Venturi Wealth Management LLC Has $3.88 Million Stock Holdings in Oracle Corporation $ORCL

Venturi Wealth Management LLC grew its holdings in Oracle Corporation (NYSE:ORCL) by 37.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 26,406 shares of the enterprise software provider’s stock after purchasing an additional 7,198 shares during the period. Venturi Wealth Management LLC’s holdings in Oracle were worth $3,885,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of ORCL. Xponance Inc. grew its stake in shares of Oracle by 1.8% in the third quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock worth $114,336,000 after purchasing an additional 7,320 shares during the last quarter. DDD Partners LLC bought a new position in Oracle during the 4th quarter worth $1,677,000. William Blair Investment Management LLC raised its position in Oracle by 28.6% during the 3rd quarter. William Blair Investment Management LLC now owns 1,107,586 shares of the enterprise software provider’s stock worth $311,497,000 after purchasing an additional 246,243 shares during the last quarter. New Mexico Educational Retirement Board lifted its holdings in Oracle by 4.2% during the 4th quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider’s stock worth $14,928,000 after buying an additional 3,100 shares during the period. Finally, KADENSA CAPITAL Ltd lifted its holdings in Oracle by 1,945.8% during the 3rd quarter. KADENSA CAPITAL Ltd now owns 92,736 shares of the enterprise software provider’s stock worth $26,081,000 after buying an additional 88,203 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on ORCL. Cantor Fitzgerald reissued an “overweight” rating and issued a $284.00 price target on shares of Oracle in a research note on Thursday, June 11th. Scotiabank reaffirmed an “overweight” rating on shares of Oracle in a research note on Thursday, June 11th. BTIG Research reiterated a “buy” rating and issued a $400.00 target price on shares of Oracle in a report on Friday, June 5th. UBS Group increased their target price on shares of Oracle from $250.00 to $285.00 and gave the company a “buy” rating in a research report on Tuesday, June 2nd. Finally, Royal Bank Of Canada restated a “sector perform” rating and set a $190.00 price target on shares of Oracle in a report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $268.27.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle Health and Theator announced an AI-powered surgical reporting partnership, adding another real-world use case for Oracle Cloud Infrastructure in healthcare. Oracle Health (ORCL), Theator Partner to Automate Surgical Reporting with AI
• Positive Sentiment: Several recent articles highlighted Oracle’s massive contract backlog and strong AI cloud demand, arguing the company has improved long-term revenue visibility despite near-term volatility. Oracle’s Contract Backlog Swells: Is Long-Term Revenue Growth Secured?
• Positive Sentiment: Wall Street sentiment remains broadly constructive, with coverage pointing to dozens of buy ratings and meaningful upside from current levels. Oracle stock has worst week since 2001 dot-com bust as AI financing concerns escalate
• Neutral Sentiment: Oracle was also featured in commentary suggesting the recent sell-off may be overdone and more a valuation/mispricing issue than a fundamental break in the AI story. Oracle’s Market Disconnect: The Truth Can Make You Rich
• Negative Sentiment: Investor concern is centered on Oracle’s aggressive AI spending: capital expenditures surged, free cash flow turned deeply negative, and debt is now high, raising questions about financing the buildout. Oracle stock has worst week since 2001 dot-com bust as AI financing concerns escalate
• Negative Sentiment: OpenAI IPO delay fears weighed on Oracle and other AI-related stocks, since Oracle is tied to the broader AI infrastructure trade. OpenAI May Push Back Highly-Awaited IPO to 2027, Slamming SoftBank and Oracle Shares
• Negative Sentiment: Oracle Vice Chairman Jeffrey Henley sold 400,000 shares in a pre-arranged 10b5-1 plan, a headline that can add to sentiment pressure even if the sale was scheduled. SEC filing for Jeffrey Henley stock sale

Oracle Stock Performance

ORCL stock opened at $148.68 on Friday. The firm has a market cap of $428.27 billion, a PE ratio of 25.50, a price-to-earnings-growth ratio of 0.96 and a beta of 1.65. The company has a current ratio of 1.12, a quick ratio of 1.35 and a debt-to-equity ratio of 3.21. The stock has a 50-day moving average price of $189.53 and a 200-day moving average price of $175.69. Oracle Corporation has a 1-year low of $134.57 and a 1-year high of $345.72.

Oracle (NYSE:ORCL) last announced its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating the consensus estimate of $1.96 by $0.15. The company had revenue of $19.18 billion for 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 firm’s revenue for the quarter was up 20.6% compared to the same quarter last year. During the same quarter in the prior year, the company 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. As a group, equities research analysts expect that Oracle Corporation will post 6.45 earnings per share for the current year.

Oracle Announces Dividend

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 issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Friday, July 10th. Oracle’s dividend payout ratio is presently 34.31%.

Insider Activity at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total value of $63,664,000.00. Following the completion of the sale, the insider owned 400,000 shares in the company, valued at $63,664,000. The trade was 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. Also, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the sale, the executive vice president owned 3,429 shares of the company’s stock, valued at $604,155.51. This represents a 81.39% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

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.