Axecap Investments LLC Acquires New Holdings in Oracle Corporation $ORCL

Axecap Investments LLC bought a new stake in Oracle Corporation (NYSE:ORCL) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 18,965 shares of the enterprise software provider’s stock, valued at approximately $5,334,000. Oracle comprises approximately 3.3% of Axecap Investments LLC’s portfolio, making the stock its 6th biggest holding.

Several other large investors also recently added to or reduced their stakes in the business. Norges Bank acquired a new position in Oracle during the second quarter worth $4,275,378,000. Vanguard Group Inc. boosted its stake in shares of Oracle by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock worth $35,916,290,000 after acquiring an additional 3,353,461 shares in the last quarter. Invesco Ltd. increased its holdings in shares of Oracle by 42.1% during the 2nd quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock valued at $1,932,507,000 after acquiring an additional 2,619,722 shares during the last quarter. Laurel Wealth Advisors LLC raised its stake in shares of Oracle by 21,239.6% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,729,145 shares of the enterprise software provider’s stock valued at $378,043,000 after acquiring an additional 1,721,042 shares in the last quarter. Finally, Ensign Peak Advisors Inc lifted its holdings in Oracle by 101.9% in the 2nd quarter. Ensign Peak Advisors Inc now owns 3,064,721 shares of the enterprise software provider’s stock worth $670,040,000 after purchasing an additional 1,547,150 shares during the last quarter. 42.44% of the stock is owned by institutional investors.

Oracle Stock Performance

Shares of NYSE ORCL opened at $191.27 on Monday. The firm has a market capitalization of $549.54 billion, a price-to-earnings ratio of 35.95, a PEG ratio of 1.68 and a beta of 1.65. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72. The business has a fifty day simple moving average of $203.24 and a 200 day simple moving average of $241.53. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.64 by $0.62. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The firm had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. During the same quarter in the previous year, the firm posted $1.47 EPS. The business’s revenue for the quarter was up 14.2% on a year-over-year basis. Sell-side analysts expect that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Shareholders of record on Friday, January 9th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Friday, January 9th. Oracle’s payout ratio is presently 37.59%.

Analysts Set New Price Targets

ORCL has been the topic of several analyst reports. HSBC reiterated a “buy” rating and set a $382.00 price target on shares of Oracle in a report on Wednesday, November 26th. Evercore ISI raised their target price on shares of Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. Weiss Ratings reissued a “buy (b-)” rating on shares of Oracle in a research report on Monday, December 29th. Mizuho set a $400.00 price target on Oracle in a research report on Monday, December 15th. Finally, Stephens lifted their price objective on Oracle from $208.00 to $331.00 and gave the stock an “equal weight” rating in a research note on Friday, October 17th. Four research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and an average target price of $305.50.

Insider Buying and Selling

In related news, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the completion of the transaction, the executive vice president owned 33,638 shares in the company, valued at $6,555,709.82. This trade represents a 50.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $192.52, for a total value of $1,925,200.00. Following the completion of the sale, the chief executive officer directly owned 144,030 shares in the company, valued at approximately $27,728,655.60. This represents a 6.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 161,588 shares of company stock worth $39,976,746. Insiders own 40.90% of the company’s stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s reported RPO (remaining performance obligations) surge gives multi-year revenue visibility and supports the company’s AI/cloud revenue outlook, bolstering the long-term growth case. RPO expansion article
• Neutral Sentiment: EVP Douglas Kehring sold 35,000 shares (~$6.8M) at about $194.89; while large insider sales can raise questions, the filing shows he still holds shares—context matters (planned diversification vs. signal). SEC Form 4
• Negative Sentiment: Multiple lawsuits and investor notices have emerged alleging losses tied to Oracle’s AI buildout and bond issuance; class-action and bondholder suits increase legal risk and could pressure sentiment and costs. Bondholder suit
• Negative Sentiment: Debt-market concerns: analysts and reports flag large planned debt raises to fund AI/hyperscale expansion, and bond-market stress has been reported — this raises refinancing and credit-risk questions for investors. Debt risk article
• Negative Sentiment: High-profile short activity and activist/hedge attention: reports note Michael Burry has taken a bearish position, which can amplify downside pressure and volatility. Burry short article
• Negative Sentiment: Operational/headquarters execution concerns: reports say Oracle is struggling to staff its new Nashville “world HQ,” which fuels investor concern around execution and the company’s ability to scale operations. HQ hiring troubles
• Neutral Sentiment: Competitive context: AWS is reaccelerating and pulling ahead in scale and AI infrastructure, a reminder investors should weigh ORCL’s execution vs. larger cloud peers. Cloud comparison

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.