Resonant Capital Advisors LLC Sells 3,953 Shares of Oracle Corporation $ORCL

Key Points

• Resonant Capital Advisors LLC reduced its Oracle position by 22.6% in the first quarter, selling 3,953 shares and leaving it with 13,565 shares worth about $1.996 million.
• Oracle has continued to attract mixed analyst and investor attention: several Wall Street firms remain bullish on its cloud and AI growth prospects, but some bearish coverage warns that heavy AI/data center spending could pressure results.
• The company recently reported solid quarterly earnings, beating EPS expectations and posting 20.6% year-over-year revenue growth, while also announcing a $0.50 quarterly dividend payable July 24.

Resonant Capital Advisors LLC cut its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 22.6% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 13,565 shares of the enterprise software provider's stock after selling 3,953 shares during the period. Resonant Capital Advisors LLC's holdings in Oracle were worth $1,996,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in shares of Oracle by 3.5% in the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock valued at $34,070,674,000 after purchasing an additional 5,841,584 shares during the period. State Street Corp grew its holdings in Oracle by 4.4% during the fourth quarter. State Street Corp now owns 76,527,759 shares of the enterprise software provider's stock worth $14,916,026,000 after purchasing an additional 3,216,915 shares during the period. Geode Capital Management LLC grew its holdings in Oracle by 1.8% during the fourth quarter. Geode Capital Management LLC now owns 37,734,944 shares of the enterprise software provider's stock worth $7,328,754,000 after purchasing an additional 665,374 shares during the period. Capital Research Global Investors increased its position in 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 worth $5,874,070,000 after buying an additional 6,826,299 shares during the last quarter. Finally, Morgan Stanley increased its position in Oracle by 1.9% during the fourth quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider's stock worth $5,286,953,000 after buying an additional 495,146 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Several recent analyst notes remain constructive on Oracle’s long-term cloud opportunity, with Piper Sandler pointing to meaningful upside in the company’s cloud business and other Wall Street targets still well above the current share price. Oracle Stock (ORCL) Climbs as Analyst Sees Meaningful Upside in Cloud Business
• Positive Sentiment: Oracle’s latest results still showed solid fundamentals, including double-digit revenue growth and higher net income, reinforcing the case that the business is growing even as the stock remains volatile. Oracle Stock Is Down 58% From Its Peak -- but Revenue Is Still Growing by Double Digits. Time to Buy?
• Neutral Sentiment: Oracle continues to attract attention for its AI and defense initiatives, including the expansion of its Oracle Defense Ecosystem, which could support longer-term growth but is not an immediate earnings catalyst. Oracle (ORCL) Announces Third Cohort of Oracle Defense Ecosystem
• Negative Sentiment: Bearish coverage highlighted concerns that Oracle’s post-earnings outlook could worsen, with critics focused on aggressive AI capex and the risk that the company must keep raising capital to fund data center expansion. Oracle: It's About To Get Worse And I Doubt It'll Get Better
• Negative Sentiment: Multiple reports noted that Oracle has fallen sharply from recent highs and posted one of its worst monthly declines in decades, reflecting investor concern that the AI spending story is being punished before the growth payoff is fully visible. Oracle Stock's Worst Month Since 1990: What's Breaking Larry Ellison's Empire?

Insider Buying and Selling

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the business's stock in a transaction that occurred on 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 completion of the transaction, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total value of $63,664,000.00. Following the completion of 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 position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company's stock.

Wall Street Analyst Weigh In

Several analysts have issued reports on ORCL shares. Sanford C. Bernstein upped their price objective on Oracle from $319.00 to $325.00 and gave the company an "outperform" rating in a research note on Thursday, June 11th. Deutsche Bank Aktiengesellschaft decreased 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. Robert W. Baird dropped their price target on Oracle from $300.00 to $200.00 and set an "outperform" rating on the stock in a research note on Tuesday, March 10th. Morgan Stanley reaffirmed a "mixed" rating on shares of Oracle in a report on Thursday, June 11th. Finally, TD Cowen lifted their price objective on shares of Oracle from $250.00 to $300.00 and gave the stock a "buy" rating in a research report on Monday, June 8th. Two investment 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 issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $268.27.

Oracle Stock Performance

Shares of NYSE ORCL traded down $4.32 during trading hours on Tuesday, reaching $139.44. 17,673,745 shares of the stock were exchanged, compared to its average volume of 27,921,334. The firm has a market capitalization of $401.66 billion, a price-to-earnings ratio of 23.93, a P/E/G ratio of 0.88 and a beta of 1.72. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. Oracle Corporation has a 52 week low of $134.57 and a 52 week high of $345.72. The stock's fifty day simple moving average is $185.91 and its 200 day simple moving average is $173.27.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly 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. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The business had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same period in the previous year, the company posted $1.70 EPS. The firm's quarterly 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. Sell-side analysts predict that Oracle Corporation will post 6.46 EPS for the current year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Friday, July 10th. Oracle's dividend payout ratio (DPR) is currently 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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