Advisors Asset Management Inc. Has $29.18 Million Stock Position in Oracle Corporation $ORCL

Advisors Asset Management Inc. lifted its holdings in shares of Oracle Corporation (NYSE:ORCL) by 8.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 133,470 shares of the enterprise software provider’s stock after acquiring an additional 10,827 shares during the period. Oracle makes up 0.5% of Advisors Asset Management Inc.’s holdings, making the stock its 22nd biggest holding. Advisors Asset Management Inc.’s holdings in Oracle were worth $29,181,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Winnow Wealth LLC purchased a new stake in Oracle in the 2nd quarter valued at about $28,000. LGT Financial Advisors LLC bought a new stake in Oracle during the second quarter worth $33,000. Legend Financial Advisors Inc. bought a new stake in Oracle during the second quarter worth $34,000. HighMark Wealth Management LLC purchased a new position in Oracle in the second quarter worth $38,000. Finally, Moser Wealth Advisors LLC grew its stake in Oracle by 1,770.0% in the 2nd quarter. Moser Wealth Advisors LLC now owns 187 shares of the enterprise software provider’s stock valued at $41,000 after purchasing an additional 177 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the company. Baird R W upgraded Oracle to a “strong-buy” rating in a research note on Wednesday, October 8th. Melius Research boosted their target price on shares of Oracle from $270.00 to $370.00 and gave the company a “buy” rating in a research note on Wednesday, September 10th. Jefferies Financial Group increased their target price on shares of Oracle from $360.00 to $400.00 and gave the company a “buy” rating in a research report on Friday, October 17th. Mizuho lifted their price target on shares of Oracle from $300.00 to $350.00 and gave the stock an “outperform” rating in a report on Wednesday, September 10th. Finally, Piper Sandler upped their price objective on Oracle from $330.00 to $380.00 and gave the company an “overweight” rating in a research note on Friday, October 17th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven 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, the company presently has an average rating of “Moderate Buy” and an average price target of $322.26.

Oracle Stock Up 0.8%

ORCL stock opened at $200.43 on Tuesday. The stock has a 50-day simple moving average of $270.89 and a two-hundred day simple moving average of $237.13. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The firm has a market capitalization of $571.38 billion, a PE ratio of 46.40, a PEG ratio of 2.96 and a beta of 1.51. 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 quarterly earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share (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 analysts’ expectations 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 in the previous year, the company posted $1.39 earnings per share. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. On average, equities analysts predict that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, October 23rd. Stockholders of record on Thursday, October 9th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Thursday, October 9th. Oracle’s payout ratio is 46.30%.

Insider Transactions at Oracle

In other Oracle news, Director Jeffrey Berg sold 49,365 shares of the firm’s stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $283.02, for a total value of $13,971,282.30. Following the sale, the director owned 151,999 shares of the company’s stock, valued at $43,018,756.98. This trade represents a 24.52% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director William G. Parrett sold 11,500 shares of Oracle stock in a transaction dated Friday, September 12th. The shares were sold at an average price of $306.00, for a total value of $3,519,000.00. Following the sale, the director owned 17,764 shares of the company’s stock, valued at approximately $5,435,784. This trade represents a 39.30% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 204,254 shares of company stock valued at $60,227,807. Corporate insiders own 40.90% of the company’s stock.

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.