Alexis Investment Partners LLC Has $954,000 Position in Oracle Corporation $ORCL

Key Points

• Alexis Investment Partners LLC increased its position in Oracle Corporation by 38.0%, owning 4,540 shares valued at approximately $954,000 as of its most recent SEC filing.
• Insider transactions included the sale of 19,758 shares by EVP Stuart Levey and 21,241 shares by Clayton M. Magouyrk, marking significant decreases in their respective holdings.
• Oracle's stock has experienced a 6.7% decline lately, with its latest earnings report showing missed estimates for both EPS and revenue.

Alexis Investment Partners LLC increased its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 38.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,540 shares of the enterprise software provider's stock after purchasing an additional 1,249 shares during the period. Alexis Investment Partners LLC's holdings in Oracle were worth $954,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in the company. Redmont Wealth Advisors LLC acquired a new position in Oracle in the 1st quarter valued at $27,000. Inlight Wealth Management LLC acquired a new position in Oracle in the 1st quarter valued at $28,000. Iron Horse Wealth Management LLC raised its holdings in Oracle by 284.9% in the 1st quarter. Iron Horse Wealth Management LLC now owns 204 shares of the enterprise software provider's stock valued at $29,000 after acquiring an additional 151 shares in the last quarter. Legend Financial Advisors Inc. acquired a new position in Oracle in the 2nd quarter valued at $34,000. Finally, HighMark Wealth Management LLC acquired a new position in Oracle in the 2nd quarter valued at $38,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP Stuart Levey sold 19,758 shares of the company's stock in a transaction that occurred on 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 transaction, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Clayton M. Magouyrk sold 21,241 shares of the company's stock in a transaction that occurred on Friday, September 12th. The stock was sold at an average price of $297.11, for a total value 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 ownership of the stock. The disclosure for this sale can be found here. Insiders sold 120,769 shares of company stock worth $36,428,967 over the last three months. Insiders own 40.90% of the company's stock.

Oracle Stock Down 6.7%

Shares of ORCL opened at $291.95 on Monday. The company has a market capitalization of $832.28 billion, a PE ratio of 67.58, a PEG ratio of 3.14 and a beta of 1.53. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The stock's 50-day moving average price is $271.71 and its two-hundred day moving average price is $216.40. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 3.33.

Oracle (NYSE:ORCL - Get Free Report) 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 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 quarterly revenue was up 12.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.39 earnings per share. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. On average, analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

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

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. UBS Group lifted their price objective on Oracle from $360.00 to $380.00 and gave the company a "buy" rating in a report on Friday. Jefferies Financial Group lifted their price objective on Oracle from $360.00 to $400.00 and gave the company a "buy" rating in a report on Friday. Rothschild & Co Redburn began coverage on Oracle in a report on Thursday, September 25th. They issued a "sell" rating and a $175.00 price objective for the company. BMO Capital Markets set a $355.00 price target on Oracle and gave the company an "outperform" rating in a research note on Monday, October 13th. Finally, Redburn Partners set a $175.00 price target on Oracle in a research note on Thursday, September 25th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $323.40.

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.

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