Fiduciary Alliance LLC Trims Holdings in Oracle Corporation $ORCL

Key Points

• Fiduciary Alliance LLC reduced its stakes in Oracle Corporation by 10.1%, now holding 11,776 shares worth approximately $2.57 million as of the latest SEC filing.
• Insider sales have occurred, with Maria Smith and William G. Parrett selling 10,000 and 11,500 shares, respectively, indicating a notable decrease in their ownership positions.
• Analysts have raised their price targets for Oracle, with ranges now between $246.00 and $377.00, reflecting strong expectations for the company's future performance.

Fiduciary Alliance LLC trimmed its position in Oracle Corporation (NYSE:ORCL - Free Report) by 10.1% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,776 shares of the enterprise software provider's stock after selling 1,329 shares during the period. Fiduciary Alliance LLC's holdings in Oracle were worth $2,575,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Redmont Wealth Advisors LLC purchased a new position in Oracle in the 1st quarter valued at about $27,000. Inlight Wealth Management LLC purchased a new position in Oracle in the 1st quarter valued at about $28,000. Iron Horse Wealth Management LLC lifted 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 purchasing an additional 151 shares in the last quarter. Sunbeam Capital Management LLC purchased a new position in Oracle in the 4th quarter valued at about $30,000. Finally, Mpwm Advisory Solutions LLC purchased a new position in shares of Oracle during the 4th quarter worth about $36,000. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

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 shares were sold at an average price of $232.99, for a total transaction of $2,329,900.00. Following the completion of the transaction, the executive vice president owned 40,807 shares of the company's stock, valued at approximately $9,507,622.93. The trade was a 19.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director William G. Parrett sold 11,500 shares of the business's stock in a transaction on Friday, September 12th. The shares were sold at an average price of $306.00, for a total transaction of $3,519,000.00. Following the transaction, the director directly owned 17,764 shares of the company's stock, valued at approximately $5,435,784. This trade represents a 39.30% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 61,924 shares of company stock valued at $16,971,612 over the last quarter. Insiders own 42.20% of the company's stock.

Analysts Set New Price Targets

Several brokerages have recently weighed in on ORCL. Westpark Capital increased their price objective on shares of Oracle from $195.00 to $246.00 and gave the stock a "buy" rating in a report on Thursday, June 12th. BNP Paribas set a $377.00 price objective on shares of Oracle in a research note on Wednesday, September 10th. Piper Sandler lifted their price objective on shares of Oracle from $270.00 to $330.00 and gave the company an "overweight" rating in a research note on Wednesday, September 10th. Morgan Stanley raised their price target on shares of Oracle from $175.00 to $246.00 and gave the stock an "equal weight" rating in a research report on Monday, September 8th. Finally, Barclays raised their price target on shares of Oracle from $221.00 to $281.00 and gave the stock an "overweight" rating in a research report on Monday, September 8th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $303.44.

Oracle Stock Up 1.5%

ORCL stock opened at $306.80 on Wednesday. The company has a market capitalization of $871.84 billion, a P/E ratio of 71.02, a PEG ratio of 3.26 and a beta of 1.46. The firm has a 50 day simple moving average of $247.52 and a 200-day simple moving average of $192.43. 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 Corporation has a twelve month low of $118.86 and a twelve month high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings data 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 business had revenue of $14.93 billion during 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 business's revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.39 EPS. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. On average, equities research analysts predict that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently disclosed 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. This represents a $2.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, October 9th. Oracle's payout ratio is currently 46.30%.

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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