Valley National Advisers Inc. Has $2.35 Million Stake in Oracle Corporation $ORCL

Key Points

• Valley National Advisers Inc. increased its holdings in Oracle Corporation by 20.7% in the 2nd quarter, owning $2.35 million worth of shares.
• In recent transactions, company insiders have sold significant amounts of stock, with insider Clayton M. Magouyrk selling 21,241 shares for over $6.3 million, representing a 21.40% decrease in their ownership.
• Oracle's quarterly earnings revealed a 12.2% increase in revenue year-over-year, although it missed analysts' expectations for EPS, reporting $1.47 against a consensus estimate of $1.48.

Valley National Advisers Inc. lifted its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 20.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,748 shares of the enterprise software provider's stock after buying an additional 1,842 shares during the quarter. Valley National Advisers Inc.'s holdings in Oracle were worth $2,349,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the stock. Brighton Jones LLC boosted its holdings in Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after acquiring an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in Oracle by 8.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after purchasing an additional 404 shares during the period. Sivia Capital Partners LLC raised its holdings in Oracle by 5.0% during the 1st quarter. Sivia Capital Partners LLC now owns 3,580 shares of the enterprise software provider's stock valued at $501,000 after acquiring an additional 171 shares during the period. UMB Bank n.a. boosted its stake in Oracle by 1.0% in the 1st quarter. UMB Bank n.a. now owns 215,074 shares of the enterprise software provider's stock worth $30,069,000 after purchasing an additional 2,217 shares during the period. Finally, Whitaker Myers Wealth Managers LTD. bought a new stake in Oracle during the 1st quarter worth approximately $515,000. Institutional investors and hedge funds own 42.44% of the company's stock.

Insider Buying and Selling

In related news, insider Clayton M. Magouyrk sold 21,241 shares of the firm's stock in a transaction dated Friday, September 12th. The stock was 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 $23,174,580. This trade represents a 21.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Michael D. Sicilia sold 33,845 shares of the business's stock in a transaction dated Tuesday, September 23rd. The stock was sold at an average price of $321.16, for a total transaction of $10,869,660.20. Following the completion of the transaction, the insider owned 132,656 shares of the company's stock, valued at $42,603,800.96. This represents a 20.33% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 104,314 shares of company stock valued at $31,272,223. Company insiders own 40.90% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Piper Sandler boosted their price target on shares of Oracle from $270.00 to $330.00 and gave the stock an "overweight" rating in a research note on Wednesday, September 10th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $240.00 price objective (up from $200.00) on shares of Oracle in a research report on Thursday, June 12th. Morgan Stanley boosted their target price on Oracle from $246.00 to $320.00 and gave the stock an "equal weight" rating in a report on Tuesday, September 23rd. Cantor Fitzgerald boosted their target price on Oracle from $271.00 to $400.00 and gave the stock an "overweight" rating in a research report on Wednesday, September 10th. Finally, The Goldman Sachs Group upped their target price on shares of Oracle from $195.00 to $310.00 and gave the company a "neutral" rating in a report on Monday, September 15th. Two analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $304.71.

Oracle Price Performance

ORCL opened at $286.23 on Monday. The stock has a market cap of $815.99 billion, a P/E ratio of 66.26, 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 business has a fifty day moving average of $262.53 and a 200 day moving average of $205.85. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 3.33.

Oracle (NYSE:ORCL - Get Free Report) last issued its earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 EPS for the quarter, missing analysts' consensus estimates of $1.48 by ($0.01). The company had revenue of $14.93 billion during the quarter, compared to the consensus estimate of $15.04 billion. Oracle had a return on equity of 72.93% and a net margin of 21.08%.Oracle's revenue was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.39 earnings per share. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, sell-side analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The business 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 dividend of $0.50 per share. 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 dividend payout ratio is currently 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.

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