Oracle Corporation $ORCL Stock Position Boosted by Patriot Financial Group Insurance Agency LLC

Key Points

• Patriot Financial Group Insurance Agency LLC increased its Oracle stake by 26% in the first quarter, buying an additional 6,803 shares and bringing its total holding to 33,016 shares worth about $4.86 million.
• Oracle insiders were active sellers, with Vice Chairman Jeffrey Henley selling 400,000 shares in a pre-arranged 10b5-1 plan and EVP Stuart Levey also trimming his position earlier this year.
• Oracle posted strong recent results, beating quarterly EPS and revenue estimates, while analysts remain broadly positive with a consensus rating of “Moderate Buy” and an average price target of $268.27.

Patriot Financial Group Insurance Agency LLC raised its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 26.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 33,016 shares of the enterprise software provider's stock after buying an additional 6,803 shares during the period. Patriot Financial Group Insurance Agency LLC's holdings in Oracle were worth $4,857,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. FSA Wealth Management LLC bought a new position in shares of Oracle in the third quarter valued at approximately $28,000. Mpwm Advisory Solutions LLC raised its holdings in Oracle by 76.9% during the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after purchasing an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. bought a new stake in Oracle during the third quarter worth approximately $35,000. HFM Investment Advisors LLC lifted its position in Oracle by 290.9% in the fourth 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 during the period. Finally, Basepoint Wealth LLC acquired a new stake in Oracle in the fourth quarter worth approximately $26,000. 42.44% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business's stock in a transaction dated 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 owned 400,000 shares in the company, valued at approximately $63,664,000. The trade was a 50.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 dated 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 sale, the executive vice president directly owned 3,429 shares of the company's stock, valued at $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company's stock.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle Health and Theator announced an AI-powered surgical reporting partnership, adding another real-world use case for Oracle Cloud Infrastructure in healthcare. Oracle Health (ORCL), Theator Partner to Automate Surgical Reporting with AI
• Positive Sentiment: Several recent articles highlighted Oracle’s massive contract backlog and strong AI cloud demand, arguing the company has improved long-term revenue visibility despite near-term volatility. Oracle's Contract Backlog Swells: Is Long-Term Revenue Growth Secured?
• Positive Sentiment: Wall Street sentiment remains broadly constructive, with coverage pointing to dozens of buy ratings and meaningful upside from current levels. Oracle stock has worst week since 2001 dot-com bust as AI financing concerns escalate
• Neutral Sentiment: Oracle was also featured in commentary suggesting the recent sell-off may be overdone and more a valuation/mispricing issue than a fundamental break in the AI story. Oracle's Market Disconnect: The Truth Can Make You Rich
• Negative Sentiment: Investor concern is centered on Oracle’s aggressive AI spending: capital expenditures surged, free cash flow turned deeply negative, and debt is now high, raising questions about financing the buildout. Oracle stock has worst week since 2001 dot-com bust as AI financing concerns escalate
• Negative Sentiment: OpenAI IPO delay fears weighed on Oracle and other AI-related stocks, since Oracle is tied to the broader AI infrastructure trade. OpenAI May Push Back Highly-Awaited IPO to 2027, Slamming SoftBank and Oracle Shares
• Negative Sentiment: Oracle Vice Chairman Jeffrey Henley sold 400,000 shares in a pre-arranged 10b5-1 plan, a headline that can add to sentiment pressure even if the sale was scheduled. SEC filing for Jeffrey Henley stock sale

Oracle Price Performance

NYSE ORCL opened at $148.68 on Monday. The stock has a market capitalization of $428.27 billion, a P/E ratio of 25.50, a P/E/G ratio of 0.93 and a beta of 1.65. Oracle Corporation has a 1 year low of $134.57 and a 1 year high of $345.72. The business's fifty day moving average is $189.53 and its two-hundred day moving average is $175.38. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12.

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 analysts' consensus estimates of $1.96 by $0.15. The company had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The company's quarterly revenue was up 20.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.70 EPS. 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, research analysts forecast that Oracle Corporation will post 6.45 earnings per share for the current fiscal year.

Oracle Announces Dividend

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 1.3%. The ex-dividend date of this dividend is Friday, July 10th. Oracle's dividend payout ratio is currently 34.31%.

Analyst Upgrades and Downgrades

ORCL has been the topic of several research analyst reports. UBS Group lifted their price target on Oracle from $250.00 to $285.00 and gave the company a "buy" rating in a research report on Tuesday, June 2nd. Monness Crespi & Hardt restated a "hold" rating on shares of Oracle in a report on Wednesday, March 11th. Morgan Stanley reaffirmed a "mixed" rating on shares of Oracle in a research note on Thursday, June 11th. Weiss Ratings raised Oracle from a "hold (c)" rating to a "hold (c+)" rating in a research note on Friday, May 29th. Finally, Deutsche Bank Aktiengesellschaft lowered their target price on Oracle from $375.00 to $300.00 and set a "buy" rating on the stock in a report on Monday, March 9th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Oracle currently has a consensus rating of "Moderate Buy" and an average 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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