Calton & Associates Inc. Increases Stake in Oracle Corporation $ORCL

Calton & Associates Inc. grew its stake in Oracle Corporation (NYSE:ORCL) by 102.7% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 4,872 shares of the enterprise software provider’s stock after buying an additional 2,469 shares during the quarter. Calton & Associates Inc.’s holdings in Oracle were worth $950,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in ORCL. HFM Investment Advisors LLC lifted its stake in Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after purchasing an additional 96 shares during the last quarter. Basepoint Wealth LLC purchased a new stake in Oracle during the fourth quarter worth approximately $26,000. FSA Wealth Management LLC purchased a new stake in Oracle during the third quarter worth approximately $28,000. Joseph Group Capital Management purchased a new stake in Oracle during the fourth quarter worth approximately $29,000. Finally, Investors Research Corp lifted its stake in Oracle by 465.5% during the fourth quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 135 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. Barclays decreased their target price on Oracle from $310.00 to $230.00 and set an “overweight” rating for the company in a research note on Monday, March 9th. Guggenheim restated a “buy” rating and set a $400.00 target price on shares of Oracle in a research note on Friday, March 13th. Robert W. Baird decreased their target price on Oracle from $300.00 to $200.00 and set an “outperform” rating for the company in a research note on Tuesday, March 10th. JPMorgan Chase & Co. upgraded Oracle from a “neutral” rating to an “overweight” rating and decreased their target price for the stock from $230.00 to $210.00 in a research note on Wednesday, March 11th. Finally, Weiss Ratings upgraded Oracle from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, May 29th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $263.62.

Oracle Price Performance

Shares of NYSE ORCL opened at $230.53 on Thursday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a twelve month low of $134.57 and a twelve month high of $345.72. The stock has a 50 day moving average of $176.08 and a two-hundred day moving average of $178.21. The stock has a market cap of $663.02 billion, a P/E ratio of 41.39, a P/E/G ratio of 2.30 and a beta of 1.65.

Oracle (NYSE:ORCL) last issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. During the same quarter in the previous year, the business earned $1.47 earnings per share. The firm’s revenue for the quarter was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, research analysts forecast that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were issued a $0.50 dividend. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.9%. Oracle’s payout ratio is presently 35.91%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: UBS raised its price target on Oracle to $285 from $250 and kept a buy rating, saying AI momentum remains strong and could support further upside. Benzinga article
• Positive Sentiment: Oracle continues to be viewed as a major AI infrastructure winner, with analysts and market commentary highlighting cloud demand, multi-megawatt data center expansion, and its growing role in AI workloads. TheStreet article
• Positive Sentiment: Arm said Oracle is among the customers using its data center CPU chips, reinforcing Oracle’s position in the AI cloud ecosystem. Reuters article
• Neutral Sentiment: Oracle shares are under pressure ahead of earnings, with investors focusing on whether AI spending will translate into enough growth and margin improvement to justify recent gains. Yahoo Finance article
• Neutral Sentiment: There is also elevated market caution around earnings expectations and options activity, with unusually heavy put trading suggesting some traders are hedging or betting on a near-term pullback. Barchart article
• Negative Sentiment: Oracle has been slipping on concerns that the company’s aggressive AI infrastructure spending could pressure near-term profitability before the June 10 report. Invezz article

Insider Activity

In other news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the transaction, the executive vice president owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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.