BOK Financial Private Wealth Inc. Trims Stock Holdings in Oracle Corporation $ORCL

BOK Financial Private Wealth Inc. reduced its holdings in shares of Oracle Corporation (NYSE:ORCL) by 15.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,230 shares of the enterprise software provider’s stock after selling 218 shares during the quarter. BOK Financial Private Wealth Inc.’s holdings in Oracle were worth $269,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. grew its position in shares of Oracle by 2.2% in the first quarter. Vanguard Group Inc. now owns 160,925,413 shares of the enterprise software provider’s stock valued at $22,498,982,000 after purchasing an additional 3,513,464 shares in the last quarter. Northern Trust Corp boosted its stake in Oracle by 0.6% in the 1st quarter. Northern Trust Corp now owns 19,741,423 shares of the enterprise software provider’s stock worth $2,760,048,000 after purchasing an additional 120,889 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Oracle by 0.4% during the 1st 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 valued at $1,941,195,000 after buying an additional 59,164 shares in the last quarter. Amundi increased its position 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 valued at $1,749,280,000 after buying an additional 409,691 shares during the period. Finally, Polen Capital Management LLC lifted its holdings in shares of 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 worth $1,762,878,000 after buying an additional 1,885,370 shares in the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Cowen reaffirmed a “buy” rating on shares of Oracle in a report on Friday, October 17th. UBS Group boosted their price target on shares of Oracle from $360.00 to $380.00 and gave the company a “buy” rating in a research report on Friday, October 17th. Weiss Ratings upgraded Oracle from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday. JMP Securities reissued a “market outperform” rating and set a $342.00 price objective on shares of Oracle in a research note on Friday, October 17th. Finally, Wolfe Research upped their target price on Oracle from $300.00 to $400.00 and gave the stock an “outperform” rating in a research note on Wednesday, September 10th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and an average price target of $323.69.

Insider Buying and Selling

In related news, Director Jeffrey Berg sold 49,365 shares of the stock in a transaction on Tuesday, October 28th. The shares were sold at an average price of $283.02, for a total transaction of $13,971,282.30. Following the transaction, the director owned 151,999 shares of the company’s stock, valued at approximately $43,018,756.98. This trade represents a 24.52% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Clayton M. Magouyrk sold 40,000 shares of Oracle stock in a transaction 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 completion of the transaction, the chief executive officer owned 154,030 shares in the company, valued at approximately $42,610,859.20. The trade was a 20.62% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 204,254 shares of company stock worth $60,227,807 in the last ninety days. 40.90% of the stock is currently owned by insiders.

Oracle Trading Up 0.7%

Shares of ORCL stock opened at $241.02 on Tuesday. The business has a 50-day moving average price of $279.62 and a two-hundred day moving average price of $232.02. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. 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 has a market cap of $687.10 billion, a P/E ratio of 55.79, a price-to-earnings-growth ratio of 2.96 and a beta of 1.51.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Tuesday, September 9th. The enterprise software provider reported $1.47 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 the consensus estimate of $15.04 billion. Oracle had a net margin of 21.08% and a return on equity of 72.93%. Oracle’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter last year, the company posted $1.39 earnings per share. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. Equities analysts anticipate that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

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

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.