Aljian Capital Management LLC Purchases New Shares in Oracle Corporation $ORCL

Key Points

• Aljian Capital Management initiated a position in Oracle by purchasing 8,896 shares valued at approximately $1.3 million. Institutional investors collectively own 42.44% of the company.
• Oracle reported quarterly earnings of $2.11 per share and revenue of $19.18 billion, exceeding analyst expectations, while revenue increased 20.6% year over year. The company also pays a quarterly dividend of $0.50 per share, or $2.00 annually.
• Shares opened at $142.67, down 2.7%, amid concerns over the cost, financing and execution risks of Oracle’s large AI data-center expansion. Despite these risks, analysts maintain a “Moderate Buy” consensus with an average price target of $263.97.

Aljian Capital Management LLC purchased a new position in shares of Oracle Corporation (NYSE:ORCL - Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 8,896 shares of the enterprise software provider's stock, valued at approximately $1,304,000.

Several other hedge funds and other institutional investors have also bought and sold shares of ORCL. Vanguard Group Inc. raised its holdings in Oracle by 3.5% in the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock valued at $34,070,674,000 after acquiring an additional 5,841,584 shares in the last quarter. State Street Corp grew its holdings in shares of Oracle by 4.4% during the 4th quarter. State Street Corp now owns 76,527,759 shares of the enterprise software provider's stock worth $14,916,026,000 after purchasing an additional 3,216,915 shares in the last quarter. Geode Capital Management LLC increased its position in shares of Oracle by 1.8% in the fourth quarter. Geode Capital Management LLC now owns 37,734,944 shares of the enterprise software provider's stock worth $7,328,754,000 after purchasing an additional 665,374 shares during the period. Capital Research Global Investors increased its position in shares of Oracle by 29.3% in the fourth quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider's stock worth $5,874,070,000 after purchasing an additional 6,826,299 shares during the period. Finally, Morgan Stanley increased its holdings in Oracle by 1.9% in the 4th quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider's stock valued at $5,286,953,000 after buying an additional 495,146 shares during the period. Institutional investors and hedge funds own 42.44% of the company's stock.

Oracle Stock Down 2.7%

Shares of NYSE ORCL opened at $142.67 on Wednesday. The company has a 50 day simple moving average of $147.34 and a 200 day simple moving average of $161.05. The firm has a market cap of $410.96 billion, a PE ratio of 24.47, a price-to-earnings-growth ratio of 0.94 and a beta of 1.72. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $345.72. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12.

Oracle (NYSE:ORCL - Get Free Report) last posted its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping analysts' consensus estimates of $1.96 by $0.15. The firm had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The company's revenue for the quarter was up 20.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $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. On average, research analysts forecast that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were issued a dividend of $0.50 per share. The ex-dividend date was Friday, July 10th. This represents a $2.00 annualized dividend and a yield of 1.4%. Oracle's dividend payout ratio (DPR) is presently 34.31%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s record cloud backlog, expanding partnerships—including deeper integration with Amazon Web Services—and stronger guidance support the case that the company is transitioning from a legacy database provider into a major AI infrastructure and hyperscale cloud player. Should You Buy Oracle Stock Despite Its Big AI Data Center Bet?
• Positive Sentiment: Oracle raised its dividend to $2 per share, marking the 12th consecutive annual increase. The payout is viewed as relatively safe for now, providing some support for income-oriented investors despite heavy AI spending. Oracle Just Raised Its Dividend for a 12th Straight Year
• Neutral Sentiment: Unusually large, long-dated call-option activity may indicate that institutional investors see value in Oracle’s depressed valuation, although the trades could also involve covered-call strategies rather than outright bullish bets. Huge Unusual Long-Dated Call Options in Oracle
• Negative Sentiment: Oracle’s approximately $165 billion AI data-center expansion faces another energy and pipeline roadblock in New Mexico. Delays in securing sufficient power raise questions about project timing, execution and the pace at which planned capacity can generate revenue. Oracle Stock Falls as Its AI Data Center Hits Another Pipeline Roadblock
• Negative Sentiment: Investors are increasingly concerned that AI infrastructure spending is consuming cash faster than Oracle can generate it. The company has increased borrowing substantially alongside other technology companies, adding balance-sheet and interest-rate risk while pressuring free cash flow and potentially the long-term safety of its dividend. AI’s Half-Trillion-Dollar Borrowing Binge
• Negative Sentiment: Broader rotation away from software stocks and concern over the sustainability of the AI trade have added selling pressure, as investors favor chipmakers and other direct AI beneficiaries. Oracle, Software Stocks Fall as AI Trade Seesaws

Insider Activity

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business's stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total value of $63,664,000.00. Following the transaction, the insider 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 document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company's stock.

Analyst Ratings Changes

A number of brokerages have recently weighed in on ORCL. Mizuho set a $320.00 price target on shares of Oracle in a report on Wednesday, June 3rd. Piper Sandler upped their target price on Oracle from $210.00 to $225.00 and gave the stock an "overweight" rating in a research note on Thursday, June 11th. DA Davidson raised their target price on Oracle from $200.00 to $225.00 and gave the company a "buy" rating in a report on Thursday, June 11th. KeyCorp reiterated an "overweight" rating on shares of Oracle in a research note on Thursday, June 11th. Finally, Sanford C. Bernstein boosted their price target on Oracle from $319.00 to $325.00 and gave the stock an "outperform" rating in a report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $263.97.

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.

Want to see what other hedge funds are holding ORCL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Oracle Corporation (NYSE:ORCL - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source