William Blair Investment Management LLC Sells 7,148 Shares of Oracle Corporation $ORCL

Key Points

• William Blair Investment Management cut its Oracle stake by 12.8%, selling 7,148 shares and retaining 48,578 shares valued at approximately $7.12 million. Institutional investors collectively own 42.44% of the company.
• Analysts remain broadly bullish, with Oracle receiving a consensus “Moderate Buy” rating and an average price target of $263.97. The company also exceeded quarterly earnings and revenue expectations, reporting $2.11 in EPS and $19.18 billion in revenue, up 20.6% year over year.
• Oracle insider selling and financial risks remain notable. Vice Chairman Jeffrey Henley sold 400,000 shares for about $63.7 million, while the company’s 3.21 debt-to-equity ratio could increase sensitivity to AI infrastructure spending and financing costs.

William Blair Investment Management LLC reduced its position in Oracle Corporation (NYSE:ORCL - Free Report) by 12.8% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 48,578 shares of the enterprise software provider's stock after selling 7,148 shares during the period. William Blair Investment Management LLC's holdings in Oracle were worth $7,119,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. HFM Investment Advisors LLC grew its holdings in shares of Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock valued at $25,000 after purchasing an additional 96 shares in the last quarter. Basepoint Wealth LLC purchased a new stake in Oracle during the fourth quarter valued at $26,000. FSA Wealth Management LLC bought a new position in Oracle during the third quarter valued at $28,000. Osbon Capital Management LLC purchased a new position in shares of Oracle in the 4th quarter worth $28,000. Finally, Joseph Group Capital Management purchased a new position in shares of Oracle in the 4th quarter worth $29,000. 42.44% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several analysts have recently issued reports on ORCL shares. Citigroup restated a "market outperform" rating on shares of Oracle in a research report on Thursday, June 11th. Arete Research set a $255.00 price target on Oracle and gave the stock a "buy" rating in a research report on Thursday, May 7th. BMO Capital Markets boosted their price objective on Oracle from $200.00 to $220.00 and gave the stock an "outperform" rating in a research note on Thursday, June 11th. UBS Group restated an "outperform" rating on shares of Oracle in a research report on Friday. Finally, Stephens reiterated an "equal weight" rating and issued a $164.00 target price on shares of Oracle in a report on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $263.97.

Insider Transactions at Oracle

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 stock was sold at an average price of $159.16, for a total value of $63,664,000.00. Following the transaction, the insider owned 400,000 shares of the company's stock, valued at $63,664,000. This represents a 50.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by insiders.

Oracle Price Performance

ORCL stock opened at $146.70 on Monday. The stock has a market cap of $422.56 billion, a PE ratio of 25.16, a P/E/G ratio of 0.92 and a beta of 1.72. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $345.72. The company has a 50-day moving average price of $144.61 and a 200 day moving average price of $160.61. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping 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 company posted $1.70 EPS. The firm's revenue for the quarter 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 research analysts anticipate that Oracle Corporation will post 6.49 earnings per share for the current year.

Oracle Dividend Announcement

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

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: AI infrastructure expansion supports the growth story. Oracle’s collaboration with Amazon Web Services now offers Oracle Exadata Database Service on Exascale Infrastructure through Oracle AI Database@AWS across 22 AWS regions. The partnership could broaden Oracle’s cloud reach and help attract enterprise AI workloads. Oracle Corporation versus Amazon AI infrastructure article
• Positive Sentiment: Analysts remain constructive. Oracle has received an average “Moderate Buy” rating, while one report highlighted a consensus price target substantially above the current trading level. The valuation case depends on sustained cloud and AI execution. Oracle analyst rating article Oracle Wall Street target article
• Positive Sentiment: Healthcare AI provides another potential growth avenue. Oracle is making a fresh push into healthcare applications, reinforcing the view that AI could expand demand beyond its traditional database and enterprise software businesses. Oracle healthcare AI article
• Neutral Sentiment: The key debate is timing. One analysis characterizes Oracle as inexpensive relative to its long-term opportunity but argues that the most important improvement may not arrive until 2027. This supports the long-term thesis but suggests near-term upside may require patience. Oracle valuation and 2027 inflection article
• Negative Sentiment: AI financing risks are weighing on the broader theme. Michael Burry warned that circular financing, off-balance-sheet vehicles and captive insurers could be creating excessive leverage in AI data centers. Separately, Bank of America reported a sharp increase in investment-grade debt issued to fund AI projects. Oracle’s substantial infrastructure spending and high debt-to-equity ratio make the company potentially sensitive to higher funding costs or weaker AI demand. Michael Burry AI buildout warning AI bond market risks article

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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