Amplius Wealth Advisors LLC Makes New Investment in Oracle Corporation $ORCL

Amplius Wealth Advisors LLC acquired a new stake in shares of Oracle Corporation (NYSE:ORCL) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 1,197 shares of the enterprise software provider’s stock, valued at approximately $262,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Reyes Financial Architecture Inc. boosted its holdings in shares of Oracle by 7.2% in the 2nd quarter. Reyes Financial Architecture Inc. now owns 643 shares of the enterprise software provider’s stock worth $141,000 after purchasing an additional 43 shares in the last quarter. Creative Capital Management Investments LLC lifted its position in Oracle by 5.7% in the 2nd quarter. Creative Capital Management Investments LLC now owns 798 shares of the enterprise software provider’s stock worth $174,000 after buying an additional 43 shares during the last quarter. MFA Wealth Services lifted its position in Oracle by 1.0% in the 2nd quarter. MFA Wealth Services now owns 4,563 shares of the enterprise software provider’s stock worth $998,000 after buying an additional 43 shares during the last quarter. Bogart Wealth LLC boosted its stake in Oracle by 0.4% in the second quarter. Bogart Wealth LLC now owns 11,465 shares of the enterprise software provider’s stock worth $2,507,000 after buying an additional 43 shares in the last quarter. Finally, Washington Trust Advisors Inc. grew its position in Oracle by 1.9% during the second quarter. Washington Trust Advisors Inc. now owns 2,385 shares of the enterprise software provider’s stock valued at $521,000 after acquiring an additional 44 shares during the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Oracle

In related news, EVP Stuart Levey sold 19,758 shares of the stock in a transaction dated 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 directly owned 18,429 shares of the company’s stock, valued at $5,528,700. This represents a 51.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Clayton M. Magouyrk sold 40,000 shares of the firm’s stock in a transaction dated Tuesday, October 21st. The stock was sold at an average price of $276.64, for a total transaction of $11,065,600.00. Following the completion of the sale, the chief executive officer owned 154,030 shares of the company’s stock, valued at $42,610,859.20. This trade represents a 20.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 220,134 shares of company stock worth $64,268,949. 40.90% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

ORCL has been the subject of a number of recent research reports. Morgan Stanley boosted their price objective on shares of Oracle from $246.00 to $320.00 and gave the stock an “equal weight” rating in a report on Tuesday, September 23rd. Redburn Partners set a $175.00 price target on shares of Oracle in a research note on Thursday, September 25th. JPMorgan Chase & Co. upped their price target on shares of Oracle from $185.00 to $210.00 and gave the company a “neutral” rating in a research report on Monday, September 8th. Baird R W upgraded Oracle to a “strong-buy” rating in a report on Wednesday, October 8th. Finally, TD Cowen increased their target price on Oracle from $325.00 to $375.00 and gave the company a “buy” rating in a report on Wednesday, September 10th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Oracle presently has a consensus rating of “Moderate Buy” and a consensus target price of $323.69.

Oracle Stock Down 6.8%

Shares of NYSE:ORCL opened at $256.54 on Friday. The stock’s 50-day moving average is $277.44 and its 200 day moving average is $224.85. The company has a market cap of $731.34 billion, a PE ratio of 59.38, a P/E/G ratio of 2.96 and a beta of 1.53. The company has a debt-to-equity ratio of 3.33, a current ratio of 0.62 and a quick ratio of 0.62. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly earnings data 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 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 analysts’ expectations of $15.04 billion. During the same quarter last year, the business posted $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. Sell-side analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, October 23rd. Investors of record on Thursday, October 9th were issued a $0.50 dividend. The ex-dividend date was Thursday, October 9th. This represents a $2.00 annualized dividend and a yield of 0.8%. Oracle’s payout ratio is 46.30%.

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.