Teamwork Financial Advisors LLC Has $10.38 Million Stock Position in Oracle Corporation $ORCL

Key Points

• Teamwork Financial Advisors increased its Oracle position by 330% in the second quarter, holding 70,863 shares valued at approximately $10.38 million. Institutional investors collectively own 42.44% of Oracle.
• Oracle is attracting bullish attention ahead of earnings, driven by accelerating cloud growth, a reported $638 billion cloud-infrastructure backlog and its involvement in OpenAI’s AI ecosystem. Analysts maintain a “Moderate Buy” consensus with an average price target of $261.68.
• Key risks include heavy capital spending, rising debt and weak free-cash-flow conversion, along with potential European regulatory scrutiny of Oracle’s cloud licensing practices. Vice Chairman Jeffrey Henley also sold 400,000 shares under a pre-arranged trading plan.

Teamwork Financial Advisors LLC raised its position in Oracle Corporation (NYSE:ORCL - Free Report) by 330.0% during the second quarter, according to its most recent filing with the SEC. The firm owned 70,863 shares of the enterprise software provider's stock after purchasing an additional 54,384 shares during the period. Teamwork Financial Advisors LLC's holdings in Oracle were worth $10,385,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in Oracle during the 2nd quarter worth approximately $625,454,000. Edmond DE Rothschild Holding S.A. grew its stake 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 acquiring an additional 6,296 shares during the period. New Mexico Educational Retirement Board raised its position in shares of Oracle by 4.2% during the fourth quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider's stock worth $14,928,000 after purchasing an additional 3,100 shares during the period. Valeo Financial Advisors LLC raised its position in shares of 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 purchasing an additional 3,584 shares during the period. Finally, Axxcess Wealth Management LLC lifted its holdings in shares of Oracle by 870.0% in the 4th quarter. Axxcess Wealth Management LLC now owns 671,452 shares of the enterprise software provider's stock worth $128,012,000 after purchasing an additional 602,230 shares in the last quarter. 42.44% of the stock is owned by institutional investors.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts are becoming more bullish ahead of earnings. Guggenheim reportedly named Oracle its “best idea” and set a $400 price target, while other firms cited accelerating cloud growth and a large contracted backlog. Guggenheim Calls Oracle Stock Its Best Idea
• Positive Sentiment: Investor enthusiasm is centered on Oracle’s roughly $638 billion cloud-infrastructure backlog and its role in supporting OpenAI’s expanding AI ecosystem. The launch of OpenAI’s latest model has renewed expectations that Oracle can convert AI contracts into long-term cloud revenue. Oracle’s Stock Gets a Boost as the OpenAI Ecosystem Comes Back Into Favor
• Positive Sentiment: Oracle’s ability to deploy AI infrastructure quickly is another bullish factor: Bloom Energy delivered power to an Oracle data center in 55 days, highlighting the importance of speed as customers compete for AI capacity. Bloom Energy Delivered Power to an Oracle Data Center in 55 Days
• Neutral Sentiment: Thursday’s results are the immediate catalyst. Wall Street reportedly expects approximately 28% revenue growth, with investors focused on cloud-services growth, remaining performance obligations, backlog conversion, and management’s outlook.
• Neutral Sentiment: The stock’s options market is implying an unusually large post-earnings move, signaling elevated expectations and risk rather than a clear directional forecast. Oracle Could Swing by $47.8 Billion After Earnings
• Negative Sentiment: Investors remain concerned that Oracle’s AI expansion requires heavy capital spending and additional debt. Rising leverage, financing costs, and weak free-cash-flow conversion could limit the value of its large backlog. Oracle’s $638 Billion Backlog Meets Its Balance Sheet
• Negative Sentiment: European regulators have issued an early warning regarding Oracle’s cloud licensing practices, creating a potential regulatory overhang. Separately, reported insider activity shows selling rather than purchases, which may temper bullish sentiment.

Insider Buying and Selling at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of the stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the completion of the transaction, the insider directly owned 400,000 shares of the company's stock, valued at $63,664,000. This represents a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Royal Bank Of Canada reissued a "sector perform" rating and issued a $190.00 price target on shares of Oracle in a research report on Friday, September 4th. Weiss Ratings cut shares of Oracle from a "hold (c+)" rating to a "hold (c)" rating in a report on Monday, July 20th. Mizuho set a $320.00 target price on shares of Oracle in a research report on Wednesday, June 3rd. Cantor Fitzgerald restated an "overweight" rating and issued a $284.00 target price on shares of Oracle in a report on Thursday, June 11th. Finally, Scotiabank reaffirmed an "overweight" rating on shares of Oracle in a research report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $261.68.

Oracle Trading Up 2.4%

Shares of Oracle stock opened at $162.52 on Wednesday. The firm has a market cap of $468.13 billion, a PE ratio of 27.88, a P/E/G ratio of 1.18 and a beta of 1.74. Oracle Corporation has a 1 year low of $114.50 and a 1 year high of $345.72. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. The stock has a fifty day moving average price of $140.26 and a 200-day moving average price of $160.39.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly 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 company had revenue of $19.18 billion during the quarter, compared to analyst estimates of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The firm's revenue for the quarter was up 20.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.70 earnings per share. Equities research analysts anticipate that Oracle Corporation will post 6.49 EPS for the current year.

About Oracle

Oracle Corporation is a global enterprise technology company that develops and provides database software, cloud infrastructure, business applications and related technology services. Its offerings help organizations manage data, run applications, support business operations and build technology environments across on-premises, hybrid and cloud-based settings.

The company's products include Oracle Database, MySQL, Java, Oracle Cloud Infrastructure and a broad portfolio of cloud applications for enterprise resource planning, financial management, human resources, supply chain management, customer experience and industry-specific operations.

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