Oracle Corporation $ORCL Shares Acquired by Calton & Associates Inc.

Key Points

• Calton & Associates Inc. more than doubled its Oracle stake in the fourth quarter, buying an additional 2,469 shares to bring its total to 4,872 shares valued at about $950,000.
• Several other institutional investors also increased their Oracle holdings, and the article notes that 42.44% of Oracle’s stock is owned by hedge funds and other institutions.
• Oracle is drawing mixed market attention: analysts remain constructive on its AI and cloud growth, but investors are cautious ahead of earnings because heavy AI spending could pressure near-term profitability.

Calton & Associates Inc. grew its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 102.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,872 shares of the enterprise software provider's stock after acquiring an additional 2,469 shares during the quarter. Calton & Associates Inc.'s holdings in Oracle were worth $950,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Brighton Jones LLC increased its position in shares of Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after purchasing an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC increased its position in shares of Oracle by 8.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after purchasing an additional 404 shares during the last quarter. Sivia Capital Partners LLC increased its position in shares of Oracle by 21.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock worth $951,000 after purchasing an additional 768 shares during the last quarter. United Bank increased its position in shares of Oracle by 6.8% during the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock worth $3,288,000 after purchasing an additional 963 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its position in shares of Oracle by 19.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock worth $11,556,000 after purchasing an additional 8,530 shares during the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: UBS raised its price target on Oracle to $285 from $250 and kept a buy rating, saying AI momentum remains strong and could support further upside. Benzinga article
• Positive Sentiment: Oracle continues to be viewed as a major AI infrastructure winner, with analysts and market commentary highlighting cloud demand, multi-megawatt data center expansion, and its growing role in AI workloads. TheStreet article
• Positive Sentiment: Arm said Oracle is among the customers using its data center CPU chips, reinforcing Oracle’s position in the AI cloud ecosystem. Reuters article
• Neutral Sentiment: Oracle shares are under pressure ahead of earnings, with investors focusing on whether AI spending will translate into enough growth and margin improvement to justify recent gains. Yahoo Finance article
• Neutral Sentiment: There is also elevated market caution around earnings expectations and options activity, with unusually heavy put trading suggesting some traders are hedging or betting on a near-term pullback. Barchart article
• Negative Sentiment: Oracle has been slipping on concerns that the company’s aggressive AI infrastructure spending could pressure near-term profitability before the June 10 report. Invezz article

Oracle Stock Performance

NYSE ORCL opened at $230.53 on Thursday. The company has a market cap of $663.02 billion, a P/E ratio of 41.39, a P/E/G ratio of 2.30 and a beta of 1.65. 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 stock has a 50-day moving average of $176.08 and a two-hundred day moving average of $178.21. Oracle Corporation has a 1-year low of $134.57 and a 1-year high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last released its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating the consensus estimate of $1.71 by $0.08. The company had revenue of $17.19 billion during 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%.Oracle's revenue was up 21.7% compared to the same quarter last year. During the same period in the previous year, the company posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, analysts anticipate that Oracle Corporation will post 6.08 EPS for the current year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Thursday, April 9th. Oracle's dividend payout ratio (DPR) is presently 35.91%.

Analysts Set New Price Targets

A number of analysts recently issued reports on ORCL shares. Morgan Stanley cut their price objective on Oracle from $213.00 to $207.00 and set an "equal weight" rating for the company in a research report on Thursday, April 23rd. Barclays cut their price objective on Oracle from $310.00 to $230.00 and set an "overweight" rating for the company in a research report on Monday, March 9th. DA Davidson raised their price objective on Oracle from $180.00 to $200.00 and gave the stock a "buy" rating in a research report on Wednesday, March 11th. Melius Research set a $160.00 price objective on Oracle in a research report on Monday, February 9th. Finally, Citizens Jmp cut their price objective on Oracle from $342.00 to $285.00 and set a "market outperform" rating for the company in a research report on Thursday, February 5th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Oracle currently has a consensus rating of "Moderate Buy" and a consensus price target of $263.62.

Insider Activity

In other news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction dated 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 transaction, the executive vice president owned 3,429 shares in the company, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company's stock.

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.

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