---
title: "Independent Wealth Network Inc. Takes Position in Oracle Corporation $ORCL"
description: "Independent Wealth Network Inc. acquired a new position in Oracle Corporation (NYSE:ORCL) during Q2, purchasing 1,215 shares valued at approximately $266,000. Other investors, including Brighton Jones"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/259211914.md"
published_at: "2025-09-28T10:37:07.000Z"
---

# Independent Wealth Network Inc. Takes Position in Oracle Corporation $ORCL

> Independent Wealth Network Inc. acquired a new position in Oracle Corporation (NYSE:ORCL) during Q2, purchasing 1,215 shares valued at approximately $266,000. Other investors, including Brighton Jones LLC and Wellington Management Group, also increased their stakes in Oracle. Analysts have set new price targets for Oracle, with a consensus target price of $304.71. Insider trading activity includes significant sales by Clayton M. Magouyrk and William G. Parrett. Oracle's stock performance shows a current price of $283.29, with a twelve-month range of $118.86 to $345.72.

Independent Wealth Network Inc. purchased a new position in Oracle Corporation (NYSE:ORCL - Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 1,215 shares of the enterprise software provider's stock, valued at approximately $266,000.

-   Bloom Energy Booms on AI Power Demand and Analyst Upgrades

Several other large investors have also recently added to or reduced their stakes in the stock. Brighton Jones LLC increased its holdings in Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock valued at $25,593,000 after purchasing an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock valued at $903,000 after acquiring an additional 404 shares during the last quarter. Wellington Management Group LLP raised its stake in shares of Oracle by 200.4% during the fourth quarter. Wellington Management Group LLP now owns 172,483 shares of the enterprise software provider's stock valued at $28,743,000 after acquiring an additional 115,059 shares during the last quarter. Legacy Private Trust Co. increased its position in shares of Oracle by 31.5% during the first quarter. Legacy Private Trust Co. now owns 2,193 shares of the enterprise software provider's stock valued at $307,000 after acquiring an additional 525 shares in the last quarter. Finally, BTC Capital Management Inc. lifted its stake in shares of Oracle by 3.7% during the 1st quarter. BTC Capital Management Inc. now owns 74,621 shares of the enterprise software provider's stock valued at $10,433,000 after buying an additional 2,636 shares in the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds.

## Analysts Set New Price Targets

ORCL has been the topic of a number of research reports. DA Davidson increased their price objective on shares of Oracle from $220.00 to $300.00 and gave the stock a "neutral" rating in a research note on Wednesday, September 10th. Sanford C. Bernstein increased their price objective on shares of Oracle from $363.00 to $364.00 and gave the stock an "outperform" rating in a report on Friday. Scotiabank reissued an "outperform" rating on shares of Oracle in a report on Wednesday, September 10th. Redburn Partners set a $175.00 target price on Oracle in a research report on Thursday. Finally, Stifel Nicolaus lifted their price objective on Oracle from $250.00 to $350.00 and gave the company a "buy" rating in a report on Wednesday, September 10th. Two analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat, Oracle presently has an average rating of "Moderate Buy" and a consensus target price of $304.71.

-   Oracle to Hit $1 Trillion Valuation in 2025: Here’s Why

**View Our Latest Analysis on Oracle**

## Insider Activity at Oracle

In related news, insider Clayton M. Magouyrk sold 21,241 shares of the firm's stock in a transaction dated 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 $23,174,580. This trade represents a 21.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director William G. Parrett sold 11,500 shares of the company's stock in a transaction dated Friday, September 12th. The shares were sold at an average price of $306.00, for a total transaction of $3,519,000.00. Following the completion of the transaction, the director directly owned 17,764 shares of the company's stock, valued at approximately $5,435,784. The trade was a 39.30% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 112,092 shares of company stock valued at $32,960,165 over the last ninety days. 42.20% of the stock is owned by insiders.

## Oracle Price Performance

-   Meta Slips as Oracle Surges: ORCL's AI Outlook Bearish for Meta?

ORCL opened at $283.29 on Friday. 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 company has a fifty day simple moving average of $258.19 and a 200 day simple moving average of $200.78. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The firm has a market cap of $805.03 billion, a price-to-earnings ratio of 65.58, a PEG ratio of 3.05 and a beta of 1.46.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share 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 firm had revenue of $14.93 billion during the quarter, compared to analyst estimates of $15.04 billion. During the same quarter in the prior year, the business earned $1.39 earnings per share. The business's revenue was up 12.2% on a year-over-year basis. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. Equities research analysts expect that Oracle Corporation will post 5 EPS for the current fiscal year.

## Oracle Dividend Announcement

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

## About Oracle

(Free Report)

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.

## Featured Stories

-   Five stocks we like better than Oracle
-   Why Understanding Call Option Volume is Essential to Successful Options Trading
-   3 Healthcare Stocks Using AI to Drive Growth
-   Best of the list of Dividend Aristocrats: Build wealth with the aristocrat index
-   Get Exposure to Millennials' Purchasing Power With This ETF
-   The Role Economic Reports Play in a Successful Investment Strategy
-   Why a $4.5 Billion Smart Debt Move Is Fueling Dell’s AI Ambitions

**Want to see what other hedge funds are holding ORCL?** Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Oracle Corporation (NYSE:ORCL - Free Report).

*This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.*

## Should You Invest $1,000 in Oracle Right Now?

Before you consider Oracle, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Oracle wasn't on the list.

While Oracle currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

### Related Stocks

- [ORCL.US - Oracle](https://longbridge.com/en/quote/ORCL.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 被借怕了！银行急着给甲骨文 560 亿美元债权 “找下家”，险资、私募接盘 | 华尔街银行额度告急，正急将甲骨文数百亿贷款 “包装” 甩卖，融资成本却已逼近垃圾债。无视 “大空头” Burry 狙击，甲骨文仍拟再融 500 亿豪赌重资产。当 AI 野心撞上流动性墙，这场高杠杆游戏的风险正逼近极限。 | [Link](https://longbridge.com/en/news/274763031.md) |
| 期权热点｜周一 ORCL 大涨 9%，部分看涨期权飙升 575% | 美东时间 02 月 09 日，甲骨文期权总成交 482931 张，看涨期权占比 59%，看跌期权占比 40%。 | [Link](https://longbridge.com/en/news/275400548.md) |
| 上一次 “软件要亡” 论发生在 10 年前，后续如何了？ | 巴克莱指出，当前对 AI 的恐慌与 10 年前 AWS 崛起时如出一辙，但历史证明没有软件巨头因此破产，微软等反而实现数倍增长。如今软件板块估值大幅压缩，无差别抛售创造了巨大的错配机会，拥有护城河的公司被错误定价。 | [Link](https://longbridge.com/en/news/275998314.md) |
| 甲骨文的最悲观假设：若 AI 数据中心合同全部终止 | 伯恩斯坦极端压力测试显示，即便 OpenAI 等 AI 客户完全撤单，甲骨文仅凭核心数据库与企业云业务仍可支撑每股 137 美元估值，较当前股价下行空间仅 15%，安全边际清晰。研报同时拆解市场担忧：2480 亿美元租赁合同年度风险敞口仅  | [Link](https://longbridge.com/en/news/275745631.md) |
| 美股盘前热门交易：甲骨文盘前涨 4.50%，债券发行提振信心，AI 支出与债务风险仍引发担忧 | 甲骨文盘前涨 4.50%；MDJM 盘前涨 95.76%；Mint Incorporation 盘前涨 43.54%；Reliance Global 盘前涨 38.58%。 | [Link](https://longbridge.com/en/news/275325651.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
