Kampmann Melissa S. Has $2.60 Million Stake in Oracle Corporation $ORCL

Kampmann Melissa S. lifted its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 30.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 11,875 shares of the enterprise software provider's stock after purchasing an additional 2,775 shares during the period. Oracle makes up about 1.9% of Kampmann Melissa S.'s investment portfolio, making the stock its 25th biggest position. Kampmann Melissa S.'s holdings in Oracle were worth $2,596,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of the stock. TFR Capital LLC. lifted its holdings in Oracle by 7.4% in the second quarter. TFR Capital LLC. now owns 3,592 shares of the enterprise software provider's stock valued at $785,000 after buying an additional 247 shares during the period. Mainstay Capital Management LLC ADV acquired a new position in Oracle in the second quarter valued at approximately $412,000. Game Plan Financial Advisors LLC lifted its holdings in Oracle by 6.1% in the second quarter. Game Plan Financial Advisors LLC now owns 21,208 shares of the enterprise software provider's stock valued at $4,637,000 after buying an additional 1,215 shares during the period. Weaver Capital Management LLC lifted its holdings in Oracle by 2.7% in the second quarter. Weaver Capital Management LLC now owns 29,883 shares of the enterprise software provider's stock valued at $6,533,000 after buying an additional 788 shares during the period. Finally, MFA Wealth Services lifted its holdings in Oracle by 1.0% in the second quarter. MFA Wealth Services now owns 4,563 shares of the enterprise software provider's stock valued at $998,000 after buying an additional 43 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Oracle

In related news, insider Michael D. Sicilia sold 33,845 shares of the firm's stock in a transaction on Tuesday, September 23rd. The shares were 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 owned 132,656 shares of the company's stock, valued at approximately $42,603,800.96. This trade represents a 20.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director William G. Parrett sold 11,500 shares of the firm'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 completion of 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 sold a total of 104,314 shares of company stock worth $31,272,223 in the last three months. 40.90% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several brokerages recently weighed in on ORCL. Cantor Fitzgerald increased their price objective on shares of Oracle from $271.00 to $400.00 and gave the company an "overweight" rating in a report on Wednesday, September 10th. Stifel Nicolaus upped their target price on shares of Oracle from $250.00 to $350.00 and gave the company a "buy" rating in a research note on Wednesday, September 10th. Redburn Partners set a $175.00 target price on shares of Oracle in a research note on Thursday, September 25th. Bank of America raised shares of Oracle from a "neutral" rating to a "buy" rating and upped their target price for the company from $295.00 to $368.00 in a research note on Wednesday, September 10th. Finally, Roth Capital reaffirmed a "hold" rating on shares of Oracle in a research note on Wednesday, June 18th. Two research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, Oracle has an average rating of "Moderate Buy" and an average price target of $306.43.

Oracle Stock Up 1.5%

Shares of ORCL stock opened at $288.48 on Thursday. The firm has a fifty day moving average of $264.86 and a 200-day moving average of $207.92. 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 company has a market capitalization of $822.40 billion, a price-to-earnings ratio of 66.78, a P/E/G ratio of 3.06 and a beta of 1.53.

Oracle (NYSE:ORCL - Get Free Report) last released its earnings results 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 during 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%. The firm's revenue for the quarter was up 12.2% on a year-over-year basis. During the same period last year, the business posted $1.39 EPS. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, equities research analysts predict that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced 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 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 dividend payout ratio (DPR) is 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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