Beacon Financial Advisory LLC Raises Stake in Oracle Corporation $ORCL

Key Points

• Beacon Financial Advisory LLC increased its stake in Oracle Corporation by 24.9% during Q2, owning 5,974 shares valued at $1.31 million.
• Insider trading activity revealed that Director Rona Alison Fairhead purchased 480 shares for about $112,257.60, while Director Naomi O. Seligman sold 2,222 shares for over $641,000.
• Oracle announced a quarterly dividend of $0.50 per share, with a record date of October 9th, representing a 0.7% yield and a payout ratio of 46.30%.

Beacon Financial Advisory LLC lifted its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 24.9% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 5,974 shares of the enterprise software provider's stock after purchasing an additional 1,191 shares during the quarter. Beacon Financial Advisory LLC's holdings in Oracle were worth $1,306,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Legend Financial Advisors Inc. purchased a new stake in shares of Oracle during the 2nd quarter worth about $34,000. HighMark Wealth Management LLC purchased a new position in Oracle in the 2nd quarter worth approximately $38,000. Redmont Wealth Advisors LLC purchased a new position in Oracle in the 1st quarter worth approximately $27,000. Inlight Wealth Management LLC purchased a new position in Oracle in the 1st quarter worth approximately $28,000. Finally, Iron Horse Wealth Management LLC boosted 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 worth $29,000 after acquiring an additional 151 shares during the period. Hedge funds and other institutional investors own 42.44% of the company's stock.

Insider Transactions at Oracle

In related news, Director Rona Alison Fairhead bought 480 shares of the company's stock in a transaction on Monday, July 7th. The shares were purchased at an average cost of $233.87 per share, with a total value of $112,257.60. Following the completion of the transaction, the director directly owned 22,110 shares of the company's stock, valued at approximately $5,170,865.70. This represents a 2.22% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Naomi O. Seligman sold 2,222 shares of the stock in a transaction on Friday, September 26th. The stock was sold at an average price of $288.91, for a total value of $641,958.02. Following the completion of the sale, the director directly owned 29,225 shares in the company, valued at $8,443,394.75. This represents a 7.07% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 104,314 shares of company stock valued at $31,272,223 over the last three months. 42.20% of the stock is currently owned by company insiders.

Oracle Stock Performance

Oracle stock opened at $286.23 on Friday. The stock 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. 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 stock has a 50 day moving average of $262.53 and a 200-day moving average of $205.48. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share (EPS) for the quarter, missing the consensus estimate 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 net margin of 21.08% and a return on equity of 72.93%. The business's revenue was up 12.2% on a year-over-year basis. During the same period in the prior year, the company posted $1.39 earnings per share. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. On average, analysts expect that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently announced 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 of this dividend is Thursday, October 9th. This represents a $2.00 annualized dividend and a yield of 0.7%. Oracle's dividend payout ratio (DPR) is currently 46.30%.

Wall Street Analyst Weigh In

A number of research firms have weighed in on ORCL. BNP Paribas set a $377.00 price target on Oracle in a report on Wednesday, September 10th. Scotiabank restated an "outperform" rating on shares of Oracle in a report on Wednesday, September 10th. Barclays upped their price target on Oracle from $221.00 to $281.00 and gave the stock an "overweight" rating in a report on Monday, September 8th. Citigroup restated an "outperform" rating on shares of Oracle in a report on Wednesday, September 10th. Finally, Bank of America upgraded Oracle from a "neutral" rating to a "buy" rating and upped their price target for the stock from $295.00 to $368.00 in a report on Wednesday, September 10th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $304.71.

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.

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