Oracle Corporation $ORCL Shares Sold by Kovitz Investment Group Partners LLC

Key Points

• Kovitz Investment Group Partners LLC cut its Oracle stake by 49% in the fourth quarter, selling 87,743 shares and ending with 91,285 shares worth about $17.8 million.
• Oracle’s latest quarter topped expectations, with EPS of $2.11 versus $1.96 expected and revenue of $19.18 billion, up 20.6% year over year. The company also issued guidance for Q1 2027 and FY 2027.
• Analyst sentiment remains broadly positive: several firms raised or reiterated bullish ratings, and Oracle currently carries a Moderate Buy consensus with an average target price of $268.27. At the same time, concerns persist around heavy AI spending and execution risk in cloud competition.

Kovitz Investment Group Partners LLC trimmed its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 49.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 91,285 shares of the enterprise software provider's stock after selling 87,743 shares during the period. Kovitz Investment Group Partners LLC's holdings in Oracle were worth $17,793,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. HFM Investment Advisors LLC boosted its stake in Oracle by 290.9% in 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 in the last quarter. Basepoint Wealth LLC purchased a new stake in shares of Oracle in the 4th quarter valued at about $26,000. FSA Wealth Management LLC purchased a new stake in shares of Oracle in the 3rd quarter valued at about $28,000. Osbon Capital Management LLC acquired a new stake in shares of Oracle in the 4th quarter valued at about $28,000. Finally, Joseph Group Capital Management acquired a new stake in shares of Oracle in the 4th quarter valued at about $29,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

ORCL has been the topic of a number of research reports. Bank of America raised their price target on Oracle from $200.00 to $240.00 and gave the stock a "buy" rating in a research note on Tuesday, June 9th. Deutsche Bank Aktiengesellschaft decreased their price objective on Oracle from $375.00 to $300.00 and set a "buy" rating for the company in a report on Monday, March 9th. Cantor Fitzgerald restated an "overweight" rating and set a $284.00 target price on shares of Oracle in a research report on Thursday, June 11th. Weiss Ratings raised shares of Oracle from a "hold (c)" rating to a "hold (c+)" rating in a report on Friday, May 29th. Finally, Stephens reiterated an "equal weight" rating and issued a $164.00 price target 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, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Oracle presently has an average rating of "Moderate Buy" and an average target price of $268.27.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle continues to land cloud and AI-related business, including new use cases from Lightpath, Uplynk, and One NZ, suggesting demand for its infrastructure and applications remains healthy. Lightpath Monetizes Digital Services and Powers AI-Driven Innovation with Oracle
• Positive Sentiment: Some analysts and market commentators remain constructive on ORCL after Q4 results, with price-target boosts and articles arguing the selloff may have created an opportunity. Analysts Boosts Oracle (ORCL) Price Target Following Q4 Results
• Neutral Sentiment: Several pieces compare Oracle with other large-cap tech names, reinforcing that investors are still debating whether Oracle’s AI/cloud strategy offers better upside than peers like Salesforce or IBM. Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?
• Negative Sentiment: Investor concern is centered on Oracle’s massive AI capital spending plans, which have fueled fears that near-term cash flow could be pressured even as cloud growth remains strong. ETFs to Bet on as Oracle Slides 10% on Massive AI Spending Plans
• Negative Sentiment: Oracle also pushed back on a report about failed Microsoft cloud-deal talks, calling the details inaccurate, which keeps focus on execution risk and competitive pressure in the cloud market. Oracle says details in report of failed Microsoft cloud deal talks 'inaccurate'

Oracle Stock Up 0.6%

ORCL opened at $184.66 on Friday. The business has a 50 day moving average price of $188.02 and a two-hundred day moving average price of $177.34. The company has a quick ratio of 1.35, a current ratio of 1.12 and a debt-to-equity ratio of 2.84. The company has a market cap of $531.10 billion, a PE ratio of 31.67, a P/E/G ratio of 1.15 and a beta of 1.65. Oracle Corporation has a 52 week low of $134.57 and a 52 week high of $345.72.

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 for the quarter, topping analysts' consensus estimates of $1.96 by $0.15. Oracle had a return on equity of 56.43% and a net margin of 25.37%.The company 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 earned $1.70 EPS. The firm's revenue for the quarter 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. As a group, research analysts anticipate that Oracle Corporation will post 6.45 EPS for the current year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be issued a dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.1%. Oracle's dividend payout ratio (DPR) is currently 34.31%.

Insiders Place Their Bets

In related news, EVP Stuart Levey sold 15,000 shares of Oracle 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 transaction, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. This trade represents a 81.39% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company insiders.

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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