Scharf Investments LLC Buys 41,475 Shares of Oracle Corporation $ORCL

Scharf Investments LLC boosted its holdings in Oracle Corporation (NYSE:ORCL) by 4.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 883,272 shares of the enterprise software provider’s stock after buying an additional 41,475 shares during the quarter. Oracle makes up about 5.6% of Scharf Investments LLC’s holdings, making the stock its 5th largest position. Scharf Investments LLC’s holdings in Oracle were worth $193,113,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Reyes Financial Architecture Inc. grew its position in Oracle by 7.2% in the 2nd quarter. Reyes Financial Architecture Inc. now owns 643 shares of the enterprise software provider’s stock worth $141,000 after purchasing an additional 43 shares during the last quarter. Davis Investment Partners LLC boosted its position in Oracle by 0.7% in the 2nd quarter. Davis Investment Partners LLC now owns 6,930 shares of the enterprise software provider’s stock valued at $1,517,000 after buying an additional 46 shares during the last quarter. Sunpointe LLC grew its holdings in Oracle by 0.9% during the second quarter. Sunpointe LLC now owns 5,563 shares of the enterprise software provider’s stock valued at $1,216,000 after purchasing an additional 48 shares during the period. American Financial Advisors LLC lifted its position in shares of Oracle by 2.3% in the second quarter. American Financial Advisors LLC now owns 2,234 shares of the enterprise software provider’s stock worth $488,000 after purchasing an additional 50 shares in the last quarter. Finally, Weatherly Asset Management L. P. raised its position in Oracle by 0.4% during the second quarter. Weatherly Asset Management L. P. now owns 11,406 shares of the enterprise software provider’s stock worth $2,494,000 after acquiring an additional 51 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Price Performance

Shares of ORCL stock opened at $309.18 on Monday. The firm’s 50 day moving average price is $251.63 and its two-hundred day moving average price is $195.70. 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 stock has a market cap of $878.60 billion, a PE ratio of 71.57, a PEG ratio of 3.34 and a beta of 1.46. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72.

Oracle (NYSE:ORCL) last announced its earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 EPS for the quarter, missing the consensus estimate of $1.48 by ($0.01). The company had revenue of $14.93 billion for 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%.The business’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the firm posted $1.39 EPS. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, analysts forecast that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

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

Analysts Set New Price Targets

A number of analysts have weighed in on ORCL shares. Morgan Stanley increased their target price on shares of Oracle from $175.00 to $246.00 and gave the company an “equal weight” rating in a research report on Monday, September 8th. Cantor Fitzgerald increased their price objective on Oracle from $271.00 to $400.00 and gave the company an “overweight” rating in a research report on Wednesday, September 10th. Bank of America raised Oracle from a “neutral” rating to a “buy” rating and boosted their target price for the company from $295.00 to $368.00 in a research report on Wednesday, September 10th. Wolfe Research increased their price target on Oracle from $300.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, September 10th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Oracle in a research report on Thursday, September 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $303.44.

Insider Buying and Selling

In other Oracle news, Director William G. Parrett sold 11,500 shares of Oracle stock in a transaction that occurred on 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 sale, the director directly owned 17,764 shares in the company, valued at $5,435,784. The trade was a 39.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Michael D. Sicilia sold 16,323 shares of Oracle stock in a transaction on Tuesday, September 16th. The stock was sold at an average price of $313.60, for a total transaction of $5,118,892.80. Following the completion of the transaction, the insider directly owned 110,094 shares in the company, valued at approximately $34,525,478.40. The trade was a 12.91% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 78,247 shares of company stock valued at $22,090,505 in the last three months. Insiders own 42.20% 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.