Vaughan David Investments LLC IL Trims Stock Holdings in Oracle Corporation $ORCL

Vaughan David Investments LLC IL lowered its position in shares of Oracle Corporation (NYSE:ORCL) by 11.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 435,628 shares of the enterprise software provider’s stock after selling 54,225 shares during the period. Oracle comprises about 1.8% of Vaughan David Investments LLC IL’s portfolio, making the stock its 7th biggest position. Vaughan David Investments LLC IL’s holdings in Oracle were worth $84,908,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC grew its position in shares of Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after buying an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC increased its stake 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 valued at $903,000 after buying an additional 404 shares during the period. Sivia Capital Partners LLC increased its stake in shares of Oracle by 21.5% in the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock valued at $951,000 after buying an additional 768 shares during the period. United Bank increased its stake in shares of Oracle by 6.8% in the second quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock valued at $3,288,000 after buying an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. increased its stake in shares of Oracle by 19.2% in 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 buying an additional 8,530 shares during the period. Institutional investors own 42.44% of the company’s stock.

Insider Activity at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the company’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 sale, the executive vice president owned 3,429 shares in the company, valued at $604,155.51. This represents a 81.39% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 insiders.

Oracle Stock Down 8.6%

Shares of Oracle stock opened at $184.03 on Friday. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The stock’s 50-day moving average is $183.90 and its 200 day moving average is $177.88. The firm has a market cap of $529.27 billion, a price-to-earnings ratio of 31.57, a PEG ratio of 1.58 and a beta of 1.65.

Oracle (NYSE:ORCL) last announced its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating the consensus estimate of $1.96 by $0.15. Oracle had a return on equity of 62.74% and a net margin of 25.37%.The company had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same quarter in the prior year, the company earned $1.70 EPS. The firm’s revenue for the quarter was up 20.6% compared to the same quarter last year. 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 6.33 EPS for the current year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be given a dividend of $0.50 per share. The ex-dividend date is Friday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.1%. Oracle’s dividend payout ratio is presently 35.91%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle beat fiscal Q4 earnings and revenue estimates, with revenue up 21% year over year and cloud infrastructure revenue up 93%, showing strong demand for its AI and cloud services.
• Positive Sentiment: The company raised FY2027 revenue and EPS guidance and reported a record $638 billion remaining performance obligation backlog, signaling substantial future demand.
• Positive Sentiment: Oracle also won a $395.8 million U.S. Office of Personnel Management contract to modernize federal HR systems, adding a new government customer win.
• Neutral Sentiment: Analysts at several firms raised or reaffirmed price targets after the report, indicating Wall Street still sees upside despite the selloff.
• Negative Sentiment: Investors reacted negatively to Oracle’s plan to sharply increase AI-related capital expenditures and raise about $40 billion in debt and equity financing, which sparked fears over cash burn and leverage.
• Negative Sentiment: Reports of an active PeopleSoft zero-day attack and Oracle’s urgent patch warning may add near-term cybersecurity concerns, though this is more of a reputational issue than a direct earnings hit.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on ORCL shares. Monness Crespi & Hardt reissued a “hold” rating on shares of Oracle in a research note on Wednesday, March 11th. Wolfe Research reissued an “outperform” rating and issued a $225.00 price target on shares of Oracle in a research note on Thursday. Barclays increased their price target on Oracle from $240.00 to $250.00 and gave the company an “overweight” rating in a research note on Thursday. UBS Group increased their price target on Oracle from $250.00 to $285.00 and gave the company a “buy” rating in a research note on Tuesday, June 2nd. Finally, Stifel Nicolaus decreased their price target on Oracle from $275.00 to $220.00 and set a “buy” rating for the company in a research note on Wednesday, March 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $268.27.

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.