Jacobsen Capital Management Has $652,000 Holdings in Oracle Corporation $ORCL

Jacobsen Capital Management grew its holdings in Oracle Corporation (NYSE:ORCL) by 10.0% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,980 shares of the enterprise software provider’s stock after acquiring an additional 272 shares during the quarter. Jacobsen Capital Management’s holdings in Oracle were worth $652,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Vanguard Group Inc. increased its holdings in shares of Oracle by 2.2% during the 1st quarter. Vanguard Group Inc. now owns 160,925,413 shares of the enterprise software provider’s stock worth $22,498,982,000 after purchasing an additional 3,513,464 shares during the period. Northern Trust Corp lifted its stake in shares of Oracle by 0.6% in the first quarter. Northern Trust Corp now owns 19,741,423 shares of the enterprise software provider’s stock valued at $2,760,048,000 after buying an additional 120,889 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in Oracle by 0.4% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 13,884,524 shares of the enterprise software provider’s stock worth $1,941,195,000 after buying an additional 59,164 shares in the last quarter. Amundi increased its stake in Oracle by 3.3% during the first quarter. Amundi now owns 12,736,855 shares of the enterprise software provider’s stock valued at $1,749,280,000 after acquiring an additional 409,691 shares during the period. Finally, Polen Capital Management LLC raised its holdings in Oracle by 17.6% in the 1st quarter. Polen Capital Management LLC now owns 12,609,101 shares of the enterprise software provider’s stock valued at $1,762,878,000 after acquiring an additional 1,885,370 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Insider Buying and Selling

In related news, Director Naomi O. Seligman sold 2,222 shares of the company’s stock in a transaction dated Friday, September 26th. The shares were sold at an average price of $288.91, for a total transaction of $641,958.02. Following the transaction, the director owned 29,225 shares in the company, valued at $8,443,394.75. This represents a 7.07% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Clayton M. Magouyrk sold 21,241 shares of the stock in a transaction dated 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 sale, the insider directly owned 78,000 shares in the company, valued at approximately $23,174,580. This represents a 21.40% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 120,769 shares of company stock valued at $36,428,967. Insiders own 40.90% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on ORCL shares. Barclays lifted their price objective on Oracle from $367.00 to $400.00 and gave the stock an “overweight” rating in a report on Friday. Weiss Ratings raised Oracle from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, October 8th. Cantor Fitzgerald boosted their price target on shares of Oracle from $271.00 to $400.00 and gave the company an “overweight” rating in a report on Wednesday, September 10th. Piper Sandler increased their price objective on shares of Oracle from $330.00 to $380.00 and gave the company an “overweight” rating in a research note on Friday. Finally, Guggenheim raised their price objective on shares of Oracle from $375.00 to $400.00 and gave the stock a “buy” rating in a report on Friday, October 17th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Oracle has an average rating of “Moderate Buy” and an average target price of $323.69.

Oracle Stock Down 0.7%

Shares of NYSE ORCL opened at $275.12 on Wednesday. Oracle Corporation has a 52-week low of $118.86 and a 52-week 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 business has a fifty day moving average of $272.62 and a two-hundred day moving average of $217.84. The stock has a market cap of $784.31 billion, a PE ratio of 63.69, a PEG ratio of 2.97 and a beta of 1.53.

Oracle (NYSE:ORCL) last announced its earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.01). The firm had revenue of $14.93 billion for 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 company’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter last year, the business earned $1.39 EPS. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, equities research analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

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.