Forum Financial Management LP Sells 6,171 Shares of Oracle Corporation $ORCL

Forum Financial Management LP cut its position in Oracle Corporation (NYSE:ORCL) by 39.5% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 9,453 shares of the enterprise software provider’s stock after selling 6,171 shares during the quarter. Forum Financial Management LP’s holdings in Oracle were worth $1,391,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Intrua Financial LLC boosted its position in shares of Oracle by 10.0% during the 1st quarter. Intrua Financial LLC now owns 4,952 shares of the enterprise software provider’s stock worth $729,000 after acquiring an additional 450 shares in the last quarter. Sippican Capital Advisors raised its position in Oracle by 139.9% during the first quarter. Sippican Capital Advisors now owns 17,111 shares of the enterprise software provider’s stock valued at $2,517,000 after purchasing an additional 9,977 shares in the last quarter. EWA LLC lifted its stake in Oracle by 16.8% during the first quarter. EWA LLC now owns 5,657 shares of the enterprise software provider’s stock worth $832,000 after purchasing an additional 814 shares during the last quarter. Simmons Bank lifted its stake in Oracle by 5.4% during the first quarter. Simmons Bank now owns 60,444 shares of the enterprise software provider’s stock worth $8,892,000 after purchasing an additional 3,086 shares during the last quarter. Finally, Investment Planning Advisors Inc. boosted its holdings in shares of Oracle by 54.0% in the 1st quarter. Investment Planning Advisors Inc. now owns 1,677 shares of the enterprise software provider’s stock valued at $247,000 after purchasing an additional 588 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on ORCL. TD Cowen lifted their price target on Oracle from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Wolfe Research restated an “outperform” rating and set a $225.00 price objective on shares of Oracle in a research report on Thursday, June 11th. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $190.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Mizuho set a $320.00 target price on Oracle in a research note on Wednesday, June 3rd. Finally, JPMorgan Chase & Co. raised shares of Oracle from a “neutral” rating to an “overweight” rating and dropped their target price for the stock from $230.00 to $210.00 in a report on Wednesday, March 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and a consensus target price of $268.27.

Oracle Trading Down 0.2%

Shares of ORCL stock opened at $148.18 on Tuesday. Oracle Corporation has a twelve month low of $134.57 and a twelve month high of $345.72. The stock’s fifty day simple moving average is $188.93 and its 200 day simple moving average is $174.86. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The firm has a market capitalization of $426.83 billion, a P/E ratio of 25.42, a P/E/G ratio of 0.93 and a beta of 1.65.

Oracle (NYSE:ORCL) last posted 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 58.62% and a net margin of 25.37%.The firm had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same period last year, the company earned $1.70 earnings per share. The business’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. As a group, sell-side analysts predict that Oracle Corporation will post 6.45 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Friday, July 10th. Oracle’s dividend payout ratio (DPR) is 34.31%.

Insider Activity at Oracle

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total value of $63,664,000.00. Following the completion of the transaction, the insider directly owned 400,000 shares in the company, valued at approximately $63,664,000. This represents a 50.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction on Thursday, April 16th. The shares were 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 of the company’s stock, valued at $604,155.51. The trade was a 81.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company insiders.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle announced new Fusion Agentic Applications for supply chain management, adding AI-driven tools that could strengthen its cloud growth story and deepen customer adoption. Oracle Adds New Fusion Agentic Applications to Help Customers Improve Supply Chain Performance
• Positive Sentiment: Oracle Financial Services was named a leader in the Chartis Credit Lending Operations report, and Oracle was also named a leader in IDC’s utility customer experience assessment, supporting the company’s enterprise software and industry-specific positioning. Oracle Financial Services Named Leader Across Four Categories in Chartis Credit Lending Operations Report Oracle Named a Leader in the IDC MarketScape for AI-Enabled Utility Customer Experience Management Solutions 2026 Vendor Assessment
• Positive Sentiment: Dan Ives argued the recent Big Tech selloff, including Oracle, looks like a buying opportunity and said ORCL is “way oversold,” which may help support a rebound narrative. Dan Ives Says MSFT, ORCL Are ‘Way Oversold’, Expects A Reversal In Next 6-9 Months
• Neutral Sentiment: Analysts continue to publish large price targets for Oracle, with a recent median target well above the current share price, suggesting Wall Street still sees upside despite near-term volatility. Oracle Stock (ORCL) Opinions on Recent Earnings and Capex Guidance
• Neutral Sentiment: Oracle continues to win government-contract payments and remain active in AI infrastructure partnerships, but these items are less immediate stock movers than the debt and capex debate. Oracle Stock (ORCL) Opinions on Recent Earnings and Capex Guidance
• Negative Sentiment: Investors are still focused on Oracle’s heavy capital spending, fresh debt issuance, and execution risk around converting its AI backlog into revenue, which is weighing on sentiment. Oracle Stock (ORCL) Opinions on Recent Earnings and Capex Guidance
• Negative Sentiment: Multiple reports highlighted Oracle’s sharp weekly decline, concerns that its debt load may be too high, and Jeffrey Henley’s large share sale, all of which add pressure to the stock. Oracle stock suffers its worst weekly slump since 2001 dot-com bust Is Oracle’s Debt Simply Too Much to Justify the Risk? Jeffrey Henley Sells 400,000 Shares of Oracle (NYSE:ORCL) Stock
• Negative Sentiment: Oracle shares were also hit by reporting that key partner OpenAI could delay its IPO, which may have added to the broader AI-growth disappointment around the stock. Oracle Stock Falls After Report Key Partner OpenAI Could Delay IPO

Oracle 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.