SWS Partners Sells 900 Shares of Oracle Corporation $ORCL

Key Points

• SWS Partners reduced its stake in Oracle Corporation by 5.0%, selling 900 shares and maintaining 17,143 shares in total, worth approximately $3.75 million.
• During the second quarter, several institutional investors increased their holdings in Oracle, including Prepared Retirement Institute LLC and Archford Capital Strategies LLC, with increases of 22.6% each.
• Oracle announced a quarterly dividend of $0.50 per share, to be paid on October 23rd, which represents a 0.7% yield based on the current share price.

SWS Partners trimmed its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 5.0% in the second quarter, according to its most recent filing with the SEC. The firm owned 17,143 shares of the enterprise software provider's stock after selling 900 shares during the period. Oracle makes up about 1.0% of SWS Partners' investment portfolio, making the stock its 28th biggest position. SWS Partners' holdings in Oracle were worth $3,748,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Prepared Retirement Institute LLC lifted its holdings in shares of Oracle by 22.6% during the 2nd quarter. Prepared Retirement Institute LLC now owns 2,391 shares of the enterprise software provider's stock worth $523,000 after acquiring an additional 440 shares during the period. Wolff Wiese Magana LLC lifted its holdings in shares of Oracle by 2.7% during the 2nd quarter. Wolff Wiese Magana LLC now owns 10,663 shares of the enterprise software provider's stock worth $2,331,000 after acquiring an additional 279 shares during the period. Nova R Wealth Inc. bought a new position in shares of Oracle during the 2nd quarter worth about $210,000. Archford Capital Strategies LLC lifted its holdings in shares of Oracle by 22.6% during the 2nd quarter. Archford Capital Strategies LLC now owns 4,234 shares of the enterprise software provider's stock worth $926,000 after acquiring an additional 781 shares during the period. Finally, FARMERS & MERCHANTS TRUST Co OF LONG BEACH lifted its holdings in shares of Oracle by 1.5% during the 2nd quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH now owns 45,995 shares of the enterprise software provider's stock worth $10,056,000 after acquiring an additional 670 shares during the period. 42.44% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

ORCL has been the subject of a number of analyst reports. JPMorgan Chase & Co. raised 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. Guggenheim increased their target price on shares of Oracle from $250.00 to $375.00 and gave the stock a "buy" rating in a research report on Wednesday, September 10th. BMO Capital Markets set a $345.00 target price on shares of Oracle in a research report on Wednesday, September 10th. Evercore ISI increased their target price on shares of Oracle from $270.00 to $340.00 and gave the stock an "outperform" rating in a research report on Wednesday, September 10th. Finally, Jefferies Financial Group increased their target price on shares of Oracle from $270.00 to $360.00 and gave the stock a "buy" rating in a research report on Wednesday, September 10th. Two analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $304.71.

Oracle Trading Down 2.8%

ORCL opened at $283.29 on Monday. 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 capitalization of $805.03 billion, a PE ratio of 65.58, a PEG ratio of 3.05 and a beta of 1.46. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The firm has a 50-day moving average price of $258.19 and a two-hundred day moving average price of $201.16.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings data 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 company had revenue of $14.93 billion during 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 quarter in the previous year, the business posted $1.39 EPS. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, equities analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 23rd. Shareholders of record on Thursday, October 9th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, October 9th. Oracle's dividend payout ratio (DPR) is presently 46.30%.

Insider Transactions at Oracle

In other news, insider Michael D. Sicilia sold 33,845 shares of the firm's stock in a transaction dated 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 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director William G. Parrett sold 11,500 shares of the firm's stock in a transaction dated 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 in the company, valued at $5,435,784. This trade represents a 39.30% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 112,092 shares of company stock worth $32,960,165. Corporate insiders own 42.20% of the company's stock.

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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