Oracle Corporation $ORCL Stock Position Lessened by SVB Wealth LLC

Key Points

• SVB Wealth reduced its Oracle position by 7.5% in the second quarter, selling 3,902 shares and retaining 47,901 shares valued at approximately $7.02 million. Institutional investors own 42.44% of Oracle.
• Oracle is receiving broadly positive analyst sentiment, with a consensus “Moderate Buy” rating and an average price target of $261.68. Optimism is driven by accelerating cloud growth, a reported $638 billion backlog and Oracle’s role in AI infrastructure.
• Despite strong recent results—including 20.6% year-over-year revenue growth—investors remain focused on the company’s heavy capital spending, high leverage, potential regulatory pressure and upcoming earnings catalyst.

SVB Wealth LLC trimmed its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 7.5% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 47,901 shares of the enterprise software provider's stock after selling 3,902 shares during the period. SVB Wealth LLC's holdings in Oracle were worth $7,020,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. California State Teachers Retirement System grew its position in Oracle by 14,636.4% in the 2nd quarter. California State Teachers Retirement System now owns 382,756,945 shares of the enterprise software provider's stock valued at $56,093,030,000 after buying an additional 380,159,589 shares in the last quarter. Norges Bank acquired a new stake in shares of Oracle in the 4th quarter worth approximately $4,336,031,000. Bank of New York Mellon Corp bought a new position in shares of Oracle in the second quarter valued at approximately $1,911,930,000. Capital Research Global Investors increased its stake in shares of Oracle by 29.3% during the fourth 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 acquiring an additional 6,826,299 shares during the period. Finally, Cardano Risk Management B.V. raised its holdings in Oracle by 882.3% during the fourth quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider's stock worth $972,798,000 after purchasing an additional 4,482,934 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts are becoming more bullish ahead of earnings. Guggenheim reportedly named Oracle its “best idea” and set a $400 price target, while other firms cited accelerating cloud growth and a large contracted backlog. Guggenheim Calls Oracle Stock Its Best Idea
• Positive Sentiment: Investor enthusiasm is centered on Oracle’s roughly $638 billion cloud-infrastructure backlog and its role in supporting OpenAI’s expanding AI ecosystem. The launch of OpenAI’s latest model has renewed expectations that Oracle can convert AI contracts into long-term cloud revenue. Oracle’s Stock Gets a Boost as the OpenAI Ecosystem Comes Back Into Favor
• Positive Sentiment: Oracle’s ability to deploy AI infrastructure quickly is another bullish factor: Bloom Energy delivered power to an Oracle data center in 55 days, highlighting the importance of speed as customers compete for AI capacity. Bloom Energy Delivered Power to an Oracle Data Center in 55 Days
• Neutral Sentiment: Thursday’s results are the immediate catalyst. Wall Street reportedly expects approximately 28% revenue growth, with investors focused on cloud-services growth, remaining performance obligations, backlog conversion, and management’s outlook.
• Neutral Sentiment: The stock’s options market is implying an unusually large post-earnings move, signaling elevated expectations and risk rather than a clear directional forecast. Oracle Could Swing by $47.8 Billion After Earnings
• Negative Sentiment: Investors remain concerned that Oracle’s AI expansion requires heavy capital spending and additional debt. Rising leverage, financing costs, and weak free-cash-flow conversion could limit the value of its large backlog. Oracle’s $638 Billion Backlog Meets Its Balance Sheet
• Negative Sentiment: European regulators have issued an early warning regarding Oracle’s cloud licensing practices, creating a potential regulatory overhang. Separately, reported insider activity shows selling rather than purchases, which may temper bullish sentiment.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on ORCL. Bank of America upped their target price on Oracle from $200.00 to $240.00 and gave the stock a "buy" rating in a research report on Tuesday, June 9th. Mizuho set a $320.00 price target on Oracle in a research report on Wednesday, June 3rd. BTIG Research reissued a "buy" rating and issued a $400.00 price objective on shares of Oracle in a research note on Friday, June 5th. Cantor Fitzgerald restated an "overweight" rating and issued a $284.00 price objective on shares of Oracle in a report on Thursday, June 11th. Finally, Moffett Nathanson set a $325.00 target price on Oracle in a research note on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, Oracle currently has a consensus rating of "Moderate Buy" and an average price target of $261.68.

Oracle Trading Up 2.4%

Oracle stock opened at $162.52 on Wednesday. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $345.72. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. The firm has a market capitalization of $468.13 billion, a price-to-earnings ratio of 27.88, a P/E/G ratio of 1.18 and a beta of 1.74. The company has a 50 day moving average price of $140.26 and a 200 day moving average price of $160.39.

Oracle (NYSE:ORCL - Get Free Report) last announced its earnings results 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. The company 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 was up 20.6% on a year-over-year basis. During the same period in the previous year, the business earned $1.70 EPS. Research analysts forecast that Oracle Corporation will post 6.49 EPS for the current year.

Insider Activity at Oracle

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 owned 400,000 shares in the company, valued at approximately $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through 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 global enterprise technology company that develops and provides database software, cloud infrastructure, business applications and related technology services. Its offerings help organizations manage data, run applications, support business operations and build technology environments across on-premises, hybrid and cloud-based settings.

The company's products include Oracle Database, MySQL, Java, Oracle Cloud Infrastructure and a broad portfolio of cloud applications for enterprise resource planning, financial management, human resources, supply chain management, customer experience and industry-specific operations.

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