LifeWealth Investments LLC Invests $578,000 in Oracle Corporation $ORCL

Key Points

• LifeWealth Investments LLC invested approximately $578,000 in Oracle Corporation, acquiring 2,642 shares during the second quarter.
• Analysts have varied opinions on Oracle's stock; with price targets ranging from $175.00 to $377.00 and a consensus rating of "Moderate Buy."
• Oracle recently declared a quarterly dividend of $0.50 per share, with an annualized dividend yield of 0.7%.

LifeWealth Investments LLC bought a new position in shares of Oracle Corporation (NYSE:ORCL - Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 2,642 shares of the enterprise software provider's stock, valued at approximately $578,000.

A number of other institutional investors have also made changes to their positions in ORCL. Brighton Jones LLC lifted its position in shares of Oracle by 189.3% during the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after purchasing an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock valued at $903,000 after acquiring an additional 404 shares in the last quarter. GAMMA Investing LLC raised its holdings in Oracle by 8.1% in the first quarter. GAMMA Investing LLC now owns 34,011 shares of the enterprise software provider's stock valued at $4,755,000 after acquiring an additional 2,546 shares in the last quarter. Valmark Advisers Inc. raised its holdings in Oracle by 10.5% in the first quarter. Valmark Advisers Inc. now owns 6,173 shares of the enterprise software provider's stock valued at $863,000 after acquiring an additional 589 shares in the last quarter. Finally, Sheets Smith Wealth Management acquired a new stake in Oracle in the first quarter valued at $213,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

ORCL has been the topic of several recent analyst reports. DA Davidson upped their price target on shares of Oracle from $220.00 to $300.00 and gave the company a "neutral" rating in a report on Wednesday, September 10th. Mizuho upped their price target on shares of Oracle from $300.00 to $350.00 and gave the company an "outperform" rating in a report on Wednesday, September 10th. Rothschild & Co Redburn initiated coverage on shares of Oracle in a report on Thursday, September 25th. They issued a "sell" rating and a $175.00 price target on the stock. BNP Paribas set a $377.00 price target on shares of Oracle in a report on Wednesday, September 10th. Finally, William Blair reiterated an "outperform" rating on shares of Oracle in a research note on Friday, October 17th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $323.69.

Oracle Stock Down 0.9%

Oracle stock opened at $272.81 on Thursday. The company has a 50-day simple moving average of $273.18 and a 200-day simple moving average of $218.22. The firm has a market capitalization of $777.71 billion, a P/E ratio of 63.15, 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. 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 released its quarterly earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 EPS for the quarter, missing the consensus estimate of $1.48 by ($0.01). The firm had revenue of $14.93 billion for the quarter, compared to the consensus estimate of $15.04 billion. Oracle had a return on equity of 72.93% and a net margin of 21.08%.The firm's revenue was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.39 EPS. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, equities analysts expect that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 23rd. Stockholders of record on Thursday, October 9th will be given a dividend of $0.50 per share. The ex-dividend date is Thursday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 0.7%. Oracle's dividend payout ratio is currently 46.30%.

Insider Buying and Selling at Oracle

In other news, EVP Stuart Levey sold 19,758 shares of the company's stock in a transaction dated Friday, October 10th. The shares were sold at an average price of $300.00, for a total transaction of $5,927,400.00. Following the completion of the transaction, the executive vice president owned 18,429 shares in the company, valued at approximately $5,528,700. This represents a 51.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Clayton M. Magouyrk sold 21,241 shares of the stock in a transaction dated Friday, September 12th. The shares were sold at an average price of $297.11, for a total transaction of $6,310,913.51. Following the completion of the transaction, the insider owned 78,000 shares of the company's stock, valued at $23,174,580. This represents a 21.40% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 120,769 shares of company stock valued at $36,428,967. Corporate insiders own 40.90% of the company's stock.

Oracle Company 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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