Trueblood Wealth Management LLC Grows Stake in Oracle Corporation $ORCL

Trueblood Wealth Management LLC grew its holdings in Oracle Corporation (NYSE:ORCL) by 2.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,013 shares of the enterprise software provider’s stock after purchasing an additional 364 shares during the period. Oracle comprises about 1.3% of Trueblood Wealth Management LLC’s investment portfolio, making the stock its 10th biggest holding. Trueblood Wealth Management LLC’s holdings in Oracle were worth $3,064,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Reyes Financial Architecture Inc. raised its holdings in shares of Oracle by 7.2% during the second quarter. Reyes Financial Architecture Inc. now owns 643 shares of the enterprise software provider’s stock valued at $141,000 after purchasing an additional 43 shares during the last quarter. Creative Capital Management Investments LLC grew its position in Oracle by 5.7% in the 2nd quarter. Creative Capital Management Investments LLC now owns 798 shares of the enterprise software provider’s stock worth $174,000 after purchasing an additional 43 shares during the period. Davis Investment Partners LLC raised 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 buying an additional 46 shares during the last quarter. Acropolis Investment Management LLC lifted its holdings in shares of 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 buying an additional 47 shares during the period. Finally, Sunpointe LLC boosted its stake in shares of Oracle by 0.9% in the 2nd quarter. Sunpointe LLC now owns 5,563 shares of the enterprise software provider’s stock worth $1,216,000 after buying an additional 48 shares during the last quarter. 42.44% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of analysts recently commented on ORCL shares. Raymond James Financial reiterated a “strong-buy” rating on shares of Oracle in a research report on Wednesday, June 18th. Westpark Capital upped their price target on shares of Oracle from $195.00 to $246.00 and gave the company a “buy” rating in a research report on Thursday, June 12th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Oracle in a research note on Saturday, September 27th. Citigroup restated an “outperform” rating on shares of Oracle in a research report on Wednesday, September 10th. Finally, Evercore ISI increased their price target on shares of Oracle from $270.00 to $340.00 and gave the stock an “outperform” rating in a research report on Wednesday, September 10th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Oracle has an average rating of “Moderate Buy” and a consensus price target of $304.71.

Oracle Price Performance

Shares of NYSE:ORCL opened at $291.77 on Tuesday. The company has a debt-to-equity ratio of 3.33, a current ratio of 0.62 and a quick ratio of 0.62. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The company has a market capitalization of $831.77 billion, a P/E ratio of 67.54, a P/E/G ratio of 3.08 and a beta of 1.53. The firm’s 50 day simple moving average is $263.41 and its two-hundred day simple moving average is $206.82.

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

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 23rd. Shareholders of record on Thursday, October 9th will be issued a dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, October 9th. This represents a $2.00 dividend on an annualized basis and a yield of 0.7%. Oracle’s dividend payout ratio (DPR) is currently 46.30%.

Insiders Place Their Bets

In related news, Director William G. Parrett sold 11,500 shares of Oracle stock in a transaction that occurred on Friday, September 12th. The stock was sold at an average price of $306.00, for a total transaction of $3,519,000.00. Following the sale, the director owned 17,764 shares of the company’s stock, valued at approximately $5,435,784. This trade represents a 39.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Naomi O. Seligman sold 3,303 shares of the business’s stock in a transaction that occurred on Wednesday, July 16th. The stock was sold at an average price of $233.32, for a total value of $770,655.96. Following the completion of the transaction, the director directly owned 31,447 shares in the company, valued at approximately $7,337,214.04. This represents a 9.51% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 104,314 shares of company stock valued at $31,272,223 over the last three months. Insiders own 40.90% 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.