Barlow Wealth Partners Inc. Invests $327,000 in Oracle Corporation $ORCL

Key Points

• Barlow Wealth Partners Inc. invested $327,000 to acquire 1,423 shares of Oracle Corporation in the second quarter of the year.
• Insiders at Oracle have recently sold significant portions of their holdings, with Stuart Levey selling 19,758 shares for over $5.9 million, representing a 51.74% decrease in ownership.
• Analysts have mixed ratings for Oracle, with upgrades from firms like Bank of America and Cowen, while some also rate it a "strong sell."

Barlow Wealth Partners Inc. acquired a new stake in Oracle Corporation (NYSE:ORCL - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 1,423 shares of the enterprise software provider's stock, valued at approximately $327,000.

Several other hedge funds have also recently bought and sold shares of the company. Werba Rubin Papier Wealth Management increased its stake in Oracle by 10.0% in the 2nd quarter. Werba Rubin Papier Wealth Management now owns 4,357 shares of the enterprise software provider's stock valued at $953,000 after purchasing an additional 395 shares in the last quarter. Aware Super Pty Ltd as trustee of Aware Super increased its stake in Oracle by 23.4% in the 2nd quarter. Aware Super Pty Ltd as trustee of Aware Super now owns 70,915 shares of the enterprise software provider's stock valued at $15,504,000 after purchasing an additional 13,454 shares in the last quarter. WCM Investment Management LLC purchased a new position in Oracle in the 2nd quarter valued at approximately $231,000. WealthPLAN Partners LLC increased its stake in Oracle by 2.2% in the 2nd quarter. WealthPLAN Partners LLC now owns 3,789 shares of the enterprise software provider's stock valued at $828,000 after purchasing an additional 82 shares in the last quarter. Finally, Evernest Financial Advisors LLC purchased a new position in Oracle in the 2nd quarter valued at approximately $250,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, EVP Stuart Levey sold 19,758 shares of Oracle stock in a transaction dated Friday, October 10th. The stock was sold at an average price of $300.00, for a total transaction of $5,927,400.00. Following the sale, the executive vice president directly owned 18,429 shares of the company's stock, valued at approximately $5,528,700. The trade was a 51.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Clayton M. Magouyrk sold 21,241 shares of Oracle stock in a transaction dated Friday, September 12th. The stock was sold at an average price of $297.11, for a total value of $6,310,913.51. Following the sale, the insider directly owned 78,000 shares in the company, valued at approximately $23,174,580. The trade was a 21.40% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 120,769 shares of company stock valued at $36,428,967 over the last ninety days. Insiders own 40.90% of the company's stock.

Analyst Ratings Changes

A number of brokerages have commented on ORCL. Rothschild Redb upgraded Oracle to a "strong sell" rating in a report on Thursday, September 25th. Oppenheimer reiterated an "outperform" rating on shares of Oracle in a report on Wednesday, June 18th. Bank of America upgraded Oracle from a "neutral" rating to a "buy" rating and increased their target price for the company from $295.00 to $368.00 in a report on Wednesday, September 10th. Cowen reiterated a "buy" rating and set a $375.00 target price on shares of Oracle in a report on Wednesday, September 10th. Finally, Weiss Ratings upgraded Oracle from a "hold (c+)" rating to a "buy (b-)" rating in a report on Wednesday, October 8th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat.com, Oracle has an average rating of "Moderate Buy" and a consensus target price of $307.00.

Oracle Price Performance

Shares of Oracle stock opened at $303.30 on Thursday. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The stock has a market capitalization of $864.64 billion, a P/E ratio of 70.21, a PEG ratio of 3.22 and a beta of 1.53. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 3.33. The business's fifty day moving average price is $269.61 and its 200 day moving average price is $213.14.

Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings data on Tuesday, September 9th. The enterprise software provider reported $1.47 EPS 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 company had revenue of $14.93 billion during the quarter, compared to analysts' expectations of $15.04 billion. During the same period last year, the business earned $1.39 earnings per share. The company's revenue for the quarter was up 12.2% compared to the same quarter last year. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, research analysts anticipate that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 23rd. Shareholders of record on Thursday, October 9th will be given a $0.50 dividend. The ex-dividend date of this dividend is Thursday, October 9th. This represents a $2.00 annualized dividend and a yield of 0.7%. Oracle's dividend payout ratio (DPR) is 46.30%.

Oracle Company 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.

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