Tradition Wealth Management LLC Raises Holdings in Oracle Co. (NYSE:ORCL)

21 Apr 2025, 12:46 by Kim Johansen · The Markets Daily

Tradition Wealth Management LLC increased its position in Oracle Co. (NYSE:ORCL – Free Report) by 6.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,426 shares of the enterprise software provider’s stock after buying an additional 327 shares during the period. Tradition Wealth Management LLC’s holdings in Oracle were worth $904,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Requisite Capital Management LLC raised its holdings in shares of Oracle by 2.8% during the 4th quarter. Requisite Capital Management LLC now owns 2,240 shares of the enterprise software provider’s stock worth $373,000 after acquiring an additional 60 shares in the last quarter. Cookson Peirce & Co. Inc. lifted its position in Oracle by 4.4% during the fourth quarter. Cookson Peirce & Co. Inc. now owns 1,423 shares of the enterprise software provider’s stock valued at $237,000 after purchasing an additional 60 shares during the last quarter. McLean Asset Management Corp lifted its position in Oracle by 1.1% during the fourth quarter. McLean Asset Management Corp now owns 5,447 shares of the enterprise software provider’s stock valued at $908,000 after purchasing an additional 61 shares during the last quarter. Warther Private Wealth LLC grew its stake in shares of Oracle by 1.8% in the 4th quarter. Warther Private Wealth LLC now owns 3,621 shares of the enterprise software provider’s stock worth $603,000 after buying an additional 63 shares in the last quarter. Finally, Howard Bailey Securities LLC raised its position in shares of Oracle by 2.9% during the 4th quarter. Howard Bailey Securities LLC now owns 2,274 shares of the enterprise software provider’s stock valued at $379,000 after buying an additional 64 shares in the last quarter. 42.44% of the stock is owned by institutional investors.

Insider Buying and Selling at Oracle

In other Oracle news, CEO Safra Catz sold 2,101,154 shares of the firm’s stock in a transaction on Wednesday, January 22nd. The stock was sold at an average price of $185.35, for a total value of $389,448,893.90. Following the completion of the sale, the chief executive officer now directly owns 1,118,592 shares of the company’s stock, valued at $207,331,027.20. This trade represents a 65.26 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Naomi O. Seligman sold 2,000 shares of the business’s stock in a transaction dated Wednesday, April 2nd. The shares were sold at an average price of $145.81, for a total transaction of $291,620.00. Following the transaction, the director now directly owns 34,630 shares in the company, valued at approximately $5,049,400.30. The trade was a 5.46 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 2,453,328 shares of company stock worth $454,439,851. Insiders own 42.20% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently commented on the company. JPMorgan Chase & Co. dropped their price target on Oracle from $140.00 to $135.00 and set a “neutral” rating for the company in a research report on Tuesday, March 11th. Monness Crespi & Hardt raised Oracle from a “sell” rating to a “neutral” rating in a research report on Monday, March 3rd. Citigroup lowered their price target on Oracle from $194.00 to $160.00 and set a “neutral” rating for the company in a research report on Wednesday, March 12th. Royal Bank of Canada set a $145.00 price objective on shares of Oracle and gave the stock a “sector perform” rating in a research note on Tuesday, March 11th. Finally, BMO Capital Markets lowered their target price on shares of Oracle from $205.00 to $175.00 and set a “market perform” rating for the company in a report on Tuesday, March 11th. Thirteen equities research analysts have rated the stock with a hold rating, sixteen have given a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $176.73.

Check Out Our Latest Stock Analysis on ORCL

Oracle Price Performance

Shares of Oracle stock opened at $128.56 on Monday. The stock has a market capitalization of $359.58 billion, a P/E ratio of 31.43, a PEG ratio of 3.46 and a beta of 1.22. The business has a 50 day simple moving average of $150.85 and a two-hundred day simple moving average of $166.33. Oracle Co. has a 12 month low of $112.78 and a 12 month high of $198.31. The company has a debt-to-equity ratio of 5.65, a current ratio of 0.81 and a quick ratio of 0.81.

Oracle (NYSE:ORCL – Get Free Report) last posted its quarterly earnings data on Monday, March 10th. The enterprise software provider reported $1.47 EPS for the quarter, missing the consensus estimate of $1.49 by ($0.02). Oracle had a net margin of 21.16% and a return on equity of 133.25%. The firm had revenue of $14.13 billion during the quarter, compared to analyst estimates of $14.40 billion. During the same period in the prior year, the company posted $1.41 earnings per share. The firm’s revenue for the quarter was up 6.4% compared to the same quarter last year. As a group, analysts predict that Oracle Co. will post 5 EPS for the current fiscal year.

Oracle Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 23rd. Investors of record on Thursday, April 10th will be paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.56%. The ex-dividend date is Thursday, April 10th. This is a boost from Oracle’s previous quarterly dividend of $0.40. Oracle’s dividend payout ratio is currently 46.95%.

Oracle Company Profile

(Free Report)

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.