US Bancorp DE Decreases Position in Oracle Corporation $ORCL

US Bancorp DE reduced its stake in shares of Oracle Corporation (NYSE:ORCL) by 4.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,593,234 shares of the enterprise software provider’s stock after selling 74,700 shares during the quarter. US Bancorp DE owned 0.06% of Oracle worth $448,083,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Kampmann Melissa S. boosted its stake in shares of Oracle by 0.3% in the third quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock valued at $3,350,000 after purchasing an additional 35 shares during the period. McLean Asset Management Corp lifted its holdings in Oracle by 0.7% in the 3rd quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock worth $1,551,000 after buying an additional 36 shares in the last quarter. Mine & Arao Wealth Creation & Management LLC. boosted its position in Oracle by 0.7% in the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock valued at $1,485,000 after buying an additional 36 shares during the last quarter. Voisard Asset Management Group Inc. grew its stake in shares of Oracle by 3.4% during the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock valued at $317,000 after acquiring an additional 37 shares in the last quarter. Finally, Avion Wealth increased its position in shares of Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock worth $73,000 after acquiring an additional 37 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insider Buying and Selling

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the sale, the chief executive officer owned 134,030 shares of the company’s stock, valued at $20,805,476.90. This trade represents a 6.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Naomi O. Seligman sold 2,223 shares of Oracle stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total transaction of $437,064.03. Following the completion of the sale, the director owned 25,596 shares in the company, valued at approximately $5,032,429.56. This represents a 7.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 72,223 shares of company stock worth $13,689,064. Company insiders own 40.90% of the company’s stock.

Oracle Stock Up 1.1%

Shares of NYSE:ORCL opened at $147.70 on Thursday. The stock has a market capitalization of $424.36 billion, a price-to-earnings ratio of 27.76, a price-to-earnings-growth ratio of 1.28 and a beta of 1.64. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The company’s fifty day moving average is $175.81 and its two-hundred day moving average is $225.43. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating the consensus estimate of $1.64 by $0.62. The business had revenue of $16.06 billion during 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 company’s quarterly revenue was up 14.2% on a year-over-year basis. During the same period in the previous year, the business posted $1.47 EPS. Equities analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Friday, January 9th. Oracle’s dividend payout ratio is presently 37.59%.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on ORCL shares. Wells Fargo & Company initiated coverage on Oracle in a research note on Wednesday, December 3rd. They set an “overweight” rating and a $280.00 price objective for the company. Erste Group Bank downgraded shares of Oracle from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. BMO Capital Markets dropped their price target on shares of Oracle from $270.00 to $205.00 and set an “outperform” rating for the company in a research note on Wednesday, February 4th. DA Davidson upgraded shares of Oracle from a “neutral” rating to a “buy” rating and set a $180.00 price objective on the stock in a research note on Monday, February 9th. Finally, Citizens Jmp dropped their target price on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a research report on Thursday, February 5th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $287.94.

More Oracle News

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.