Arkadios Wealth Advisors Boosts Stock Holdings in Oracle Corporation $ORCL

Key Points

• Arkadios Wealth Advisors increased its stake in Oracle Corporation by 12.2% in Q2, now holding 39,932 shares worth $8.73 million.
• Insider trading saw CEO Clayton M. Magouyrk sell 40,000 shares, reducing ownership by 20.62%, while total insider sales reached $50.3 million over three months.
• Analysts are optimistic about Oracle, with three ratings as Strong Buy and a consensus price target of $323.69.

Arkadios Wealth Advisors grew its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 12.2% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 39,932 shares of the enterprise software provider's stock after purchasing an additional 4,357 shares during the quarter. Arkadios Wealth Advisors' holdings in Oracle were worth $8,730,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings in Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after acquiring an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in Oracle by 8.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after acquiring an additional 404 shares in the last quarter. Golden State Wealth Management LLC increased its holdings in Oracle by 8.0% in the 1st quarter. Golden State Wealth Management LLC now owns 2,592 shares of the enterprise software provider's stock worth $362,000 after acquiring an additional 191 shares in the last quarter. Koshinski Asset Management Inc. increased its holdings in Oracle by 16.9% in the 1st quarter. Koshinski Asset Management Inc. now owns 11,923 shares of the enterprise software provider's stock worth $1,667,000 after acquiring an additional 1,722 shares in the last quarter. Finally, Beaton Management Co. Inc. increased its holdings in Oracle by 1.4% in the 1st quarter. Beaton Management Co. Inc. now owns 7,469 shares of the enterprise software provider's stock worth $1,044,000 after acquiring an additional 100 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Insider Buying and Selling

In other Oracle news, CEO Clayton M. Magouyrk sold 40,000 shares of the stock in a transaction that occurred on Tuesday, October 21st. The shares were sold at an average price of $276.64, for a total value of $11,065,600.00. Following the transaction, the chief executive officer directly owned 154,030 shares in the company, valued at $42,610,859.20. This represents a 20.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director William G. Parrett sold 11,500 shares of the firm's stock in a transaction that occurred on 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 transaction, the director owned 17,764 shares in the company, valued at approximately $5,435,784. This trade represents a 39.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 170,769 shares of company stock valued at $50,297,667 over the last three months. 40.90% of the stock is currently owned by insiders.

Oracle Trading Down 0.2%

NYSE ORCL opened at $280.85 on Wednesday. The firm's 50-day moving average is $276.17 and its two-hundred day moving average is $223.63. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The company has a debt-to-equity ratio of 3.33, a current ratio of 0.62 and a quick ratio of 0.62. The stock has a market capitalization of $800.65 billion, a P/E ratio of 65.01, a PEG ratio of 3.02 and a beta of 1.53.

Oracle (NYSE:ORCL - Get Free Report) last posted its 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 company had revenue of $14.93 billion during the quarter, compared to analyst estimates of $15.04 billion. Oracle had a net margin of 21.08% and a return on equity of 72.93%. The company's quarterly revenue was up 12.2% compared to the same quarter last year. During the same period in the previous year, the company earned $1.39 EPS. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. On average, sell-side analysts anticipate that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, October 23rd. Shareholders of record on Thursday, October 9th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.7%. The ex-dividend date was Thursday, October 9th. Oracle's dividend payout ratio is currently 46.30%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. Robert W. Baird assumed coverage on shares of Oracle in a report on Wednesday, October 8th. They set an "outperform" rating and a $365.00 target price for the company. Baird R W raised shares of Oracle to a "strong-buy" rating in a report on Wednesday, October 8th. Mizuho upped their target price on shares of Oracle from $300.00 to $350.00 and gave the stock an "outperform" rating in a report on Wednesday, September 10th. Cowen reaffirmed a "buy" rating on shares of Oracle in a report on Friday, October 17th. Finally, BMO Capital Markets set a $355.00 target price on shares of Oracle and gave the stock an "outperform" rating in a report on Monday, October 13th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat, Oracle has an average rating of "Moderate Buy" and a consensus price target of $323.69.

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.

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