Axecap Investments LLC Takes Position in Oracle Corporation $ORCL

Axecap Investments LLC bought a new position in Oracle Corporation (NYSE:ORCL) during the 3rd quarter, Holdings Channel reports. The firm bought 18,965 shares of the enterprise software provider’s stock, valued at approximately $5,334,000. Oracle comprises approximately 3.3% of Axecap Investments LLC’s portfolio, making the stock its 6th biggest holding.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Rovin Capital UT ADV boosted its stake in Oracle by 16.0% in the third quarter. Rovin Capital UT ADV now owns 1,548 shares of the enterprise software provider’s stock worth $435,000 after purchasing an additional 213 shares in the last quarter. Formidable Asset Management LLC raised its holdings in shares of Oracle by 1.7% in the third quarter. Formidable Asset Management LLC now owns 14,711 shares of the enterprise software provider’s stock valued at $4,137,000 after buying an additional 252 shares during the last quarter. Smith Thornton Advisors LLC acquired a new position in Oracle during the 3rd quarter worth about $299,000. Partners Wealth Management LLC bought a new stake in Oracle during the 3rd quarter worth about $354,000. Finally, Quantum Portfolio Management LLC increased its position in Oracle by 78.3% in the 3rd quarter. Quantum Portfolio Management LLC now owns 5,606 shares of the enterprise software provider’s stock valued at $1,577,000 after acquiring an additional 2,461 shares in the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

ORCL has been the topic of a number of research reports. Baird R W upgraded shares of Oracle to a “strong-buy” rating in a research report on Wednesday, October 8th. TD Cowen reduced their price objective on Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. Oppenheimer reissued a “market perform” rating on shares of Oracle in a research note on Thursday, December 11th. Wells Fargo & Company assumed coverage on Oracle in a research note on Wednesday, December 3rd. They set an “overweight” rating and a $280.00 price target on the stock. Finally, DA Davidson decreased their price target on Oracle from $200.00 to $180.00 and set a “neutral” rating on the stock in a report on Thursday, December 11th. Four analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $305.50.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s reported RPO (remaining performance obligations) surge gives multi-year revenue visibility and supports the company’s AI/cloud revenue outlook, bolstering the long-term growth case. RPO expansion article
• Neutral Sentiment: EVP Douglas Kehring sold 35,000 shares (~$6.8M) at about $194.89; while large insider sales can raise questions, the filing shows he still holds shares—context matters (planned diversification vs. signal). SEC Form 4
• Negative Sentiment: Multiple lawsuits and investor notices have emerged alleging losses tied to Oracle’s AI buildout and bond issuance; class-action and bondholder suits increase legal risk and could pressure sentiment and costs. Bondholder suit
• Negative Sentiment: Debt-market concerns: analysts and reports flag large planned debt raises to fund AI/hyperscale expansion, and bond-market stress has been reported — this raises refinancing and credit-risk questions for investors. Debt risk article
• Negative Sentiment: High-profile short activity and activist/hedge attention: reports note Michael Burry has taken a bearish position, which can amplify downside pressure and volatility. Burry short article
• Negative Sentiment: Operational/headquarters execution concerns: reports say Oracle is struggling to staff its new Nashville “world HQ,” which fuels investor concern around execution and the company’s ability to scale operations. HQ hiring troubles
• Neutral Sentiment: Competitive context: AWS is reaccelerating and pulling ahead in scale and AI infrastructure, a reminder investors should weigh ORCL’s execution vs. larger cloud peers. Cloud comparison

Insider Activity

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $192.52, for a total value of $1,925,200.00. Following the transaction, the chief executive officer owned 144,030 shares of the company’s stock, valued at approximately $27,728,655.60. The trade was a 6.49% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Mark Hura sold 15,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the transaction, the insider owned 234,077 shares of the company’s stock, valued at $46,087,420.53. This trade represents a 6.02% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 161,588 shares of company stock worth $39,976,746. Corporate insiders own 40.90% of the company’s stock.

Oracle Price Performance

Shares of ORCL stock opened at $191.27 on Monday. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The firm has a fifty day moving average of $203.24 and a 200-day moving average of $241.53. The firm has a market capitalization of $549.54 billion, a price-to-earnings ratio of 35.95, a price-to-earnings-growth ratio of 1.68 and a beta of 1.65.

Oracle (NYSE:ORCL) last posted its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, topping the consensus estimate of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The firm had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. During the same period in the previous year, the company posted $1.47 earnings per share. The company’s revenue for the quarter was up 14.2% on a year-over-year basis. On average, equities research analysts forecast that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Investors of record on Friday, January 9th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Friday, January 9th. Oracle’s dividend payout ratio is presently 37.59%.

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.