Oracle Corporation $ORCL Shares Sold by Franklin Street Advisors Inc. NC

Key Points

• Franklin Street Advisors cut its Oracle position by 19.7% in the second quarter, selling 39,529 shares and retaining 161,489 shares valued at approximately $23.7 million.
• Oracle reported a strong quarter, with revenue up 20.6% year over year to $19.18 billion and EPS of $2.11, exceeding analyst estimates. However, concerns about debt-funded AI infrastructure spending and execution risks remain.
• Analysts maintain a broadly positive outlook, with Oracle carrying a consensus “Moderate Buy” rating and an average price target of $263.97, despite UBS lowering its target to $245. Vice Chairman Jeffrey Henley also sold 400,000 shares under a pre-arranged trading plan.

Franklin Street Advisors Inc. NC lowered its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 19.7% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 161,489 shares of the enterprise software provider's stock after selling 39,529 shares during the period. Oracle comprises about 1.3% of Franklin Street Advisors Inc. NC's investment portfolio, making the stock its 26th biggest holding. Franklin Street Advisors Inc. NC's holdings in Oracle were worth $23,666,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently bought and sold shares of ORCL. FSA Wealth Management LLC bought a new position in Oracle during the 3rd quarter worth $28,000. Mpwm Advisory Solutions LLC lifted its stake in Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after buying an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. bought a new stake in Oracle in the third quarter valued at $35,000. HFM Investment Advisors LLC boosted its holdings in shares of Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock valued at $25,000 after acquiring an additional 96 shares during the period. Finally, Basepoint Wealth LLC bought a new position in shares of Oracle during the fourth quarter worth about $26,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud infrastructure and AI businesses continue to attract strong demand, supported by a record backlog and optimism that the company can sustain rapid growth. Recent earnings also showed revenue increasing 20.6% year over year, with earnings and sales exceeding analyst expectations. Oracle Surges: What's Driving the Sudden Rally
• Positive Sentiment: Some analysts remain bullish despite Oracle’s recent selloff. Wall Street’s long-term outlook reflects expectations that cloud ERP, database software and AI infrastructure could support substantial upside if Oracle converts its backlog into profitable revenue. Oracle: Cloud ERP And Oracle Database Software Driving Growth
• Neutral Sentiment: UBS lowered its Oracle price target to $245 from $285 but retained a Buy rating. The firm cited risks involving AI infrastructure spending, returns on invested capital, credit markets and Oracle’s exposure to OpenAI, suggesting analysts see meaningful long-term potential but greater execution risk. Oracle price target lowered by UBS amid AI spending concerns
• Negative Sentiment: Investors remain concerned that Oracle is funding its AI data-center buildout with substantial borrowing. Warnings about weaker returns, credit-rating pressure and higher financing costs could weigh on future margins and shareholder returns. Borrowing to the Brink: How Oracle’s AI Expansion Put Its Credit Rating on Life Support
• Negative Sentiment: Investor Michael Burry reportedly reopened a bearish Oracle position, arguing that AI-related technology stocks and data-center spending may be overvalued. The reports are contradictory about whether he fully exited or re-entered the trade, but the publicity reinforces near-term skepticism surrounding ORCL. Michael Burry says he's shorting AI stars Oracle and Nebius

Insider Activity

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction 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 transaction, the insider directly owned 400,000 shares in the company, valued at approximately $63,664,000. This trade 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 this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company's stock.

Analysts Set New Price Targets

Several brokerages recently weighed in on ORCL. Cantor Fitzgerald reiterated an "overweight" rating and issued a $284.00 price objective on shares of Oracle in a research report on Thursday, June 11th. UBS Group cut their price target on Oracle from $285.00 to $245.00 and set a "buy" rating on the stock in a report on Thursday. Barclays boosted their price objective on Oracle from $240.00 to $250.00 and gave the stock an "overweight" rating in a research report on Thursday, June 11th. Bank of America increased their price objective on Oracle from $200.00 to $240.00 and gave the stock a "buy" rating in a report on Tuesday, June 9th. Finally, Mizuho set a $320.00 target price on Oracle in a research report on Wednesday, June 3rd. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $263.97.

Oracle Stock Down 0.1%

ORCL stock opened at $146.93 on Monday. The firm's 50-day moving average is $158.22 and its two-hundred day moving average is $162.41. The company has a market capitalization of $423.23 billion, a price-to-earnings ratio of 25.20, a price-to-earnings-growth ratio of 0.92 and a beta of 1.72. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $345.72. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (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 58.62%. The business had revenue of $19.18 billion during the quarter, compared to analysts' expectations of $19.10 billion. During the same period last year, the firm posted $1.70 earnings per share. The business'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. On average, analysts forecast that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Friday, July 10th. Oracle's dividend payout ratio (DPR) is presently 34.31%.

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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