Oracle Corporation $ORCL Shares Sold by US Bancorp DE

US Bancorp DE lowered its stake in Oracle Corporation (NYSE:ORCL) by 4.5% in the 3rd quarter, HoldingsChannel.com reports. 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’s holdings in Oracle were worth $448,083,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of ORCL. Brighton Jones LLC boosted its stake in Oracle by 189.3% during the 4th 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 in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of 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 buying an additional 404 shares during the period. Sivia Capital Partners LLC boosted its stake in Oracle by 21.5% during the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock valued at $951,000 after buying an additional 768 shares in the last quarter. United Bank raised its position in Oracle by 6.8% in the second quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock worth $3,288,000 after acquiring an additional 963 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in Oracle by 19.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock valued at $11,556,000 after acquiring an additional 8,530 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

ORCL has been the topic of several recent research reports. Scotiabank lowered their price objective on shares of Oracle from $260.00 to $220.00 and set a “sector outperform” rating on the stock in a research note on Tuesday, February 3rd. Oppenheimer upgraded shares of Oracle from a “market perform” rating to an “outperform” rating and set a $185.00 price target on the stock in a research report on Wednesday. Melius Research set a $160.00 price objective on Oracle in a research report on Monday, February 9th. Jefferies Financial Group restated a “buy” rating and issued a $400.00 target price on shares of Oracle in a report on Monday, January 5th. Finally, Bank of America reduced their target price on Oracle from $368.00 to $300.00 and set a “buy” rating for the company in a report on Thursday, December 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $287.94.

Key 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 Stock Performance

ORCL stock opened at $147.70 on Thursday. The firm has a 50 day simple moving average of $175.81 and a 200 day simple moving average of $225.43. The stock has a market cap of $424.36 billion, a P/E ratio of 27.76, a P/E/G ratio of 1.28 and a beta of 1.64. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72. 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 earnings per share for the quarter, topping analysts’ consensus estimates 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 the consensus estimate of $16.19 billion. During the same period in the prior year, the business posted $1.47 earnings per share. Oracle’s revenue for the quarter was up 14.2% compared to the same quarter last year. Research analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

Insider Buying and Selling at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total transaction 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Naomi O. Seligman sold 2,223 shares of the company’s stock in a transaction on Tuesday, December 23rd. The stock was 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 of the company’s stock, valued at $5,032,429.56. This represents a 7.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 72,223 shares of company stock worth $13,689,064. Company insiders own 40.90% of the company’s stock.

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.