Kovitz Investment Group Partners LLC Lowers Stock Position in Oracle Corporation $ORCL

Kovitz Investment Group Partners LLC decreased its holdings in shares of Oracle Corporation (NYSE:ORCL) by 49.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 91,285 shares of the enterprise software provider’s stock after selling 87,743 shares during the period. Kovitz Investment Group Partners LLC’s holdings in Oracle were worth $17,793,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of ORCL. HFM Investment Advisors LLC boosted its stake 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 buying an additional 96 shares in the last quarter. Basepoint Wealth LLC purchased a new position in Oracle in the fourth quarter worth $26,000. FSA Wealth Management LLC acquired a new stake in Oracle in the third quarter valued at $28,000. Osbon Capital Management LLC acquired a new stake in Oracle in the fourth quarter valued at $28,000. Finally, Joseph Group Capital Management purchased a new stake in shares of Oracle during the 4th quarter worth $29,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle Stock Performance

NYSE:ORCL opened at $184.66 on Friday. The company has a current ratio of 1.12, a quick ratio of 1.35 and a debt-to-equity ratio of 2.84. The company has a market capitalization of $531.10 billion, a P/E ratio of 31.67, a price-to-earnings-growth ratio of 1.15 and a beta of 1.65. The firm has a 50-day moving average price of $188.02 and a two-hundred day moving average price of $177.34. Oracle Corporation has a twelve month low of $134.57 and a twelve month high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.96 by $0.15. The company had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 56.43%. The company’s revenue for the quarter was up 20.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.70 earnings per share. 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, research analysts expect that Oracle Corporation will post 6.45 earnings per share for the current fiscal year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be paid a $0.50 dividend. The ex-dividend date of this dividend is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. Oracle’s dividend payout ratio is presently 34.31%.

Insider Transactions at Oracle

In other Oracle 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 transaction of $2,642,850.00. Following the sale, the executive vice president owned 3,429 shares in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle continues to land cloud and AI-related business, including new use cases from Lightpath, Uplynk, and One NZ, suggesting demand for its infrastructure and applications remains healthy. Lightpath Monetizes Digital Services and Powers AI-Driven Innovation with Oracle
• Positive Sentiment: Some analysts and market commentators remain constructive on ORCL after Q4 results, with price-target boosts and articles arguing the selloff may have created an opportunity. Analysts Boosts Oracle (ORCL) Price Target Following Q4 Results
• Neutral Sentiment: Several pieces compare Oracle with other large-cap tech names, reinforcing that investors are still debating whether Oracle’s AI/cloud strategy offers better upside than peers like Salesforce or IBM. Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?
• Negative Sentiment: Investor concern is centered on Oracle’s massive AI capital spending plans, which have fueled fears that near-term cash flow could be pressured even as cloud growth remains strong. ETFs to Bet on as Oracle Slides 10% on Massive AI Spending Plans
• Negative Sentiment: Oracle also pushed back on a report about failed Microsoft cloud-deal talks, calling the details inaccurate, which keeps focus on execution risk and competitive pressure in the cloud market. Oracle says details in report of failed Microsoft cloud deal talks ‘inaccurate’

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on ORCL shares. Oppenheimer increased their price target on shares of Oracle from $235.00 to $275.00 and gave the company an “outperform” rating in a report on Monday, June 8th. Deutsche Bank Aktiengesellschaft decreased their price objective on shares of Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a report on Monday, March 9th. Stifel Nicolaus dropped their target price on shares of Oracle from $275.00 to $220.00 and set a “buy” rating for the company in a report on Wednesday, March 11th. Evercore reiterated an “outperform” rating and set a $245.00 price target on shares of Oracle in a research report on Monday, June 8th. Finally, Citigroup reissued a “market outperform” rating on shares of Oracle in a research note on Thursday, June 11th. Two research 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 issued a Sell rating to the stock. According to data from MarketBeat.com, Oracle has an average rating of “Moderate Buy” and a consensus target price 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.