Trivest Advisors Ltd Increases Position in Oracle Corporation $ORCL

Trivest Advisors Ltd increased its position in Oracle Corporation (NYSE:ORCL) by 1,625.0% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 690,000 shares of the enterprise software provider’s stock after buying an additional 650,000 shares during the period. Oracle accounts for about 5.9% of Trivest Advisors Ltd’s investment portfolio, making the stock its 6th largest holding. Trivest Advisors Ltd’s holdings in Oracle were worth $150,855,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of ORCL. Vanguard Group Inc. increased its holdings in shares of Oracle by 2.2% during the 1st quarter. Vanguard Group Inc. now owns 160,925,413 shares of the enterprise software provider’s stock worth $22,498,982,000 after purchasing an additional 3,513,464 shares during the period. Northern Trust Corp increased its holdings 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 during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased 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 worth $1,941,195,000 after purchasing an additional 59,164 shares during the period. Amundi increased 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 worth $1,749,280,000 after purchasing an additional 409,691 shares during the period. Finally, Polen Capital Management LLC increased its holdings in shares of Oracle by 17.6% during the 1st quarter. Polen Capital Management LLC now owns 12,609,101 shares of the enterprise software provider’s stock worth $1,762,878,000 after purchasing an additional 1,885,370 shares during the period. Institutional investors own 42.44% of the company’s stock.

Insider Transactions at Oracle

In other Oracle news, EVP Stuart Levey sold 19,758 shares of the business’s 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 transaction, the executive vice president directly owned 18,429 shares in the company, valued at $5,528,700. The trade was 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 hyperlink. Also, Director Jeffrey Berg sold 49,365 shares of the business’s stock in a transaction dated Tuesday, October 28th. The shares were sold at an average price of $283.02, for a total transaction of $13,971,282.30. Following the completion of the transaction, the director owned 151,999 shares in the company, valued at approximately $43,018,756.98. This trade represents a 24.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 204,254 shares of company stock valued at $60,227,807. 40.90% of the stock is owned by company insiders.

Analyst Ratings Changes

Several research firms have recently issued reports on ORCL. Robert W. Baird began coverage on shares of Oracle in a report on Wednesday, October 8th. They set an “outperform” rating and a $365.00 price objective on the stock. Guggenheim boosted their price objective on shares of Oracle from $375.00 to $400.00 and gave the stock a “buy” rating in a report on Friday, October 17th. Citigroup restated a “buy” rating on shares of Oracle in a report on Friday, October 10th. TD Cowen lifted their target price on shares of Oracle from $325.00 to $375.00 and gave the company a “buy” rating in a research report on Wednesday, September 10th. Finally, Bank of America upgraded shares of Oracle from a “neutral” rating to a “buy” rating and lifted their target price for the company from $295.00 to $368.00 in a research report on Wednesday, September 10th. Three 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 issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $323.69.

Oracle Price Performance

Shares of Oracle stock opened at $250.26 on Thursday. The firm has a market cap of $713.44 billion, a P/E ratio of 57.93, a price-to-earnings-growth ratio of 2.96 and a beta of 1.53. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. 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 firm’s 50-day simple moving average is $278.97 and its 200-day simple moving average is $228.97.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 EPS for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.01). The firm 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 quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter last year, the firm earned $1.39 earnings per share. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, research analysts expect that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

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

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.