Advyzon Investment Management LLC Makes New $554,000 Investment in Oracle Co. (NYSE:ORCL)

Advyzon Investment Management LLC purchased a new stake in shares of Oracle Co. (NYSE:ORCL) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 3,325 shares of the enterprise software provider’s stock, valued at approximately $554,000.

Several other hedge funds have also recently bought and sold shares of the company. Principal Financial Group Inc. boosted its position in shares of Oracle by 5.3% during the third quarter. Principal Financial Group Inc. now owns 2,416,362 shares of the enterprise software provider’s stock worth $411,748,000 after buying an additional 121,874 shares during the period. McClarren Financial Advisors Inc. grew its stake in shares of Oracle by 201.7% in the fourth quarter. McClarren Financial Advisors Inc. now owns 1,599 shares of the enterprise software provider’s stock worth $266,000 after purchasing an additional 1,069 shares in the last quarter. RMR Wealth Builders increased its holdings in shares of Oracle by 383.4% during the fourth quarter. RMR Wealth Builders now owns 7,155 shares of the enterprise software provider’s stock valued at $1,192,000 after purchasing an additional 5,675 shares during the period. Foundations Investment Advisors LLC raised its stake in shares of Oracle by 24.8% during the fourth quarter. Foundations Investment Advisors LLC now owns 164,593 shares of the enterprise software provider’s stock valued at $27,428,000 after purchasing an additional 32,718 shares in the last quarter. Finally, Crews Bank & Trust acquired a new stake in Oracle in the fourth quarter worth about $1,800,000. 42.44% of the stock is currently owned by institutional investors.

Oracle Price Performance

ORCL opened at $181.51 on Thursday. The company has a current ratio of 0.81, a quick ratio of 0.81 and a debt-to-equity ratio of 5.65. Oracle Co. has a 1 year low of $106.51 and a 1 year high of $198.31. The stock has a fifty day moving average price of $169.09 and a 200 day moving average price of $166.67. The stock has a market cap of $507.68 billion, a price-to-earnings ratio of 44.38, a PEG ratio of 3.54 and a beta of 1.05.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Monday, December 9th. The enterprise software provider reported $1.47 EPS for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.01). The firm had revenue of $14.06 billion during 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%. The company’s quarterly revenue was up 8.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.34 EPS. Analysts forecast that Oracle Co. will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 9th. Investors of record on Thursday, January 23rd were paid a $0.40 dividend. This represents a $1.60 annualized dividend and a dividend yield of 0.88%. The ex-dividend date was Friday, January 10th. Oracle’s payout ratio is presently 39.12%.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on ORCL shares. Jefferies Financial Group upped their price target on shares of Oracle from $190.00 to $220.00 and gave the stock a “buy” rating in a research note on Thursday, December 5th. Monness Crespi & Hardt lowered Oracle from a “neutral” rating to a “sell” rating and set a $130.00 price target for the company. in a research note on Friday, December 20th. BMO Capital Markets upped their price objective on Oracle from $173.00 to $205.00 and gave the company a “market perform” rating in a report on Tuesday, December 10th. JMP Securities reaffirmed a “market outperform” rating and set a $205.00 target price on shares of Oracle in a report on Wednesday, January 22nd. Finally, DA Davidson upped their price target on shares of Oracle from $140.00 to $150.00 and gave the company a “neutral” rating in a report on Tuesday, December 10th. One equities research analyst has rated the stock with a sell rating, eleven have given a hold rating, seventeen have issued a buy rating and two have assigned a strong buy rating to the stock. According to MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and an average price target of $182.73.

Insiders Place Their Bets

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 transaction of $64,050,487.44. Following the completion of the sale, 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 42.20% of the company’s stock.

About Oracle

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.