Root Financial Partners LLC Boosts Stock Position in Oracle Corporation $ORCL

Root Financial Partners LLC grew its stake in Oracle Corporation (NYSE:ORCL) by 17.3% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,614 shares of the enterprise software provider’s stock after acquiring an additional 1,121 shares during the quarter. Root Financial Partners LLC’s holdings in Oracle were worth $1,665,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Nuveen LLC acquired a new position in Oracle in the first quarter valued at approximately $732,692,000. Vanguard Group Inc. boosted its holdings in Oracle by 2.2% during the 1st quarter. Vanguard Group Inc. now owns 160,925,413 shares of the enterprise software provider’s stock valued at $22,498,982,000 after acquiring an additional 3,513,464 shares during the period. Kingstone Capital Partners Texas LLC purchased a new position in shares of Oracle in the second quarter valued at approximately $731,512,000. Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of Oracle by 79.2% in the first quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 4,638,951 shares of the enterprise software provider’s stock worth $648,572,000 after acquiring an additional 2,049,687 shares in the last quarter. Finally, Assenagon Asset Management S.A. grew its stake in Oracle by 840.7% during the 2nd quarter. Assenagon Asset Management S.A. now owns 2,119,473 shares of the enterprise software provider’s stock worth $463,380,000 after purchasing an additional 1,894,157 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Oracle

In other news, Director Jeffrey Berg sold 49,365 shares of the business’s stock in a transaction that occurred on Tuesday, October 28th. The shares were sold at an average price of $283.02, for a total value of $13,971,282.30. Following the completion of the transaction, the director owned 151,999 shares of the company’s stock, valued at $43,018,756.98. The trade was a 24.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Michael D. Sicilia sold 33,845 shares of the company’s stock in a transaction that occurred on Tuesday, September 23rd. The shares were sold at an average price of $321.16, for a total transaction of $10,869,660.20. Following the transaction, the insider directly owned 132,656 shares in the company, valued at $42,603,800.96. The trade was a 20.33% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 204,254 shares of company stock worth $60,227,807 in the last ninety days. Company insiders own 40.90% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have commented on ORCL shares. Royal Bank Of Canada reissued a “sector perform” rating and issued a $310.00 price objective on shares of Oracle in a research report on Friday, October 17th. Morgan Stanley lifted their price target on Oracle from $246.00 to $320.00 and gave the stock an “equal weight” rating in a research report on Tuesday, September 23rd. Citigroup restated a “buy” rating on shares of Oracle in a research note on Friday, October 10th. Cowen restated a “buy” rating on shares of Oracle in a research note on Friday, October 17th. Finally, Evercore ISI increased their price target on shares of Oracle from $350.00 to $385.00 and gave the stock an “outperform” rating in a report on Friday, October 17th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $323.69.

Oracle Stock Up 2.4%

ORCL opened at $222.88 on Monday. 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 company has a market cap of $635.37 billion, a price-to-earnings ratio of 51.59, a PEG ratio of 2.96 and a beta of 1.51. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72. The business’s fifty day moving average is $279.59 and its two-hundred day moving average is $234.44.

Oracle (NYSE:ORCL) last released 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). The firm had revenue of $14.93 billion for the quarter, compared to analyst estimates of $15.04 billion. Oracle had a return on equity of 72.93% and a net margin of 21.08%.The company’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same period last year, the firm earned $1.39 EPS. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. Analysts anticipate that Oracle Corporation will post 5 EPS 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 $0.50 dividend. The ex-dividend date of this dividend was Thursday, October 9th. This represents a $2.00 annualized dividend and a yield of 0.9%. Oracle’s payout ratio is presently 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.