Haverford Trust Co Has $72.40 Million Stock Holdings in Oracle Corporation $ORCL

Haverford Trust Co decreased its stake in shares of Oracle Corporation (NYSE:ORCL) by 10.4% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 494,037 shares of the enterprise software provider’s stock after selling 57,450 shares during the quarter. Haverford Trust Co’s holdings in Oracle were worth $72,401,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also bought and sold shares of the company. HFM Investment Advisors LLC lifted its position in 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 fourth quarter valued at approximately $26,000. FSA Wealth Management LLC bought a new position in shares of Oracle during the third quarter worth approximately $28,000. Osbon Capital Management LLC bought a new position in shares of Oracle during the fourth quarter worth approximately $28,000. Finally, Joseph Group Capital Management acquired a new stake in Oracle during the 4th quarter worth approximately $29,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Price Performance

Oracle stock opened at $146.70 on Friday. The firm has a market cap of $422.56 billion, a PE ratio of 25.16, a price-to-earnings-growth ratio of 0.92 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. The stock’s fifty day moving average price is $144.61 and its two-hundred day moving average price is $160.61. Oracle Corporation has a one year low of $114.50 and a one year high of $345.72.

Oracle (NYSE:ORCL) last released its earnings results 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 firm had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The company’s revenue was up 20.6% compared to the same quarter last year. During the same period in the prior year, the company posted $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. As a group, research analysts expect that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s payout ratio is 34.31%.

Analyst Ratings Changes

ORCL has been the subject of several recent research reports. Moffett Nathanson set a $325.00 price target on Oracle in a research note on Thursday, June 11th. CLSA began coverage on Oracle in a research report on Monday, July 20th. They set a “hold” rating and a $145.00 price objective on the stock. Cantor Fitzgerald reissued an “overweight” rating and set a $284.00 target price on shares of Oracle in a report on Thursday, June 11th. DA Davidson boosted their target price on shares of Oracle from $200.00 to $225.00 and gave the company a “buy” rating in a research report on Thursday, June 11th. Finally, Weiss Ratings downgraded shares of Oracle from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, July 20th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Oracle has an average rating of “Moderate Buy” and an average price target of $263.97.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: AI infrastructure expansion supports the growth story. Oracle’s collaboration with Amazon Web Services now offers Oracle Exadata Database Service on Exascale Infrastructure through Oracle AI Database@AWS across 22 AWS regions. The partnership could broaden Oracle’s cloud reach and help attract enterprise AI workloads. Oracle Corporation versus Amazon AI infrastructure article
• Positive Sentiment: Analysts remain constructive. Oracle has received an average “Moderate Buy” rating, while one report highlighted a consensus price target substantially above the current trading level. The valuation case depends on sustained cloud and AI execution. Oracle analyst rating article Oracle Wall Street target article
• Positive Sentiment: Healthcare AI provides another potential growth avenue. Oracle is making a fresh push into healthcare applications, reinforcing the view that AI could expand demand beyond its traditional database and enterprise software businesses. Oracle healthcare AI article
• Neutral Sentiment: The key debate is timing. One analysis characterizes Oracle as inexpensive relative to its long-term opportunity but argues that the most important improvement may not arrive until 2027. This supports the long-term thesis but suggests near-term upside may require patience. Oracle valuation and 2027 inflection article
• Negative Sentiment: AI financing risks are weighing on the broader theme. Michael Burry warned that circular financing, off-balance-sheet vehicles and captive insurers could be creating excessive leverage in AI data centers. Separately, Bank of America reported a sharp increase in investment-grade debt issued to fund AI projects. Oracle’s substantial infrastructure spending and high debt-to-equity ratio make the company potentially sensitive to higher funding costs or weaker AI demand. Michael Burry AI buildout warning AI bond market risks article

Insiders Place Their Bets

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction dated 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 sale, the insider owned 400,000 shares of the company’s stock, valued at $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

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.