Oakwell Private Wealth Management LLC Raises Holdings in Oracle Corporation $ORCL

Oakwell Private Wealth Management LLC grew its position in shares of Oracle Corporation (NYSE:ORCL) by 23.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,132 shares of the enterprise software provider’s stock after buying an additional 1,161 shares during the period. Oakwell Private Wealth Management LLC’s holdings in Oracle were worth $1,341,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Iron Horse Wealth Management LLC lifted its holdings in Oracle by 284.9% during the 1st quarter. Iron Horse Wealth Management LLC now owns 204 shares of the enterprise software provider’s stock worth $29,000 after purchasing an additional 151 shares in the last quarter. LGT Financial Advisors LLC purchased a new stake in Oracle during the 2nd quarter worth about $33,000. Legend Financial Advisors Inc. purchased a new stake in Oracle during the 2nd quarter worth about $34,000. HighMark Wealth Management LLC purchased a new stake in Oracle during the 2nd quarter worth about $38,000. Finally, Graybill Wealth Management LTD. purchased a new stake in Oracle during the 1st quarter worth about $39,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Analysts Set New Price Targets

ORCL has been the topic of a number of research analyst reports. Bank of America upgraded Oracle from a “neutral” rating to a “buy” rating and upped their target price for the stock from $295.00 to $368.00 in a research note on Wednesday, September 10th. Cantor Fitzgerald upped their target price on Oracle from $271.00 to $400.00 and gave the stock an “overweight” rating in a research note on Wednesday, September 10th. Piper Sandler increased their price objective on Oracle from $330.00 to $380.00 and gave the company an “overweight” rating in a research report on Friday, October 17th. Melius Research increased their price objective on Oracle from $270.00 to $370.00 and gave the company a “buy” rating in a research report on Wednesday, September 10th. Finally, BMO Capital Markets set a $355.00 price objective on Oracle and gave the company an “outperform” rating in a research report on Monday, October 13th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $323.69.

Insider Buying and Selling at Oracle

In related news, insider Michael D. Sicilia sold 33,845 shares of the firm’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 transaction, the insider directly owned 132,656 shares in the company, valued at $42,603,800.96. This trade represents a 20.33% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director William G. Parrett sold 11,500 shares of Oracle stock in a transaction that occurred on Friday, September 12th. The stock was sold at an average price of $306.00, for a total value of $3,519,000.00. Following the completion of the sale, the director owned 17,764 shares in the company, valued at approximately $5,435,784. This represents a 39.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 204,254 shares of company stock worth $60,227,807 over the last quarter. Company insiders own 40.90% of the company’s stock.

Oracle Price Performance

ORCL opened at $257.85 on Tuesday. The stock’s 50 day simple moving average is $278.42 and its 200 day simple moving average is $227.98. 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 Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The firm has a market cap of $735.08 billion, a price-to-earnings ratio of 59.69, a PEG ratio of 2.96 and a beta of 1.53.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.48 by ($0.01). Oracle had a return on equity of 72.93% and a net margin of 21.08%.The company had revenue of $14.93 billion for the quarter, compared to the consensus estimate of $15.04 billion. During the same quarter in the previous year, the business earned $1.39 earnings per share. Oracle’s revenue 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 predict that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The business also recently declared 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. This represents a $2.00 annualized dividend and a yield of 0.8%. The ex-dividend date was Thursday, October 9th. Oracle’s dividend payout ratio (DPR) is presently 46.30%.

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.