Caledonia Investments PLC Has $137.37 Million Stock Holdings in Oracle Corporation $ORCL

Key Points

• Caledonia Investments PLC has reduced its stake in Oracle Corporation by 5.8%, holding 628,600 shares worth approximately $137.37 million, which constitutes about 13.5% of its overall portfolio.
• Oracle's recent earnings report showed earnings per share of $1.47, slightly missing analysts' expectations, along with a revenue of $14.93 billion which was also below consensus estimates.
• The company has declared a quarterly dividend of $0.50, to be paid on October 23rd, with an annualized dividend yield of 0.7%.

Caledonia Investments PLC decreased its position in Oracle Corporation (NYSE:ORCL - Free Report) by 5.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 628,600 shares of the enterprise software provider's stock after selling 38,500 shares during the quarter. Oracle comprises approximately 13.5% of Caledonia Investments PLC's holdings, making the stock its largest position. Caledonia Investments PLC's holdings in Oracle were worth $137,374,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Union Bancaire Privee UBP SA boosted its holdings in Oracle by 4.4% during the second quarter. Union Bancaire Privee UBP SA now owns 356,056 shares of the enterprise software provider's stock worth $77,845,000 after buying an additional 14,928 shares in the last quarter. Elwood & Goetz Wealth Advisory Group LLC bought a new stake in shares of Oracle during the 2nd quarter worth $389,000. Chicago Capital LLC grew its holdings in shares of Oracle by 50.7% in the 2nd quarter. Chicago Capital LLC now owns 103,303 shares of the enterprise software provider's stock worth $22,585,000 after acquiring an additional 34,737 shares during the last quarter. Trivium Point Advisory LLC raised its position in shares of Oracle by 55.9% during the second quarter. Trivium Point Advisory LLC now owns 53,535 shares of the enterprise software provider's stock worth $11,704,000 after purchasing an additional 19,196 shares during the period. Finally, Melfa Wealth Management Inc. purchased a new stake in shares of Oracle during the second quarter valued at $309,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Oracle

In other news, EVP Maria Smith sold 10,000 shares of the business's stock in a transaction on Thursday, July 3rd. The stock was sold at an average price of $232.99, for a total transaction of $2,329,900.00. Following the completion of the sale, the executive vice president owned 40,807 shares in the company, valued at $9,507,622.93. The trade was a 19.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Naomi O. Seligman sold 3,303 shares of the firm's stock in a transaction dated Wednesday, July 16th. The shares were sold at an average price of $233.32, for a total value of $770,655.96. Following the completion of the transaction, the director owned 31,447 shares in the company, valued at approximately $7,337,214.04. This represents a 9.51% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 112,092 shares of company stock worth $32,960,165 over the last ninety days. 42.20% of the stock is currently owned by insiders.

Oracle Trading Down 0.3%

Oracle stock opened at $282.68 on Tuesday. The business has a 50 day moving average price of $258.97 and a two-hundred day moving average price of $202.09. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 3.33. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The stock has a market cap of $803.29 billion, a price-to-earnings ratio of 65.44, a price-to-earnings-growth ratio of 3.05 and a beta of 1.46.

Oracle (NYSE:ORCL - Get Free Report) last posted its earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share for the quarter, missing analysts' consensus estimates of $1.48 by ($0.01). Oracle had a net margin of 21.08% and a return on equity of 72.93%. The business had revenue of $14.93 billion during the quarter, compared to the consensus estimate of $15.04 billion. During the same period in the previous year, the firm earned $1.39 EPS. The business's revenue was up 12.2% compared to the same quarter last year. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, equities analysts forecast that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

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

Analyst Ratings Changes

A number of analysts have commented on ORCL shares. BNP Paribas set a $377.00 price objective on shares of Oracle in a research note on Wednesday, September 10th. William Blair restated an "outperform" rating on shares of Oracle in a research report on Monday, September 22nd. Rothschild & Co Redburn initiated coverage on Oracle in a report on Thursday, September 25th. They issued a "sell" rating and a $175.00 target price on the stock. Berenberg Bank increased their price target on shares of Oracle from $202.00 to $306.00 and gave the stock a "hold" rating in a research report on Monday, September 15th. Finally, JMP Securities reiterated a "market outperform" rating and issued a $342.00 price objective on shares of Oracle in a research note on Wednesday, September 24th. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $304.71.

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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