Bartlett & CO. Wealth Management LLC Has $12.70 Million Holdings in Oracle Corporation $ORCL

Bartlett & CO. Wealth Management LLC raised its stake in Oracle Corporation (NYSE:ORCL) by 1.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 58,109 shares of the enterprise software provider’s stock after buying an additional 723 shares during the period. Bartlett & CO. Wealth Management LLC’s holdings in Oracle were worth $12,704,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the company. Reyes Financial Architecture Inc. increased its stake in shares of Oracle by 7.2% in the 2nd quarter. Reyes Financial Architecture Inc. now owns 643 shares of the enterprise software provider’s stock worth $141,000 after acquiring an additional 43 shares in the last quarter. Davis Investment Partners LLC increased its stake in Oracle by 0.7% during the 2nd quarter. Davis Investment Partners LLC now owns 6,930 shares of the enterprise software provider’s stock valued at $1,517,000 after purchasing an additional 46 shares in the last quarter. Acropolis Investment Management LLC boosted its stake in Oracle by 2.6% during the 2nd quarter. Acropolis Investment Management LLC now owns 1,850 shares of the enterprise software provider’s stock valued at $404,000 after purchasing an additional 47 shares during the last quarter. Sunpointe LLC boosted its position in shares of Oracle by 0.9% during the second quarter. Sunpointe LLC now owns 5,563 shares of the enterprise software provider’s stock valued at $1,216,000 after buying an additional 48 shares during the last quarter. Finally, American Financial Advisors LLC increased its holdings in Oracle by 2.3% in the 2nd quarter. American Financial Advisors LLC now owns 2,234 shares of the enterprise software provider’s stock worth $488,000 after buying an additional 50 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

ORCL has been the subject of several research analyst reports. Rothschild Redb raised Oracle to a “strong sell” rating in a report on Thursday, September 25th. Jefferies Financial Group boosted their price target on Oracle from $270.00 to $360.00 and gave the stock a “buy” rating in a report on Wednesday, September 10th. Stifel Nicolaus boosted their target price on Oracle from $250.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, September 10th. JPMorgan Chase & Co. lifted their price objective on shares of Oracle from $185.00 to $210.00 and gave the stock a “neutral” rating in a research note on Monday, September 8th. Finally, Redburn Partners set a $175.00 price target on Oracle in a report on Thursday, September 25th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $304.71.

Oracle Price Performance

ORCL opened at $281.01 on Wednesday. The company has a market capitalization of $801.10 billion, a price-to-earnings ratio of 65.05, a PEG ratio of 3.04 and a beta of 1.46. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 3.33. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The business’s fifty day simple moving average is $259.82 and its 200-day simple moving average is $202.64.

Oracle (NYSE:ORCL) last posted its earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 EPS for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.01). Oracle had a net margin of 21.08% and a return on equity of 72.93%. The business had revenue of $14.93 billion for the quarter, compared to analysts’ expectations of $15.04 billion. During the same period last year, the business posted $1.39 EPS. The company’s revenue for the quarter was up 12.2% on a year-over-year basis. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. On average, equities research analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

Insider Activity

In other news, insider Michael D. Sicilia sold 33,845 shares of the firm’s stock in a transaction dated Tuesday, September 23rd. The shares were sold at an average price of $321.16, for a total value of $10,869,660.20. Following the sale, the insider directly owned 132,656 shares in the company, valued at approximately $42,603,800.96. This trade represents a 20.33% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Clayton M. Magouyrk sold 21,241 shares of the business’s stock in a transaction that occurred on Friday, September 12th. The stock was sold at an average price of $297.11, for a total transaction of $6,310,913.51. Following the transaction, the insider owned 78,000 shares of the company’s stock, valued at approximately $23,174,580. This trade represents a 21.40% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 114,314 shares of company stock worth $33,602,123 over the last ninety days. 42.20% of the stock is currently owned by corporate insiders.

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.