HF Advisory Group LLC Reduces Stock Holdings in Oracle Corporation $ORCL

Key Points

• HF Advisory Group LLC reduced its holdings in Oracle Corporation by 18.5%, now owning 14,325 shares worth approximately $3.13 million.
• Oracle shares faced a 1.6% decline, with a current market cap of $843.06 billion and a P/E ratio of 68.67.
• Oracle has recently declared a quarterly dividend of $0.50 per share, representing an annualized yield of 0.7%.

HF Advisory Group LLC lessened its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 18.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,325 shares of the enterprise software provider's stock after selling 3,254 shares during the period. Oracle comprises about 1.2% of HF Advisory Group LLC's portfolio, making the stock its 23rd largest holding. HF Advisory Group LLC's holdings in Oracle were worth $3,132,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Redmont Wealth Advisors LLC acquired a new position in Oracle during the first quarter worth $27,000. Inlight Wealth Management LLC acquired a new stake in Oracle in the first quarter valued at about $28,000. Iron Horse Wealth Management LLC increased its stake in shares of Oracle by 284.9% during the 1st quarter. Iron Horse Wealth Management LLC now owns 204 shares of the enterprise software provider's stock worth $29,000 after purchasing an additional 151 shares in the last quarter. Sunbeam Capital Management LLC purchased a new stake in Oracle in the 4th quarter worth approximately $30,000. Finally, Fourth Dimension Wealth LLC purchased a new stake in Oracle during the 4th quarter worth $36,000. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Oracle Price Performance

ORCL stock traded up $12.56 during midday trading on Friday, reaching $309.18. The stock had a trading volume of 40,475,718 shares, compared to its average volume of 28,056,660. The company has a market cap of $878.60 billion, a price-to-earnings ratio of 71.57, a price-to-earnings-growth ratio of 3.34 and a beta of 1.46. 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 company's fifty day simple moving average is $251.63 and its 200 day simple moving average is $195.16. 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 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). Oracle had a net margin of 21.08% and a return on equity of 72.93%. The firm had revenue of $14.93 billion during the quarter, compared to analyst estimates of $15.04 billion. During the same period last year, the company posted $1.39 EPS. The firm's revenue for the quarter was up 12.2% on a year-over-year basis. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, sell-side analysts predict that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 23rd. Investors of record on Thursday, October 9th will be given a $0.50 dividend. The ex-dividend date is Thursday, October 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.6%. Oracle's dividend payout ratio is currently 46.30%.

Insider Activity

In related news, Director William G. Parrett sold 11,500 shares of the firm's stock in a transaction dated Friday, September 12th. The shares were sold at an average price of $306.00, for a total value of $3,519,000.00. Following the completion of the sale, the director directly owned 17,764 shares in the company, valued at approximately $5,435,784. This trade represents a 39.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Michael D. Sicilia sold 16,323 shares of the firm's stock in a transaction that occurred on Tuesday, September 16th. The stock was sold at an average price of $313.60, for a total transaction of $5,118,892.80. Following the sale, the insider owned 110,094 shares of the company's stock, valued at $34,525,478.40. This trade represents a 12.91% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 78,247 shares of company stock worth $22,090,505. 42.20% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the stock. Oppenheimer reiterated an "outperform" rating on shares of Oracle in a research report on Wednesday, June 18th. Piper Sandler increased their price objective on shares of Oracle from $270.00 to $330.00 and gave the company an "overweight" rating in a research report on Wednesday, September 10th. Royal Bank Of Canada upped their price target on shares of Oracle from $145.00 to $195.00 and gave the company a "sector perform" rating in a research note on Thursday, June 12th. Berenberg Bank raised their price target 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. Finally, Evercore ISI raised their price objective on shares of Oracle from $270.00 to $340.00 and gave the company an "outperform" rating in a report on Wednesday, September 10th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and nine have given a Hold rating to the company's stock. Based on data from MarketBeat, Oracle presently has an average rating of "Moderate Buy" and an average target price of $303.44.

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.