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

Posted by Stanley Muller on Aug 23rd, 2026

Haverford Trust Co reduced its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 10.4% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. 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 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. FSA Wealth Management LLC acquired a new position in Oracle during the third quarter worth $28,000. Mpwm Advisory Solutions LLC increased its stake in Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after buying an additional 50 shares during the last quarter. Turning Point Benefit Group Inc. acquired a new stake in Oracle in the 3rd quarter valued at $35,000. HFM Investment Advisors LLC lifted its position in Oracle by 290.9% during the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after buying an additional 96 shares in the last quarter. Finally, Basepoint Wealth LLC bought a new stake in Oracle during the 4th quarter worth about $26,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Stock Up 3.3%

Shares of ORCL stock opened at $146.70 on Friday. Oracle Corporation has a 52-week low of $114.50 and a 52-week high of $345.72. The stock has a market cap of $422.56 billion, a price-to-earnings ratio of 25.16, a PEG ratio of 0.92 and a beta of 1.72. The firm’s 50-day moving average is $144.61 and its 200-day moving average is $160.61. 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 – Get Free Report) last posted its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, topping analysts’ consensus estimates of $1.96 by $0.15. The business had revenue of $19.18 billion during 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 quarter last year, the company posted $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 6.49 EPS for the current year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, July 10th. Oracle’s payout ratio is currently 34.31%.

More Oracle News

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

Insider Activity at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle 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 transaction, the insider directly owned 400,000 shares in the company, valued at approximately $63,664,000. The trade was a 50.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

Analyst Ratings Changes

ORCL has been the subject of several analyst reports. Morgan Stanley restated a “mixed” rating on shares of Oracle in a report on Thursday, June 11th. Evercore reiterated an “outperform” rating and set a $245.00 target price on shares of Oracle in a report on Monday, June 8th. CLSA assumed coverage on Oracle in a research report on Monday, July 20th. They set a “hold” rating and a $145.00 price target for the company. DA Davidson raised their price target on Oracle from $200.00 to $225.00 and gave the company a “buy” rating in a research note on Thursday, June 11th. Finally, Scotiabank reaffirmed an “overweight” rating on shares of Oracle in a research report on Thursday, June 11th. Two equities 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 given a Sell rating to the company’s stock. According to data from MarketBeat, Oracle currently has an average rating of “Moderate Buy” and a consensus price target of $263.97.

View Our Latest Report on ORCL

Oracle Company Profile

(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.