TrinityBridge Ltd Has $3.22 Million Stock Position in Oracle Corporation $ORCL

Key Points

• TrinityBridge Ltd increased its Oracle stake by 440.2% in the second quarter, purchasing 17,900 additional shares and bringing its holdings to 21,966 shares valued at approximately $3.22 million.
• Oracle reported quarterly revenue of $19.18 billion and adjusted earnings of $2.11 per share, both ahead of analyst expectations, while revenue rose 20.6% year over year.
• Oracle shares opened at $142.05, and analysts maintain a “Moderate Buy” consensus with an average price target of $263.97. The company also pays a quarterly dividend of $0.50, while Vice Chairman Jeffrey Henley sold 400,000 shares under a pre-arranged trading plan.

TrinityBridge Ltd grew its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 440.2% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 21,966 shares of the enterprise software provider's stock after buying an additional 17,900 shares during the quarter. TrinityBridge Ltd's holdings in Oracle were worth $3,222,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of ORCL. HFM Investment Advisors LLC boosted its holdings in shares of Oracle by 290.9% during the 4th 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 acquired a new position in Oracle in the 4th quarter worth about $26,000. FSA Wealth Management LLC bought a new position in Oracle in the third quarter valued at about $28,000. Osbon Capital Management LLC bought a new position in Oracle in the fourth quarter valued at about $28,000. Finally, Joseph Group Capital Management acquired a new stake in shares of Oracle during the fourth quarter valued at about $29,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company's stock in a transaction on Wednesday, June 24th. The shares were 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 of the company's stock, valued at approximately $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company's stock.

Oracle Stock Down 1.2%

Oracle stock opened at $142.05 on Friday. 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 $114.50 and a 52-week high of $345.72. The firm has a 50 day moving average price of $145.36 and a two-hundred day moving average price of $160.71. The firm has a market cap of $409.17 billion, a price-to-earnings ratio of 24.37, a PEG ratio of 0.90 and a beta of 1.72.

Oracle (NYSE:ORCL - Get Free Report) last posted 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. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The company had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same period in the prior year, the firm posted $1.70 EPS. The company'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. Equities analysts predict that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were issued a $0.50 dividend. The ex-dividend date was Friday, July 10th. This represents a $2.00 annualized dividend and a yield of 1.4%. Oracle's payout ratio is presently 34.31%.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s remaining performance obligations reportedly reached approximately $638 billion, strengthening the investment case by providing significant contracted future revenue. Analysts believe strong cloud growth and enterprise AI demand could eventually support a substantial recovery in ORCL shares. Oracle Price Prediction: Can Its $638 Billion Backlog Send the Stock Back Toward $250?
• Positive Sentiment: Several analysts continue to favor Oracle over other enterprise technology companies, citing its record AI backlog, cloud momentum and relatively discounted valuation. Buy ratings ahead of the September earnings report may provide additional support. Oracle vs. Microsoft: Which Enterprise AI Stock Is the Better Buy?
• Positive Sentiment: Oracle Health expanded its Clinical AI Agent with automated professional-fee coding, physician dictation and chart-review tools. The rollout broadens Oracle’s healthcare AI opportunity and could improve adoption of its healthcare software platform. Oracle Health Expands Clinical AI Agent with Automated Coding, Dictation, and Chart Review
• Neutral Sentiment: One analysis characterizes Oracle as inexpensive but argues that the key business inflection may not arrive until 2027. That outlook supports the long-term thesis but implies limited near-term catalysts while the company converts its backlog into revenue and profits. Oracle: Cheap, But Too Early - The Real Inflection Comes In 2027
• Negative Sentiment: Investors remain concerned that Oracle’s AI infrastructure expansion will require heavy borrowing. A broader surge in investment-grade debt used to fund AI projects raises questions about leverage, capital returns and the risk of an AI spending pullback. Oracle’s high debt burden and exposure to large customers, including OpenAI, add to those concerns. Oracle stock has become a bargain, but a risky pattern has emerged
• Negative Sentiment: Billionaire investor Steve Cohen reportedly chose Broadcom over Oracle as his preferred AI stock, a comparison that may reinforce concerns that ORCL’s upside depends on longer-dated execution rather than immediate AI monetization. Broadcom or Oracle: Billionaire Steve Cohen Loads Up on One Top AI Stock

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the company. Citigroup reaffirmed a "market outperform" rating on shares of Oracle in a research note on Thursday, June 11th. Mizuho set a $320.00 price target on shares of Oracle in a research report on Wednesday, June 3rd. Oppenheimer lifted their price target on shares of Oracle from $235.00 to $275.00 and gave the stock an "outperform" rating in a report on Monday, June 8th. Moffett Nathanson set a $325.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Finally, Barclays increased their price objective on Oracle from $240.00 to $250.00 and gave the company an "overweight" rating in a report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Oracle presently has an average rating of "Moderate Buy" and a consensus price target of $263.97.

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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