Blue Trust Inc. Has $3.87 Million Holdings in Oracle Corporation $ORCL

Blue Trust Inc. cut its holdings in shares of Oracle Corporation (NYSE:ORCL) by 13.8% during the first quarter, Holdings Channel reports. The fund owned 26,277 shares of the enterprise software provider’s stock after selling 4,220 shares during the period. Blue Trust Inc.’s holdings in Oracle were worth $3,866,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. HFM Investment Advisors LLC grew its holdings in shares of Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after purchasing an additional 96 shares during the last quarter. Basepoint Wealth LLC bought a new position in shares of Oracle in the fourth quarter valued at about $26,000. FSA Wealth Management LLC acquired a new position in Oracle during the 3rd quarter worth about $28,000. Osbon Capital Management LLC acquired a new position in Oracle during the 4th quarter worth about $28,000. Finally, Joseph Group Capital Management bought a new stake in Oracle during the 4th quarter worth about $29,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the transaction, the executive vice president owned 3,429 shares of the company’s stock, valued at $604,155.51. This represents a 81.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is still being viewed by some analysts as a major AI infrastructure winner, with commentary pointing to a massive AI backlog that could convert into revenue over the next several years. Oracle’s Sell-Off Looks More Like a Mispricing Than a Warning
• Positive Sentiment: Oracle Health announced an AI collaboration with Theator to extend AI into operating rooms, which could support future growth in healthcare workflows, documentation, and billing automation. Oracle Health Extends AI into the Operating Room in Collaboration with Theator
• Neutral Sentiment: Several bullish articles argue Oracle’s recent sell-off may be overdone and that the stock could rebound if backlog conversion and cloud growth continue to improve investor confidence. Oracle’s Sell-Off Looks More Like a Mispricing Than a Warning
• Neutral Sentiment: Oracle’s annual filing and follow-up coverage confirmed the workforce reductions were tied to broader AI adoption, but the company framed them as part of a restructuring effort rather than a sign of operational distress. Oracle Sheds 21,000 Jobs as It Continues AI-Focused Streamlining
• Negative Sentiment: Investors are worried that Oracle’s AI spending is being funded with more debt and that preferred stock conversions or ATM share issuance could dilute shareholders and weigh on the stock price. Oracle Analyst Warns: Preferred Stock Conversions and ATM Issuances May Dilute Shareholders and Pressure Stock Price
• Negative Sentiment: Broader tech weakness and an AI sector pullback are also adding to ORCL’s decline, as investors reassess high-spending AI names. Sector Update: Tech Stocks Fall Late Afternoon

Oracle Stock Down 4.7%

Shares of NYSE ORCL opened at $157.38 on Thursday. Oracle Corporation has a 1 year low of $134.57 and a 1 year high of $345.72. The firm’s 50-day moving average is $190.16 and its 200-day moving average is $176.34. The company has a current ratio of 1.12, a quick ratio of 1.35 and a debt-to-equity ratio of 3.21. The firm has a market capitalization of $453.34 billion, a PE ratio of 27.00, a price-to-earnings-growth ratio of 1.04 and a beta of 1.65.

Oracle (NYSE:ORCL) last posted its quarterly earnings results 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 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 firm posted $1.70 earnings per share. Oracle’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 analysts expect that Oracle Corporation will post 6.45 EPS for the current year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Shareholders 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 1.3%. Oracle’s payout ratio is presently 34.31%.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on ORCL. Barclays raised their price objective on shares of Oracle from $240.00 to $250.00 and gave the company an “overweight” rating in a research report on Thursday, June 11th. BMO Capital Markets increased their price target on shares of Oracle from $200.00 to $220.00 and gave the company an “outperform” rating in a research note on Thursday, June 11th. Weiss Ratings raised shares of Oracle from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, May 29th. KeyCorp reissued an “overweight” rating on shares of Oracle in a report on Thursday, June 11th. Finally, Evercore restated an “outperform” rating and issued a $245.00 price objective on shares of Oracle in a research report on Monday, June 8th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average 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.