Oracle Corporation $ORCL Shares Bought by First National Trust Co

First National Trust Co raised its stake in Oracle Corporation (NYSE:ORCL) by 33.1% in the fourth quarter, HoldingsChannel reports. The fund owned 80,087 shares of the enterprise software provider’s stock after purchasing an additional 19,932 shares during the period. First National Trust Co’s holdings in Oracle were worth $15,610,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently bought and sold shares of ORCL. Jennison Associates LLC lifted its holdings in Oracle by 2,062.4% in the third quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider’s stock valued at $2,595,072,000 after acquiring an additional 8,800,546 shares during the period. Vanguard Group Inc. lifted its holdings in Oracle by 3.5% in the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock valued at $34,070,674,000 after acquiring an additional 5,841,584 shares during the period. American Century Companies Inc. lifted its holdings in Oracle by 333.7% in the third quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider’s stock valued at $1,473,137,000 after acquiring an additional 4,030,382 shares during the period. Amundi lifted its holdings in Oracle by 32.9% in the third quarter. Amundi now owns 9,636,090 shares of the enterprise software provider’s stock valued at $2,809,609,000 after acquiring an additional 2,385,556 shares during the period. Finally, SG Americas Securities LLC lifted its holdings in Oracle by 921.6% in the fourth quarter. SG Americas Securities LLC now owns 2,311,815 shares of the enterprise software provider’s stock valued at $450,596,000 after acquiring an additional 2,085,514 shares during the period. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle Stock Up 1.2%

Shares of ORCL opened at $192.13 on Friday. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. The stock has a market capitalization of $552.58 billion, a price-to-earnings ratio of 34.49, a PEG ratio of 1.83 and a beta of 1.55. The stock has a 50 day moving average price of $166.27 and a 200 day moving average price of $179.99.

Oracle (NYSE:ORCL) last issued 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. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The firm had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. During the same period in the previous year, the business earned $1.47 earnings per share. The firm’s revenue for the quarter was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts forecast that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Thursday, April 9th. Oracle’s payout ratio is presently 35.91%.

Insider Activity at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction that occurred on 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 directly owned 3,429 shares in the company, valued at approximately $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently commented on the company. TD Cowen cut their price objective on Oracle from $350.00 to $250.00 and set a “buy” rating for the company in a research report on Friday, March 6th. Melius Research set a $160.00 price objective on Oracle in a research report on Monday, February 9th. Deutsche Bank Aktiengesellschaft cut their price objective on Oracle from $375.00 to $300.00 and set a “buy” rating for the company in a research report on Monday, March 9th. Piper Sandler cut their price objective on Oracle from $240.00 to $210.00 and set an “overweight” rating for the company in a research report on Wednesday, March 11th. Finally, Oppenheimer boosted their price objective on Oracle from $210.00 to $235.00 and gave the company an “outperform” rating in a research report on Tuesday, May 12th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $261.46.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wall Street analysts raised price targets on Oracle after noting strong cloud growth and accelerating AI demand, reinforcing the view that Oracle can keep expanding its AI infrastructure business. Oracle Analysts See Up to 45% Upside as AI Cloud Growth Accelerates
• Positive Sentiment: Multiple reports highlighted Oracle’s $553 billion AI cloud backlog, 44% cloud growth, and 22% revenue growth, suggesting that enterprise AI demand is translating into real financial momentum. Oracle (ORCL) Stock Jumps as $553B AI Cloud Backlog Powers 22% Revenue Growth
• Positive Sentiment: Oracle’s NetSuite division is still growing, with revenue up 14%, and AI features plus the shift to cloud ERP could add another growth driver in 2026. Will Oracle’s NetSuite Division Accelerate Revenue Growth in 2026?

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.