LM Advisors LLC Sells 13,062 Shares of Oracle Corporation $ORCL

LM Advisors LLC decreased its position in shares of Oracle Corporation (NYSE:ORCL) by 79.8% during the fourth quarter, HoldingsChannel reports. The fund owned 3,300 shares of the enterprise software provider’s stock after selling 13,062 shares during the quarter. Oracle accounts for approximately 0.4% of LM Advisors LLC’s investment portfolio, making the stock its 26th largest holding. LM Advisors LLC’s holdings in Oracle were worth $643,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of 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 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 worth about $26,000. FSA Wealth Management LLC bought a new position in shares of Oracle in the third quarter worth about $28,000. Osbon Capital Management LLC bought a new position in shares of Oracle in the fourth quarter worth about $28,000. Finally, Joseph Group Capital Management bought a new position in shares of Oracle in the fourth quarter worth about $29,000. Institutional investors own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the stock. Royal Bank Of Canada restated a “sector perform” rating and issued a $190.00 price target on shares of Oracle in a report on Thursday. TD Cowen upped their price target on shares of Oracle from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, June 8th. Citigroup restated a “market outperform” rating on shares of Oracle in a report on Thursday. Wolfe Research restated an “outperform” rating and issued a $225.00 price target on shares of Oracle in a report on Thursday. Finally, Guggenheim restated a “buy” rating and issued a $400.00 price target on shares of Oracle in a report on Thursday. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Oracle presently has a consensus rating of “Moderate Buy” and a consensus price target of $268.27.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle beat fiscal Q4 estimates, with adjusted EPS of $2.11 and revenue of $19.18 billion, while cloud infrastructure revenue jumped 93% year over year and the company cited a record $638 billion remaining performance obligation, signaling strong demand for its AI and cloud services.
• Positive Sentiment: The U.S. Office of Personnel Management awarded Oracle a $395.8 million federal HR modernization contract, expanding Oracle’s government cloud footprint and adding a new revenue stream tied to more than 2 million federal employees. Article Title
• Positive Sentiment: Several recent analyst notes remained bullish, with firms like Guggenheim, Piper Sandler, BMO Capital Markets, and Cantor Fitzgerald reiterating constructive ratings and higher price targets, suggesting Wall Street still sees upside despite the selloff.
• Neutral Sentiment: Zacks noted that the broader earnings revisions trend for 2026 has been improving, especially in Technology, which may support sentiment for Oracle and other software/cloud names.
• Negative Sentiment: Oracle’s stock fell sharply because management said AI-related capital expenditures will be far higher than expected, with FY2027 capex potentially reaching $95 billion and plans to raise about $40 billion more through debt and equity financing, raising concerns about dilution, leverage, and free cash flow.
• Negative Sentiment: Investors also reacted to warnings that margins may step down as Oracle ramps data-center buildout, while a cyber issue in PeopleSoft and reports of active exploitation added a small layer of operational risk. Article Title

Insiders Place Their Bets

In related news, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the sale, the executive vice president directly owned 3,429 shares of the company’s stock, valued at $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through 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 company insiders.

Oracle Stock Down 0.1%

NYSE:ORCL opened at $184.01 on Friday. Oracle Corporation has a 1-year low of $134.57 and a 1-year high of $345.72. The company has a 50-day moving average of $184.68 and a 200 day moving average of $177.93. The firm has a market cap of $529.21 billion, a PE ratio of 31.56, a price-to-earnings-growth ratio of 1.44 and a beta of 1.65. The company has a debt-to-equity ratio of 2.84, a current ratio of 1.12 and a quick ratio of 1.35.

Oracle (NYSE:ORCL) last released 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 56.43%. The company had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same period in the prior year, the firm earned $1.70 earnings per share. 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. As a group, research analysts anticipate that Oracle Corporation will post 6.32 EPS for the current fiscal year.

Oracle Announces Dividend

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 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 35.91%.

About Oracle

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.