Lmcg Investments LLC Has $6.24 Million Position in Oracle Corporation $ORCL

Lmcg Investments LLC lowered its holdings in Oracle Corporation (NYSE:ORCL) by 39.0% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 42,444 shares of the enterprise software provider’s stock after selling 27,165 shares during the period. Lmcg Investments LLC’s holdings in Oracle were worth $6,244,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Richmond Investment Services LLC lifted its stake in Oracle by 15.9% in the 1st quarter. Richmond Investment Services LLC now owns 1,533 shares of the enterprise software provider’s stock worth $226,000 after acquiring an additional 210 shares in the last quarter. Golden Road Advisors LLC increased its holdings in shares of Oracle by 11.8% in the 1st quarter. Golden Road Advisors LLC now owns 1,684 shares of the enterprise software provider’s stock valued at $248,000 after purchasing an additional 178 shares during the period. Childress Capital Advisors LLC lifted its position in shares of Oracle by 4.6% in the first quarter. Childress Capital Advisors LLC now owns 6,862 shares of the enterprise software provider’s stock worth $1,009,000 after purchasing an additional 301 shares in the last quarter. Nicholas Hoffman & Company LLC. lifted its position in shares of Oracle by 2.5% in the first quarter. Nicholas Hoffman & Company LLC. now owns 10,242 shares of the enterprise software provider’s stock worth $1,507,000 after purchasing an additional 249 shares in the last quarter. Finally, Aljian Capital Management LLC boosted its holdings in shares of Oracle by 17.2% during the first quarter. Aljian Capital Management LLC now owns 9,165 shares of the enterprise software provider’s stock worth $1,348,000 after purchasing an additional 1,343 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Price Performance

NYSE ORCL opened at $140.57 on Thursday. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The stock has a market capitalization of $404.91 billion, a PE ratio of 24.11, a price-to-earnings-growth ratio of 0.89 and a beta of 1.72. Oracle Corporation has a 12-month low of $134.57 and a 12-month high of $345.72. The company has a 50 day moving average price of $183.97 and a two-hundred day moving average price of $172.42.

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

Oracle Announces Dividend

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

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts and commentators remain bullish on Oracle’s AI cloud opportunity, saying cloud revenue growth could surprise to the upside as the company adds capacity and monetizes its backlog. Oracle Cloud Revenue Could Beat Fiscal 2027 Estimates
• Positive Sentiment: Some investors see Oracle as deeply undervalued after its AI spending reset, with articles arguing the stock’s selloff has gone too far relative to the company’s long-term earnings power. Oracle (ORCL) Could Be 62% Undervalued Following Its AI Spending Reset
• Positive Sentiment: Jim Cramer said tech is rebounding and called Oracle one of the more interesting contrarian opportunities in the group as data-center spending reshapes the market. Jim Cramer Sees Tech Rebound And Oracle Upside as Data Center Spending Reshapes Market
• Neutral Sentiment: Several pieces highlight Oracle’s record backlog and AI infrastructure buildout, but emphasize that the market is waiting to see how quickly that demand turns into cash flow. Oracle’s record backlog is booming, so why is the stock down 50%?
• Neutral Sentiment: Oracle’s latest earnings and guidance were solid, but the stock continues to trade like investors are focused more on capital intensity and execution risk than on near-term results. Oracle Corporation (ORCL) market data and earnings summary
• Negative Sentiment: Bearish articles argue Oracle faces an AI valuation and cloud-cost test, with concerns about debt, required spending, and the time it will take for backlog to convert into free cash flow. Oracle (NYSE:ORCL) Faces The AI Cloud Cost Test
• Negative Sentiment: One widely read report said Oracle’s stock drop reflects worries that some big data-center customers may struggle to meet obligations, adding to investor caution around the AI buildout. Oracle Stock Plummeted by 25% in the First Half of 2026, and This Dire AI Warning Might Be Why

Wall Street Analyst Weigh In

A number of research analysts recently commented on the stock. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $190.00 price objective on shares of Oracle in a research report on Thursday, June 11th. Scotiabank reissued an “overweight” rating on shares of Oracle in a research note on Thursday, June 11th. Wolfe Research restated an “outperform” rating and set a $225.00 price target on shares of Oracle in a report on Thursday, June 11th. Sanford C. Bernstein upped their price target on shares of Oracle from $319.00 to $325.00 and gave the stock an “outperform” rating in a research note on Thursday, June 11th. Finally, Monness Crespi & Hardt reiterated a “hold” rating on shares of Oracle in a report on Wednesday, March 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $268.27.

Insider Activity

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction dated 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 sale, the insider owned 400,000 shares in the company, valued at approximately $63,664,000. This represents a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed 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 transaction, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

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.