CFC Planning Co LLC Makes New Investment in Oracle Corporation $ORCL

CFC Planning Co LLC purchased a new position in Oracle Corporation (NYSE:ORCL) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,191 shares of the enterprise software provider’s stock, valued at approximately $260,000.

A number of other large investors have also modified their holdings of ORCL. Vanguard Group Inc. grew its stake in Oracle by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock worth $35,916,290,000 after purchasing an additional 3,353,461 shares in the last quarter. Northern Trust Corp boosted its stake in shares of Oracle by 0.6% in the 1st quarter. Northern Trust Corp now owns 19,741,423 shares of the enterprise software provider’s stock valued at $2,760,048,000 after buying an additional 120,889 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of Oracle by 0.4% during the first 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 buying an additional 59,164 shares in the last quarter. Amundi increased its stake in shares of Oracle by 3.3% during the first quarter. Amundi now owns 12,736,855 shares of the enterprise software provider’s stock worth $1,749,280,000 after buying an additional 409,691 shares during the period. Finally, Polen Capital Management LLC raised its holdings in Oracle by 17.6% in the first quarter. Polen Capital Management LLC now owns 12,609,101 shares of the enterprise software provider’s stock valued at $1,762,878,000 after acquiring an additional 1,885,370 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Stock Performance

Shares of ORCL stock opened at $210.52 on Friday. The stock’s 50-day moving average is $274.80 and its two-hundred day moving average is $235.21. The company has a debt-to-equity ratio of 3.33, a quick ratio of 0.62 and a current ratio of 0.62. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. The firm has a market cap of $600.15 billion, a price-to-earnings ratio of 48.73, a PEG ratio of 2.96 and a beta of 1.51.

Oracle (NYSE:ORCL) last announced its 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 analyst estimates of $15.04 billion. Oracle had a net margin of 21.08% and a return on equity of 72.93%. The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period last year, the company earned $1.39 earnings per share. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. Analysts predict that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The firm also recently announced 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. The ex-dividend date was Thursday, October 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. Oracle’s dividend payout ratio (DPR) is 46.30%.

Analysts Set New Price Targets

ORCL has been the subject of several analyst reports. Melius Research boosted their price target on shares of Oracle from $270.00 to $370.00 and gave the stock a “buy” rating in a report on Wednesday, September 10th. Robert W. Baird lowered their target price on shares of Oracle from $365.00 to $315.00 and set an “outperform” rating for the company in a research note on Tuesday. William Blair reissued an “outperform” rating on shares of Oracle in a report on Friday, October 17th. Wolfe Research lifted their price target on Oracle from $300.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday, September 10th. Finally, Rothschild & Co Redburn assumed coverage on Oracle in a report on Thursday, September 25th. They issued a “sell” rating and a $175.00 price objective on the stock. Three equities research 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $322.26.

Insider Transactions at Oracle

In related news, CEO Clayton M. Magouyrk sold 40,000 shares of the stock in a transaction on Tuesday, October 21st. The shares were 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 in the company, valued at $42,610,859.20. This represents a 20.62% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Stuart Levey sold 19,758 shares of the firm’s stock in a transaction on Friday, October 10th. The stock was sold at an average price of $300.00, for a total transaction 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 SEC filing for this sale provides additional information. Insiders have sold 204,254 shares of company stock worth $60,227,807 over the last 90 days. Company insiders own 40.90% of the company’s stock.

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.