Jensen Investment Management Inc. Reduces Holdings in Oracle Corporation $ORCL

Jensen Investment Management Inc. lowered its position in Oracle Corporation (NYSE:ORCL) by 1.3% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 145,209 shares of the enterprise software provider’s stock after selling 1,880 shares during the period. Oracle accounts for approximately 0.4% of Jensen Investment Management Inc.’s portfolio, making the stock its 28th biggest holding. Jensen Investment Management Inc.’s holdings in Oracle were worth $31,747,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Lockheed Martin Investment Management Co. grew its position in shares of Oracle by 4.3% in the first quarter. Lockheed Martin Investment Management Co. now owns 51,350 shares of the enterprise software provider’s stock valued at $7,179,000 after purchasing an additional 2,110 shares during the last quarter. Private Wealth Asset Management LLC lifted its stake in shares of Oracle by 9.2% during the second quarter. Private Wealth Asset Management LLC now owns 3,817 shares of the enterprise software provider’s stock valued at $835,000 after buying an additional 321 shares during the period. Soltis Investment Advisors LLC boosted its position in Oracle by 4.8% during the second quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock worth $7,201,000 after acquiring an additional 1,515 shares during the last quarter. Cascade Investment Group Inc. purchased a new stake in Oracle in the 2nd quarter worth approximately $239,000. Finally, Lockerman Financial Group Inc. acquired a new position in Oracle in the 2nd quarter valued at $328,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insiders Place Their Bets

In other Oracle news, EVP Maria Smith sold 5,000 shares of the business’s stock in a transaction dated Thursday, October 23rd. The shares were 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 directly owned 47,083 shares of the company’s stock, 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 at this hyperlink. Also, EVP Stuart Levey sold 19,758 shares of the company’s stock in a transaction dated Friday, October 10th. The stock was sold at an average price of $300.00, for a total transaction of $5,927,400.00. Following the completion of the transaction, the executive vice president owned 18,429 shares of the company’s stock, valued at approximately $5,528,700. This trade represents a 51.74% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 204,254 shares of company stock worth $60,227,807. 40.90% of the stock is owned by company insiders.

Oracle Stock Up 2.4%

ORCL stock opened at $222.88 on Friday. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. 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 company has a market capitalization of $635.37 billion, a P/E ratio of 51.59, a PEG ratio of 2.96 and a beta of 1.51. The firm has a 50 day simple moving average of $279.59 and a 200-day simple moving average of $233.78.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 EPS 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 analyst estimates of $15.04 billion. Oracle had a return on equity of 72.93% and a net margin of 21.08%.The firm’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same quarter last year, the business posted $1.39 earnings per share. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. On average, equities research analysts predict that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, October 23rd. Stockholders 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 annualized dividend and a dividend yield of 0.9%. Oracle’s dividend payout ratio is currently 46.30%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the stock. Citigroup reaffirmed a “buy” rating on shares of Oracle in a research note on Friday, October 10th. Rothschild Redb upgraded Oracle to a “strong sell” rating in a report on Thursday, September 25th. Bank of America upgraded Oracle from a “neutral” rating to a “buy” rating and upped their price target for the stock from $295.00 to $368.00 in a research note on Wednesday, September 10th. Wolfe Research boosted their target price on Oracle from $300.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday, September 10th. Finally, Morgan Stanley raised their target price on shares of Oracle from $246.00 to $320.00 and gave the company an “equal weight” rating in a research note on Tuesday, September 23rd. Three research 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and a consensus price target of $323.69.

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.