Keudell Morrison Wealth Management Has $2.15 Million Stock Holdings in Oracle Corporation $ORCL

Keudell Morrison Wealth Management trimmed its holdings in shares of Oracle Corporation (NYSE:ORCL) by 4.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,845 shares of the enterprise software provider’s stock after selling 413 shares during the period. Keudell Morrison Wealth Management’s holdings in Oracle were worth $2,152,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the business. Redmont Wealth Advisors LLC acquired a new stake in Oracle in the 1st quarter valued at about $27,000. Inlight Wealth Management LLC acquired a new stake in Oracle in the 1st quarter valued at about $28,000. Iron Horse Wealth Management LLC lifted its stake in Oracle by 284.9% in the 1st quarter. Iron Horse Wealth Management LLC now owns 204 shares of the enterprise software provider’s stock valued at $29,000 after purchasing an additional 151 shares during the last quarter. Legend Financial Advisors Inc. acquired a new stake in Oracle in the 2nd quarter valued at about $34,000. Finally, HighMark Wealth Management LLC acquired a new stake in Oracle in the 2nd quarter valued at about $38,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages recently issued reports on ORCL. Rothschild & Co Redburn began coverage on shares of Oracle in a research note on Thursday, September 25th. They issued a “sell” rating and a $175.00 target price for the company. Citigroup reiterated an “outperform” rating on shares of Oracle in a research note on Wednesday, September 10th. DA Davidson raised their target price on shares of Oracle from $220.00 to $300.00 and gave the company a “neutral” rating in a research note on Wednesday, September 10th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Oracle in a research note on Saturday, September 27th. Finally, Royal Bank Of Canada increased their price target on shares of Oracle from $145.00 to $195.00 and gave the company a “sector perform” rating in a report on Thursday, June 12th. Two analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $304.71.

Oracle Stock Down 0.9%

Shares of ORCL opened at $286.23 on Friday. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The firm’s 50 day moving average is $262.53 and its 200-day moving average is $205.48. The stock has a market capitalization of $815.99 billion, a PE ratio of 66.26, a P/E/G ratio of 3.08 and a beta of 1.53. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 3.33.

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). Oracle had a return on equity of 72.93% and a net margin of 21.08%.The business had revenue of $14.93 billion for the quarter, compared to the consensus estimate of $15.04 billion. During the same period in the prior year, the business posted $1.39 earnings per share. The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. 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 year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 23rd. Stockholders of record on Thursday, October 9th will be issued a dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 0.7%. Oracle’s dividend payout ratio (DPR) is currently 46.30%.

Insiders Place Their Bets

In related news, Director Rona Alison Fairhead bought 480 shares of the business’s stock in a transaction on Monday, July 7th. The shares were purchased at an average price of $233.87 per share, for a total transaction of $112,257.60. Following the completion of the transaction, the director directly owned 22,110 shares of the company’s stock, valued at approximately $5,170,865.70. This represents a 2.22% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Also, Director Naomi O. Seligman sold 3,303 shares of the firm’s stock in a transaction that occurred on Wednesday, July 16th. The shares were sold at an average price of $233.32, for a total transaction of $770,655.96. Following the completion of the sale, the director owned 31,447 shares in the company, valued at $7,337,214.04. This represents a 9.51% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 104,314 shares of company stock valued at $31,272,223 over the last three months. 42.20% of the stock is owned by corporate insiders.

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.