Bank of New York Mellon Corp Purchases 927,618 Shares of Oracle Corporation $ORCL

Bank of New York Mellon Corp boosted its position in Oracle Corporation (NYSE:ORCL) by 7.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 12,866,075 shares of the enterprise software provider’s stock after acquiring an additional 927,618 shares during the period. Bank of New York Mellon Corp’s holdings in Oracle were worth $2,507,727,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Xponance Inc. raised its stake in Oracle by 1.8% in the third quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock worth $114,336,000 after buying an additional 7,320 shares in the last quarter. DDD Partners LLC bought a new position in shares of Oracle in the 4th quarter worth approximately $1,677,000. William Blair Investment Management LLC boosted its position in shares of Oracle by 28.6% during the third quarter. William Blair Investment Management LLC now owns 1,107,586 shares of the enterprise software provider’s stock valued at $311,497,000 after purchasing an additional 246,243 shares in the last quarter. New Mexico Educational Retirement Board grew its stake in Oracle by 4.2% in the fourth quarter. New Mexico Educational Retirement Board now owns 76,590 shares of the enterprise software provider’s stock worth $14,928,000 after purchasing an additional 3,100 shares during the period. Finally, KADENSA CAPITAL Ltd raised its holdings in Oracle by 1,945.8% in the third quarter. KADENSA CAPITAL Ltd now owns 92,736 shares of the enterprise software provider’s stock worth $26,081,000 after purchasing an additional 88,203 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on ORCL. Stephens reiterated an “equal weight” rating and issued a $254.00 price target on shares of Oracle in a research note on Tuesday, April 7th. Monness Crespi & Hardt restated a “hold” rating on shares of Oracle in a report on Wednesday, March 11th. Oppenheimer lifted their target price on shares of Oracle from $210.00 to $235.00 and gave the company an “outperform” rating in a report on Tuesday, May 12th. Stifel Nicolaus dropped their price target on Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a research report on Wednesday, March 11th. Finally, DA Davidson upped their price target on Oracle from $180.00 to $200.00 and gave the stock a “buy” rating in a research note on Wednesday, March 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $263.62.

Oracle Trading Down 1.4%

NYSE:ORCL opened at $244.80 on Wednesday. The stock has a market cap of $704.05 billion, a price-to-earnings ratio of 43.95, a PEG ratio of 2.28 and a beta of 1.65. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The company’s 50 day moving average price is $172.65 and its 200-day moving average price is $177.99. Oracle Corporation has a 52 week low of $134.57 and a 52 week high of $345.72.

Oracle (NYSE:ORCL) last issued its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, beating 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 business had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. During the same period last year, the business posted $1.47 EPS. The company’s revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities research analysts forecast that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were issued a $0.50 dividend. The ex-dividend date was Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 0.8%. Oracle’s dividend payout ratio (DPR) is currently 35.91%.

Insider Buying and Selling

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction on Thursday, April 16th. The shares were 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle got a fresh price-target boost from UBS to $285 and a buy rating, reflecting continued Wall Street confidence in upside ahead of next week’s earnings. Read More
• Positive Sentiment: Arm said Oracle is among the customers using its data center CPU chips, adding another signal that Oracle remains a key player in AI infrastructure buildout. Article
• Positive Sentiment: Oracle continues to benefit from enthusiasm around AI spending across hyperscalers, with investors viewing the company as a potential long-term winner in cloud and AI infrastructure. Article
• Neutral Sentiment: Oracle scheduled its fiscal fourth-quarter 2026 earnings release for June 10, which is keeping investors focused on the upcoming report and guidance. Article
• Neutral Sentiment: Several technical and market commentary pieces note the stock had surged sharply before pulling back, suggesting some routine profit-taking after the recent rally. Article
• Negative Sentiment: Investors are increasingly worried about Oracle’s AI infrastructure spending, especially after Alphabet’s large fundraising plan reignited concerns about the cost of competing in AI. Article
• Negative Sentiment: Barchart reported unusually heavy put option trading ahead of Oracle’s earnings, which may signal that some traders are positioning for downside or disappointment. Article
• Negative Sentiment: One Seeking Alpha note downgraded Oracle, arguing investors should focus on intrinsic value rather than speculation, which adds to the caution around the stock’s recent run. Article

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.