Chicago Partners Investment Group LLC Has $5.66 Million Holdings in Oracle Corporation $ORCL

Key Points

• Chicago Partners Investment Group LLC raised its stake in Oracle 16.8% in Q4, now owning 29,062 shares valued at approximately $5.66 million.
• Notable insider selling occurred recently: EVP Stuart Levey sold 15,000 shares at $176.19 (via a Rule 10b5‑1 plan) and CEO Clayton Magouyrk sold 10,000 shares at $155.23, with insiders owning about 40.90% of the stock.
• Oracle beat Q results (EPS $1.79 vs. $1.71 est.; revenue $17.19B, up 21.7% YoY) and carries a consensus analyst stance of "Moderate Buy" with a $259.56 average target price.

Chicago Partners Investment Group LLC lifted its position in Oracle Corporation (NYSE:ORCL - Free Report) by 16.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 29,062 shares of the enterprise software provider's stock after acquiring an additional 4,171 shares during the quarter. Chicago Partners Investment Group LLC's holdings in Oracle were worth $5,664,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in ORCL. Vanguard Group Inc. boosted its position in Oracle by 2.8% during the 3rd quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider's stock worth $47,518,451,000 after acquiring an additional 4,681,626 shares during the period. Capital Research Global Investors increased its holdings in shares of Oracle by 1.2% in the 3rd quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider's stock valued at $6,555,961,000 after purchasing an additional 266,588 shares during the period. Bank of New York Mellon Corp lifted its position in shares of Oracle by 0.8% in the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider's stock worth $3,357,572,000 after purchasing an additional 98,693 shares in the last quarter. Legal & General Group Plc lifted its position in shares of Oracle by 3.4% in the third quarter. Legal & General Group Plc now owns 11,696,752 shares of the enterprise software provider's stock worth $3,289,595,000 after purchasing an additional 381,572 shares in the last quarter. Finally, Invesco Ltd. boosted its holdings in shares of Oracle by 16.6% during the third quarter. Invesco Ltd. now owns 10,303,992 shares of the enterprise software provider's stock worth $2,897,895,000 after purchasing an additional 1,464,826 shares during the period. Institutional investors and hedge funds own 42.44% of the company's stock.

Insider Transactions at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the company's stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the sale, the executive vice president owned 3,429 shares in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the transaction, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 40.90% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of brokerages recently commented on ORCL. DA Davidson boosted their price objective on shares of Oracle from $180.00 to $200.00 and gave the company a "buy" rating in a research report on Wednesday, March 11th. Morgan Stanley decreased their target price on shares of Oracle from $213.00 to $207.00 and set an "equal weight" rating for the company in a research note on Thursday. Jefferies Financial Group lowered their price target on shares of Oracle from $400.00 to $320.00 and set a "buy" rating on the stock in a report on Thursday, March 5th. Robert W. Baird dropped their price target on shares of Oracle from $300.00 to $200.00 and set an "outperform" rating on the stock in a research note on Tuesday, March 10th. Finally, UBS Group reiterated a "buy" rating on shares of Oracle in a report on Monday, February 2nd. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $259.56.

Oracle Price Performance

NYSE ORCL opened at $173.51 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock has a market capitalization of $499.01 billion, a PE ratio of 31.15, a price-to-earnings-growth ratio of 1.68 and a beta of 1.60. Oracle Corporation has a 12-month low of $134.57 and a 12-month high of $345.72. The company has a 50 day moving average price of $154.21 and a two-hundred day moving average price of $193.27.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping the consensus estimate of $1.71 by $0.08. The company had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. Oracle's quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities analysts predict that Oracle Corporation will post 6.07 earnings per share for the current fiscal year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were given a $0.50 dividend. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.2%. Oracle's payout ratio is currently 35.91%.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush initiated coverage with an Outperform rating and framed Oracle as a foundational AI infrastructure play, setting a $225 price target that signals substantial upside vs. current levels. Wedbush Crowns Oracle a Foundational AI Infrastructure Play With a $225 Price Target
• Positive Sentiment: Wedbush’s Dan Ives publicly said Wall Street is underestimating Oracle and suggested the stock could materially outperform, a bullish narrative that supports longer‑term expectations for AI backlog monetization. Oracle Stock Could Double, Ives Says
• Positive Sentiment: Oracle continues to expand AI and cloud partnerships (e.g., Google Cloud database agent, DENSO collaboration, and large financing plans for data‑center buildouts) that underpin its AI infrastructure thesis and potential multicloud revenue growth. Oracle And Google Cloud Link AI To Keep Enterprise Data On Oracle
• Neutral Sentiment: Several retail and advisory writeups are repeating bullish theses (safe stock / long‑term AI upside) that may support buy‑and‑hold demand but are unlikely to move price until revenue/capex visibility improves. Is Oracle Corporation (ORCL) A Good Stock To Buy Now?
• Neutral Sentiment: Market commentators highlight rotation into software names as a thematic tailwind for ORCL, but note the path is bumpy and dependent on broader risk sentiment. Follow the Flow: 3 Stocks Absorbing the Market's Biggest Rotation
• Negative Sentiment: Reports that Oracle cancelled a large Super Micro order (estimated $1.1B–$1.4B) triggered immediate selling and raised questions over timing/scale of Oracle’s server purchases and supply‑chain relationships. Oracle stock falls 3%: why this analyst still sees upside
• Negative Sentiment: Broader coverage warns Oracle’s aggressive AI data‑center spending is straining financing markets and investor patience, feeding concerns about execution risk and balance‑sheet strain. Oracle's Deluge of AI Debt Pushes Wall Street to the Limit
• Negative Sentiment: Morgan Stanley trimmed its price target and holds an Equal‑Weight stance, a reminder some sell‑side shops remain cautious and that not all analysts are aligned with the bullish backlog story. ORCL price target lowered by Morgan Stanley

About Oracle

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle's product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.

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