Counterpoint Mutual Funds LLC Buys New Stake in Oracle Corporation $ORCL

Counterpoint Mutual Funds LLC purchased a new position in shares of Oracle Corporation (NYSE:ORCL) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 9,918 shares of the enterprise software provider’s stock, valued at approximately $2,789,000. Oracle accounts for about 0.2% of Counterpoint Mutual Funds LLC’s portfolio, making the stock its 25th biggest position.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Apriem Advisors lifted its holdings in Oracle by 5.4% in the third quarter. Apriem Advisors now owns 2,924 shares of the enterprise software provider’s stock worth $822,000 after purchasing an additional 151 shares during the period. Mufg Securities Americas Inc. increased its stake in Oracle by 24.0% during the 3rd quarter. Mufg Securities Americas Inc. now owns 44,689 shares of the enterprise software provider’s stock valued at $12,568,000 after buying an additional 8,642 shares during the period. Lake Street Private Wealth LLC raised its position in shares of Oracle by 21.5% during the 3rd quarter. Lake Street Private Wealth LLC now owns 2,361 shares of the enterprise software provider’s stock worth $664,000 after buying an additional 417 shares in the last quarter. Krane Funds Advisors LLC lifted its stake in shares of Oracle by 129.7% in the 3rd quarter. Krane Funds Advisors LLC now owns 7,943 shares of the enterprise software provider’s stock worth $2,318,000 after acquiring an additional 4,485 shares during the period. Finally, First Financial Bankshares Inc lifted its position in Oracle by 6.5% in the third quarter. First Financial Bankshares Inc now owns 109,593 shares of the enterprise software provider’s stock worth $30,822,000 after purchasing an additional 6,717 shares during the period. Institutional investors own 42.44% of the company’s stock.

Oracle Stock Down 4.7%

NYSE:ORCL opened at $141.07 on Tuesday. The business’s fifty day moving average price is $177.28 and its 200 day moving average price is $226.71. The firm has a market capitalization of $405.32 billion, a price-to-earnings ratio of 26.52, a PEG ratio of 1.29 and a beta of 1.64. 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 Corporation has a 1-year low of $118.86 and a 1-year high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping analysts’ consensus estimates of $1.64 by $0.62. The firm had revenue of $16.06 billion during the quarter, compared to analyst estimates of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The business’s quarterly revenue was up 14.2% compared to the same quarter last year. During the same period last year, the company posted $1.47 EPS. On average, sell-side analysts forecast that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date was Friday, January 9th. Oracle’s dividend payout ratio is currently 37.59%.

Insider Activity at Oracle

In other news, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the transaction, the executive vice president directly owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $155.23, for a total value of $1,552,300.00. Following the sale, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 72,223 shares of company stock worth $13,689,064 in the last quarter. 40.90% of the stock is owned by corporate insiders.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analyst/media attention highlights Oracle’s role in the AI/hyperscaler landscape, which could support long‑term demand for cloud and data‑center services. How hyperscalers like Oracle and Meta are driving the AI arms race
• Neutral Sentiment: Media interest and screeners show ORCL drawing investor attention — a sign of volume and focus but not an immediate directional catalyst. Oracle Corporation (ORCL) is Attracting Investor Attention
• Neutral Sentiment: Industry research shows hyperscaler capex surging (and Microsoft singled out), underscoring that Oracle competes in a capital‑intensive AI buildout — structural opportunity but also margin/cash‑flow pressure. Evercore Sees Microsoft Growing FCF 5% as Hyperscaler Capex Jumps 58%
• Negative Sentiment: Report raising concerns about Oracle’s “Stargate” AI project drove selling—investors are worried about execution, cost overruns or overstated capabilities. Oracle stock falls amid Stargate project concerns
• Negative Sentiment: News coverage and commentary point to investor anxiety that Oracle’s aggressive AI spending may be excessive, a theme cited by multiple outlets as a reason for today’s slump. Here’s Why Oracle Stock Slumped Today
• Negative Sentiment: Several securities‑fraud class actions and lead‑plaintiff deadline notices allege Oracle misled investors about its AI/data‑center capabilities and capex — legal risk increases uncertainty and potential liabilities. Oracle Corporation Securities Fraud Class Action Lawsuit Pending
• Negative Sentiment: High‑profile critics (e.g., Michael Burry) and analysis on the tech sector’s AI “debt binge” are amplifying concerns that hyperscaler spending may hurt returns and push risk onto investors/bondholders. Michael Burry Questions ‘When Will AI Data Center Spending End?’ How the AI debt binge shattered hyperscalers’ ‘unspoken contract’ with investors

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on the company. Scotiabank dropped their price objective on Oracle from $260.00 to $220.00 and set a “sector outperform” rating on the stock in a research note on Tuesday, February 3rd. Piper Sandler dropped their price target on shares of Oracle from $290.00 to $240.00 and set an “overweight” rating on the stock in a research report on Monday, February 2nd. Guggenheim restated a “buy” rating and set a $400.00 price objective on shares of Oracle in a research report on Thursday, December 11th. Melius Research set a $160.00 price objective on shares of Oracle in a research note on Monday, February 9th. Finally, Barclays reissued an “overweight” rating on shares of Oracle in a research note on Monday, February 2nd. Three analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $290.97.

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.