IVC Wealth Advisors LLC Buys New Position in Oracle Corporation $ORCL

IVC Wealth Advisors LLC bought a new stake in Oracle Corporation (NYSE:ORCL) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,330 shares of the enterprise software provider’s stock, valued at approximately $291,000.

Several other institutional investors have also added to or reduced their stakes in ORCL. Brighton Jones LLC boosted its holdings in shares of Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after buying an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Oracle by 8.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after buying an additional 404 shares in the last quarter. Vest Financial LLC boosted its holdings in shares of Oracle by 65.5% during the 1st quarter. Vest Financial LLC now owns 47,567 shares of the enterprise software provider’s stock worth $6,650,000 after buying an additional 18,824 shares in the last quarter. Horizon Wealth Management LLC boosted its holdings in shares of Oracle by 8.1% during the 1st quarter. Horizon Wealth Management LLC now owns 2,595 shares of the enterprise software provider’s stock worth $363,000 after buying an additional 194 shares in the last quarter. Finally, Impact Capital Partners LLC boosted its holdings in shares of Oracle by 5.2% during the 1st quarter. Impact Capital Partners LLC now owns 25,652 shares of the enterprise software provider’s stock worth $3,586,000 after buying an additional 1,273 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Oracle

In other Oracle news, insider Clayton M. Magouyrk sold 21,241 shares of the firm’s stock in a transaction on Friday, September 12th. The stock was sold at an average price of $297.11, for a total transaction of $6,310,913.51. Following the transaction, the insider directly owned 78,000 shares in the company, valued at approximately $23,174,580. This trade represents a 21.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Rona Alison Fairhead acquired 480 shares of the company’s stock in a transaction on Monday, July 7th. The shares were bought at an average price of $233.87 per share, for a total transaction of $112,257.60. Following the completion of the purchase, the director owned 22,110 shares in the company, valued at approximately $5,170,865.70. This represents a 2.22% increase in their position. The disclosure for this purchase can be found here. In the last quarter, insiders sold 104,314 shares of company stock worth $31,272,223. 42.20% of the stock is currently owned by insiders.

Analysts Set New Price Targets

ORCL has been the topic of a number of research analyst reports. Stifel Nicolaus increased their price target on Oracle from $250.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, September 10th. Cowen restated a “buy” rating and set a $375.00 price target on shares of Oracle in a report on Wednesday, September 10th. Rothschild Redb upgraded Oracle to a “strong sell” rating in a report on Thursday, September 25th. TD Cowen increased their price target on Oracle from $325.00 to $375.00 and gave the stock a “buy” rating in a report on Wednesday, September 10th. Finally, Barclays increased their target price on Oracle from $221.00 to $281.00 and gave the stock an “overweight” rating in a report on Monday, September 8th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $304.71.

Oracle Trading Down 0.9%

NYSE ORCL opened at $286.23 on Friday. 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 business has a fifty day simple moving average of $262.53 and a 200 day simple moving average of $205.48. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The firm has a market capitalization of $815.99 billion, a P/E ratio of 66.26, a PEG ratio of 3.08 and a beta of 1.53.

Oracle (NYSE:ORCL) last issued its quarterly earnings data on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share for the quarter, missing the consensus estimate 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 the consensus estimate of $15.04 billion. During the same quarter last year, the business posted $1.39 earnings per share. Oracle’s revenue was up 12.2% on a year-over-year basis. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. On average, analysts predict that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 23rd. Shareholders of record on Thursday, October 9th will be paid a dividend of $0.50 per share. The ex-dividend date is Thursday, October 9th. This represents a $2.00 annualized dividend and a yield of 0.7%. Oracle’s dividend payout ratio (DPR) is 46.30%.

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.