Oracle Corporation $ORCL Shares Bought by Welch & Forbes LLC

Welch & Forbes LLC raised its position in Oracle Corporation (NYSE:ORCL) by 2.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 116,838 shares of the enterprise software provider’s stock after purchasing an additional 2,519 shares during the quarter. Welch & Forbes LLC’s holdings in Oracle were worth $25,544,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the company. Strategic Financial Concepts LLC acquired a new stake in shares of Oracle in the second quarter valued at approximately $240,000. GHP Investment Advisors Inc. increased its stake in shares of Oracle by 0.6% in the second quarter. GHP Investment Advisors Inc. now owns 98,805 shares of the enterprise software provider’s stock valued at $21,602,000 after purchasing an additional 584 shares during the period. Plato Investment Management Ltd increased its stake in shares of Oracle by 10.6% in the second quarter. Plato Investment Management Ltd now owns 38,864 shares of the enterprise software provider’s stock valued at $8,466,000 after purchasing an additional 3,727 shares during the period. Longbow Finance SA increased its stake in shares of Oracle by 4.2% during the second quarter. Longbow Finance SA now owns 28,952 shares of the enterprise software provider’s stock valued at $6,330,000 after acquiring an additional 1,160 shares during the period. Finally, Aviance Capital Partners LLC increased its stake in shares of Oracle by 3.4% during the second quarter. Aviance Capital Partners LLC now owns 6,486 shares of the enterprise software provider’s stock valued at $1,418,000 after acquiring an additional 211 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently commented on ORCL. Rothschild & Co Redburn began coverage on shares of Oracle in a research note on Thursday, September 25th. They set a “sell” rating and a $175.00 price objective on the stock. Mizuho lifted their price target on shares of Oracle from $300.00 to $350.00 and gave the stock an “outperform” rating in a research report on Wednesday, September 10th. TD Cowen lifted their price target on shares of Oracle from $325.00 to $375.00 and gave the stock a “buy” rating in a research report on Wednesday, September 10th. Redburn Partners set a $175.00 price target on shares of Oracle in a research report on Thursday, September 25th. Finally, BNP Paribas set a $377.00 price target on shares of Oracle in a research report on Wednesday, September 10th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $323.69.

Insider Activity

In other Oracle news, Director William G. Parrett sold 11,500 shares of Oracle stock in a transaction on Friday, September 12th. The shares were sold at an average price of $306.00, for a total transaction of $3,519,000.00. Following the completion of the sale, the director owned 17,764 shares of the company’s stock, valued at $5,435,784. This trade represents a 39.30% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Jeffrey Berg sold 49,365 shares of Oracle 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 sale, the director directly owned 151,999 shares of the company’s stock, valued at $43,018,756.98. This trade represents a 24.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 220,134 shares of company stock worth $64,268,949. 40.90% of the stock is owned by corporate insiders.

Oracle Trading Up 2.2%

NYSE ORCL opened at $262.60 on Friday. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The company has a debt-to-equity ratio of 3.33, a quick ratio of 0.62 and a current ratio of 0.62. The stock has a market cap of $748.62 billion, a price-to-earnings ratio of 60.79, a PEG ratio of 2.96 and a beta of 1.53. The firm’s 50 day moving average price is $277.97 and its two-hundred day moving average price is $226.38.

Oracle (NYSE:ORCL) last posted its quarterly earnings data on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share 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 firm had revenue of $14.93 billion for the quarter, compared to analysts’ expectations of $15.04 billion. During the same quarter in the previous year, the firm posted $1.39 earnings per share. The company’s revenue for the quarter was up 12.2% on a year-over-year basis. 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 year.

Oracle Dividend Announcement

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

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.