AMG National Trust Bank Grows Stock Position in Oracle Corporation $ORCL

AMG National Trust Bank boosted its holdings in Oracle Corporation (NYSE:ORCL) by 28.8% during the first quarter, HoldingsChannel reports. The fund owned 51,247 shares of the enterprise software provider’s stock after buying an additional 11,452 shares during the period. AMG National Trust Bank’s holdings in Oracle were worth $7,539,000 at the end of the most recent quarter.

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

Wall Street Analyst Weigh In

Several equities analysts have recently commented on ORCL shares. Weiss Ratings upgraded shares of Oracle from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday, May 29th. Evercore reissued an “outperform” rating and issued a $245.00 target price on shares of Oracle in a research report on Monday, June 8th. TD Cowen upped their price target on Oracle from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. Arete Research set a $255.00 price target on Oracle and gave the stock a “buy” rating in a research report on Thursday, May 7th. Finally, Scotiabank reaffirmed an “overweight” rating on shares of Oracle in a research note 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 assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Oracle presently has a consensus rating of “Moderate Buy” and an average price target of $268.27.

Oracle Stock Down 6.2%

ORCL stock opened at $131.86 on Tuesday. The company’s 50 day moving average price is $182.48 and its 200 day moving average price is $171.22. The firm has a market capitalization of $379.82 billion, a price-to-earnings ratio of 22.62, a PEG ratio of 0.88 and a beta of 1.72. Oracle Corporation has a fifty-two week low of $131.35 and a fifty-two week high of $345.72. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, beating analysts’ consensus estimates of $1.96 by $0.15. The business had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The company’s revenue was up 20.6% on a year-over-year basis. During the same period last year, the business earned $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. On average, equities research analysts anticipate that Oracle Corporation will post 6.47 EPS for the current fiscal year.

Oracle Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be paid a $0.50 dividend. The ex-dividend date is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.5%. Oracle’s dividend payout ratio (DPR) is currently 34.31%.

Insiders Place Their Bets

In related news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction 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. The trade was a 81.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 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 represents a 50.00% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company insiders.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Some commentary remains constructive on Oracle’s long-term AI positioning, citing its large cloud backlog, next-generation AI workloads, and management’s bullish guidance as reasons the stock could ultimately recover. Article: Oracle: Perfectly Positioned For Next-Generation, AI-Focused Workloads
• Positive Sentiment: Oracle’s recent earnings and revenue growth are still a fundamental support point for bulls, with the company previously beating expectations and posting 20%+ year-over-year revenue growth. Article: Oracle stock performance and earnings background
• Neutral Sentiment: Analysts and market observers are debating whether Oracle can convert its AI backlog into real cash flow, with the issue still unresolved and likely to drive near-term volatility. Article: Can Oracle (NYSE:ORCL) Turn Its AI Backlog Into Cash?
• Neutral Sentiment: Oracle is also getting attention for broader cloud-market share gains and a comparison piece versus IBM, but that discussion is more strategic than immediately stock-moving. Article: Oracle vs. IBM: Which Cloud Computing Stock Is the Better Buy?
• Neutral Sentiment: Regulatory news in the UK placing major cloud providers, including Oracle, under closer oversight is unlikely to be a near-term catalyst by itself. Article: UK to regulate major cloud firms to boost financial system resilience
• Negative Sentiment: Several articles focus on doubts about Oracle’s AI spending, leverage, and reliance on OpenAI-related demand, suggesting investors are questioning whether the AI strategy will pay off fast enough. Article: Here’s Why Oracle Stock Slumped Today
• Negative Sentiment: Technical selling pressure is also weighing on the shares, with ORCL nearing 52-week lows after a sharp slide and continued downside momentum. Article: Oracle Stock Flashes Oversold Signal as It Nears 52-Week Lows
• Negative Sentiment: Commentary about Oracle eliminating 21,000 jobs and questions that AI spending could become a “debt-fueled collapse” reinforces the market’s concern that the company is taking on too much risk to fund its expansion. Article: Workers just sent AI companies an ultimatum

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.