AMG National Trust Bank Boosts Stake in Oracle Corporation $ORCL

AMG National Trust Bank boosted its holdings in Oracle Corporation (NYSE:ORCL) by 2.4% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 40,794 shares of the enterprise software provider’s stock after purchasing an additional 946 shares during the period. AMG National Trust Bank’s holdings in Oracle were worth $8,919,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of ORCL. Iron Horse Wealth Management LLC boosted its holdings in Oracle by 284.9% in the first quarter. Iron Horse Wealth Management LLC now owns 204 shares of the enterprise software provider’s stock valued at $29,000 after purchasing an additional 151 shares during the last quarter. LGT Financial Advisors LLC purchased a new position in Oracle in the second quarter valued at about $33,000. Legend Financial Advisors Inc. purchased a new position in Oracle in the second quarter valued at about $34,000. HighMark Wealth Management LLC purchased a new position in Oracle in the second quarter valued at about $38,000. Finally, Graybill Wealth Management LTD. purchased a new position in Oracle in the first quarter valued at about $39,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

ORCL has been the subject of a number of research reports. Scotiabank lifted their price target on Oracle from $350.00 to $360.00 and gave the stock an “outperform” rating in a research note on Friday, October 17th. Piper Sandler lifted their price target on Oracle from $330.00 to $380.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Bank of America upgraded Oracle from a “neutral” rating to a “buy” rating and lifted their price target for the stock from $295.00 to $368.00 in a research note on Wednesday, September 10th. Barclays lifted their price target on Oracle from $367.00 to $400.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Finally, Redburn Partners set a $175.00 price target on Oracle in a research note on Thursday, September 25th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $323.69.

Oracle Stock Performance

Shares of NYSE ORCL opened at $256.54 on Friday. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 3.33. The firm’s 50-day moving average price is $277.44 and its two-hundred day moving average price is $224.85. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. The stock has a market capitalization of $731.34 billion, a P/E ratio of 59.38, a P/E/G ratio of 2.96 and a beta of 1.53.

Oracle (NYSE:ORCL) last issued 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). 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 the consensus estimate of $15.04 billion. During the same period in the prior year, the business earned $1.39 EPS. The business’s revenue was up 12.2% on a year-over-year basis. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, sell-side analysts forecast that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

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

Insider Activity at Oracle

In other news, CEO Clayton M. Magouyrk sold 40,000 shares of Oracle stock in a transaction that occurred on 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 sale, the chief executive officer owned 154,030 shares of the company’s stock, valued at approximately $42,610,859.20. The trade was a 20.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Stuart Levey sold 19,758 shares of Oracle stock in a transaction that occurred on 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 sale, the executive vice president directly owned 18,429 shares in the company, valued at approximately $5,528,700. This trade represents a 51.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 220,134 shares of company stock valued at $64,268,949. 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.