B & T Capital Management DBA Alpha Capital Management Invests $4.66 Million in Oracle Corporation $ORCL

Key Points

• B & T Capital Management initiated a $4.66 million position in Oracle by purchasing 31,793 shares during the second quarter. Institutional investors own approximately 42.44% of the company.
• Analysts maintain a generally bullish outlook, with a consensus “Moderate Buy” rating and average price target of $263.97; several firms recently raised their targets to between $240 and $320.
• Oracle exceeded quarterly earnings and revenue expectations, with revenue rising 20.6% year over year, but investors remain concerned about heavy AI infrastructure spending, leverage, negative free cash flow and recent insider selling.

B & T Capital Management DBA Alpha Capital Management bought a new position in Oracle Corporation (NYSE:ORCL - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 31,793 shares of the enterprise software provider's stock, valued at approximately $4,659,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in Oracle during the 2nd quarter valued at approximately $625,454,000. New Mexico Educational Retirement Board raised its position in shares of Oracle by 4.2% in the 4th quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider's stock worth $14,928,000 after acquiring an additional 3,100 shares in the last quarter. Planning Center Inc. raised its position in shares of Oracle by 142.2% in the 4th quarter. Planning Center Inc. now owns 6,376 shares of the enterprise software provider's stock worth $1,243,000 after acquiring an additional 3,743 shares in the last quarter. Valeo Financial Advisors LLC lifted its stake in shares of Oracle by 4.6% in the 2nd quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider's stock valued at $11,825,000 after purchasing an additional 3,584 shares during the period. Finally, Axxcess Wealth Management LLC lifted its stake in shares of Oracle by 870.0% in the 4th quarter. Axxcess Wealth Management LLC now owns 671,452 shares of the enterprise software provider's stock valued at $128,012,000 after purchasing an additional 602,230 shares during the period. 42.44% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on ORCL shares. Bank of America upped their price target on Oracle from $200.00 to $240.00 and gave the stock a "buy" rating in a research note on Tuesday, June 9th. Oppenheimer upped their target price on shares of Oracle from $235.00 to $275.00 and gave the stock an "outperform" rating in a research report on Monday, June 8th. Arete Research set a $255.00 price objective on shares of Oracle and gave the stock a "buy" rating in a research note on Thursday, May 7th. Cantor Fitzgerald restated an "overweight" rating and issued a $284.00 price objective on shares of Oracle in a report on Thursday, June 11th. Finally, Mizuho set a $320.00 target price on shares of Oracle in a research note on Wednesday, June 3rd. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Oracle has a consensus rating of "Moderate Buy" and an average price target of $263.97.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s expanding partnership with Amazon Web Services now supports Oracle AI Database@AWS across 22 regions, strengthening its cloud distribution and enterprise AI positioning. As Oracle Deepens Its Partnership with AWS
• Positive Sentiment: A bullish investment thesis argues that the market continues to value Oracle like a legacy database provider even as it builds hyperscale cloud and AI infrastructure. Strong demand visibility and backlog conversion could support long-term growth. Oracle as a Tier-1 Hyperscaler
• Neutral Sentiment: Unusually large, long-dated call-option activity may indicate institutional investors are positioning for a recovery, although the trades could also represent covered-call strategies rather than outright bullish bets. Unusual Oracle Call Options
• Negative Sentiment: Oracle and other software shares sold off as the AI trade rotated toward favored chip and infrastructure companies, making software stocks less attractive in the near term. Oracle and Software Stocks Drop
• Negative Sentiment: Investor concerns are growing over Oracle’s aggressive AI infrastructure commitments, potential additional debt or equity financing, negative free cash flow, execution timelines and customer concentration. Separate commentary also highlighted heavy AI spending across big technology companies and higher interest-rate risks. Oracle AI Data Center Investment Commentary
• Negative Sentiment: Reported insider activity showed Oracle insiders selling shares without recorded purchases during the past six months, adding a potentially cautious signal for investors.

Insider Buying and Selling at Oracle

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 shares were sold at an average price of $159.16, for a total value of $63,664,000.00. Following the completion of the transaction, the insider directly owned 400,000 shares in the company, valued at $63,664,000. The trade was a 50.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company insiders.

Oracle Stock Performance

Shares of Oracle stock opened at $146.71 on Tuesday. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $345.72. The firm's 50-day moving average is $148.60 and its 200 day moving average is $161.26. The stock has a market cap of $422.59 billion, a price-to-earnings ratio of 25.16, a PEG ratio of 0.94 and a beta of 1.72. 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 released its quarterly earnings data 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 business had revenue of $19.18 billion during 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%. Oracle's revenue was up 20.6% compared to the same quarter last year. During the same period last year, the business earned $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. Sell-side analysts anticipate that Oracle Corporation will post 6.47 EPS for the current fiscal year.

Oracle Dividend Announcement

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

Oracle Company 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.

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