Holistic Financial Partners Has $407,000 Stock Holdings in Oracle Co. (NYSE:ORCL)

Holistic Financial Partners cut its stake in shares of Oracle Co. (NYSE:ORCL) by 14.2% during the fourth quarter, Holdings Channel reports. The firm owned 2,440 shares of the enterprise software provider’s stock after selling 405 shares during the quarter. Holistic Financial Partners’ holdings in Oracle were worth $407,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of ORCL. R Squared Ltd acquired a new position in Oracle during the fourth quarter valued at $25,000. Winch Advisory Services LLC raised its position in Oracle by 89.7% during the fourth quarter. Winch Advisory Services LLC now owns 184 shares of the enterprise software provider’s stock valued at $31,000 after buying an additional 87 shares during the period. TFC Financial Management Inc. raised its position in Oracle by 129.0% during the fourth quarter. TFC Financial Management Inc. now owns 213 shares of the enterprise software provider’s stock valued at $35,000 after buying an additional 120 shares during the period. Reston Wealth Management LLC acquired a new position in Oracle during the third quarter valued at $44,000. Finally, Synergy Asset Management LLC acquired a new position in Oracle during the fourth quarter valued at $47,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Oracle

In other Oracle news, CEO Safra Catz sold 345,174 shares of the company’s stock in a transaction that occurred on Friday, January 24th. The stock was sold at an average price of $185.56, for a total value of $64,050,487.44. Following the completion of the transaction, the chief executive officer now owns 1,118,592 shares of the company’s stock, valued at $207,565,931.52. This represents a 23.58 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Insiders own 42.20% of the company’s stock.

Oracle Price Performance

NYSE ORCL opened at $167.92 on Monday. Oracle Co. has a twelve month low of $109.66 and a twelve month high of $198.31. The company has a debt-to-equity ratio of 5.65, a quick ratio of 0.81 and a current ratio of 0.81. The stock has a market capitalization of $469.66 billion, a PE ratio of 41.06, a P/E/G ratio of 3.46 and a beta of 1.05. The stock has a 50-day simple moving average of $168.99 and a 200 day simple moving average of $167.58.

Oracle (NYSE:ORCL) last posted its quarterly earnings data on Monday, December 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 business had revenue of $14.06 billion for the quarter, compared to analyst estimates of $14.12 billion. Oracle had a return on equity of 133.25% and a net margin of 21.16%. Oracle’s revenue for the quarter was up 8.6% on a year-over-year basis. During the same period in the prior year, the firm posted $1.34 EPS. Research analysts anticipate that Oracle Co. will post 5 EPS for the current year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, January 9th. Shareholders of record on Thursday, January 23rd were issued a $0.40 dividend. The ex-dividend date was Friday, January 10th. This represents a $1.60 annualized dividend and a yield of 0.95%. Oracle’s dividend payout ratio (DPR) is 39.12%.

Analyst Ratings Changes

Several research analysts recently weighed in on ORCL shares. DA Davidson upped their price target on Oracle from $140.00 to $150.00 and gave the company a “neutral” rating in a research report on Tuesday, December 10th. JMP Securities reissued a “market outperform” rating and set a $205.00 price target on shares of Oracle in a research report on Wednesday, January 22nd. Piper Sandler upped their price target on Oracle from $185.00 to $210.00 and gave the company an “overweight” rating in a research report on Tuesday, December 10th. Cantor Fitzgerald downgraded Oracle to an “overweight” rating in a research note on Monday, February 10th. Finally, Royal Bank of Canada restated a “sector perform” rating and issued a $165.00 target price on shares of Oracle in a research note on Thursday, December 5th. One analyst has rated the stock with a sell rating, eleven have assigned a hold rating, eighteen have assigned a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $182.73.

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.