BCU Wealth Advisors LLC Invests $270,000 in Oracle Corporation $ORCL

BCU Wealth Advisors LLC bought a new position in shares of Oracle Corporation (NYSE:ORCL) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,235 shares of the enterprise software provider’s stock, valued at approximately $270,000.

A number of other large investors have also modified their holdings of ORCL. Brighton Jones LLC increased its stake in Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after purchasing an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in Oracle by 8.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock valued at $903,000 after purchasing an additional 404 shares in the last quarter. Ervin Investment Management LLC increased its stake in Oracle by 2.4% in the 1st quarter. Ervin Investment Management LLC now owns 11,295 shares of the enterprise software provider’s stock valued at $1,579,000 after purchasing an additional 260 shares in the last quarter. Enterprise Bank & Trust Co increased its stake in Oracle by 7.6% in the 1st quarter. Enterprise Bank & Trust Co now owns 7,079 shares of the enterprise software provider’s stock valued at $990,000 after purchasing an additional 499 shares in the last quarter. Finally, NBC Securities Inc. increased its stake in Oracle by 103,497.2% in the 1st quarter. NBC Securities Inc. now owns 37,295 shares of the enterprise software provider’s stock valued at $5,214,000 after purchasing an additional 37,259 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Oracle news, Director William G. Parrett sold 11,500 shares of the firm’s stock in a transaction dated 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 directly owned 17,764 shares of the company’s stock, valued at $5,435,784. This trade represents a 39.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Clayton M. Magouyrk sold 21,241 shares of the firm’s stock in a transaction dated Friday, September 12th. The shares were sold at an average price of $297.11, for a total value of $6,310,913.51. Following the completion of the transaction, the insider directly owned 78,000 shares in the company, valued at $23,174,580. This trade represents a 21.40% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 112,092 shares of company stock valued at $32,960,165 over the last ninety days. Insiders own 42.20% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently weighed in on the company. JMP Securities reaffirmed a “market outperform” rating and issued a $342.00 price objective on shares of Oracle in a research note on Wednesday, September 24th. BNP Paribas set a $377.00 target price on Oracle in a report on Wednesday, September 10th. The Goldman Sachs Group increased their target price on Oracle from $195.00 to $310.00 and gave the company a “neutral” rating in a report on Monday, September 15th. CIBC reiterated a “buy” rating on shares of Oracle in a report on Monday, June 9th. Finally, Cantor Fitzgerald raised their price objective on Oracle from $271.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, September 10th. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, nine have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $304.71.

Oracle Price Performance

ORCL stock opened at $282.68 on Tuesday. The stock has a 50-day moving average price of $258.97 and a two-hundred day moving average price of $202.09. Oracle Corporation has a 12-month low of $118.86 and a 12-month 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 company has a market cap of $803.29 billion, a PE ratio of 65.44, a price-to-earnings-growth ratio of 3.05 and a beta of 1.46.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share (EPS) 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 for the quarter, compared to analysts’ expectations of $15.04 billion. During the same period last year, the firm posted $1.39 EPS. Oracle’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, research analysts predict that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

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