Capital Advisors Inc. OK Grows Stake in Oracle Corporation $ORCL

Capital Advisors Inc. OK boosted its position in shares of Oracle Corporation (NYSE:ORCL) by 2.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 23,268 shares of the enterprise software provider’s stock after buying an additional 554 shares during the period. Capital Advisors Inc. OK’s holdings in Oracle were worth $5,087,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Relyea Zuckerberg Hanson LLC grew its position in shares of Oracle by 1.0% during the 2nd quarter. Relyea Zuckerberg Hanson LLC now owns 10,561 shares of the enterprise software provider’s stock worth $2,309,000 after buying an additional 108 shares in the last quarter. Valley National Advisers Inc. raised its holdings in Oracle by 20.7% in the 2nd quarter. Valley National Advisers Inc. now owns 10,748 shares of the enterprise software provider’s stock worth $2,349,000 after purchasing an additional 1,842 shares during the period. PUREfi Wealth LLC grew its position in shares of Oracle by 13.3% in the second quarter. PUREfi Wealth LLC now owns 8,008 shares of the enterprise software provider’s stock valued at $1,751,000 after purchasing an additional 941 shares in the last quarter. Sendero Wealth Management LLC grew its position in Oracle by 27.5% in the second quarter. Sendero Wealth Management LLC now owns 2,233 shares of the enterprise software provider’s stock worth $488,000 after acquiring an additional 481 shares during the period. Finally, Valeo Financial Advisors LLC lifted its stake in Oracle by 0.3% during the second quarter. Valeo Financial Advisors LLC now owns 91,052 shares of the enterprise software provider’s stock worth $19,907,000 after purchasing an additional 265 shares in the last quarter. 42.44% of the stock is owned by institutional investors.

Oracle Price Performance

Shares of Oracle stock opened at $286.23 on Monday. The firm has a market cap of $815.99 billion, a P/E ratio of 66.26, a price-to-earnings-growth ratio of 3.08 and a beta of 1.53. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. 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’s 50-day simple moving average is $262.53 and its 200-day simple moving average is $205.85.

Oracle (NYSE:ORCL) last released 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). Oracle had a net margin of 21.08% and a return on equity of 72.93%. The firm had revenue of $14.93 billion during the quarter, compared to analyst estimates of $15.04 billion. During the same quarter last year, the firm earned $1.39 earnings per share. Oracle’s quarterly revenue was up 12.2% on a year-over-year basis. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, research analysts expect that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

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

Insider Activity at Oracle

In other Oracle news, insider Michael D. Sicilia sold 33,845 shares of the stock in a transaction on Tuesday, September 23rd. The shares were sold at an average price of $321.16, for a total value of $10,869,660.20. Following the completion of the sale, the insider owned 132,656 shares in the company, valued at $42,603,800.96. This trade represents a 20.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director William G. Parrett sold 11,500 shares of the firm’s stock in a transaction dated Friday, September 12th. The stock was sold at an average price of $306.00, for a total transaction of $3,519,000.00. Following the sale, the director owned 17,764 shares of the company’s stock, valued at approximately $5,435,784. This represents a 39.30% decrease in their position. The disclosure for this sale can be found here. Insiders sold 104,314 shares of company stock worth $31,272,223 over the last three months. 40.90% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

ORCL has been the topic of several recent analyst reports. Evercore ISI increased their target price on Oracle from $270.00 to $340.00 and gave the company an “outperform” rating in a report on Wednesday, September 10th. Melius Research lifted their target price on shares of Oracle from $270.00 to $370.00 and gave the company a “buy” rating in a report on Wednesday, September 10th. Piper Sandler increased their price objective on shares of Oracle from $270.00 to $330.00 and gave the stock an “overweight” rating in a research note on Wednesday, September 10th. Mizuho raised their price objective on shares of Oracle from $300.00 to $350.00 and gave the company an “outperform” rating in a research note on Wednesday, September 10th. Finally, The Goldman Sachs Group raised their price objective on shares of Oracle from $195.00 to $310.00 and gave the stock a “neutral” rating in a research note on Monday, September 15th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $304.71.

Oracle Company 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.