BXM Wealth LLC Increases Stock Position in Oracle Corporation $ORCL

Key Points

• BXM Wealth LLC increased its stake in Oracle by 980% in Q4, acquiring 83,217 shares (an additional 75,512) worth $16.22 million, making ORCL 1.6% of BXM’s portfolio and its 19th largest holding.
• Oracle posted strong results, beating EPS ($1.79 vs. $1.71) and reporting revenue of $17.19 billion (+21.7% YoY), prompting analyst bullishness around its AI/cloud growth narrative (e.g., Bernstein’s Outperform call).
• Material downside risks remain, including multiple securities‑fraud class actions, reports of large layoffs (as many as ~30,000 roles) and recent insider selling, which could weigh on reputation, cash conversion and near‑term stock performance.

BXM Wealth LLC lifted its position in Oracle Corporation (NYSE:ORCL - Free Report) by 980.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 83,217 shares of the enterprise software provider's stock after purchasing an additional 75,512 shares during the quarter. Oracle makes up 1.6% of BXM Wealth LLC's investment portfolio, making the stock its 19th biggest holding. BXM Wealth LLC's holdings in Oracle were worth $16,220,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in Oracle by 2.8% during the 3rd quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider's stock worth $47,518,451,000 after purchasing an additional 4,681,626 shares during the last quarter. State Street Corp raised its holdings in shares of Oracle by 1.7% in the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider's stock valued at $16,060,427,000 after buying an additional 1,252,723 shares during the last quarter. Capital Research Global Investors raised its holdings in shares of Oracle by 1.2% in the third quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider's stock valued at $6,555,961,000 after buying an additional 266,588 shares during the last quarter. Bank of New York Mellon Corp boosted its stake in shares of Oracle by 0.8% during the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider's stock worth $3,357,572,000 after buying an additional 98,693 shares during the period. Finally, Legal & General Group Plc grew its holdings in shares of Oracle by 3.4% during the third quarter. Legal & General Group Plc now owns 11,696,752 shares of the enterprise software provider's stock worth $3,289,595,000 after buying an additional 381,572 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Bernstein reiterated an Outperform on ORCL with a $319 price target, citing Oracle’s solid quarterly results and protection from software disruption as reasons to expect upside. Oracle Corporation (ORCL) Well Protected from AI Disruption on Software: Bernstein
• Positive Sentiment: Recent results showed unusually strong fundamentals (first quarter in 15 years with >20% organic revenue and non‑GAAP EPS growth), and analysts highlight accelerating cloud/AI revenue conversion — a clear growth narrative for investors focusing on long‑term AI/cloud adoption. Oracle: Building Immunity To 'SaaSpocalypse' As It Lives Up To Its AI Potential
• Positive Sentiment: Oracle is rolling out AI products (e.g., NetSuite Restaurant Operations) and redirecting costs toward AI/data center expansion; analysts say layoffs will produce near‑term cost savings that can fund growth investments. These actions can improve margins if execution holds. Oracle Targets Restaurant Industry With New AI Back Office Solution
• Neutral Sentiment: Oracle reports a huge backlog (>$500B cited in recent pieces), giving revenue visibility — but multiple reports flag that free cash flow hasn’t yet materialized at the same scale, creating a timing risk between contracted revenue and owner economics. Investors should watch backlog monetization and cash conversion. Oracle: The AI Backlog Is Real -- The Cash Flow Isn't (Yet)
• Neutral Sentiment: Several analysts and commentators argue the recent 50–60% selloff may be overdone given accelerating AI traction; that view provides a potential upside case but depends on execution and financing. Oracle (ORCL) Stock Is Down 50%. The Selloff Looks Overdone as AI Momentum Builds
• Negative Sentiment: Multiple securities‑fraud class actions have been filed for the June–Dec 2025 period and law firms are soliciting lead plaintiffs ahead of April deadlines — increased legal risk and potential liability can weigh on the stock. Deadline Soon: Oracle Corporation (ORCL) Shareholders Urged To Contact The Law Offices of Frank R. Cruz
• Negative Sentiment: Massive layoffs (reports of up to ~30,000 roles) and negative coverage about how cuts were handled (some employees notified by email) are creating reputational and execution risks; a TipRanks/NY Post piece also flagged controversy over simultaneous H‑1B/foreign‑worker filings, which may spur additional headlines and regulatory scrutiny. Oracle (ORCL) Draws Fire after Laying Off Thousands While Filing for Foreign Workers

Oracle Stock Down 0.0%

ORCL stock opened at $146.31 on Monday. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The company's 50 day simple moving average is $153.19 and its 200-day simple moving average is $205.90. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The firm has a market capitalization of $420.79 billion, a PE ratio of 26.27, a P/E/G ratio of 1.40 and a beta of 1.60.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.71 by $0.08. The business had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The business's revenue was up 21.7% on a year-over-year basis. During the same period in the prior year, the business earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Thursday, April 9th will be issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Thursday, April 9th. Oracle's payout ratio is presently 35.91%.

Analysts Set New Price Targets

Several research analysts have weighed in on the company. Bank of America initiated coverage on Oracle in a research note on Tuesday, March 24th. They issued a "buy" rating and a $200.00 target price on the stock. Monness Crespi & Hardt reaffirmed a "hold" rating on shares of Oracle in a report on Wednesday, March 11th. Jefferies Financial Group lowered their price objective on shares of Oracle from $400.00 to $320.00 and set a "buy" rating on the stock in a research report on Thursday, March 5th. BMO Capital Markets dropped their price objective on shares of Oracle from $205.00 to $200.00 and set an "outperform" rating on the stock in a research note on Wednesday, March 11th. Finally, Mizuho cut their price objective on shares of Oracle from $400.00 to $320.00 and set an "outperform" rating for the company in a research report on Monday, March 16th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $262.91.

Insider Buying and Selling

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the transaction, the chief executive officer owned 134,030 shares in the company, valued at $20,805,476.90. This trade represents a 6.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Douglas A. Kehring sold 35,000 shares of the business's stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the sale, the executive vice president directly owned 33,638 shares of the company's stock, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their position. The disclosure for this sale is available in the SEC filing. 40.90% of the stock is currently owned by insiders.

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.

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