Beaumont Financial Advisors LLC Cuts Holdings in Oracle Corporation $ORCL

Beaumont Financial Advisors LLC decreased its position in Oracle Corporation (NYSE:ORCL) by 2.5% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,389 shares of the enterprise software provider’s stock after selling 295 shares during the period. Beaumont Financial Advisors LLC’s holdings in Oracle were worth $2,490,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in ORCL. Redmont Wealth Advisors LLC purchased a new stake in shares of Oracle during the first quarter worth about $27,000. Inlight Wealth Management LLC purchased a new stake in shares of Oracle during the first quarter worth about $28,000. Iron Horse Wealth Management LLC increased its stake 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 in the last quarter. Legend Financial Advisors Inc. purchased a new stake in shares of Oracle during the second quarter worth about $34,000. Finally, Graybill Wealth Management LTD. purchased a new stake in shares of Oracle during the first quarter worth about $39,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on ORCL. Citigroup reissued an “outperform” rating on shares of Oracle in a research note on Wednesday, September 10th. Westpark Capital upped their price objective on shares of Oracle from $195.00 to $246.00 and gave the company a “buy” rating in a research note on Thursday, June 12th. BMO Capital Markets set a $345.00 price objective on shares of Oracle in a research note on Wednesday, September 10th. Redburn Partners set a $175.00 price objective on shares of Oracle in a research note on Thursday. Finally, Royal Bank Of Canada upped their price objective on shares of Oracle from $145.00 to $195.00 and gave the company a “sector perform” rating in a research note on Thursday, June 12th. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Oracle presently has an average rating of “Moderate Buy” and an average target price of $298.06.

Insider Transactions at Oracle

In other news, Director William G. Parrett sold 11,500 shares of the company’s stock in a transaction that occurred on 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 directly owned 17,764 shares in the company, valued at approximately $5,435,784. This represents a 39.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Clayton M. Magouyrk sold 21,241 shares of the company’s stock in a transaction that occurred on 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 completion of the transaction, the insider owned 78,000 shares in the company, valued at approximately $23,174,580. This represents a 21.40% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 112,092 shares of company stock worth $32,960,165. 42.20% of the stock is owned by company insiders.

Oracle Stock Performance

Oracle stock opened at $291.28 on Friday. The firm has a 50 day simple moving average of $257.43 and a 200-day simple moving average of $199.48. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. 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 stock has a market cap of $827.73 billion, a price-to-earnings ratio of 67.43, a price-to-earnings-growth ratio of 3.33 and a beta of 1.46.

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). Oracle had a net margin of 21.08% and a return on equity of 72.93%. The firm had revenue of $14.93 billion during the quarter, compared to analysts’ expectations of $15.04 billion. During the same period last year, the company earned $1.39 EPS. The business’s quarterly revenue was up 12.2% on a year-over-year basis. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. On average, analysts expect 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. Stockholders of record on Thursday, October 9th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, October 9th. 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.