GoalVest Advisory LLC Increases Stock Holdings in Oracle Corporation $ORCL

GoalVest Advisory LLC lifted its stake in shares of Oracle Corporation (NYSE:ORCL) by 8.6% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 6,720 shares of the enterprise software provider’s stock after acquiring an additional 534 shares during the period. GoalVest Advisory LLC’s holdings in Oracle were worth $1,469,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. LGT Financial Advisors LLC acquired a new stake in Oracle during the 2nd quarter valued at approximately $33,000. Legend Financial Advisors Inc. acquired a new stake in Oracle during the 2nd quarter valued at approximately $34,000. HighMark Wealth Management LLC acquired a new stake in Oracle during the 2nd quarter valued at approximately $38,000. Moser Wealth Advisors LLC grew its stake in Oracle by 1,770.0% during the 2nd quarter. Moser Wealth Advisors LLC now owns 187 shares of the enterprise software provider’s stock valued at $41,000 after purchasing an additional 177 shares in the last quarter. Finally, Orion Capital Management LLC grew its stake in Oracle by 32.2% during the 2nd quarter. Orion Capital Management LLC now owns 193 shares of the enterprise software provider’s stock valued at $42,000 after purchasing an additional 47 shares in the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Oracle Price Performance

Shares of ORCL opened at $283.45 on Monday. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72. The firm has a market cap of $808.05 billion, a price-to-earnings ratio of 65.61, a PEG ratio of 3.04 and a beta of 1.53. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 3.33. The stock has a 50 day moving average of $274.59 and a 200-day moving average of $221.61.

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

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, October 23rd. Investors of record on Thursday, October 9th were given a dividend of $0.50 per share. The ex-dividend date was Thursday, October 9th. This represents a $2.00 dividend on an annualized basis and a yield of 0.7%. Oracle’s payout ratio is currently 46.30%.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the company. Royal Bank Of Canada restated a “sector perform” rating and set a $310.00 price objective on shares of Oracle in a research note on Friday, October 17th. Baird R W upgraded Oracle to a “strong-buy” rating in a research note on Wednesday, October 8th. DA Davidson raised their price objective on Oracle from $220.00 to $300.00 and gave the company a “neutral” rating in a research note on Wednesday, September 10th. Morgan Stanley lifted their target price on Oracle from $246.00 to $320.00 and gave the stock an “equal weight” rating in a research report on Tuesday, September 23rd. Finally, Rothschild Redb upgraded Oracle to a “strong sell” rating in a research report on Thursday, September 25th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $323.69.

Insider Buying and Selling at Oracle

In related news, EVP Maria Smith sold 5,000 shares of the business’s stock in a transaction that occurred on Thursday, October 23rd. The stock was sold at an average price of $280.62, for a total transaction of $1,403,100.00. Following the completion of the transaction, the executive vice president owned 47,083 shares in the company, valued at $13,212,431.46. The trade was a 9.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Clayton M. Magouyrk sold 40,000 shares of the business’s stock in a transaction that occurred on Tuesday, October 21st. The shares were sold at an average price of $276.64, for a total value of $11,065,600.00. Following the transaction, the chief executive officer owned 154,030 shares of the company’s stock, valued at $42,610,859.20. This represents a 20.62% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 170,769 shares of company stock worth $50,297,667. 40.90% of the stock is owned by company insiders.

Oracle Profile

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.