Investment Partners LTD. Lowers Position in Oracle Corporation $ORCL

Key Points

• Investment Partners LTD trimmed its stake in Oracle by 10.5% in Q2, selling 1,740 shares to hold 14,892 shares worth $3.256 million, which represents about 1.2% of its portfolio and its 21st largest holding.
• Insiders have been net sellers recently: Michael D. Sicilia sold 33,845 shares at an average $321.16 and CEO Clayton M. Magouyrk sold 40,000 shares at $276.64, with insiders offloading 204,254 shares (~$60.2M) in the past 90 days while still owning 40.90% of the company.
• Analyst sentiment is broadly positive—several firms raised price targets (Barclays to $400, TD Cowen to $375, Melius to $370)—and the stock carries a Moderate Buy consensus with an average target of $323.69.

Investment Partners LTD. trimmed its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 10.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,892 shares of the enterprise software provider's stock after selling 1,740 shares during the quarter. Oracle accounts for approximately 1.2% of Investment Partners LTD.'s portfolio, making the stock its 21st largest holding. Investment Partners LTD.'s holdings in Oracle were worth $3,256,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in shares of Oracle by 2.2% in the 1st quarter. Vanguard Group Inc. now owns 160,925,413 shares of the enterprise software provider's stock valued at $22,498,982,000 after buying an additional 3,513,464 shares during the period. Northern Trust Corp increased its stake in shares of Oracle by 0.6% during the 1st quarter. Northern Trust Corp now owns 19,741,423 shares of the enterprise software provider's stock worth $2,760,048,000 after purchasing an additional 120,889 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Oracle by 0.4% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 13,884,524 shares of the enterprise software provider's stock valued at $1,941,195,000 after buying an additional 59,164 shares in the last quarter. Amundi grew its holdings in Oracle by 3.3% during the 1st quarter. Amundi now owns 12,736,855 shares of the enterprise software provider's stock valued at $1,749,280,000 after buying an additional 409,691 shares during the last quarter. Finally, Polen Capital Management LLC raised its holdings in shares of Oracle by 17.6% in the first quarter. Polen Capital Management LLC now owns 12,609,101 shares of the enterprise software provider's stock worth $1,762,878,000 after acquiring an additional 1,885,370 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock.

Insider Transactions at Oracle

In related 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 transaction of $10,869,660.20. Following the completion of the transaction, the insider owned 132,656 shares of the company's stock, valued at $42,603,800.96. This trade represents a 20.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Clayton M. Magouyrk sold 40,000 shares of the business's stock in a transaction that occurred on Tuesday, October 21st. The stock was sold at an average price of $276.64, for a total transaction of $11,065,600.00. Following the completion of the sale, the chief executive officer owned 154,030 shares in the company, valued at $42,610,859.20. The trade was a 20.62% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 204,254 shares of company stock worth $60,227,807 over the last ninety days. Insiders own 40.90% of the company's stock.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the company. Melius Research increased their price objective on Oracle from $270.00 to $370.00 and gave the company a "buy" rating in a research note on Wednesday, September 10th. Redburn Partners set a $175.00 price target on shares of Oracle in a research note on Thursday, September 25th. TD Cowen boosted their price objective on shares of Oracle from $325.00 to $375.00 and gave the company a "buy" rating in a research report on Wednesday, September 10th. Barclays boosted their price target on Oracle from $367.00 to $400.00 and gave the company an "overweight" rating in a report on Friday, October 17th. Finally, JPMorgan Chase & Co. increased their price target on Oracle from $185.00 to $210.00 and gave the stock a "neutral" rating in a research note on Monday, September 8th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $323.69.

Oracle Stock Performance

Shares of ORCL stock opened at $221.97 on Thursday. The stock has a market capitalization of $632.79 billion, a price-to-earnings ratio of 52.05, a PEG ratio of 2.96 and a beta of 1.51. The company's 50-day simple moving average is $279.89 and its 200-day simple moving average is $232.67. The company has a debt-to-equity ratio of 3.33, a quick ratio of 0.62 and a current ratio of 0.62. 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 quarterly earnings data 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). The business 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 quarterly revenue was up 12.2% on a year-over-year basis. During the same period in the prior year, the company earned $1.39 EPS. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. Equities analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, October 23rd. Investors of record on Thursday, October 9th were paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date was Thursday, October 9th. Oracle's payout ratio is currently 46.30%.

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.

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