Kelman Lazarov Inc. Invests $250,000 in Oracle Corporation $ORCL

Kelman Lazarov Inc. bought a new position in Oracle Corporation (NYSE:ORCL) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,144 shares of the enterprise software provider’s stock, valued at approximately $250,000.

A number of other hedge funds have also modified their holdings of the stock. Redmont Wealth Advisors LLC acquired a new stake in Oracle during the 1st quarter valued at $27,000. Inlight Wealth Management LLC acquired a new stake in Oracle during the 1st quarter valued at $28,000. Iron Horse Wealth Management LLC increased its holdings in Oracle by 284.9% during 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 in the last quarter. Legend Financial Advisors Inc. acquired a new stake in Oracle during the 2nd quarter valued at $34,000. Finally, HighMark Wealth Management LLC acquired a new stake in Oracle during the 2nd quarter valued at $38,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

ORCL has been the topic of a number of recent research reports. UBS Group increased their price objective on Oracle from $360.00 to $380.00 and gave the company a “buy” rating in a research report on Friday. Cantor Fitzgerald raised their price target on Oracle from $271.00 to $400.00 and gave the stock an “overweight” rating in a research report on Wednesday, September 10th. Rothschild & Co Redburn initiated coverage on Oracle in a report on Thursday, September 25th. They set a “sell” rating and a $175.00 target price on the stock. Bank of America upgraded Oracle from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $295.00 to $368.00 in a report on Wednesday, September 10th. Finally, Rothschild Redb raised Oracle to a “strong sell” rating in a research note on Thursday, September 25th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $323.40.

Oracle Price Performance

NYSE:ORCL opened at $291.95 on Friday. 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’s 50-day simple moving average is $271.71 and its 200 day simple moving average is $215.85. The company has a market cap of $832.28 billion, a P/E ratio of 67.58, a P/E/G ratio of 3.13 and a beta of 1.53. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72.

Oracle (NYSE:ORCL) last released its earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.01). The company had revenue of $14.93 billion during the quarter, compared to analyst estimates of $15.04 billion. Oracle had a net margin of 21.08% and a return on equity of 72.93%. Oracle’s revenue was up 12.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.39 EPS. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, sell-side analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared 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 0.7%. The ex-dividend date of this dividend is Thursday, October 9th. Oracle’s payout ratio is 46.30%.

Insider Activity

In other Oracle news, Director William G. Parrett sold 11,500 shares of the business’s stock in a transaction that occurred on Friday, September 12th. The stock was sold at an average price of $306.00, for a total transaction 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Stuart Levey sold 19,758 shares of the business’s stock in a transaction that occurred on Friday, October 10th. The stock was sold at an average price of $300.00, for a total value of $5,927,400.00. Following the transaction, the executive vice president directly owned 18,429 shares in the company, valued at approximately $5,528,700. This trade represents a 51.74% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 120,769 shares of company stock valued at $36,428,967. 40.90% of the stock is owned by insiders.

Oracle Company 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.