Oracle Corporation $ORCL Shares Purchased by CapWealth Advisors LLC

Key Points

• CapWealth Advisors LLC increased its stake in Oracle Corporation by 135.5% during the second quarter, now holding 81,436 shares worth approximately $17.8 million.
• A number of research firms have raised their price targets for Oracle, with UBS Group now targeting $380.00 per share and Barclays setting a target of $400.00.
• Oracle recently reported a revenue increase of 12.2% year-over-year, although it missed earnings expectations with $1.47 per share against a consensus estimate of $1.48.

CapWealth Advisors LLC boosted its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 135.5% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 81,436 shares of the enterprise software provider's stock after acquiring an additional 46,857 shares during the quarter. Oracle accounts for about 1.8% of CapWealth Advisors LLC's portfolio, making the stock its 26th biggest holding. CapWealth Advisors LLC's holdings in Oracle were worth $17,804,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in ORCL. Nuveen LLC acquired a new stake in Oracle in the 1st quarter valued at $732,692,000. Vanguard Group Inc. grew its stake in 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 acquiring an additional 3,513,464 shares during the period. Kingstone Capital Partners Texas LLC acquired a new stake in Oracle in the 2nd quarter valued at $731,512,000. Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in Oracle by 79.2% in the 1st quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 4,638,951 shares of the enterprise software provider's stock valued at $648,572,000 after acquiring an additional 2,049,687 shares during the period. Finally, Assenagon Asset Management S.A. grew its stake in Oracle by 840.7% in the 2nd quarter. Assenagon Asset Management S.A. now owns 2,119,473 shares of the enterprise software provider's stock valued at $463,380,000 after acquiring an additional 1,894,157 shares during the period. Institutional investors and hedge funds own 42.44% of the company's stock.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on ORCL. Sanford C. Bernstein lifted their price target on shares of Oracle from $363.00 to $364.00 and gave the company an "outperform" rating in a research note on Friday, September 26th. JMP Securities reaffirmed a "market outperform" rating and set a $342.00 target price on shares of Oracle in a research note on Friday. UBS Group lifted their target price on shares of Oracle from $360.00 to $380.00 and gave the stock a "buy" rating in a research note on Friday. Scotiabank lifted their target price on shares of Oracle from $350.00 to $360.00 and gave the stock an "outperform" rating in a research note on Friday. Finally, Barclays lifted their target price on shares of Oracle from $367.00 to $400.00 and gave the stock an "overweight" rating in a research note on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat, Oracle presently has a consensus rating of "Moderate Buy" and an average price target of $323.40.

Insider Activity

In related news, insider Clayton M. Magouyrk sold 21,241 shares of the business's stock in a transaction dated Friday, September 12th. The shares were sold at an average price of $297.11, for a total value of $6,310,913.51. Following the sale, the insider directly owned 78,000 shares in the company, valued at approximately $23,174,580. The trade was a 21.40% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Stuart Levey sold 19,758 shares of the business'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 sale, the executive vice president owned 18,429 shares in the company, valued at approximately $5,528,700. This trade represents a 51.74% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 120,769 shares of company stock worth $36,428,967. Insiders own 40.90% of the company's stock.

Oracle Trading Down 6.7%

Shares of ORCL stock opened at $291.95 on Friday. The company's 50-day moving average price is $271.71 and its 200-day moving average price is $215.37. 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 stock has a market cap of $832.28 billion, a price-to-earnings ratio of 67.58, a PEG ratio of 3.37 and a beta of 1.53. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly 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). The firm had revenue of $14.93 billion for the quarter, compared to analyst estimates of $15.04 billion. Oracle had a net margin of 21.08% and a return on equity of 72.93%. The company's revenue was up 12.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.39 EPS. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, equities analysts predict 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 of this dividend is Thursday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 0.7%. Oracle's payout ratio is presently 46.30%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.