Balefire LLC Trims Position in Oracle Corporation $ORCL

Balefire LLC decreased its holdings in shares of Oracle Corporation (NYSE:ORCL) by 68.0% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,104 shares of the enterprise software provider’s stock after selling 10,839 shares during the quarter. Balefire LLC’s holdings in Oracle were worth $751,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. HFM Investment Advisors LLC increased its holdings in shares of Oracle by 290.9% during the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after buying an additional 96 shares during the last quarter. Basepoint Wealth LLC purchased a new stake in shares of Oracle during the 4th quarter valued at about $26,000. FSA Wealth Management LLC acquired a new position in shares of Oracle during the third quarter worth $28,000. Osbon Capital Management LLC acquired a new position in Oracle in the 4th quarter worth $28,000. Finally, Joseph Group Capital Management acquired a new position in shares of Oracle in the fourth quarter worth about $29,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on ORCL shares. 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. UBS Group boosted their target price on shares of Oracle from $250.00 to $285.00 and gave the stock a “buy” rating in a research report on Tuesday, June 2nd. Citigroup reaffirmed a “market outperform” rating on shares of Oracle in a report on Thursday, June 11th. KeyCorp restated an “overweight” rating on shares of Oracle in a research report on Thursday, June 11th. Finally, Moffett Nathanson set a $325.00 price objective on Oracle in a research report on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $265.03.

Oracle Price Performance

Shares of NYSE:ORCL opened at $121.38 on Tuesday. The stock has a market cap of $349.63 billion, a price-to-earnings ratio of 20.82, a PEG ratio of 0.79 and a beta of 1.72. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. Oracle Corporation has a 12 month low of $120.03 and a 12 month high of $345.72. The stock’s 50 day moving average price is $175.85 and its 200 day moving average price is $168.74.

Oracle (NYSE:ORCL) last issued its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $19.10 billion. During the same period last year, the company posted $1.70 EPS. The firm’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. Equities research analysts anticipate that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced 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 dividend yield of 1.6%. The ex-dividend date is Friday, July 10th. Oracle’s payout ratio is presently 34.31%.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Negative Sentiment: CLSA initiated coverage on Oracle with a Hold rating and a $145 price target, warning that the company’s AI cloud expansion could require hundreds of billions of dollars in investment and may be difficult to fund without significant borrowing. Article title
• Negative Sentiment: Multiple reports say Oracle is falling on concerns about rising debt, massive AI infrastructure capex, and potential credit risk linked to large AI customers such as OpenAI, reinforcing fears that the company’s growth strategy could pressure profitability and balance-sheet flexibility. Article title
• Negative Sentiment: Investors are also reacting to Oracle’s recent credit downgrade toward junk territory and the broader selloff in the stock, which has highlighted execution risk despite the company’s large backlog and AI demand narrative. Article title
• Neutral Sentiment: Oracle also announced a partnership with IMSA Labs and launched an Oracle Cloud Innovation Studio, showing continued efforts to expand its AI and cloud ecosystem, though this news is not strong enough to offset the current sentiment drag. Article title

Insider Activity

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm’s stock in a transaction on Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the completion of the sale, the insider directly owned 400,000 shares of the company’s stock, valued at $63,664,000. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

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.