BXM Wealth LLC Sells 76,095 Shares of Oracle Corporation $ORCL

BXM Wealth LLC lowered its stake in Oracle Corporation (NYSE:ORCL) by 91.4% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 7,122 shares of the enterprise software provider’s stock after selling 76,095 shares during the period. Oracle accounts for about 0.8% of BXM Wealth LLC’s holdings, making the stock its 29th largest holding. BXM Wealth LLC’s holdings in Oracle were worth $1,048,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Perennial Investment Advisors LLC boosted its holdings in Oracle by 0.5% in the third quarter. Perennial Investment Advisors LLC now owns 9,627 shares of the enterprise software provider’s stock worth $2,708,000 after acquiring an additional 45 shares in the last quarter. Consolidated Portfolio Review Corp increased its holdings in shares of Oracle by 1.0% during the third quarter. Consolidated Portfolio Review Corp now owns 4,988 shares of the enterprise software provider’s stock valued at $1,403,000 after acquiring an additional 50 shares in the last quarter. Mpwm Advisory Solutions LLC raised its position in shares of Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 50 shares during the last quarter. Verum Partners LLC raised its position in shares of Oracle by 2.2% in the 4th quarter. Verum Partners LLC now owns 2,409 shares of the enterprise software provider’s stock worth $470,000 after purchasing an additional 51 shares during the last quarter. Finally, Everpar Advisors LLC boosted its stake in Oracle by 0.4% in the 4th quarter. Everpar Advisors LLC now owns 11,991 shares of the enterprise software provider’s stock worth $2,337,000 after purchasing an additional 52 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Oracle News Roundup

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 Stock Down 0.2%

Shares of Oracle 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 company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The company’s 50 day moving average is $188.93 and its 200 day moving average is $174.86. The company has a market cap of $426.83 billion, a price-to-earnings ratio of 25.42, a price-to-earnings-growth 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, topping analysts’ consensus estimates of $1.96 by $0.15. The business had revenue of $19.18 billion during 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 58.62%. The firm’s revenue was up 20.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.70 EPS. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. Research analysts anticipate that Oracle Corporation will post 6.45 EPS for the current year.

Oracle Announces Dividend

The company 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. The ex-dividend date of this dividend 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%.

Analyst Ratings Changes

Several analysts recently commented on ORCL shares. Deutsche Bank Aktiengesellschaft cut their price objective on shares of Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a research report on Monday, March 9th. KeyCorp reiterated an “overweight” rating on shares of Oracle in a research note on Thursday, June 11th. Wolfe Research reissued an “outperform” rating and set a $225.00 price target on shares of Oracle in a research report on Thursday, June 11th. Stifel Nicolaus decreased their price objective 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. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $284.00 price objective on shares of Oracle in a research report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Oracle presently has an average rating of “Moderate Buy” and an average price target of $268.27.

Insiders Place Their Bets

In related news, EVP Stuart Levey sold 15,000 shares of the company’s 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 completion of 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction dated 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. 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 currently owned by corporate insiders.

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.