Old Mission Investment Co LLC Makes New $1.54 Million Investment in Oracle Corporation $ORCL

Key Points

• Old Mission Investment Co. LLC initiated a $1.54 million Oracle position by purchasing 10,539 shares in the second quarter. Institutional investors collectively own 42.44% of Oracle’s stock.
• Oracle reported quarterly revenue of $19.18 billion, up 20.6% year over year, and earnings of $2.11 per share, exceeding analyst expectations. Its cloud strategy is supported by a reported $638 billion backlog and an expanded data-center partnership with Hewlett Packard Enterprise.
• Despite a “Moderate Buy” consensus and an average analyst price target of $261.68, investors face risks from elevated leverage, negative free cash flow, heavy AI infrastructure spending and potential financing needs.

Old Mission Investment Co LLC bought a new position in Oracle Corporation (NYSE:ORCL - Free Report) in the second quarter, according to its most recent disclosure with the SEC. The firm bought 10,539 shares of the enterprise software provider's stock, valued at approximately $1,545,000.

Several other institutional investors have also modified their holdings of ORCL. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in shares of Oracle during the 2nd quarter worth about $625,454,000. Edmond DE Rothschild Holding S.A. lifted its position in Oracle by 8.7% in the second quarter. Edmond DE Rothschild Holding S.A. now owns 79,008 shares of the enterprise software provider's stock valued at $11,579,000 after buying an additional 6,296 shares during the last quarter. New Mexico Educational Retirement Board lifted its position in Oracle by 4.2% in 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 buying an additional 3,100 shares during the last quarter. Valeo Financial Advisors LLC boosted its stake in Oracle by 4.6% during the second quarter. Valeo Financial Advisors LLC now owns 80,686 shares of the enterprise software provider's stock worth $11,825,000 after buying an additional 3,584 shares during the period. Finally, Axxcess Wealth Management LLC increased its position in shares of Oracle by 870.0% during the fourth quarter. Axxcess Wealth Management LLC now owns 671,452 shares of the enterprise software provider's stock valued at $128,012,000 after acquiring an additional 602,230 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: Oracle’s expanded, multi-year partnership with Hewlett Packard Enterprise NYSE: HPE calls for HPE Juniper networking equipment, routing, switching and support across Oracle’s global AI data centers. The agreement reinforces expectations for gigawatt-scale infrastructure expansion and potentially makes Oracle’s massive cloud backlog more achievable. HPE and Oracle Deepen Networking Collaboration
• Positive Sentiment: Investors are focused on Oracle’s reported $638 billion backlog and management’s target for roughly 58%–64% cloud growth. Converting more of that backlog into revenue would support the bullish view that AI contracts can accelerate Oracle’s cloud business. Oracle Jumps Before Its $638 Billion Backlog Faces Reality
• Positive Sentiment: Several analysts remain constructive despite recent target reductions. Jefferies maintained a Buy rating with a $290 target, while RBC reaffirmed Sector Perform with a $190 target, leaving substantial potential upside based on the cited share price. Oracle Stock Could Be Software’s Next Big Winner
• Neutral Sentiment: Options markets imply Oracle could move about 11% or more after earnings, highlighting unusually high event risk. Investors want evidence that heavy AI infrastructure spending is producing durable revenue growth and improving cash generation. Oracle Stock Could Swing 11% on Q1 Earnings
• Negative Sentiment: Oracle’s investment program is weighing on financial quality: fiscal 2026 free cash flow was reported at negative $23.7 billion, leverage is elevated, and the company may require substantial additional financing. S&P’s BBB- rating and the prospect of higher interest rates increase sensitivity to borrowing costs.
• Negative Sentiment: Analysts have trimmed some fair-value estimates, reflecting concerns about capital expenditures, debt, earnings quality and whether Oracle’s backlog can be converted profitably. The September 10 report and forward spending guidance are therefore critical tests of the AI-cloud strategy. Oracle Stock Gets Fair Value Trim

Oracle Stock Up 3.0%

Shares of ORCL opened at $158.65 on Friday. The company's 50-day simple moving average is $139.73 and its 200-day simple moving average is $160.31. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $345.72. The stock has a market capitalization of $456.99 billion, a PE ratio of 27.21, a P/E/G ratio of 1.15 and a beta of 1.74.

Oracle (NYSE:ORCL - Get Free Report) last announced 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. 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 quarter in the previous year, the business posted $1.70 earnings per share. 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. Analysts forecast that Oracle Corporation will post 6.49 earnings per share for the current fiscal year.

Oracle Announces Dividend

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

Insider Activity at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company's stock in a transaction 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 sale, the insider owned 400,000 shares of the company's stock, valued at approximately $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the stock. Morgan Stanley boosted their price target on shares of Oracle from $207.00 to $210.00 and gave the company an "equal weight" rating in a research note on Friday. Moffett Nathanson set a $325.00 price objective on shares of Oracle in a research report on Thursday, June 11th. Mizuho set a $320.00 target price on shares of Oracle in a report on Wednesday, June 3rd. Royal Bank Of Canada reissued a "sector perform" rating and issued a $190.00 target price on shares of Oracle in a research report on Friday. Finally, Guggenheim restated a "buy" rating on shares of Oracle in a research note on Thursday, July 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $261.68.

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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