Oracle Corporation $ORCL Stake Increased by Swan Global Investments LLC

Swan Global Investments LLC boosted its holdings in shares of Oracle Corporation (NYSE:ORCL) by 22.6% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,955 shares of the enterprise software provider’s stock after acquiring an additional 360 shares during the quarter. Swan Global Investments LLC’s holdings in Oracle were worth $427,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of ORCL. Vanguard Group Inc. boosted its position in Oracle by 2.2% during the first quarter. Vanguard Group Inc. now owns 160,925,413 shares of the enterprise software provider’s stock valued at $22,498,982,000 after purchasing an additional 3,513,464 shares during the last quarter. Northern Trust Corp raised its stake in shares of Oracle by 0.6% during the 1st quarter. Northern Trust Corp now owns 19,741,423 shares of the enterprise software provider’s stock worth $2,760,048,000 after purchasing an additional 120,889 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Oracle by 0.4% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 13,884,524 shares of the enterprise software provider’s stock valued at $1,941,195,000 after buying an additional 59,164 shares during the last quarter. Amundi lifted its holdings in shares of Oracle by 3.3% during the 1st quarter. Amundi now owns 12,736,855 shares of the enterprise software provider’s stock valued at $1,749,280,000 after buying an additional 409,691 shares during the last quarter. Finally, Polen Capital Management LLC grew its stake in shares of Oracle by 17.6% in the 1st quarter. Polen Capital Management LLC now owns 12,609,101 shares of the enterprise software provider’s stock valued at $1,762,878,000 after buying an additional 1,885,370 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Stuart Levey sold 19,758 shares of Oracle stock in a transaction 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 completion of the sale, the executive vice president directly owned 18,429 shares of the company’s stock, valued at approximately $5,528,700. This trade represents a 51.74% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Naomi O. Seligman sold 2,222 shares of Oracle stock in a transaction dated Friday, September 26th. The stock was sold at an average price of $288.91, for a total value of $641,958.02. Following the completion of the sale, the director owned 29,225 shares of the company’s stock, valued at approximately $8,443,394.75. The trade was a 7.07% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 120,769 shares of company stock valued at $36,428,967 over the last three months. Company insiders own 40.90% of the company’s stock.

Oracle Stock Performance

Shares of NYSE ORCL opened at $291.95 on Monday. The firm has a market capitalization of $832.28 billion, a price-to-earnings ratio of 67.58, a PEG ratio of 3.14 and a beta of 1.53. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72. The business has a fifty day simple moving average of $271.71 and a 200 day simple moving average of $216.40. 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 posted its quarterly earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share (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 during the quarter, compared to analyst estimates of $15.04 billion. During the same period last year, the company earned $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. Sell-side analysts expect 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 paid a $0.50 dividend. The ex-dividend date is Thursday, October 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.7%. Oracle’s dividend payout ratio (DPR) is 46.30%.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the stock. Baird R W upgraded shares of Oracle to a “strong-buy” rating in a research note on Wednesday, October 8th. Wolfe Research upped their price objective on shares of Oracle from $300.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday, September 10th. Piper Sandler increased their target price on shares of Oracle from $330.00 to $380.00 and gave the stock an “overweight” rating in a research report on Friday. Rothschild & Co Redburn initiated coverage on Oracle in a research report on Thursday, September 25th. They issued a “sell” rating and a $175.00 price target for the company. Finally, JMP Securities reiterated a “market outperform” rating and set a $342.00 price target on shares of Oracle in a research note on Friday. Three equities research 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 given a Sell rating to the company’s stock. According to data from MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and a consensus target price of $323.40.

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.