FSM Wealth Advisors LLC Increases Stock Holdings in Oracle Corporation $ORCL

Key Points

• FSM Wealth Advisors LLC increased its stake in Oracle Corporation by 36.9% in the second quarter, now holding 11,246 shares valued at approximately $2.61 million.
• Oracle reported earnings per share (EPS) of $1.47, missing analysts' expectations by $0.01, and had revenues of $14.93 billion, which was below the consensus estimate.
• The company recently declared a quarterly dividend of $0.50, with a record date of October 9th, representing an annual yield of 0.7%.

FSM Wealth Advisors LLC boosted its position in Oracle Corporation (NYSE:ORCL - Free Report) by 36.9% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 11,246 shares of the enterprise software provider's stock after purchasing an additional 3,033 shares during the period. FSM Wealth Advisors LLC's holdings in Oracle were worth $2,612,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in ORCL. Brighton Jones LLC raised its stake in shares of Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after buying an additional 100,494 shares during the period. Revolve Wealth Partners LLC raised its stake in shares of Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after buying an additional 404 shares during the period. GAMMA Investing LLC raised its stake in shares of Oracle by 8.1% in the first quarter. GAMMA Investing LLC now owns 34,011 shares of the enterprise software provider's stock worth $4,755,000 after buying an additional 2,546 shares during the period. Valmark Advisers Inc. raised its stake in Oracle by 10.5% during the 1st quarter. Valmark Advisers Inc. now owns 6,173 shares of the enterprise software provider's stock valued at $863,000 after purchasing an additional 589 shares during the period. Finally, Sheets Smith Wealth Management bought a new stake in Oracle during the 1st quarter valued at approximately $213,000. Institutional investors own 42.44% of the company's stock.

Oracle Stock Performance

Shares of Oracle stock opened at $273.67 on Thursday. The company has a market capitalization of $780.18 billion, a PE ratio of 63.35, a P/E/G ratio of 2.96 and a beta of 1.53. The company has a debt-to-equity ratio of 3.33, a quick ratio of 0.62 and a current ratio of 0.62. The company has a 50-day simple moving average of $273.18 and a two-hundred day simple moving average of $218.22. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last announced 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). Oracle had a return on equity of 72.93% and a net margin of 21.08%.The firm had revenue of $14.93 billion during the quarter, compared to the consensus estimate of $15.04 billion. During the same quarter in the prior year, the firm posted $1.39 earnings per share. The business's revenue for the quarter was up 12.2% compared to the same quarter last year. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. Research analysts expect that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared 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 dividend on an annualized basis and a yield of 0.7%. Oracle's payout ratio is presently 46.30%.

Analyst Upgrades and Downgrades

ORCL has been the subject of a number of recent research reports. Melius Research raised their target price on shares of Oracle from $270.00 to $370.00 and gave the company a "buy" rating in a report on Wednesday, September 10th. UBS Group raised their target price on shares of Oracle from $360.00 to $380.00 and gave the company a "buy" rating in a report on Friday, October 17th. Robert W. Baird initiated coverage on shares of Oracle in a report on Wednesday, October 8th. They issued an "outperform" rating and a $365.00 target price for the company. Barclays raised their target price on shares of Oracle from $367.00 to $400.00 and gave the company an "overweight" rating in a report on Friday, October 17th. Finally, Sanford C. Bernstein raised their target price on shares of Oracle from $363.00 to $364.00 and gave the company an "outperform" rating in a report on Friday, September 26th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $323.69.

Insider Buying and Selling

In other Oracle news, insider Michael D. Sicilia sold 33,845 shares of the business's stock in a transaction that occurred on 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 completion of the transaction, the insider directly owned 132,656 shares of the company's stock, valued at approximately $42,603,800.96. The trade was a 20.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Naomi O. Seligman sold 2,222 shares of the company's stock in a transaction on Friday, September 26th. The shares were sold at an average price of $288.91, for a total value of $641,958.02. Following the completion of the sale, the director owned 29,225 shares of the company's stock, valued at approximately $8,443,394.75. The trade was a 7.07% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 120,769 shares of company stock valued at $36,428,967 in the last three months. 40.90% of the stock is currently owned by company 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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