Liontrust Investment Partners LLP Lowers Stock Holdings in Oracle Corporation $ORCL

Posted by George Bondi on Jul 31st, 2026

Liontrust Investment Partners LLP cut its position in Oracle Corporation (NYSE:ORCL – Free Report) by 49.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 110,069 shares of the enterprise software provider’s stock after selling 106,085 shares during the quarter. Liontrust Investment Partners LLP’s holdings in Oracle were worth $16,192,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Mpwm Advisory Solutions LLC boosted its stake in shares of Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 50 shares during the period. Sherman Asset Management Inc. grew its holdings in shares of Oracle by 5.5% in the first quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider’s stock valued at $155,000 after purchasing an additional 55 shares in the last quarter. Southern Capital Advisors LLC increased its stake in Oracle by 1.3% during the 1st quarter. Southern Capital Advisors LLC now owns 4,446 shares of the enterprise software provider’s stock worth $654,000 after buying an additional 57 shares during the period. Investment Advisory Group LLC increased its stake in Oracle by 2.9% during the 4th quarter. Investment Advisory Group LLC now owns 2,078 shares of the enterprise software provider’s stock worth $405,000 after buying an additional 58 shares during the period. Finally, Talisman Wealth Advisors LLC lifted its holdings in Oracle by 1.9% during the 2nd quarter. Talisman Wealth Advisors LLC now owns 3,086 shares of the enterprise software provider’s stock worth $675,000 after buying an additional 59 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Stock Performance

Shares of ORCL stock opened at $127.59 on Friday. The company has a market cap of $367.53 billion, a P/E ratio of 21.89, a PEG ratio of 0.74 and a beta of 1.72. The firm has a fifty day moving average price of $165.10 and a 200 day moving average price of $164.66. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $345.72.

Oracle (NYSE:ORCL – Get Free Report) last posted 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 company had revenue of $19.18 billion for the quarter, compared to analysts’ expectations of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.Oracle’s quarterly revenue was up 20.6% on a year-over-year basis. During the same period last year, the firm earned $1.70 earnings per share. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. Sell-side analysts predict that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s dividend payout ratio (DPR) is 34.31%.

Insiders Place Their Bets

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business’s 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 sale, the insider owned 400,000 shares in the company, valued at $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 currently owned by insiders.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Expanded Google Cloud AI partnership: Oracle and Google Cloud will make Google’s Gemini models available across Oracle Fusion Cloud Applications and NetSuite. The integration is expected to help enterprise customers automate workflows, improve decision-making and build agentic applications, strengthening Oracle’s AI software proposition and potentially supporting demand for its cloud infrastructure. Oracle to Make Gemini Models Available to Thousands of Enterprise Applications
Positive Sentiment: Broader AI-cloud rebound: Oracle participated in a sharp recovery across AI infrastructure stocks after the group’s prior-session selloff. Microsoft’s strong cloud results also helped reinforce investor confidence in enterprise AI spending and cloud growth. Why Oracle Stock Just Jumped
Positive Sentiment: Analyst sees AI backlog upside: DA Davidson analyst Gil Luria argued that Wall Street is assigning little or no value to Oracle’s reported $630 billion AI backlog, including potential long-term OpenAI compute commitments. If contracts convert into revenue, the backlog could improve Oracle’s growth outlook and valuation. Wall Street Is Valuing Oracle’s $630B AI Backlog at Zero
Neutral Sentiment: Valuation debate continues: Some coverage views Oracle as undervalued after its significant decline and highlights its Pentagon contract, while other analysis warns that consensus price targets may not fully reflect execution and financing risks. Oracle Stock Looks Undervalued on Earnings While Risks Still Weigh
Negative Sentiment: Debt and credit concerns remain: Oracle’s elevated credit-default-swap costs and heavy borrowing to finance AI infrastructure continue to raise questions about leverage, refinancing costs and whether future AI returns will justify the investment. Oracle Stock Drops as Default Insurance Hits 200 Basis Points
Negative Sentiment: Governance and concentration risk: Larry Ellison’s personal guarantee connected to a large Warner Bros. Discovery transaction has prompted concern among some investors because of his substantial ownership and the potential financial exposure. Larry Ellison’s Warner Bros. Discovery Deal Backstop

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. Evercore reissued an “outperform” rating and issued a $245.00 price target on shares of Oracle in a research report on Monday, June 8th. CLSA initiated 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. BTIG Research reiterated a “buy” rating and issued a $400.00 price objective on shares of Oracle in a research note on Friday, June 5th. Citigroup reiterated a “market outperform” rating on shares of Oracle in a report on Thursday, June 11th. Finally, Morgan Stanley reissued a “mixed” rating on shares of Oracle in a research note on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Oracle presently has a consensus rating of “Moderate Buy” and an average price target of $265.03.

Check Out Our Latest Report on ORCL

About Oracle

(Free Report)

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.