Halter Ferguson Financial Inc. Buys New Position in Oracle Corporation $ORCL

Halter Ferguson Financial Inc. purchased a new position in shares of Oracle Corporation (NYSE:ORCL) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 105,795 shares of the enterprise software provider’s stock, valued at approximately $15,564,000. Oracle comprises 3.4% of Halter Ferguson Financial Inc.’s holdings, making the stock its 7th biggest holding.

Other institutional investors also recently added to or reduced their stakes in the company. HFM Investment Advisors LLC grew its position in shares of Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after acquiring an additional 96 shares during the last quarter. Basepoint Wealth LLC acquired a new position in shares of Oracle in the 4th quarter valued at $26,000. FSA Wealth Management LLC purchased a new stake in Oracle in the 3rd quarter valued at $28,000. Osbon Capital Management LLC purchased a new stake in Oracle in the 4th quarter valued at $28,000. Finally, Joseph Group Capital Management acquired a new stake in Oracle during the 4th quarter worth $29,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Transactions at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction that occurred 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 transaction, the insider directly owned 400,000 shares of the company’s stock, valued at approximately $63,664,000. This represents a 50.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction that occurred on 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 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.

Oracle Stock Performance

NYSE:ORCL opened at $143.95 on Tuesday. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. The firm has a market cap of $414.64 billion, a price-to-earnings ratio of 24.69, a price-to-earnings-growth ratio of 0.88 and a beta of 1.72. The firm’s fifty day moving average price is $185.91 and its 200 day moving average price is $173.27. Oracle Corporation has a 1-year low of $134.57 and a 1-year high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings data 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. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The company had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter in the prior year, the firm earned $1.70 EPS. Oracle’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. On average, sell-side analysts expect that Oracle Corporation will post 6.46 EPS for the current year.

Oracle Dividend Announcement

The company also recently declared 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. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Friday, July 10th. Oracle’s dividend payout ratio is currently 34.31%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wall Street remains broadly constructive on Oracle, with Piper Sandler reiterating a bullish view and other analysts highlighting meaningful upside in the company’s cloud business. Oracle Stock (ORCL) Climbs as Analyst Sees Meaningful Upside in Cloud Business
• Positive Sentiment: Several recent articles point to Oracle’s strong fundamentals, including fiscal 2026 revenue growth of 17% and net income growth of 37%, reinforcing the long-term growth case despite the pullback. Oracle Stock Is Down 58% From Its Peak — but Revenue Is Still Growing by Double Digits. Time to Buy?
• Positive Sentiment: The stock also benefited from a broader software rebound and improved market sentiment, which helped investors rotate back into Oracle after a debt-driven AI selloff. Oracle shares rose as investors reassess AI-driven sell-off
• Neutral Sentiment: Comparison pieces pitting Oracle against Salesforce and other software names may influence sentiment, but they are more commentary than direct business news. Should You Buy Salesforce Stock Instead of Oracle Stock?
• Negative Sentiment: Investors remain concerned about Oracle’s aggressive AI infrastructure spending and the possibility of additional debt or dilution to fund data center expansion, which has been a major drag on the stock. Oracle Corporation Stock (ORCL) Opinions on Post-Earnings AI Capex Concerns
• Negative Sentiment: Recent articles also note that Oracle has fallen sharply from its highs and posted one of its worst monthly drops in decades, underscoring lingering skepticism about the payoff from its AI buildout. Oracle Stock’s Worst Month Since 1990: What’s Breaking Larry Ellison’s Empire?

Analyst Upgrades and Downgrades

ORCL has been the topic of several research reports. Moffett Nathanson set a $325.00 price objective on shares of Oracle in a research report on Thursday, June 11th. Guggenheim reaffirmed a “buy” rating and issued a $400.00 target price on shares of Oracle in a report on Thursday, June 11th. BTIG Research reiterated a “buy” rating and set a $400.00 target price on shares of Oracle in a research note on Friday, June 5th. 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. Finally, Morgan Stanley restated a “mixed” rating on shares of Oracle in a research report on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Oracle has an average rating of “Moderate Buy” and an average price target of $268.27.

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.