Oracle Corporation $ORCL Shares Bought by Westpac Banking Corp

Westpac Banking Corp boosted its stake in shares of Oracle Corporation (NYSE:ORCL) by 66.5% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 20,724 shares of the enterprise software provider’s stock after purchasing an additional 8,274 shares during the period. Westpac Banking Corp’s holdings in Oracle were worth $5,828,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of ORCL. Vanguard Group Inc. boosted its position in Oracle by 2.8% in 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 purchasing an additional 4,681,626 shares in the last quarter. State Street Corp boosted its holdings in Oracle by 1.7% during the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock worth $16,060,427,000 after buying an additional 1,252,723 shares in the last quarter. Norges Bank acquired a new stake in Oracle during the second quarter valued at $4,275,378,000. Bank of New York Mellon Corp increased its holdings in 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 valued at $3,357,572,000 after buying an additional 98,693 shares in the last quarter. Finally, Legal & General Group Plc raised its position in shares of Oracle by 1.3% in the second quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider’s stock worth $2,473,838,000 after acquiring an additional 147,367 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

ORCL has been the topic of a number of analyst reports. Mizuho set a $400.00 target price on Oracle in a research report on Monday, December 15th. The Goldman Sachs Group upgraded Oracle to a “strong-buy” rating in a research report on Monday, January 12th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $375.00 target price on shares of Oracle in a research note on Wednesday, November 26th. Morgan Stanley dropped their price target on shares of Oracle from $320.00 to $213.00 and set an “equal weight” rating on the stock in a research note on Friday, January 23rd. Finally, Melius Research set a $160.00 price objective on shares of Oracle in a research report on Monday, February 9th. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $287.94.

Oracle Stock Performance

ORCL opened at $147.70 on Thursday. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The firm has a market capitalization of $424.36 billion, a PE ratio of 27.76, a PEG ratio of 1.28 and a beta of 1.64. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. The firm’s 50-day moving average price is $175.81 and its 200 day moving average price is $225.43.

Oracle (NYSE:ORCL) last released its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, topping analysts’ consensus estimates of $1.64 by $0.62. The business had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The business’s revenue was up 14.2% on a year-over-year basis. During the same period last year, the company posted $1.47 EPS. As a group, sell-side analysts expect that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were paid a $0.50 dividend. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. Oracle’s dividend payout ratio (DPR) is 37.59%.

Insider Buying and Selling

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of the business’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the transaction, the executive vice president directly owned 33,638 shares in the company, valued at $6,555,709.82. The trade was a 50.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Naomi O. Seligman sold 2,223 shares of Oracle stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total transaction of $437,064.03. Following the sale, the director directly owned 25,596 shares in the company, valued at approximately $5,032,429.56. The trade was a 7.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 72,223 shares of company stock worth $13,689,064 in the last quarter. 40.90% of the stock is currently owned by insiders.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oppenheimer upgraded ORCL to Outperform with a $185 target, citing attractive valuation after a sharp pullback and easing OpenAI execution risk — a catalyst that lifted the stock. Oracle rises after upgrade at Oppenheimer
• Positive Sentiment: Other Wall Street support (including recent Wells Fargo coverage and a high analyst buy consensus) has produced bullish price targets and renewed interest in ORCL as a value/cash‑flow play tied to large cloud spending trends. Is Oracle The Best Stock In Technology Sector?
• Positive Sentiment: Product/service news — coverage highlights Oracle Database Managed Services as an ongoing revenue stream that supports recurring, higher‑margin enterprise relationships and could help stabilize growth as cloud investments mature. Oracle Database Managed Services
• Neutral Sentiment: Broader market tailwind: technology stocks rallied ahead of major AI earnings (Nvidia), which buoyed software/cloud names including Oracle but represents a market move rather than company‑specific news. Technology Leads US Equities Higher Ahead of Nvidia’s Results
• Neutral Sentiment: Crypto/DeFi commentary on “oracles” (blockchain oracle security) is drawing headlines but is unrelated to Oracle the company; monitor for potential media confusion but minimal direct impact. Ethereum DeFi Warning: Vitalik Flags Oracles
• Negative Sentiment: Legal overhang: multiple firms (Rosen, Levi & Korsinsky, Pomerantz, Bernstein Liebhard, etc.) have filed or publicized securities‑fraud class actions tied to June–Dec 2025 disclosures; this increases litigation risk and may pressure sentiment until resolved. ORCL Investors Have Opportunity to Lead Securities Fraud Lawsuit
• Negative Sentiment: Fundamental concern: analysis pieces note slowing cloud revenue growth and higher capex to build AI infrastructure, raising questions about near‑term margins and the company’s AI edge — a factor behind the stock’s YTD weakness. Is Oracle Stock Losing Its AI Edge?

Oracle Profile

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.