CWS Financial Advisors LLC Reduces Stock Holdings in Oracle Corporation $ORCL

CWS Financial Advisors LLC lowered its holdings in shares of Oracle Corporation (NYSE:ORCL) by 13.3% in the second quarter, HoldingsChannel.com reports. The fund owned 1,479 shares of the enterprise software provider’s stock after selling 227 shares during the quarter. CWS Financial Advisors LLC’s holdings in Oracle were worth $323,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. New England Capital Financial Advisors LLC lifted its stake in shares of Oracle by 13.3% during the second quarter. New England Capital Financial Advisors LLC now owns 1,315 shares of the enterprise software provider’s stock valued at $288,000 after buying an additional 154 shares during the period. Commonwealth of Pennsylvania Public School Empls Retrmt SYS increased its stake in Oracle by 7.5% during the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 398,897 shares of the enterprise software provider’s stock worth $87,211,000 after acquiring an additional 27,913 shares during the last quarter. Empower Advisory Group LLC increased its position in Oracle by 251.0% during the 2nd quarter. Empower Advisory Group LLC now owns 61,261 shares of the enterprise software provider’s stock worth $13,394,000 after purchasing an additional 43,810 shares in the last quarter. Security Financial Services INC. increased its holdings in Oracle by 5.9% in the 2nd quarter. Security Financial Services INC. now owns 6,107 shares of the enterprise software provider’s stock valued at $1,335,000 after purchasing an additional 342 shares in the last quarter. Finally, Foundations Investment Advisors LLC grew its stake in shares of Oracle by 11.4% in the second quarter. Foundations Investment Advisors LLC now owns 212,718 shares of the enterprise software provider’s stock valued at $46,507,000 after buying an additional 21,838 shares in the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the stock. JPMorgan Chase & Co. lifted their price target on shares of Oracle from $185.00 to $210.00 and gave the stock a “neutral” rating in a research note on Monday, September 8th. TD Cowen upped their price target on Oracle from $325.00 to $375.00 and gave the company a “buy” rating in a research report on Wednesday, September 10th. Bank of America raised shares of Oracle from a “neutral” rating to a “buy” rating and raised their target price for the stock from $295.00 to $368.00 in a report on Wednesday, September 10th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Oracle in a research note on Thursday. Finally, Rothschild & Co Redburn started coverage on Oracle in a research report on Thursday, September 25th. They set a “sell” rating and a $175.00 price objective for the company. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $323.69.

Insider Activity

In related news, EVP Stuart Levey sold 19,758 shares of the stock in a transaction dated Friday, October 10th. The stock was sold at an average price of $300.00, for a total value of $5,927,400.00. Following the completion of the sale, the executive vice president directly owned 18,429 shares of the company’s stock, valued at approximately $5,528,700. This represents a 51.74% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Jeffrey Berg sold 49,365 shares of the firm’s stock in a transaction that occurred on Tuesday, October 28th. The stock was sold at an average price of $283.02, for a total transaction of $13,971,282.30. Following the sale, the director owned 151,999 shares of the company’s stock, valued at approximately $43,018,756.98. This represents a 24.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 204,254 shares of company stock valued at $60,227,807 in the last ninety days. Corporate insiders own 40.90% of the company’s stock.

Oracle Trading Up 2.4%

Oracle stock opened at $222.88 on Friday. The company has a debt-to-equity ratio of 3.33, a quick ratio of 0.62 and a current ratio of 0.62. The firm has a market cap of $635.37 billion, a price-to-earnings ratio of 51.59, a price-to-earnings-growth ratio of 2.96 and a beta of 1.51. The firm’s 50 day moving average price is $279.59 and its two-hundred day moving average price is $233.14. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72.

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

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, October 23rd. Shareholders of record on Thursday, October 9th were paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Thursday, October 9th. Oracle’s payout ratio is 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.