Oracle Corporation $ORCL Shares Purchased by Banco Santander S.A.

Banco Santander S.A. boosted its stake in Oracle Corporation (NYSE:ORCL) by 17.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 297,283 shares of the enterprise software provider’s stock after buying an additional 43,801 shares during the period. Oracle accounts for approximately 0.6% of Banco Santander S.A.’s investment portfolio, making the stock its 25th largest holding. Banco Santander S.A.’s holdings in Oracle were worth $64,995,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in ORCL. Brighton Jones LLC increased its position in Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after buying an additional 100,494 shares during the period. Revolve Wealth Partners LLC increased its position in Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after buying an additional 404 shares during the period. Jaffetilchin Investment Partners LLC increased its position in Oracle by 33.4% in the first quarter. Jaffetilchin Investment Partners LLC now owns 2,458 shares of the enterprise software provider’s stock worth $344,000 after buying an additional 615 shares during the period. Golden State Wealth Management LLC increased its position in Oracle by 8.0% in the first quarter. Golden State Wealth Management LLC now owns 2,592 shares of the enterprise software provider’s stock worth $362,000 after buying an additional 191 shares during the period. Finally, Aljian Capital Management LLC increased its position in Oracle by 260.1% in the first quarter. Aljian Capital Management LLC now owns 5,279 shares of the enterprise software provider’s stock worth $738,000 after buying an additional 3,813 shares during the period. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle Trading Up 1.2%

Shares of ORCL stock opened at $283.45 on Monday. The stock has a 50-day simple moving average of $274.59 and a 200 day simple moving average of $221.61. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The stock has a market capitalization of $808.05 billion, a P/E ratio of 65.61, a P/E/G ratio of 3.04 and a beta of 1.53. The company has a quick ratio of 0.62, a current 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 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 for the quarter, compared to the consensus estimate of $15.04 billion. During the same period in the prior year, the business earned $1.39 EPS. The company’s quarterly revenue was up 12.2% compared to the same quarter last year. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. On average, sell-side analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

Insider Buying and Selling at Oracle

In related news, CEO Clayton M. Magouyrk sold 40,000 shares of the stock in a transaction on Tuesday, October 21st. The stock was sold at an average price of $276.64, for a total value of $11,065,600.00. Following the completion of the transaction, the chief executive officer owned 154,030 shares in the company, valued at $42,610,859.20. This trade represents a 20.62% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Stuart Levey sold 19,758 shares of the stock in a transaction on Friday, October 10th. The shares were sold at an average price of $300.00, for a total value of $5,927,400.00. Following the completion of the transaction, the executive vice president owned 18,429 shares of the company’s stock, valued at $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 three months, insiders have sold 170,769 shares of company stock valued at $50,297,667. Corporate insiders own 40.90% of the company’s stock.

Wall Street Analysts Forecast Growth

ORCL has been the topic of several analyst reports. DA Davidson increased their target price on Oracle from $220.00 to $300.00 and gave the stock a “neutral” rating in a research report on Wednesday, September 10th. Wolfe Research raised their price target on Oracle from $300.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, September 10th. Baird R W raised Oracle to a “strong-buy” rating in a report on Wednesday, October 8th. Evercore ISI raised their price target on Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a report on Friday, October 17th. Finally, BNP Paribas set a $377.00 price target on Oracle in a report on Wednesday, September 10th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $323.69.

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.