Roberts Wealth Advisors LLC Reduces Holdings in Oracle Corporation $ORCL

Key Points

• Roberts Wealth Advisors LLC reduced its holdings in Oracle Corporation by 61.4%, selling 12,662 shares, and now owns 7,954 shares valued at approximately $1.74 million.
• Insider transactions revealed that Directors sold a combined 13,722 shares valued at over $4.16 million, indicating significant insider selling activity within the company.
• Oracle recently announced a quarterly dividend of $0.50 per share, which will be paid on October 23rd, representing an annualized yield of 0.7% with a payout ratio of 46.3%.

Roberts Wealth Advisors LLC lowered its position in Oracle Corporation (NYSE:ORCL - Free Report) by 61.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,954 shares of the enterprise software provider's stock after selling 12,662 shares during the quarter. Roberts Wealth Advisors LLC's holdings in Oracle were worth $1,739,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Redmont Wealth Advisors LLC purchased a new stake in Oracle in the 1st quarter worth about $27,000. Inlight Wealth Management LLC bought a new position in shares of Oracle during the first quarter valued at approximately $28,000. Iron Horse Wealth Management LLC raised its holdings in shares of Oracle by 284.9% in the first quarter. Iron Horse Wealth Management LLC now owns 204 shares of the enterprise software provider's stock worth $29,000 after buying an additional 151 shares during the period. Legend Financial Advisors Inc. bought a new stake in shares of Oracle during the 2nd quarter worth approximately $34,000. Finally, HighMark Wealth Management LLC purchased a new position in Oracle during the 2nd quarter valued at $38,000. Institutional investors own 42.44% of the company's stock.

Insider Activity

In related news, Director Naomi O. Seligman sold 2,222 shares of the stock in a transaction that occurred on Friday, September 26th. The shares were sold at an average price of $288.91, for a total transaction of $641,958.02. Following the completion of the sale, the director owned 29,225 shares of the company's stock, valued at $8,443,394.75. This represents a 7.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director William G. Parrett sold 11,500 shares of the firm's stock in a transaction that occurred 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 sale, the director owned 17,764 shares of the company's stock, valued at approximately $5,435,784. This trade represents a 39.30% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 104,314 shares of company stock valued at $31,272,223. Corporate insiders own 40.90% of the company's stock.

Oracle Stock Performance

Shares of ORCL stock opened at $291.77 on Tuesday. The firm has a market cap of $831.77 billion, a price-to-earnings ratio of 67.54, a PEG ratio of 3.08 and a beta of 1.53. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 3.33. The company's 50 day moving average is $263.41 and its 200 day moving average is $206.82.

Oracle (NYSE:ORCL - Get Free Report) last announced its 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). The company had revenue of $14.93 billion for 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 was up 12.2% compared to the same quarter last year. 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. On average, sell-side analysts anticipate that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

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

Wall Street Analyst Weigh In

ORCL has been the topic of a number of recent analyst reports. Guggenheim increased their target price on Oracle from $250.00 to $375.00 and gave the stock a "buy" rating in a research note on Wednesday, September 10th. BNP Paribas set a $377.00 price target on shares of Oracle in a research note on Wednesday, September 10th. Cowen reissued a "buy" rating and issued a $375.00 price objective on shares of Oracle in a research report on Wednesday, September 10th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $240.00 target price (up from $200.00) on shares of Oracle in a research report on Thursday, June 12th. Finally, Berenberg Bank boosted their price target on Oracle from $202.00 to $306.00 and gave the company a "hold" rating in a report on Monday, September 15th. Two analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $304.71.

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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