Clifford Swan Investment Counsel LLC Reduces Stake in Oracle Corporation $ORCL

Clifford Swan Investment Counsel LLC lowered its stake in shares of Oracle Corporation (NYSE:ORCL) by 2.5% in the 1st quarter, HoldingsChannel reports. The firm owned 242,153 shares of the enterprise software provider’s stock after selling 6,292 shares during the quarter. Oracle accounts for 1.2% of Clifford Swan Investment Counsel LLC’s portfolio, making the stock its 22nd biggest position. Clifford Swan Investment Counsel LLC’s holdings in Oracle were worth $35,623,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of ORCL. Brighton Jones LLC lifted its position in shares of Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after buying an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in Oracle by 8.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock valued at $903,000 after purchasing an additional 404 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in Oracle by 21.5% during the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock valued at $951,000 after purchasing an additional 768 shares during the last quarter. United Bank boosted its position in Oracle by 6.8% during the second quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock worth $3,288,000 after purchasing an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. boosted its position in Oracle by 19.2% during the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock worth $11,556,000 after purchasing an additional 8,530 shares during the period. 42.44% of the stock is owned by institutional investors.

Oracle Stock Performance

NYSE:ORCL opened at $126.48 on Friday. The stock has a market cap of $364.32 billion, a P/E ratio of 21.69, a PEG ratio of 0.78 and a beta of 1.72. 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 business’s 50-day moving average price is $177.30 and its two-hundred day moving average price is $169.46. Oracle Corporation has a twelve month low of $121.50 and a twelve month high of $345.72.

Oracle (NYSE:ORCL) last posted its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping the consensus estimate of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The company had revenue of $19.18 billion for the quarter, compared to analysts’ expectations of $19.10 billion. During the same period in the prior year, the business earned $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. As a group, equities analysts predict that Oracle Corporation will post 6.47 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend is Friday, July 10th. Oracle’s payout ratio is currently 34.31%.

Analyst Upgrades and Downgrades

ORCL has been the topic of a number of recent research reports. DA Davidson upped their price target on shares of Oracle from $200.00 to $225.00 and gave the company a “buy” rating in a research note on Thursday, June 11th. Oppenheimer boosted their target price on shares of Oracle from $235.00 to $275.00 and gave the company an “outperform” rating in a report on Monday, June 8th. Bank of America raised their price target on Oracle from $200.00 to $240.00 and gave the stock a “buy” rating in a report on Tuesday, June 9th. BTIG Research reiterated a “buy” rating and set a $400.00 price objective on shares of Oracle in a research note on Friday, June 5th. Finally, Wedbush reduced their target price on Oracle from $275.00 to $240.00 and set an “outperform” rating for the company in a report on Thursday, June 11th. Two 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $268.27.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Some analysts remain bullish, arguing Oracle’s huge cloud backlog could eventually translate into much stronger revenue and that the stock may be oversold after its steep decline. Oracle Stock Crash Erases $213 Billion from Billionaire Founder Larry Ellison’s Net Worth
• Positive Sentiment: Oracle’s database and multicloud AI businesses continue to show strong growth momentum, suggesting the long-term AI demand story is still intact. Can Oracle’s Database Business Sustain Long-Term Margins?
• Neutral Sentiment: Commentary from Jim Cramer and other market writers added to the volatility, with some calling Oracle a cautionary tale while others argued the selloff may be overdone. Jim Cramer Says Oracle Is “Going Down” and Avoid Every Liquor Stock. Here’s What He’d Buy Instead
• Negative Sentiment: New Mexico blocked the pipeline for Oracle’s 2.5 GW data-center project, increasing the chance of delays and adding uncertainty to its AI infrastructure expansion. New Mexico Blocks Pipeline for Oracle’s (ORCL) 2.5 GW Data Center Project
• Negative Sentiment: Investors are worried Oracle’s AI spending spree is being financed with too much debt, pushing the company’s credit profile close to junk territory. Oracle’s (ORCL) AI Spending Spree Pushes Its Credit Rating Near Junk
• Negative Sentiment: Oracle’s stock has also been hit by broader articles emphasizing that the company is falling fast as markets question whether the AI growth story can justify the spending and financing risks. Oracle Stock Slides To 52-Week Low Amid AI Spending Fears

Insider Transactions at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction 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. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

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.