Oracle Corporation $ORCL Shares Purchased by Brookstone Capital Management

Key Points

• Brookstone Capital Management increased its Oracle stake by 49.8% in the first quarter, buying an additional 53,136 shares and bringing its total to 159,941 shares valued at about $23.5 million.
• Oracle reported better-than-expected quarterly results, with EPS of $2.11 versus $1.96 expected and revenue of $19.18 billion, up 20.6% year over year. The company also highlighted strong AI/cloud demand and raised forward guidance.
• Wall Street remains broadly positive on ORCL, with analysts assigning a Moderate Buy consensus and an average price target of $268.27, though concerns persist around heavy AI infrastructure spending and a recent $40 billion financing raise.

Brookstone Capital Management grew its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 49.8% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 159,941 shares of the enterprise software provider's stock after purchasing an additional 53,136 shares during the period. Brookstone Capital Management's holdings in Oracle were worth $23,529,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in ORCL. HFM Investment Advisors LLC boosted its holdings in Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock valued at $25,000 after purchasing an additional 96 shares during the last quarter. Basepoint Wealth LLC purchased a new stake in Oracle during the 4th quarter worth approximately $26,000. FSA Wealth Management LLC acquired a new position in shares of Oracle in the 3rd quarter valued at approximately $28,000. Osbon Capital Management LLC acquired a new position in shares of Oracle in the 4th quarter valued at approximately $28,000. Finally, Joseph Group Capital Management purchased a new position in shares of Oracle during the 4th quarter valued at approximately $29,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

ORCL has been the subject of a number of recent analyst reports. Cantor Fitzgerald reissued an "overweight" rating and set a $284.00 price target on shares of Oracle in a research report on Thursday, June 11th. Royal Bank Of Canada reaffirmed a "sector perform" rating and issued a $190.00 price target on shares of Oracle in a report on Thursday, June 11th. Mizuho set a $320.00 price objective on shares of Oracle in a research note on Wednesday, June 3rd. BTIG Research reissued a "buy" rating and set a $400.00 price objective on shares of Oracle in a report on Friday, June 5th. Finally, Bank of America boosted their target price on shares of Oracle from $200.00 to $240.00 and gave the stock a "buy" rating in a research report on Tuesday, June 9th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $268.27.

Oracle Trading Up 0.2%

NYSE ORCL opened at $184.66 on Monday. The company has a debt-to-equity ratio of 2.84, a quick ratio of 1.35 and a current ratio of 1.12. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. The company has a 50-day simple moving average of $188.84 and a 200-day simple moving average of $177.23. The firm has a market capitalization of $531.10 billion, a PE ratio of 31.67, a price-to-earnings-growth ratio of 1.16 and a beta of 1.65.

Oracle (NYSE:ORCL - Get Free Report) last announced its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, beating the consensus estimate of $1.96 by $0.15. The firm had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a return on equity of 56.43% and a net margin of 25.37%.The firm's revenue for the quarter was up 20.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.70 EPS. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. On average, equities analysts forecast that Oracle Corporation will post 6.45 earnings per share for the current year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be paid a dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, July 10th. This represents a $2.00 annualized dividend and a yield of 1.1%. Oracle's dividend payout ratio is currently 34.31%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s quarterly results showed strong demand for AI infrastructure, with remaining performance obligations jumping to $638 billion, reinforcing the company’s long-term cloud growth story. Oracle Corporation Stock (ORCL) Opinions on Earnings and AI Capex Plans
• Positive Sentiment: Mizuho reiterated an outperform rating with a $320 price target, saying Oracle’s cloud growth and financing clarity help offset some of the market’s concerns about the AI buildout. Oracle Corporation Stock (ORCL) Opinions on Earnings and AI Capex Plans
• Neutral Sentiment: Oracle continues to benefit from large government contracts and strong institutional interest, which supports the investment case but does not directly change the near-term trading narrative. Oracle Corporation Stock (ORCL) Opinions on Earnings and AI Capex Plans
• Negative Sentiment: Investors remain focused on Oracle’s aggressive AI data-center spending and the recently announced $40 billion financing raise, which has raised concerns about margins, dilution, and capital intensity. Oracle Corporation Stock (ORCL) Opinions on Earnings and AI Capex Plans
• Negative Sentiment: Separate commentary noted that the data-center boom is straining insurance capacity, highlighting broader financing and execution risks around the AI infrastructure expansion. Zurich warns data centre boom is outpacing insurance capacity – report
• Negative Sentiment: Insider and congressional trading data showed more selling than buying in ORCL, which may add a slight cautionary tone for sentiment. Oracle Corporation Stock (ORCL) Opinions on Earnings and AI Capex Plans

Insiders Place Their Bets

In related news, EVP Stuart Levey sold 15,000 shares of the firm'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 transaction 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at 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.

Oracle 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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