Swmg LLC Makes New Investment in Oracle Corporation $ORCL

Swmg LLC bought a new position in shares of Oracle Corporation (NYSE:ORCL) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,182 shares of the enterprise software provider’s stock, valued at approximately $258,000.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Vanguard Group Inc. raised its holdings in shares of Oracle by 2.2% during the first quarter. Vanguard Group Inc. now owns 160,925,413 shares of the enterprise software provider’s stock worth $22,498,982,000 after purchasing an additional 3,513,464 shares during the period. Northern Trust Corp increased its holdings in shares of Oracle by 0.6% in the 1st quarter. Northern Trust Corp now owns 19,741,423 shares of the enterprise software provider’s stock worth $2,760,048,000 after acquiring an additional 120,889 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Oracle by 0.4% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 13,884,524 shares of the enterprise software provider’s stock worth $1,941,195,000 after acquiring an additional 59,164 shares during the period. Amundi increased its holdings in shares of Oracle by 3.3% in the 1st quarter. Amundi now owns 12,736,855 shares of the enterprise software provider’s stock worth $1,749,280,000 after acquiring an additional 409,691 shares during the period. Finally, Polen Capital Management LLC increased 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 worth $1,762,878,000 after acquiring an additional 1,885,370 shares during the period. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Oracle

In other news, Director William G. Parrett sold 11,500 shares of the firm’s stock in a transaction dated 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 transaction, the director owned 17,764 shares in the company, valued at approximately $5,435,784. This trade represents a 39.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Michael D. Sicilia sold 33,845 shares of the firm’s stock in a transaction dated 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 transaction, the insider owned 132,656 shares of the company’s stock, valued at approximately $42,603,800.96. This trade represents a 20.33% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 120,769 shares of company stock worth $36,428,967. Company insiders own 40.90% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on ORCL shares. Weiss Ratings raised shares of Oracle from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, October 8th. Jefferies Financial Group increased their price objective on shares of Oracle from $360.00 to $400.00 and gave the stock a “buy” rating in a report on Friday. JMP Securities reaffirmed a “market outperform” rating and issued a $342.00 price objective on shares of Oracle in a report on Friday. Morgan Stanley increased their price objective on shares of Oracle from $246.00 to $320.00 and gave the stock an “equal weight” rating in a report on Tuesday, September 23rd. Finally, JPMorgan Chase & Co. increased their price objective on shares of Oracle from $185.00 to $210.00 and gave the stock a “neutral” rating in a report on Monday, September 8th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Oracle has a consensus rating of “Moderate Buy” and a consensus target price of $323.40.

Oracle Stock Performance

Shares of ORCL opened at $291.95 on Friday. The firm has a 50-day moving average price of $271.71 and a 200 day moving average price of $215.85. The firm has a market capitalization of $832.28 billion, a PE ratio of 67.58, a P/E/G ratio of 3.13 and a beta of 1.53. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 3.33. 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 earnings per share for the quarter, missing the consensus estimate of $1.48 by ($0.01). Oracle had a net margin of 21.08% and a return on equity of 72.93%. The business had revenue of $14.93 billion for the quarter, compared to the consensus estimate of $15.04 billion. During the same quarter last year, the business posted $1.39 EPS. The business’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. On average, sell-side analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 23rd. Stockholders of record on Thursday, October 9th will be given a dividend of $0.50 per share. The ex-dividend date is Thursday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 0.7%. Oracle’s dividend payout ratio (DPR) is 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.