Carmel Capital Partners LLC Grows Holdings in Oracle Corporation $ORCL

Key Points

• Carmel Capital Partners LLC increased its stake in Oracle by 31.8% in Q4, adding 3,194 shares to hold 13,223 shares worth about $2.58 million.
• Analyst and market views are mixed: firms like Wedbush tout Oracle as a foundational AI infrastructure play (with a $225 target) and the company posted strong revenue and EPS beats, but concerns remain about aggressive data‑center spending, financing strain and a reported cancelled Super Micro order that has pressured the stock.

Carmel Capital Partners LLC boosted its position in Oracle Corporation (NYSE:ORCL - Free Report) by 31.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,223 shares of the enterprise software provider's stock after buying an additional 3,194 shares during the quarter. Carmel Capital Partners LLC's holdings in Oracle were worth $2,577,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. FSA Wealth Management LLC acquired a new position in shares of Oracle in the third quarter worth about $28,000. Darwin Wealth Management LLC grew its stake in Oracle by 130.0% during the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 65 shares in the last quarter. Investors Research Corp increased its holdings in Oracle by 465.5% during the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock worth $32,000 after purchasing an additional 135 shares during the last quarter. Mpwm Advisory Solutions LLC increased its holdings in Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after purchasing an additional 50 shares during the last quarter. Finally, YANKCOM Partnership raised its position in shares of Oracle by 304.7% in the 4th quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider's stock valued at $34,000 after purchasing an additional 131 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush initiated coverage with an Outperform rating and framed Oracle as a foundational AI infrastructure play, setting a $225 price target that signals substantial upside vs. current levels. Wedbush Crowns Oracle a Foundational AI Infrastructure Play With a $225 Price Target
• Positive Sentiment: Wedbush’s Dan Ives publicly said Wall Street is underestimating Oracle and suggested the stock could materially outperform, a bullish narrative that supports longer‑term expectations for AI backlog monetization. Oracle Stock Could Double, Ives Says
• Positive Sentiment: Oracle continues to expand AI and cloud partnerships (e.g., Google Cloud database agent, DENSO collaboration, and large financing plans for data‑center buildouts) that underpin its AI infrastructure thesis and potential multicloud revenue growth. Oracle And Google Cloud Link AI To Keep Enterprise Data On Oracle
• Neutral Sentiment: Several retail and advisory writeups are repeating bullish theses (safe stock / long‑term AI upside) that may support buy‑and‑hold demand but are unlikely to move price until revenue/capex visibility improves. Is Oracle Corporation (ORCL) A Good Stock To Buy Now?
• Neutral Sentiment: Market commentators highlight rotation into software names as a thematic tailwind for ORCL, but note the path is bumpy and dependent on broader risk sentiment. Follow the Flow: 3 Stocks Absorbing the Market's Biggest Rotation
• Negative Sentiment: Reports that Oracle cancelled a large Super Micro order (estimated $1.1B–$1.4B) triggered immediate selling and raised questions over timing/scale of Oracle’s server purchases and supply‑chain relationships. Oracle stock falls 3%: why this analyst still sees upside
• Negative Sentiment: Broader coverage warns Oracle’s aggressive AI data‑center spending is straining financing markets and investor patience, feeding concerns about execution risk and balance‑sheet strain. Oracle's Deluge of AI Debt Pushes Wall Street to the Limit
• Negative Sentiment: Morgan Stanley trimmed its price target and holds an Equal‑Weight stance, a reminder some sell‑side shops remain cautious and that not all analysts are aligned with the bullish backlog story. ORCL price target lowered by Morgan Stanley

Wall Street Analysts Forecast Growth

Several research firms have recently commented on ORCL. UBS Group reiterated a "buy" rating on shares of Oracle in a research note on Monday, February 2nd. Stifel Nicolaus cut their price target on shares of Oracle from $275.00 to $220.00 and set a "buy" rating on the stock in a report on Wednesday, March 11th. JPMorgan Chase & Co. upgraded shares of Oracle from a "neutral" rating to an "overweight" rating and reduced their price objective for the company from $230.00 to $210.00 in a research note on Wednesday, March 11th. Monness Crespi & Hardt reissued a "hold" rating on shares of Oracle in a report on Wednesday, March 11th. Finally, Stephens reissued an "equal weight" rating and issued a $254.00 target price on shares of Oracle in a research report on Tuesday, April 7th. Four research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $259.56.

Oracle Trading Down 1.6%

Oracle stock opened at $173.51 on Friday. Oracle Corporation has a 1 year low of $134.57 and a 1 year high of $345.72. The firm's 50-day moving average is $154.21 and its 200-day moving average is $192.63. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The company has a market cap of $499.01 billion, a P/E ratio of 31.15, a PEG ratio of 1.68 and a beta of 1.60.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating analysts' consensus estimates of $1.71 by $0.08. The business had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company's revenue for the quarter was up 21.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities analysts expect that Oracle Corporation will post 6.07 earnings per share for the current year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were issued a dividend of $0.50 per share. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.2%. Oracle's dividend payout ratio is 35.91%.

Insider Buying and Selling

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the sale, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Stuart Levey sold 15,000 shares of the firm's stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the sale, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by corporate insiders.

About Oracle

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.

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.