Hayek Kallen Investment Management Acquires Shares of 33,216 Oracle Corporation $ORCL

Key Points

• Hayek Kallen Investment Management acquired 33,216 Oracle shares worth approximately $4.87 million, making Oracle 1.5% of its portfolio and its 21st-largest holding. Institutional and hedge-fund investors collectively own 42.44% of ORCL.
• Oracle’s latest quarter exceeded expectations, with EPS of $2.11 versus a $1.96 consensus and revenue of $19.18 billion, up 20.6% year over year. The company also announced a quarterly dividend of $0.50, representing a 1.3% yield.
• Investors see potential upside from AI-cloud demand, a possible $17 billion expansion of Oracle Health’s VA contract and upcoming earnings, though concerns remain over the company’s $55.7 billion infrastructure buildout, elevated debt and financing costs.

Hayek Kallen Investment Management bought a new stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 33,216 shares of the enterprise software provider's stock, valued at approximately $4,868,000. Oracle accounts for 1.5% of Hayek Kallen Investment Management's holdings, making the stock its 21st largest position.

Several other institutional investors and hedge funds have also modified their holdings of ORCL. FSA Wealth Management LLC acquired a new stake in Oracle during the third quarter valued at $28,000. Mpwm Advisory Solutions LLC raised its stake in shares of 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 in the last quarter. Turning Point Benefit Group Inc. purchased a new stake in shares of Oracle during the 3rd quarter worth about $35,000. HFM Investment Advisors LLC lifted its holdings in shares of Oracle by 290.9% during the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock valued at $25,000 after buying an additional 96 shares during the last quarter. Finally, Basepoint Wealth LLC bought a new stake in shares of Oracle in the 4th quarter valued at approximately $26,000. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citi calls the selloff a buying opportunity: Citi placed Oracle on a 90-day “positive catalyst watch,” arguing that excessive selling has discounted much of the bad news. The firm cited strong AI-cloud demand and potential catalysts from upcoming earnings and Oracle’s investor day, supporting the rebound in ORCL. Citi Says It’s Time to Buy the Dip on Oracle Stock
• Positive Sentiment: Large VA health-record contract expansion: Oracle Health’s electronic-health-record agreement with the U.S. Department of Veterans Affairs was expanded by a potential $17 billion. The deal increases Oracle’s long-term government revenue opportunity and strengthens its position in digital healthcare infrastructure. Oracle Secures $17 Billion VA Contract Expansion
• Positive Sentiment: Cloud supply-chain recognition: Oracle Fusion Cloud Supply Chain & Manufacturing was named a Leader in Gartner’s 2026 Magic Quadrant and ranked first in several use cases. The recognition may help Oracle win additional enterprise cloud customers. Oracle Named a Leader by Gartner
• Positive Sentiment: AI-sector momentum: Broader strength in AI stocks, helped by Nvidia-related optimism, added support to Oracle as investors reassessed its cloud and data-center growth prospects. Oracle Stock Has Bottomed?
• Neutral Sentiment: Upcoming earnings remain the key test: Analysts point to Oracle’s sizable AI-related backlog and forthcoming earnings as potential breakout catalysts, but the stock’s recovery depends on whether revenue growth, bookings and guidance validate the infrastructure investment story. Oracle Is Ready to Explore
• Negative Sentiment: Funding and cost concerns persist: Reports that Oracle is asking managers to reduce payroll while funding a roughly $55.7 billion buildout highlight execution, debt and cash-flow risks. Oracle’s elevated debt-to-equity ratio could amplify investor sensitivity to financing costs and AI infrastructure spending. Oracle Capex Funding and Debt

Oracle Trading Up 2.0%

Shares of Oracle stock opened at $151.82 on Friday. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $345.72. The company's fifty day simple moving average is $141.40 and its 200-day simple moving average is $160.67. The company has a market cap of $437.33 billion, a price-to-earnings ratio of 26.04, a PEG ratio of 0.93 and a beta of 1.72. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21.

Oracle (NYSE:ORCL - Get Free Report) last released its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating the consensus estimate of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The firm had revenue of $19.18 billion during the quarter, compared to analysts' expectations of $19.10 billion. During the same period in the prior year, the company earned $1.70 EPS. The business's quarterly revenue was up 20.6% compared to the same quarter last year. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. As a group, sell-side analysts expect that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Friday, July 10th. Oracle's dividend payout ratio (DPR) is presently 34.31%.

Wall Street Analyst Weigh In

A number of research firms have issued reports on ORCL. Stephens reiterated an "equal weight" rating and issued a $164.00 target price on shares of Oracle in a research note on Thursday, June 11th. Bank of America raised their price target on shares of Oracle from $200.00 to $240.00 and gave the company a "buy" rating in a report on Tuesday, June 9th. Barclays upped their price objective on shares of Oracle from $240.00 to $250.00 and gave the stock an "overweight" rating in a report on Thursday, June 11th. BMO Capital Markets raised their target price on Oracle from $200.00 to $220.00 and gave the company an "outperform" rating in a report on Thursday, June 11th. Finally, Mizuho set a $320.00 price objective on Oracle in a research note on Wednesday, June 3rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Oracle has a consensus rating of "Moderate Buy" and a consensus target price of $263.97.

Insider Buying and Selling at Oracle

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company's stock in a transaction dated 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 sale, the insider owned 400,000 shares of the company's stock, valued at $63,664,000. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company's stock.

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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