Goldstein Advisors LLC Cuts Stock Holdings in Oracle Corporation $ORCL

Goldstein Advisors LLC reduced its position in shares of Oracle Corporation (NYSE:ORCL) by 6.5% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,112 shares of the enterprise software provider’s stock after selling 215 shares during the period. Goldstein Advisors LLC’s holdings in Oracle were worth $680,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Harel Insurance Investments & Financial Services Ltd. boosted its holdings in Oracle by 71.6% during the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 257,378 shares of the enterprise software provider’s stock worth $35,984,000 after buying an additional 107,404 shares in the last quarter. Lockheed Martin Investment Management Co. boosted its holdings in Oracle by 4.3% during the first quarter. Lockheed Martin Investment Management Co. now owns 51,350 shares of the enterprise software provider’s stock worth $7,179,000 after buying an additional 2,110 shares in the last quarter. Private Wealth Asset Management LLC boosted its holdings in Oracle by 9.2% during the second quarter. Private Wealth Asset Management LLC now owns 3,817 shares of the enterprise software provider’s stock worth $835,000 after buying an additional 321 shares in the last quarter. Cascade Investment Group Inc. purchased a new stake in Oracle during the second quarter worth about $239,000. Finally, Lockerman Financial Group Inc. purchased a new stake in Oracle during the second quarter worth about $328,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Stock Performance

NYSE:ORCL opened at $291.95 on Friday. The firm has a 50 day simple moving average of $271.71 and a 200-day simple moving average of $215.85. 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 firm has a market cap of $832.28 billion, a PE ratio of 67.58, a P/E/G ratio of 3.13 and a beta of 1.53. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72.

Oracle (NYSE:ORCL) last issued its quarterly 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 company had revenue of $14.93 billion for the quarter, compared to analyst estimates of $15.04 billion. During the same period last year, the company posted $1.39 EPS. The business’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. On average, equities analysts expect that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The firm 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. This represents a $2.00 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, October 9th. Oracle’s payout ratio is currently 46.30%.

Insider Activity at Oracle

In other Oracle news, insider Clayton M. Magouyrk sold 21,241 shares of the business’s stock in a transaction that occurred on Friday, September 12th. The shares were sold at an average price of $297.11, for a total transaction of $6,310,913.51. Following the completion of the sale, the insider directly owned 78,000 shares in the company, valued at $23,174,580. The trade was a 21.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Naomi O. Seligman sold 2,222 shares of the business’s stock in a transaction that occurred on Friday, September 26th. The stock was sold at an average price of $288.91, for a total transaction of $641,958.02. Following the sale, the director owned 29,225 shares of the company’s stock, valued at approximately $8,443,394.75. This represents a 7.07% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 120,769 shares of company stock valued at $36,428,967 over the last quarter. Company insiders own 40.90% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on ORCL. BMO Capital Markets set a $355.00 price target on shares of Oracle and gave the company an “outperform” rating in a report on Monday, October 13th. William Blair reaffirmed an “outperform” rating on shares of Oracle in a report on Friday. Evercore ISI upped their price target on shares of Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a report on Friday. Barclays upped their price target on shares of Oracle from $367.00 to $400.00 and gave the company an “overweight” rating in a report on Friday. Finally, JMP Securities reaffirmed a “market outperform” rating and issued a $342.00 price target on shares of Oracle in a report on Friday. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $323.40.

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.