SwitchPoint Financial Planning LLC Takes $226,000 Position in Oracle Corporation $ORCL

SwitchPoint Financial Planning LLC bought a new stake in shares of Oracle Corporation (NYSE:ORCL) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,033 shares of the enterprise software provider’s stock, valued at approximately $226,000.

Other institutional investors have also recently made changes to their positions in the company. Redmont Wealth Advisors LLC acquired a new stake in Oracle in the 1st quarter valued at $27,000. Iron Horse Wealth Management LLC grew its stake in Oracle by 284.9% in the 1st quarter. Iron Horse Wealth Management LLC now owns 204 shares of the enterprise software provider’s stock valued at $29,000 after acquiring an additional 151 shares during the period. LGT Financial Advisors LLC acquired a new stake in Oracle in the 2nd quarter valued at $33,000. Legend Financial Advisors Inc. acquired a new stake in Oracle in the 2nd quarter valued at $34,000. Finally, HighMark Wealth Management LLC acquired a new stake in Oracle in the 2nd quarter valued at $38,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

ORCL has been the topic of a number of research analyst reports. Stephens lifted their price target on shares of Oracle from $208.00 to $331.00 and gave the company an “equal weight” rating in a research note on Friday, October 17th. TD Cowen lifted their price target on shares of Oracle from $325.00 to $375.00 and gave the company a “buy” rating in a research note on Wednesday, September 10th. The Goldman Sachs Group reissued a “neutral” rating and issued a $320.00 price target on shares of Oracle in a research note on Monday, October 20th. Melius Research lifted their target price on shares of Oracle from $270.00 to $370.00 and gave the stock a “buy” rating in a research note on Wednesday, September 10th. Finally, JPMorgan Chase & Co. lifted their target price on shares of Oracle from $185.00 to $210.00 and gave the stock a “neutral” rating in a research note on Monday, September 8th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $323.69.

Insider Buying and Selling at Oracle

In other news, EVP Maria Smith sold 5,000 shares of Oracle stock in a transaction on Thursday, October 23rd. The stock was sold at an average price of $280.62, for a total transaction of $1,403,100.00. Following the transaction, the executive vice president owned 47,083 shares in the company, valued at $13,212,431.46. The trade was a 9.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director William G. Parrett sold 11,500 shares of Oracle stock in a transaction on Friday, September 12th. The stock was sold at an average price of $306.00, for a total value of $3,519,000.00. Following the transaction, the director owned 17,764 shares in the company, valued at approximately $5,435,784. This represents a 39.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 170,769 shares of company stock worth $50,297,667. Corporate insiders own 40.90% of the company’s stock.

Oracle Stock Down 0.2%

NYSE ORCL opened at $280.85 on Wednesday. Oracle Corporation has a 52 week low of $118.86 and a 52 week 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 business’s fifty day simple moving average is $276.17 and its 200-day simple moving average is $223.63. The firm has a market cap of $800.65 billion, a PE ratio of 65.01, a P/E/G ratio of 3.02 and a beta of 1.53.

Oracle (NYSE:ORCL) last posted its quarterly earnings results 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). Oracle had a return on equity of 72.93% and a net margin of 21.08%.The company had revenue of $14.93 billion for the quarter, compared to analysts’ expectations of $15.04 billion. During the same quarter in the prior year, the firm earned $1.39 EPS. The firm’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, equities analysts anticipate that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, October 23rd. Stockholders of record on Thursday, October 9th were issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Thursday, October 9th. Oracle’s payout ratio is currently 46.30%.

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.