Tevis Investment Management Boosts Stake in Oracle Corporation $ORCL

Tevis Investment Management increased its stake in shares of Oracle Corporation (NYSE:ORCL) by 13.9% in the second quarter, HoldingsChannel.com reports. The firm owned 11,318 shares of the enterprise software provider’s stock after buying an additional 1,385 shares during the period. Oracle accounts for approximately 1.6% of Tevis Investment Management’s portfolio, making the stock its 18th largest holding. Tevis Investment Management’s holdings in Oracle were worth $2,474,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently made changes to their positions in the stock. Reyes Financial Architecture Inc. boosted its position in shares of Oracle by 7.2% during the 2nd quarter. Reyes Financial Architecture Inc. now owns 643 shares of the enterprise software provider’s stock worth $141,000 after purchasing an additional 43 shares during the period. Creative Capital Management Investments LLC boosted its position in Oracle by 5.7% in the 2nd quarter. Creative Capital Management Investments LLC now owns 798 shares of the enterprise software provider’s stock valued at $174,000 after buying an additional 43 shares during the period. MFA Wealth Services boosted its position in Oracle by 1.0% in the 2nd quarter. MFA Wealth Services now owns 4,563 shares of the enterprise software provider’s stock valued at $998,000 after buying an additional 43 shares during the period. Bogart Wealth LLC boosted its position in Oracle by 0.4% in the 2nd quarter. Bogart Wealth LLC now owns 11,465 shares of the enterprise software provider’s stock valued at $2,507,000 after buying an additional 43 shares during the period. Finally, Washington Trust Advisors Inc. boosted its position in Oracle by 1.9% in the 2nd quarter. Washington Trust Advisors Inc. now owns 2,385 shares of the enterprise software provider’s stock valued at $521,000 after buying an additional 44 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insider Activity

In related news, insider Michael D. Sicilia sold 33,845 shares of Oracle stock in a transaction on Tuesday, September 23rd. The shares were sold at an average price of $321.16, for a total transaction of $10,869,660.20. Following the sale, the insider directly owned 132,656 shares in the company, valued at $42,603,800.96. This trade represents a 20.33% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Naomi O. Seligman sold 2,222 shares of Oracle stock in a transaction 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 sale, the director owned 29,225 shares in the company, valued at $8,443,394.75. This represents a 7.07% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 170,769 shares of company stock worth $50,297,667 over the last three months. Company insiders own 40.90% of the company’s stock.

Oracle Price Performance

Shares of ORCL opened at $281.25 on Tuesday. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The firm’s fifty day simple moving average is $275.24 and its 200-day simple moving average is $222.60. The firm has a market capitalization of $801.78 billion, a price-to-earnings ratio of 65.10, a PEG ratio of 3.04 and a beta of 1.53. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 3.33.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.01). Oracle had a net margin of 21.08% and a return on equity of 72.93%. The firm had revenue of $14.93 billion during the quarter, compared to analyst estimates of $15.04 billion. During the same quarter in the previous year, the business posted $1.39 earnings per share. Oracle’s revenue for the quarter was up 12.2% compared to the same quarter last year. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. Equities analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

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

Analyst Upgrades and Downgrades

Several equities analysts have commented on the stock. Evercore ISI raised their price target on shares of Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. BMO Capital Markets set a $355.00 price target on shares of Oracle and gave the company an “outperform” rating in a research report on Monday, October 13th. Royal Bank Of Canada reissued a “sector perform” rating and issued a $310.00 price target on shares of Oracle in a research report on Friday, October 17th. Mizuho raised their price target on shares of Oracle from $300.00 to $350.00 and gave the company an “outperform” rating in a research report on Wednesday, September 10th. Finally, Rothschild Redb raised shares of Oracle to a “strong sell” rating in a research report on Thursday, September 25th. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Oracle currently has an average rating of “Moderate Buy” and an average target price of $323.69.

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.