Oracle Corporation $ORCL Holdings Trimmed by Hayek Kallen Investment Management

Posted by George Bondi on Jun 20th, 2026

Hayek Kallen Investment Management reduced its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 8.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 37,564 shares of the enterprise software provider’s stock after selling 3,498 shares during the period. Oracle makes up about 2.4% of Hayek Kallen Investment Management’s investment portfolio, making the stock its 13th largest position. Hayek Kallen Investment Management’s holdings in Oracle were worth $7,322,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. HFM Investment Advisors LLC boosted its position in shares of Oracle by 290.9% during the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after purchasing an additional 96 shares in the last quarter. Basepoint Wealth LLC bought a new stake in shares of Oracle in the 4th quarter worth approximately $26,000. FSA Wealth Management LLC acquired a new stake in Oracle during the third quarter valued at approximately $28,000. Osbon Capital Management LLC acquired a new stake in Oracle during the fourth quarter valued at approximately $28,000. Finally, Joseph Group Capital Management bought a new stake in Oracle during the fourth quarter worth approximately $29,000. 42.44% of the stock is currently owned by institutional investors.

Insider Activity at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value 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 trade represents a 81.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on ORCL. Mizuho set a $320.00 price target on shares of Oracle in a research report on Wednesday, June 3rd. Arete Research set a $255.00 price objective on Oracle and gave the company a “buy” rating in a research report on Thursday, May 7th. Robert W. Baird reduced their price objective on Oracle from $300.00 to $200.00 and set an “outperform” rating for the company in a research note on Tuesday, March 10th. Weiss Ratings upgraded Oracle from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday, May 29th. Finally, Deutsche Bank Aktiengesellschaft cut their target price on Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a research report on Monday, March 9th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $268.27.

View Our Latest Analysis on ORCL

Oracle Stock Up 0.2%

ORCL stock opened at $184.66 on Friday. The company has a debt-to-equity ratio of 2.84, a current ratio of 1.12 and a quick ratio of 1.35. The firm has a market capitalization of $531.10 billion, a P/E ratio of 31.67, a P/E/G ratio of 1.16 and a beta of 1.65. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. The company’s 50 day simple moving average is $188.84 and its 200-day simple moving average is $177.39.

Oracle (NYSE:ORCL – Get Free Report) last posted its quarterly earnings data 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. Oracle had a net margin of 25.37% and a return on equity of 56.43%. The firm had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same quarter last year, the business posted $1.70 EPS. The company’s revenue was up 20.6% on a year-over-year basis. 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 anticipate that Oracle Corporation will post 6.45 EPS for the current year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be issued a $0.50 dividend. The ex-dividend date is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. Oracle’s dividend payout ratio is presently 34.31%.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle’s quarterly results showed strong demand for AI infrastructure, with remaining performance obligations jumping to $638 billion, reinforcing the company’s long-term cloud growth story. Oracle Corporation Stock (ORCL) Opinions on Earnings and AI Capex Plans
Positive Sentiment: Mizuho reiterated an outperform rating with a $320 price target, saying Oracle’s cloud growth and financing clarity help offset some of the market’s concerns about the AI buildout. Oracle Corporation Stock (ORCL) Opinions on Earnings and AI Capex Plans
Neutral Sentiment: Oracle continues to benefit from large government contracts and strong institutional interest, which supports the investment case but does not directly change the near-term trading narrative. Oracle Corporation Stock (ORCL) Opinions on Earnings and AI Capex Plans
Negative Sentiment: Investors remain focused on Oracle’s aggressive AI data-center spending and the recently announced $40 billion financing raise, which has raised concerns about margins, dilution, and capital intensity. Oracle Corporation Stock (ORCL) Opinions on Earnings and AI Capex Plans
Negative Sentiment: Separate commentary noted that the data-center boom is straining insurance capacity, highlighting broader financing and execution risks around the AI infrastructure expansion. Zurich warns data centre boom is outpacing insurance capacity – report
Negative Sentiment: Insider and congressional trading data showed more selling than buying in ORCL, which may add a slight cautionary tone for sentiment. Oracle Corporation Stock (ORCL) Opinions on Earnings and AI Capex Plans

About Oracle

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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.