Modera Wealth Management LLC Has $21.88 Million Position in Oracle Corporation $ORCL

Modera Wealth Management LLC cut its stake in shares of Oracle Corporation (NYSE:ORCL) by 0.3% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 100,077 shares of the enterprise software provider’s stock after selling 289 shares during the period. Modera Wealth Management LLC’s holdings in Oracle were worth $21,880,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Iron Horse Wealth Management LLC grew its stake in Oracle by 284.9% in the first quarter. Iron Horse Wealth Management LLC now owns 204 shares of the enterprise software provider’s stock valued at $29,000 after purchasing an additional 151 shares in the last quarter. LGT Financial Advisors LLC acquired a new stake in shares of Oracle during the 2nd quarter valued at about $33,000. Legend Financial Advisors Inc. bought a new stake in shares of Oracle in the 2nd quarter valued at approximately $34,000. HighMark Wealth Management LLC acquired a new position in Oracle in the second quarter worth approximately $38,000. Finally, Graybill Wealth Management LTD. bought a new position in Oracle during the first quarter valued at approximately $39,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insider Activity

In other Oracle news, EVP Stuart Levey sold 19,758 shares of the business’s stock in a transaction on Friday, October 10th. The shares were sold at an average price of $300.00, for a total value of $5,927,400.00. Following the sale, the executive vice president owned 18,429 shares of the company’s stock, valued at $5,528,700. The trade was a 51.74% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Jeffrey Berg sold 49,365 shares of the firm’s stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $283.02, for a total transaction of $13,971,282.30. Following the transaction, the director directly owned 151,999 shares of the company’s stock, valued at $43,018,756.98. The trade was a 24.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 204,254 shares of company stock valued at $60,227,807. 40.90% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several research analysts have recently commented on ORCL shares. Guggenheim increased their price target on shares of Oracle from $375.00 to $400.00 and gave the stock a “buy” rating in a research note on Friday, October 17th. Scotiabank upped their target price on Oracle from $350.00 to $360.00 and gave the stock an “outperform” rating in a research report on Friday, October 17th. 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 report on Friday, October 17th. Wolfe Research upped their price objective on shares of Oracle from $300.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday, September 10th. Finally, Sanford C. Bernstein lifted their target price on shares of Oracle from $363.00 to $364.00 and gave the stock an “outperform” rating in a report on Friday, September 26th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Oracle has an average rating of “Moderate Buy” and a consensus target price of $323.69.

Oracle Stock Performance

NYSE ORCL opened at $244.02 on Friday. The company’s fifty day moving average is $279.05 and its two-hundred day moving average is $229.07. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. The company has a debt-to-equity ratio of 3.33, a current ratio of 0.62 and a quick ratio of 0.62. The firm has a market capitalization of $695.65 billion, a price-to-earnings ratio of 56.49, a P/E/G ratio of 2.96 and a beta of 1.51.

Oracle (NYSE:ORCL) last released its earnings results 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). The company had revenue of $14.93 billion during the quarter, compared to the consensus estimate of $15.04 billion. Oracle had a net margin of 21.08% and a return on equity of 72.93%. The firm’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.39 EPS. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. Equities research analysts forecast that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, October 23rd. Investors of record on Thursday, October 9th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Thursday, October 9th. Oracle’s dividend payout ratio (DPR) is 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.