Oracle Corporation $ORCL Shares Sold by Bernzott Capital Advisors

Key Points

• Bernzott Capital Advisors reduced its stake in Oracle Corporation by 7.6%, now holding 27,717 shares, which makes up 3.1% of its investment portfolio.
• Several institutional investors, including Vanguard Group and Mitsubishi UFJ Asset Management, have recently increased their stakes in Oracle, indicating ongoing institutional interest in the company.
• Analysts have provided a moderate buy consensus rating for Oracle, with price targets ranging from $185.00 to $364.00, reflecting confident projections for the stock.

Bernzott Capital Advisors trimmed its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 7.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,717 shares of the enterprise software provider's stock after selling 2,270 shares during the period. Oracle comprises 3.1% of Bernzott Capital Advisors' investment portfolio, making the stock its 15th largest position. Bernzott Capital Advisors' holdings in Oracle were worth $6,060,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Nuveen LLC purchased a new stake in Oracle during the 1st quarter worth $732,692,000. Vanguard Group Inc. lifted its stake in shares of Oracle by 2.2% during the first quarter. Vanguard Group Inc. now owns 160,925,413 shares of the enterprise software provider's stock worth $22,498,982,000 after purchasing an additional 3,513,464 shares in the last quarter. Kingstone Capital Partners Texas LLC purchased a new stake in shares of Oracle in the second quarter worth about $731,512,000. Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of Oracle by 79.2% in the first 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 buying an additional 2,049,687 shares in the last quarter. Finally, Assenagon Asset Management S.A. raised its holdings in shares of Oracle by 840.7% during 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 buying an additional 1,894,157 shares during the period. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Sanford C. Bernstein upped their price target on Oracle from $363.00 to $364.00 and gave the stock an "outperform" rating in a report on Friday, September 26th. Cowen restated a "buy" rating on shares of Oracle in a research note on Friday, October 17th. William Blair reaffirmed an "outperform" rating on shares of Oracle in a research note on Friday, October 17th. JPMorgan Chase & Co. boosted their price objective on shares of Oracle from $185.00 to $210.00 and gave the stock a "neutral" rating in a report on Monday, September 8th. Finally, Stephens raised their target price on Oracle from $208.00 to $331.00 and gave the company an "equal weight" rating in a research note on Friday, October 17th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $323.69.

Insider Buying and Selling at Oracle

In related news, Director Naomi O. Seligman sold 2,222 shares of the firm's stock in a transaction on Friday, September 26th. The stock was sold at an average price of $288.91, for a total transaction of $641,958.02. Following the transaction, the director directly owned 29,225 shares in the company, valued at $8,443,394.75. This trade represents a 7.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Clayton M. Magouyrk sold 21,241 shares of the business's stock in a transaction on 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 sale, the insider owned 78,000 shares of the company's stock, valued at approximately $23,174,580. The trade was a 21.40% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 120,769 shares of company stock worth $36,428,967. 40.90% of the stock is owned by insiders.

Oracle Price Performance

ORCL opened at $272.81 on Thursday. The company has a market capitalization of $777.71 billion, a P/E ratio of 63.15, a PEG ratio of 2.96 and a beta of 1.53. The company has a 50-day moving average of $273.18 and a 200-day moving average of $218.22. 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 1-year low of $118.86 and a 1-year high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last issued 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). Oracle had a return on equity of 72.93% and a net margin of 21.08%.The company had revenue of $14.93 billion for the quarter, compared to the consensus estimate of $15.04 billion. During the same period in the previous year, the business posted $1.39 EPS. The business's revenue for the quarter was up 12.2% on a year-over-year basis. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. Equities analysts expect that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

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 issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, October 9th. Oracle's payout ratio is 46.30%.

Oracle 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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