Capstone Capital Management Ltd Increases Stock Holdings in Oracle Corporation $ORCL

Key Points

• Capstone Capital Management increased its Oracle stake by 87.2% in the first quarter, buying 7,106 additional shares and bringing its total to 15,255 shares worth about $2.24 million.
• Oracle continues to draw mixed sentiment: bullish commentary highlights its AI cloud opportunity and record backlog, while bearish views focus on capital intensity, debt, and how quickly backlog will turn into free cash flow.
• The company recently posted strong quarterly results, with EPS of $2.11 beating estimates and revenue up 20.6% year over year, but insiders have also been selling shares and the stock has been under pressure relative to its highs.

Capstone Capital Management Ltd boosted its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 87.2% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 15,255 shares of the enterprise software provider's stock after acquiring an additional 7,106 shares during the quarter. Oracle accounts for about 2.2% of Capstone Capital Management Ltd's portfolio, making the stock its 13th biggest holding. Capstone Capital Management Ltd's holdings in Oracle were worth $2,244,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. DDD Partners LLC acquired a new stake in Oracle in the 4th quarter worth about $1,677,000. New Mexico Educational Retirement Board raised its holdings in shares of Oracle by 4.2% during the fourth quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider's stock valued at $14,928,000 after acquiring an additional 3,100 shares during the last quarter. KADENSA CAPITAL Ltd lifted its position in shares of Oracle by 1,945.8% in the third quarter. KADENSA CAPITAL Ltd now owns 92,736 shares of the enterprise software provider's stock valued at $26,081,000 after acquiring an additional 88,203 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in shares of Oracle by 13.0% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 917,304 shares of the enterprise software provider's stock worth $178,001,000 after acquiring an additional 105,368 shares during the last quarter. Finally, Planning Center Inc. boosted its stake in shares of Oracle by 142.2% in the fourth 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 during the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts and commentators remain bullish on Oracle’s AI cloud opportunity, saying cloud revenue growth could surprise to the upside as the company adds capacity and monetizes its backlog. Oracle Cloud Revenue Could Beat Fiscal 2027 Estimates
• Positive Sentiment: Some investors see Oracle as deeply undervalued after its AI spending reset, with articles arguing the stock’s selloff has gone too far relative to the company’s long-term earnings power. Oracle (ORCL) Could Be 62% Undervalued Following Its AI Spending Reset
• Positive Sentiment: Jim Cramer said tech is rebounding and called Oracle one of the more interesting contrarian opportunities in the group as data-center spending reshapes the market. Jim Cramer Sees Tech Rebound And Oracle Upside as Data Center Spending Reshapes Market
• Neutral Sentiment: Several pieces highlight Oracle’s record backlog and AI infrastructure buildout, but emphasize that the market is waiting to see how quickly that demand turns into cash flow. Oracle’s record backlog is booming, so why is the stock down 50%?
• Neutral Sentiment: Oracle’s latest earnings and guidance were solid, but the stock continues to trade like investors are focused more on capital intensity and execution risk than on near-term results. Oracle Corporation (ORCL) market data and earnings summary
• Negative Sentiment: Bearish articles argue Oracle faces an AI valuation and cloud-cost test, with concerns about debt, required spending, and the time it will take for backlog to convert into free cash flow. Oracle NYSE: ORCL Faces The AI Cloud Cost Test
• Negative Sentiment: One widely read report said Oracle’s stock drop reflects worries that some big data-center customers may struggle to meet obligations, adding to investor caution around the AI buildout. Oracle Stock Plummeted by 25% in the First Half of 2026, and This Dire AI Warning Might Be Why

Insider Activity at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the company's stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the transaction, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the transaction, the insider directly owned 400,000 shares of the company's stock, valued at $63,664,000. The trade was a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company's stock.

Oracle Stock Performance

NYSE ORCL opened at $140.57 on Thursday. The stock has a fifty day simple moving average of $183.97 and a 200-day simple moving average of $172.42. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21. The stock has a market cap of $404.91 billion, a PE ratio of 24.11, a P/E/G ratio of 0.89 and a beta of 1.72. Oracle Corporation has a twelve month low of $134.57 and a twelve month high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last posted its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating analysts' consensus estimates of $1.96 by $0.15. The company had revenue of $19.18 billion for the quarter, compared to analysts' expectations of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. Oracle's revenue for the quarter was up 20.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.70 earnings per share. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. Equities analysts anticipate that Oracle Corporation will post 6.46 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, July 10th. Oracle's payout ratio is 34.31%.

Wall Street Analyst Weigh In

ORCL has been the subject of several research reports. Barclays boosted their price target on Oracle from $240.00 to $250.00 and gave the stock an "overweight" rating in a research report on Thursday, June 11th. Arete Research set a $255.00 target price on shares of Oracle and gave the stock a "buy" rating in a research note on Thursday, May 7th. Monness Crespi & Hardt reaffirmed a "hold" rating on shares of Oracle in a report on Wednesday, March 11th. Royal Bank Of Canada reissued a "sector perform" rating and issued a $190.00 price target on shares of Oracle in a research note on Thursday, June 11th. Finally, Moffett Nathanson set a $325.00 price target on shares of Oracle in a research report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $268.27.

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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