Burney Co. Sells 16,143 Shares of Oracle Corporation $ORCL

Burney Co. reduced its stake in Oracle Corporation (NYSE:ORCL) by 16.8% during the first quarter, according to its most recent filing with the SEC. The fund owned 80,043 shares of the enterprise software provider’s stock after selling 16,143 shares during the quarter. Burney Co.’s holdings in Oracle were worth $11,775,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in ORCL. Halter Ferguson Financial Inc. bought a new stake in Oracle in the first quarter worth about $15,564,000. Kiley Juergens Wealth Management LLC bought a new position in shares of Oracle during the 1st quarter valued at approximately $1,268,000. Walser Wealth Management Company A Ltd Liability Co increased its stake in shares of Oracle by 38.9% during the 1st quarter. Walser Wealth Management Company A Ltd Liability Co now owns 7,242 shares of the enterprise software provider’s stock worth $1,065,000 after purchasing an additional 2,029 shares during the last quarter. Busey Bank increased its stake in shares of Oracle by 0.8% during the 1st quarter. Busey Bank now owns 206,567 shares of the enterprise software provider’s stock worth $30,388,000 after purchasing an additional 1,573 shares during the last quarter. Finally, Kathmere Capital Management LLC raised its holdings in shares of Oracle by 16.3% in the 1st quarter. Kathmere Capital Management LLC now owns 9,475 shares of the enterprise software provider’s stock worth $1,394,000 after purchasing an additional 1,325 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle rose after analysts turned more upbeat on the company’s cloud and AI opportunity, with Piper Sandler and other Wall Street firms arguing the recent drop looks overdone and pointing to meaningful upside in Oracle’s cloud business. Oracle Stock (ORCL) Climbs as Analyst Sees Meaningful Upside in Cloud Business
• Positive Sentiment: Investors also appear to be buying the dip after a steep AI-driven selloff, with broader market strength helping Oracle rebound as sentiment improved across technology stocks. Oracle shares rose as investors reassess AI-driven sell-off
• Neutral Sentiment: Commentary continues to frame Oracle as a long-term AI and cloud beneficiary, but the stock remains volatile after a very weak month and a large drawdown from recent highs. Oracle Stock’s Worst Month Since 1990: What’s Breaking Larry Ellison’s Empire?
• Negative Sentiment: Investors are still worried about Oracle’s aggressive AI infrastructure spending, debt load, and potential dilution, which has been a key reason the stock had been falling before Monday’s bounce. Oracle Corporation Stock (ORCL) Opinions on Post-Earnings AI Capex Concerns

Oracle Trading Up 2.6%

Shares of ORCL stock opened at $143.95 on Tuesday. The company’s fifty day simple moving average is $185.91 and its two-hundred day simple moving average is $173.27. 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 1 year low of $134.57 and a 1 year high of $345.72. The stock has a market capitalization of $414.64 billion, a price-to-earnings ratio of 24.69, a PEG ratio of 0.88 and a beta of 1.72.

Oracle (NYSE:ORCL) last posted its quarterly 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 firm had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The business’s revenue for the quarter was up 20.6% on a year-over-year basis. During the same period last year, the company 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, analysts anticipate that Oracle Corporation will post 6.46 earnings per share for the current year.

Oracle Announces Dividend

The business 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 dividend of $0.50 per share. 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 1.4%. Oracle’s dividend payout ratio is 34.31%.

Insider Activity

In other news, EVP Stuart Levey sold 15,000 shares of the 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 sale, the executive vice president directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, 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 firm’s stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the completion of the transaction, the insider owned 400,000 shares of the company’s stock, valued at $63,664,000. This trade represents a 50.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on ORCL shares. Wolfe Research reiterated an “outperform” rating and issued a $225.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Evercore restated an “outperform” rating and issued a $245.00 target price on shares of Oracle in a research note on Monday, June 8th. Robert W. Baird dropped their price target on Oracle from $300.00 to $200.00 and set an “outperform” rating on the stock in a research report on Tuesday, March 10th. Mizuho set a $320.00 price target on Oracle in a research note on Wednesday, June 3rd. Finally, Scotiabank reissued an “overweight” rating on shares of Oracle in a report on Thursday, June 11th. Two investment 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 stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $268.27.

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.