Jeppson Wealth Management LLC Decreases Stock Holdings in Oracle Corporation $ORCL

Key Points

• Jeppson Wealth Management LLC decreased its stake in Oracle Corporation by 3.7% in the 2nd quarter, now holding 26,404 shares valued at approximately $5.77 million.
• Oracle reported a quarterly earnings per share (EPS) of $1.47, slightly missing estimates, with revenue of $14.93 billion, which was below projections.
• The company has announced a quarterly dividend of $0.50 per share, equating to a 0.6% yield, payable on October 23rd.

Jeppson Wealth Management LLC lowered its position in Oracle Corporation (NYSE:ORCL - Free Report) by 3.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 26,404 shares of the enterprise software provider's stock after selling 1,016 shares during the quarter. Oracle comprises approximately 2.0% of Jeppson Wealth Management LLC's portfolio, making the stock its 10th largest holding. Jeppson Wealth Management LLC's holdings in Oracle were worth $5,773,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Redmont Wealth Advisors LLC bought a new position in shares of Oracle in the first quarter worth $27,000. Inlight Wealth Management LLC bought a new position in shares of Oracle in the first quarter worth $28,000. Iron Horse Wealth Management LLC increased its stake in Oracle by 284.9% in the first quarter. Iron Horse Wealth Management LLC now owns 204 shares of the enterprise software provider's stock valued at $29,000 after acquiring an additional 151 shares during the last quarter. Graybill Wealth Management LTD. bought a new position in Oracle in the first quarter valued at $39,000. Finally, Operose Advisors LLC increased its stake in Oracle by 50.2% in the first quarter. Operose Advisors LLC now owns 314 shares of the enterprise software provider's stock valued at $44,000 after acquiring an additional 105 shares during the last quarter. Institutional investors own 42.44% of the company's stock.

Oracle Stock Performance

NYSE ORCL opened at $308.86 on Thursday. The company has a 50-day simple moving average of $256.58 and a two-hundred day simple moving average of $198.50. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 3.33. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The firm has a market cap of $877.69 billion, a price-to-earnings ratio of 71.50, a PEG ratio of 3.39 and a beta of 1.46.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share (EPS) 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 business had revenue of $14.93 billion for the quarter, compared to analysts' expectations of $15.04 billion. During the same quarter in the previous year, the company earned $1.39 earnings per share. The business's quarterly revenue was up 12.2% on a year-over-year basis. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. On average, equities analysts forecast that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

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

Analyst Ratings Changes

A number of research analysts recently commented on the company. CIBC reissued a "buy" rating on shares of Oracle in a research note on Monday, June 9th. Mizuho increased their target price on Oracle from $300.00 to $350.00 and gave the company an "outperform" rating in a research note on Wednesday, September 10th. William Blair reissued an "outperform" rating on shares of Oracle in a research note on Monday. KeyCorp increased their target price on Oracle from $200.00 to $225.00 and gave the company an "overweight" rating in a research note on Thursday, June 12th. Finally, BMO Capital Markets set a $345.00 target price on Oracle in a research note on Wednesday, September 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and nine have assigned a Hold rating to the company's stock. According to MarketBeat.com, Oracle presently has a consensus rating of "Moderate Buy" and an average target price of $305.75.

Insider Activity at Oracle

In other news, Director William G. Parrett sold 11,500 shares of the stock in a transaction dated 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 completion of the sale, the director directly owned 17,764 shares in the company, valued at approximately $5,435,784. This represents a 39.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Rona Alison Fairhead bought 480 shares of the company's stock in a transaction dated Monday, July 7th. The shares were purchased at an average price of $233.87 per share, with a total value of $112,257.60. Following the completion of the acquisition, the director owned 22,110 shares of the company's stock, valued at $5,170,865.70. This trade represents a 2.22% increase in their position. The disclosure for this purchase can be found here. Insiders sold a total of 112,092 shares of company stock valued at $32,960,165 in the last quarter. 42.20% of the stock is currently owned by company insiders.

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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