U.S. Capital Wealth Advisors LLC Lowers Stake in Oracle Corporation $ORCL

Key Points

• U.S. Capital Wealth Advisors LLC reduced its stake in Oracle Corporation by 49.4% during the second quarter, selling 38,128 shares and leaving them with 39,113 shares valued at approximately $8.55 million.
• Insider trading reports indicate that Oracle's directors sold a combined total of 78,247 shares worth about $22 million in recent months, representing significant reductions in their holdings.
• The company declared a quarterly dividend of $0.50 per share, which is set to be paid on October 23rd, with an annualized dividend yield of 0.6%.

U.S. Capital Wealth Advisors LLC decreased its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 49.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 39,113 shares of the enterprise software provider's stock after selling 38,128 shares during the period. U.S. Capital Wealth Advisors LLC's holdings in Oracle were worth $8,551,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of ORCL. Redmont Wealth Advisors LLC bought a new position in shares of Oracle during the 1st quarter worth approximately $27,000. Inlight Wealth Management LLC bought a new position in Oracle in the first quarter valued at about $28,000. Iron Horse Wealth Management LLC grew its holdings in shares of Oracle by 284.9% during the first quarter. Iron Horse Wealth Management LLC now owns 204 shares of the enterprise software provider's stock worth $29,000 after purchasing an additional 151 shares during the last quarter. Fourth Dimension Wealth LLC bought a new stake in shares of Oracle during the fourth quarter worth about $36,000. Finally, Family Legacy Financial Solutions LLC acquired a new position in shares of Oracle in the second quarter worth approximately $60,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, Director William G. Parrett sold 11,500 shares of the stock in a transaction that occurred on Friday, September 12th. The stock was sold at an average price of $306.00, for a total value of $3,519,000.00. Following the transaction, the director owned 17,764 shares of the company's stock, valued at $5,435,784. This represents a 39.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Maria Smith sold 10,000 shares of the stock in a transaction that occurred on Thursday, July 3rd. The stock was sold at an average price of $232.99, for a total value of $2,329,900.00. Following the completion of the transaction, the executive vice president directly owned 40,807 shares in the company, valued at approximately $9,507,622.93. This trade represents a 19.68% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 78,247 shares of company stock valued at $22,090,505. 42.20% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on ORCL shares. BMO Capital Markets set a $345.00 price objective on Oracle in a research note on Wednesday, September 10th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Oracle in a research report on Thursday, September 11th. TD Cowen raised their price target on Oracle from $325.00 to $375.00 and gave the company a "buy" rating in a report on Wednesday, September 10th. Morgan Stanley increased their price objective on Oracle from $175.00 to $246.00 and gave the company an "equal weight" rating in a research report on Monday, September 8th. Finally, CIBC restated a "buy" rating on shares of Oracle in a research report on Monday, June 9th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $303.44.

Oracle Trading Up 6.6%

ORCL stock traded up $20.44 during midday trading on Monday, reaching $329.10. 44,291,474 shares of the company traded hands, compared to its average volume of 29,628,284. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. The company has a debt-to-equity ratio of 3.33, a quick ratio of 0.62 and a current ratio of 0.62. The business has a 50 day moving average of $253.63 and a 200-day moving average of $196.92. The firm has a market capitalization of $935.21 billion, a price-to-earnings ratio of 76.18, a P/E/G ratio of 3.34 and a beta of 1.46.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings data on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.48 by ($0.01). Oracle had a net margin of 21.08% and a return on equity of 72.93%. The company had revenue of $14.93 billion for the quarter, compared to analysts' expectations of $15.04 billion. During the same quarter last year, the company earned $1.39 earnings per share. The company'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. As a group, sell-side analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 23rd. Stockholders of record on Thursday, October 9th will be paid a dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, October 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.6%. Oracle's dividend payout ratio is currently 46.30%.

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.