Here’s Clearbridge Dividend Strategy’s Comment on Oracle (ORCL)

ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter was unexpectedly positive for U.S. equity investors, despite global trade wars, conflicts in Ukraine and the Middle East, falling earnings estimates, and a worsening fiscal situation outlook, with the S&P 500 Index up 6.2% at the year’s halfway mark. While the strategy that focuses on quality, risk management, and a disciplined approach to valuation lagged in this momentum-driven...