1 North Wealth Services LLC Acquires 211 Shares of Oracle Corporation $ORCL

1 North Wealth Services LLC increased its position in Oracle Corporation (NYSE:ORCL) by 1.6% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,428 shares of the enterprise software provider’s stock after buying an additional 211 shares during the period. Oracle accounts for about 1.2% of 1 North Wealth Services LLC’s investment portfolio, making the stock its 27th biggest position. 1 North Wealth Services LLC’s holdings in Oracle were worth $2,936,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in Oracle by 2.2% during the first quarter. Vanguard Group Inc. now owns 160,925,413 shares of the enterprise software provider’s stock worth $22,498,982,000 after acquiring an additional 3,513,464 shares during the last quarter. Northern Trust Corp increased its stake in Oracle by 0.6% during the first quarter. Northern Trust Corp now owns 19,741,423 shares of the enterprise software provider’s stock worth $2,760,048,000 after acquiring an additional 120,889 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Oracle by 0.4% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 13,884,524 shares of the enterprise software provider’s stock worth $1,941,195,000 after acquiring an additional 59,164 shares during the last quarter. Amundi increased its stake in Oracle by 3.3% during the first quarter. Amundi now owns 12,736,855 shares of the enterprise software provider’s stock worth $1,749,280,000 after acquiring an additional 409,691 shares during the last quarter. Finally, Polen Capital Management LLC increased its stake in Oracle by 17.6% during the first quarter. Polen Capital Management LLC now owns 12,609,101 shares of the enterprise software provider’s stock worth $1,762,878,000 after acquiring an additional 1,885,370 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on ORCL shares. Cowen reissued a “buy” rating and set a $375.00 price objective on shares of Oracle in a research note on Wednesday, September 10th. Melius Research upped their target price on Oracle from $270.00 to $370.00 and gave the company a “buy” rating in a research note on Wednesday, September 10th. BMO Capital Markets set a $345.00 target price on Oracle in a research note on Wednesday, September 10th. William Blair reaffirmed an “outperform” rating on shares of Oracle in a research note on Monday, September 22nd. Finally, Jefferies Financial Group upped their target price on Oracle from $270.00 to $360.00 and gave the company a “buy” rating in a research note on Wednesday, September 10th. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $304.71.

Oracle Stock Down 2.4%

Oracle stock opened at $284.46 on Wednesday. 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’s 50-day simple moving average is $264.10 and its two-hundred day simple moving average is $207.36. The company has a market cap of $810.94 billion, a PE ratio of 65.85, a PEG ratio of 3.14 and a beta of 1.53. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72.

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 the consensus estimate of $1.48 by ($0.01). The firm had revenue of $14.93 billion for the quarter, compared to analysts’ expectations of $15.04 billion. Oracle had a net margin of 21.08% and a return on equity of 72.93%. The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.39 EPS. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. Equities analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

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 paid 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 dividend yield of 0.7%. Oracle’s dividend payout ratio (DPR) is presently 46.30%.

Insider Buying and Selling

In other Oracle news, insider Michael D. Sicilia sold 33,845 shares of Oracle 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 in the company, valued at approximately $42,603,800.96. This trade represents a 20.33% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director William G. Parrett sold 11,500 shares of Oracle stock in a transaction dated Friday, September 12th. The shares were 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. The trade was a 39.30% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 104,314 shares of company stock worth $31,272,223. Corporate insiders own 40.90% of the company’s stock.

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.