issued a $190.00 target price on shares of Oracle in a research report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $263.97.

Oracle Company 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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