RFG Advisory LLC Has $3.77 Million Holdings in Oracle Corporation $ORCL

Key Points

• RFG Advisory LLC reduced its stake in Oracle by 21.4%, selling 5,250 shares and leaving it with 19,335 shares worth about $3.77 million.
• Insider sales were notable: EVP Stuart Levey sold 15,000 shares at $176.19 and CEO Clayton Magouyrk sold 10,000 shares at $155.23, leaving insiders with roughly 40.9% ownership.
• Oracle beat quarterly EPS and revenue estimates (revenue up 21.7%), is supported by a reported $553 billion backlog and AI/cloud demand, and has a MarketBeat consensus of "Moderate Buy" with an average target of $259.56.

RFG Advisory LLC lessened its position in Oracle Corporation (NYSE:ORCL - Free Report) by 21.4% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 19,335 shares of the enterprise software provider's stock after selling 5,250 shares during the quarter. RFG Advisory LLC's holdings in Oracle were worth $3,769,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its stake in Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock valued at $25,593,000 after acquiring an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after purchasing an additional 404 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of Oracle by 21.5% during the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock worth $951,000 after purchasing an additional 768 shares during the period. United Bank boosted its holdings in shares of Oracle by 6.8% during the second quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock worth $3,288,000 after purchasing an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. grew its position in Oracle by 19.2% during the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock valued at $11,556,000 after purchasing an additional 8,530 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock.

Insider Transactions at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the business's stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $176.19, for a total transaction 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. The trade was a 81.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company's stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the transaction, the chief executive officer directly owned 134,030 shares of the company's stock, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their position. The disclosure for this sale is available in the SEC filing. 40.90% of the stock is currently owned by corporate insiders.

Oracle Stock Up 4.8%

Shares of ORCL stock opened at $194.20 on Thursday. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The firm has a market cap of $558.51 billion, a PE ratio of 34.86, a price-to-earnings-growth ratio of 1.77 and a beta of 1.55. The stock has a 50 day moving average of $156.77 and a 200-day moving average of $186.54.

Oracle (NYSE:ORCL - Get Free Report) last announced its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.71 by $0.08. The business had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. Oracle's revenue was up 21.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities analysts predict that Oracle Corporation will post 6.08 EPS for the current year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were given a dividend of $0.50 per share. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. Oracle's dividend payout ratio is currently 35.91%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Massive contracted backlog — independent coverage highlights a $553 billion backlog that grew ~325% year-over-year, which investors view as multi-year revenue visibility and a key reason to buy ORCL shares. Oracle’s $553 Billion Backlog
• Positive Sentiment: AI infrastructure case and technical breakout — analysis argues Oracle’s chart has flipped to a breakout driven by AI-infrastructure demand and recent rally momentum, supporting further upside. Oracle Stock’s Breakout Is Real
• Positive Sentiment: New defense and AI contract headlines — reporting ties a classified U.S. defense deal and broader AI spending catalysts to Oracle’s surge, underlining government as an incremental demand source. Why Is Oracle Stock Surging
• Positive Sentiment: Major Michigan data‑center build for Oracle/OpenAI moves forward — construction reports on the $16B campus (built for Oracle and OpenAI) reinforce tangible capex and long-term capacity expansion supporting cloud/inference revenue. Walbridge Is Building the Largest Project
• Neutral Sentiment: Analyst and Wall Street tone is mixed-to-positive — coverage roundup pieces assess whether the Street is broadly bullish or bearish; some firms (Wedbush) reaffirm Outperform while others caution on concentration risk. Oracle stock outlook
• Neutral Sentiment: Macro/peer context — Microsoft’s strong AI/cloud revenue growth underscores the competitive and capex environment Oracle competes in; investors weigh margin pressure and higher industry capex when valuing ORCL. Microsoft Q3 Revenues Jump
• Negative Sentiment: Concentration and spending concerns — articles note that a major AI customer dominates Oracle’s story and some investors worry about AI spending concentration and potential margin/cost pressures. Oracle Stock Is Still Down YTD
• Negative Sentiment: Reputational/backlash risk tied to layoffs and “train your replacement” themes — commentators suggest social and operational pushback could create headlines that pressure sentiment. The Backlash to “Train Your Replacement” Begins

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. UBS Group reiterated a "buy" rating on shares of Oracle in a research report on Monday, February 2nd. Mizuho lowered their price target on shares of Oracle from $400.00 to $320.00 and set an "outperform" rating on the stock in a report on Monday, March 16th. Morgan Stanley dropped their price target on shares of Oracle from $213.00 to $207.00 and set an "equal weight" rating on the stock in a research note on Thursday, April 23rd. Weiss Ratings cut Oracle from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, January 23rd. Finally, Cantor Fitzgerald restated an "overweight" rating and issued a $229.00 target price on shares of Oracle in a research note on Wednesday, March 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $259.56.

Oracle Company 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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