Banco Santander S.A. Has $65 Million Stock Position in Oracle Corporation $ORCL

Banco Santander S.A. lifted its stake in Oracle Corporation (NYSE:ORCL) by 17.3% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 297,283 shares of the enterprise software provider’s stock after purchasing an additional 43,801 shares during the quarter. Oracle accounts for about 0.6% of Banco Santander S.A.’s investment portfolio, making the stock its 25th largest holding. Banco Santander S.A.’s holdings in Oracle were worth $64,995,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the business. OVERSEA CHINESE BANKING Corp Ltd lifted its stake in Oracle by 309.6% in the 2nd quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 57,151 shares of the enterprise software provider’s stock worth $12,360,000 after acquiring an additional 43,198 shares in the last quarter. Solstein Capital LLC lifted its stake in Oracle by 33.7% in the 2nd quarter. Solstein Capital LLC now owns 1,679 shares of the enterprise software provider’s stock worth $367,000 after acquiring an additional 423 shares in the last quarter. Delta Investment Management LLC lifted its stake in Oracle by 10.9% in the 2nd quarter. Delta Investment Management LLC now owns 1,971 shares of the enterprise software provider’s stock worth $431,000 after acquiring an additional 194 shares in the last quarter. Riverwater Partners LLC lifted its stake in Oracle by 3.4% in the 2nd quarter. Riverwater Partners LLC now owns 3,893 shares of the enterprise software provider’s stock worth $851,000 after acquiring an additional 129 shares in the last quarter. Finally, Wealthfront Advisers LLC lifted its stake in Oracle by 6.7% in the 2nd quarter. Wealthfront Advisers LLC now owns 195,453 shares of the enterprise software provider’s stock worth $42,732,000 after acquiring an additional 12,237 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle Stock Up 1.2%

ORCL opened at $283.45 on Monday. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The business has a 50-day moving average of $274.59 and a 200-day moving average of $221.61. The company has a debt-to-equity ratio of 3.33, a current ratio of 0.62 and a quick ratio of 0.62. The company has a market capitalization of $808.05 billion, a PE ratio of 65.61, a price-to-earnings-growth ratio of 3.04 and a beta of 1.53.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.01). Oracle had a return on equity of 72.93% and a net margin of 21.08%.The firm had revenue of $14.93 billion for the quarter, compared to analysts’ expectations of $15.04 billion. During the same period last year, the business earned $1.39 earnings per share. The firm’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 research analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, October 23rd. Investors of record on Thursday, October 9th were paid 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 of this dividend was Thursday, October 9th. Oracle’s dividend payout ratio (DPR) is presently 46.30%.

Insiders Place Their Bets

In related news, insider Michael D. Sicilia sold 33,845 shares of the firm’s stock in a transaction that occurred on Tuesday, September 23rd. The stock was sold at an average price of $321.16, for a total value of $10,869,660.20. Following the transaction, the insider directly 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 legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Stuart Levey sold 19,758 shares of the firm’s stock in a transaction that occurred on Friday, October 10th. The shares were sold at an average price of $300.00, for a total value of $5,927,400.00. Following the completion of the transaction, the executive vice president directly owned 18,429 shares in the company, valued at $5,528,700. The trade was a 51.74% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 170,769 shares of company stock worth $50,297,667 in the last three months. 40.90% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on ORCL shares. The Goldman Sachs Group reissued a “neutral” rating and issued a $320.00 price objective on shares of Oracle in a research note on Monday, October 20th. Weiss Ratings downgraded Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Saturday. Robert W. Baird started coverage on Oracle in a research note on Wednesday, October 8th. They issued an “outperform” rating and a $365.00 price objective for the company. Barclays increased their price objective on Oracle from $367.00 to $400.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Finally, Baird R W raised Oracle to a “strong-buy” rating in a research note on Wednesday, October 8th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and an average target price of $323.69.

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.