John G Ullman & Associates Inc. Decreases Position in Oracle Corporation $ORCL

John G Ullman & Associates Inc. cut its position in Oracle Corporation (NYSE:ORCL) by 0.5% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 20,655 shares of the enterprise software provider’s stock after selling 100 shares during the period. John G Ullman & Associates Inc.’s holdings in Oracle were worth $4,516,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Vanguard Group Inc. raised its holdings in shares of Oracle by 2.2% during the first quarter. Vanguard Group Inc. now owns 160,925,413 shares of the enterprise software provider’s stock valued at $22,498,982,000 after purchasing an additional 3,513,464 shares during the last quarter. Northern Trust Corp raised its holdings in shares of Oracle by 0.6% during the first quarter. Northern Trust Corp now owns 19,741,423 shares of the enterprise software provider’s stock valued at $2,760,048,000 after purchasing an additional 120,889 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Oracle by 0.4% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 13,884,524 shares of the enterprise software provider’s stock valued at $1,941,195,000 after purchasing an additional 59,164 shares during the last quarter. Amundi raised its holdings in shares of Oracle by 3.3% during the first quarter. Amundi now owns 12,736,855 shares of the enterprise software provider’s stock valued at $1,749,280,000 after purchasing an additional 409,691 shares during the last quarter. Finally, Polen Capital Management LLC raised its holdings in shares of Oracle by 17.6% during the first quarter. Polen Capital Management LLC now owns 12,609,101 shares of the enterprise software provider’s stock valued at $1,762,878,000 after purchasing an additional 1,885,370 shares during the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle Stock Performance

ORCL opened at $291.95 on Friday. The firm has a market cap of $832.28 billion, a P/E ratio of 67.58, a PEG ratio of 3.13 and a beta of 1.53. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The company has a 50 day simple moving average of $271.71 and a two-hundred day simple moving average of $215.85. The company has a debt-to-equity ratio of 3.33, a current ratio of 0.62 and a quick ratio of 0.62.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.01). The firm had revenue of $14.93 billion during the quarter, compared to the consensus estimate of $15.04 billion. Oracle had a return on equity of 72.93% and a net margin of 21.08%.The business’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.39 earnings per share. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. Equities analysts forecast that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 23rd. Shareholders of record on Thursday, October 9th will be given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, October 9th. Oracle’s dividend payout ratio is presently 46.30%.

Insiders Place Their Bets

In other Oracle news, Director Naomi O. Seligman sold 2,222 shares of the company’s stock in a transaction that occurred on Friday, September 26th. The shares were sold at an average price of $288.91, for a total value of $641,958.02. Following the completion of the transaction, the director directly owned 29,225 shares in the company, valued at $8,443,394.75. This represents a 7.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Michael D. Sicilia sold 33,845 shares of the company’s stock in a transaction that occurred on Tuesday, September 23rd. The stock was sold at an average price of $321.16, for a total transaction of $10,869,660.20. Following the completion of the transaction, the insider owned 132,656 shares of the company’s stock, valued at approximately $42,603,800.96. The trade was a 20.33% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 120,769 shares of company stock valued at $36,428,967. Insiders own 40.90% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on ORCL. Weiss Ratings raised shares of Oracle from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, October 8th. Baird R W raised shares of Oracle to a “strong-buy” rating in a report on Wednesday, October 8th. Citigroup restated a “buy” rating on shares of Oracle in a research report on Friday, October 10th. Stephens boosted their target price on shares of Oracle from $208.00 to $331.00 and gave the company an “equal weight” rating in a research report on Friday. Finally, Morgan Stanley boosted their target price on shares of Oracle from $246.00 to $320.00 and gave the company an “equal weight” rating in a research report on Tuesday, September 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and a consensus target price of $323.40.

About Oracle

Oracle Corporation offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud human capital management, Oracle Cerner healthcare, Oracle Advertising, and NetSuite applications suite, as well as Oracle Fusion Sales, Service, and Marketing.