Alta Capital Management LLC Reduces Holdings in Oracle Corporation $ORCL

Alta Capital Management LLC cut its stake in Oracle Corporation (NYSE:ORCL) by 14.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 43,965 shares of the enterprise software provider’s stock after selling 7,159 shares during the period. Alta Capital Management LLC’s holdings in Oracle were worth $12,365,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. boosted its holdings in shares of Oracle by 2.1% in the second quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock valued at $35,916,290,000 after acquiring an additional 3,353,461 shares during the period. State Street Corp raised its position in Oracle by 1.7% in the 2nd quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock valued at $16,060,427,000 after purchasing an additional 1,252,723 shares during the last quarter. Norges Bank purchased a new stake in Oracle in the 2nd quarter valued at $4,275,378,000. Bank of New York Mellon Corp boosted its stake in Oracle by 0.8% during the 3rd quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock worth $3,357,572,000 after purchasing an additional 98,693 shares during the period. Finally, Legal & General Group Plc grew its position in Oracle by 1.3% during the 2nd quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider’s stock worth $2,473,838,000 after purchasing an additional 147,367 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insider Activity at Oracle

In related news, Director Naomi O. Seligman sold 2,223 shares of the company’s stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the sale, the director owned 25,596 shares in the company, valued at $5,032,429.56. This represents a 7.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 33,638 shares of the company’s stock, valued at $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 62,223 shares of company stock worth $12,136,764 in the last ninety days. Corporate insiders own 40.90% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on ORCL shares. BMO Capital Markets reduced their target price on shares of Oracle from $355.00 to $270.00 and set an “outperform” rating for the company in a report on Thursday, December 11th. DA Davidson reduced their price objective on Oracle from $200.00 to $180.00 and set a “neutral” rating for the company in a research note on Thursday, December 11th. Morgan Stanley lowered their target price on Oracle from $320.00 to $213.00 and set an “equal weight” rating on the stock in a research note on Friday, January 23rd. HSBC reissued a “buy” rating and issued a $382.00 target price on shares of Oracle in a report on Wednesday, November 26th. Finally, JMP Securities reaffirmed a “market outperform” rating and set a $342.00 price target on shares of Oracle in a report on Friday, October 17th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $297.89.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Financing clarity relieved some credit concerns: Oracle’s plan to raise up to $45–50B to fund its AI/data-center expansion has been framed by some banks as a clearing event that reduces immediate credit-risk uncertainty; 5-year CDS levels fell sharply and some analysts see the plan as buy-side relief. CNBC: Oracle’s credit default swaps are plummeting after financing plans
• Positive Sentiment: Investor demand for bonds looks strong — the company’s bond offering drew heavy demand, signaling fixed‑income investors are willing to fund Oracle’s buildout, which supports execution of the AI-capacity strategy. TipRanks: $25B bond offering attracts heavy demand
• Neutral Sentiment: Strategic rationale — large capex is validating long-term AI infrastructure positioning: coverage arguing Oracle’s $50B program (including power solutions such as SMRs) elevates OCI from a commodity play to a strategic infrastructure provider, supporting a longer-term growth thesis even as near-term execution risk rises. MarketBeat: The Atomic Pivot: AI’s $50 Billion Power Move
• Neutral Sentiment: Analysts remain mixed but not uniformly negative — some firms (e.g., Barclays) reiterated Overweight, citing financing clarity and long-term upside, while others are re‑rating/adjusting models to account for capital mix. InsiderMonkey: Barclays reiterates Overweight
• Negative Sentiment: Dilution and debt concerns persist — some investors fear the scale and mix (debt vs. equity) of the $45–50B raise could dilute equity or increase leverage; that uncertainty has pressured the stock. Reuters: Shares fall as investors assess up to $50B plan
• Negative Sentiment: Market reaction to corporate commentary and OpenAI ties—Oracle’s public reassurances about OpenAI and related customer exposure failed to fully calm investors and may have triggered short-term selling. Fortune: Oracle defused ‘the key risk’, but market isn’t buying it
• Negative Sentiment: Legal and workforce risk: a Pomerantz investor probe and reports that Oracle may cut up to ~30,000 roles add headline risk and uncertainty around execution/costs. GlobeNewswire: Pomerantz investigates Oracle Yahoo: Oracle may slash up to 30,000 jobs

Oracle Stock Down 3.4%

Oracle stock opened at $154.65 on Wednesday. The stock’s 50 day moving average price is $192.48 and its 200 day moving average price is $236.15. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The company has a market cap of $444.33 billion, a PE ratio of 29.07, a price-to-earnings-growth ratio of 1.40 and a beta of 1.64. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91.

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

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were paid a $0.50 dividend. The ex-dividend date was Friday, January 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. Oracle’s dividend payout ratio (DPR) is 37.59%.

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.