First National Bank of Omaha Makes New $5.63 Million Investment in Oracle Corporation $ORCL

Posted by Jessica Moore on Feb 18th, 2026

First National Bank of Omaha purchased a new stake in Oracle Corporation (NYSE:ORCL – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm purchased 20,023 shares of the enterprise software provider’s stock, valued at approximately $5,631,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Kampmann Melissa S. raised its stake in shares of Oracle by 0.3% during the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock worth $3,350,000 after buying an additional 35 shares during the last quarter. McLean Asset Management Corp grew its stake 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 valued at $1,551,000 after acquiring an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. increased its holdings in Oracle by 0.7% during 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 acquiring an additional 36 shares in the last quarter. Voisard Asset Management Group Inc. raised its position in 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 worth $317,000 after acquiring an additional 37 shares during the last quarter. Finally, Avion Wealth grew its position in shares of Oracle by 16.6% in the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock valued at $73,000 after purchasing an additional 37 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Stock Down 3.9%

ORCL opened at $153.94 on Wednesday. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. The stock has a market capitalization of $442.29 billion, a price-to-earnings ratio of 28.94, a price-to-earnings-growth ratio of 1.40 and a beta of 1.64. The business has a 50-day moving average of $181.17 and a two-hundred day moving average of $229.62. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72.

Oracle (NYSE:ORCL – Get Free Report) last announced its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, topping the consensus estimate of $1.64 by $0.62. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The business had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. During the same period in the prior year, the firm posted $1.47 EPS. The company’s revenue was up 14.2% on a year-over-year basis. On average, research analysts expect that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Friday, January 9th. Oracle’s dividend payout ratio (DPR) is 37.59%.

Insider Activity at Oracle

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction on Monday, February 9th. The stock was sold at an average price of $155.23, for a total value of $1,552,300.00. Following the transaction, the chief executive officer owned 134,030 shares in the company, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total value of $2,953,350.00. Following the sale, the insider directly owned 234,077 shares of the company’s stock, valued at approximately $46,087,420.53. This trade represents a 6.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 72,223 shares of company stock valued at $13,689,064 over the last quarter. 40.90% of the stock is currently owned by corporate insiders.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle landed a U.S. Department of the Air Force task order (adds near-term revenue, validates public‑sector cloud traction). The United States Department of the Air Force Awards Oracle Corporation (ORCL) $88 Million Firm-fixed Price Task Order
Positive Sentiment: Analyst and media pieces argue the sell‑off may be a buying opportunity given lower relative valuation, large AI/backlog runway and strong analyst targets — a bullish narrative that could support a rebound if results/guidance meet expectations. Is Oracle a Once-in-a-Decade Buying Opportunity Right Now?
Neutral Sentiment: Industry comparisons highlight that peers like Salesforce may show stronger near-term AI-driven margin expansion, underlining why some investors prefer CRM exposure over Oracle right now. Salesforce vs. Oracle: Which Cloud Software Stock Is the Better Bet?
Neutral Sentiment: Coverage notes a tension between Oracle’s AI/cloud wins and the legal/debt narrative — the Air Force win vs. the accelerating class‑action headlines exemplify that mixed signal to markets. Oracle Lawsuits And Air Force Win Pull AI Cloud Story In Tension
Negative Sentiment: Multiple law firms have filed or issued reminders about securities‑fraud class actions alleging misstatements tied to Oracle’s stock moves (class period cited broadly as June 12–Dec 16, 2025); lead‑plaintiff deadlines and ongoing litigation increase headline risk and selling pressure. NYSE: ORCL: Kessler Topaz Meltzer & Check, LLP Files a Securities Class Action Lawsuit Against Oracle Corporation (ORCL)
Negative Sentiment: Investor concerns persist about heavy, debt‑funded capital spending for AI/data centers and the timing/ROI on those investments — a macro/structural worry that can keep volatility elevated until guidance and cash‑flow clarity arrive. Oracle’s Emotion-Driven Sell-Off Sets Up Generational Opportunity

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on ORCL shares. Guggenheim restated a “buy” rating and set a $400.00 price objective on shares of Oracle in a research report on Thursday, December 11th. The Goldman Sachs Group raised Oracle to a “strong-buy” rating in a report on Monday, January 12th. Scotiabank reduced their price objective on Oracle from $260.00 to $220.00 and set a “sector outperform” rating on the stock in a research report on Tuesday, February 3rd. Citigroup reiterated a “market outperform” rating on shares of Oracle in a research report on Wednesday, December 17th. Finally, Cantor Fitzgerald reduced their target price on shares of Oracle from $400.00 to $320.00 and set an “overweight” rating on the stock in a report on Thursday, December 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $290.97.

Read Our Latest Research Report on Oracle

Oracle Company Profile

(Free Report)

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.