YHB Investment Advisors Inc. Trims Stake in Oracle Corporation $ORCL

YHB Investment Advisors Inc. lowered its holdings in Oracle Corporation (NYSE:ORCL) by 1.5% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 67,411 shares of the enterprise software provider’s stock after selling 994 shares during the quarter. Oracle accounts for 1.1% of YHB Investment Advisors Inc.’s holdings, making the stock its 19th largest holding. YHB Investment Advisors Inc.’s holdings in Oracle were worth $14,738,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of ORCL. Nuveen LLC purchased a new stake in shares of Oracle in the 1st quarter valued at $732,692,000. GAMMA Investing LLC raised its holdings in shares of Oracle by 15,012.3% in the 1st quarter. GAMMA Investing LLC now owns 4,755,096 shares of the enterprise software provider’s stock valued at $664,810,000 after buying an additional 4,723,631 shares during the period. Vanguard Group Inc. raised its holdings in shares of Oracle by 2.2% in the 1st quarter. Vanguard Group Inc. now owns 160,925,413 shares of the enterprise software provider’s stock valued at $22,498,982,000 after buying an additional 3,513,464 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of Oracle by 79.2% in the 1st quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 4,638,951 shares of the enterprise software provider’s stock valued at $648,572,000 after buying an additional 2,049,687 shares during the period. Finally, Polen Capital Management LLC raised its holdings in shares of Oracle by 17.6% in the 1st quarter. Polen Capital Management LLC now owns 12,609,101 shares of the enterprise software provider’s stock valued at $1,762,878,000 after buying an additional 1,885,370 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

ORCL has been the topic of several research analyst reports. Guggenheim boosted their price objective on Oracle from $250.00 to $375.00 and gave the company a “buy” rating in a report on Wednesday, September 10th. Wolfe Research boosted 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. Barclays boosted their target price on Oracle from $221.00 to $281.00 and gave the stock an “overweight” rating in a research note on Monday, September 8th. The Goldman Sachs Group boosted their target price on Oracle from $195.00 to $310.00 and gave the stock a “neutral” rating in a research note on Monday. Finally, Westpark Capital boosted their target price on Oracle from $195.00 to $246.00 and gave the stock a “buy” rating in a research note on Thursday, June 12th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $303.44.

Insider Buying and Selling at Oracle

In other news, Director William G. Parrett sold 11,500 shares of the stock in a transaction that occurred on Friday, September 12th. The stock was sold at an average price of $306.00, for a total transaction of $3,519,000.00. Following the completion of the transaction, the director directly owned 17,764 shares of the company’s stock, valued at approximately $5,435,784. This represents a 39.30% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Maria Smith sold 10,000 shares of the stock in a transaction that occurred on Thursday, July 3rd. The stock was sold at an average price of $232.99, for a total value of $2,329,900.00. Following the transaction, the executive vice president directly owned 40,807 shares of the company’s stock, valued at approximately $9,507,622.93. This trade represents a 19.68% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 78,247 shares of company stock worth $22,090,505. 42.20% of the stock is currently owned by company insiders.

Oracle Stock Down 1.6%

ORCL opened at $296.67 on Friday. The business has a 50 day moving average price of $250.06 and a two-hundred day moving average price of $194.11. 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 company has a market cap of $843.06 billion, a PE ratio of 68.67, a P/E/G ratio of 3.26 and a beta of 1.46. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72.

Oracle (NYSE:ORCL) last posted 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 company 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 was up 12.2% on a year-over-year basis. During the same period in the prior year, the company earned $1.39 earnings per share. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, research analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 23rd. Shareholders of record on Thursday, October 9th will be paid a dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, October 9th. This represents a $2.00 annualized dividend and a yield of 0.7%. Oracle’s dividend 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.