Clifford Swan Investment Counsel LLC Decreases Stock Holdings in Oracle Corporation $ORCL

Clifford Swan Investment Counsel LLC lessened its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 1.1% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 267,125 shares of the enterprise software provider's stock after selling 2,869 shares during the period. Oracle accounts for approximately 2.1% of Clifford Swan Investment Counsel LLC's portfolio, making the stock its 8th largest holding. Clifford Swan Investment Counsel LLC's holdings in Oracle were worth $58,402,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Harel Insurance Investments & Financial Services Ltd. increased its holdings in shares of Oracle by 71.6% in the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 257,378 shares of the enterprise software provider's stock worth $35,984,000 after buying an additional 107,404 shares during the last quarter. Lockheed Martin Investment Management Co. lifted its stake in Oracle by 4.3% during the first quarter. Lockheed Martin Investment Management Co. now owns 51,350 shares of the enterprise software provider's stock worth $7,179,000 after purchasing an additional 2,110 shares during the last quarter. Private Wealth Asset Management LLC lifted its stake in Oracle by 9.2% during the second quarter. Private Wealth Asset Management LLC now owns 3,817 shares of the enterprise software provider's stock worth $835,000 after purchasing an additional 321 shares during the last quarter. Cascade Investment Group Inc. purchased a new position in shares of Oracle in the 2nd quarter worth about $239,000. Finally, Lockerman Financial Group Inc. bought a new position in shares of Oracle during the 2nd quarter valued at about $328,000. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle Stock Down 0.9%

Shares of NYSE:ORCL opened at $272.81 on Thursday. 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 fifty day simple moving average of $273.18 and a two-hundred day simple moving average of $218.22. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The stock has a market capitalization of $777.71 billion, a price-to-earnings ratio of 63.15, a PEG ratio of 2.96 and a beta of 1.53.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share 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 the consensus estimate of $15.04 billion. Oracle had a net margin of 21.08% and a return on equity of 72.93%. Oracle's revenue was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.39 earnings per share. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. On average, research analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 23rd. Shareholders 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 annualized dividend and a yield of 0.7%. Oracle's payout ratio is 46.30%.

Wall Street Analyst Weigh In

Several analysts have issued reports on ORCL shares. Weiss Ratings raised Oracle from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Wednesday, October 8th. Berenberg Bank upped their price objective on shares of Oracle from $202.00 to $306.00 and gave the company a "hold" rating in a research note on Monday, September 15th. Sanford C. Bernstein lifted their target price on shares of Oracle from $363.00 to $364.00 and gave the stock an "outperform" rating in a research report on Friday, September 26th. DA Davidson upped their price target on shares of Oracle from $220.00 to $300.00 and gave the company a "neutral" rating in a research report on Wednesday, September 10th. Finally, William Blair reissued an "outperform" rating on shares of Oracle in a research note on Friday, October 17th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, Oracle has an average rating of "Moderate Buy" and an average target price of $323.69.

Insider Transactions at Oracle

In other Oracle news, insider Michael D. Sicilia sold 33,845 shares of the firm's stock in a transaction dated Tuesday, September 23rd. The stock was sold at an average price of $321.16, for a total value of $10,869,660.20. Following the transaction, the insider directly owned 132,656 shares of the company's stock, valued at approximately $42,603,800.96. This trade represents a 20.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Stuart Levey sold 19,758 shares of the company's stock in a transaction dated Friday, October 10th. The shares were sold at an average price of $300.00, for a total transaction of $5,927,400.00. Following the sale, the executive vice president directly owned 18,429 shares of the company's stock, valued at $5,528,700. The trade was a 51.74% 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. 40.90% of the stock is currently owned by insiders.

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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