Banco Bilbao Vizcaya Argentaria S.A. Increases Position in Oracle Corporation $ORCL

Banco Bilbao Vizcaya Argentaria S.A. increased its holdings in Oracle Corporation (NYSE:ORCL) by 4.0% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 287,606 shares of the enterprise software provider’s stock after buying an additional 10,960 shares during the period. Oracle comprises about 0.6% of Banco Bilbao Vizcaya Argentaria S.A.’s holdings, making the stock its 28th biggest position. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Oracle were worth $62,914,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of the business. Trustco Bank Corp N Y increased its position in shares of Oracle by 3.3% during the 2nd quarter. Trustco Bank Corp N Y now owns 9,389 shares of the enterprise software provider’s stock valued at $2,053,000 after purchasing an additional 300 shares during the last quarter. Clearstead Trust LLC grew its position in Oracle by 300.0% during the second quarter. Clearstead Trust LLC now owns 1,880 shares of the enterprise software provider’s stock valued at $411,000 after buying an additional 1,410 shares during the period. Schwarz Dygos Wheeler Investment Advisors LLC increased its holdings in Oracle by 0.9% during the second quarter. Schwarz Dygos Wheeler Investment Advisors LLC now owns 6,071 shares of the enterprise software provider’s stock worth $1,327,000 after buying an additional 54 shares during the last quarter. Arvest Bank Trust Division bought a new stake in Oracle in the second quarter worth about $6,682,000. Finally, Thompson Davis & CO. Inc. boosted its stake in Oracle by 22.1% in the second quarter. Thompson Davis & CO. Inc. now owns 4,740 shares of the enterprise software provider’s stock valued at $1,036,000 after acquiring an additional 859 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors.

Insider Transactions at Oracle

In other Oracle news, CEO Clayton M. Magouyrk sold 40,000 shares of Oracle stock in a transaction that occurred 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 directly owned 154,030 shares in the company, valued at $42,610,859.20. The trade was a 20.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Naomi O. Seligman sold 2,222 shares of the business’s stock in a transaction that occurred on Friday, September 26th. The stock was sold at an average price of $288.91, for a total transaction of $641,958.02. Following the completion of the transaction, the director directly owned 29,225 shares of the company’s stock, valued at approximately $8,443,394.75. This represents a 7.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 204,254 shares of company stock worth $60,227,807. 40.90% of the stock is owned by insiders.

Oracle Stock Performance

Oracle stock opened at $217.68 on Friday. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 3.33. The firm has a market capitalization of $620.56 billion, a PE ratio of 50.39, a price-to-earnings-growth ratio of 2.96 and a beta of 1.51. The firm’s 50 day simple moving average is $279.79 and its 200 day simple moving average is $232.56.

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 for the quarter, compared to analysts’ expectations 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% 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, analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal 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 paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date was Thursday, October 9th. Oracle’s dividend payout ratio is currently 46.30%.

Analyst Upgrades and Downgrades

ORCL has been the subject of several research reports. Rothschild Redb raised Oracle to a “strong sell” rating in a report on Thursday, September 25th. Guggenheim increased their price target on Oracle from $375.00 to $400.00 and gave the stock a “buy” rating in a research note on Friday, October 17th. Bank of America upgraded Oracle from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $295.00 to $368.00 in a research note on Wednesday, September 10th. TD Cowen increased their target price on shares of Oracle from $325.00 to $375.00 and gave the stock a “buy” rating in a research report on Wednesday, September 10th. Finally, BNP Paribas set a $377.00 price target on shares of Oracle in a research report on Wednesday, September 10th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $323.69.

About Oracle

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.