Fifth Third Bancorp Boosts Position in Oracle Corporation $ORCL

Fifth Third Bancorp lifted its position in Oracle Corporation (NYSE:ORCL) by 0.9% in the fourth quarter, HoldingsChannel reports. The firm owned 1,253,794 shares of the enterprise software provider’s stock after buying an additional 10,992 shares during the period. Fifth Third Bancorp’s holdings in Oracle were worth $244,377,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in Oracle by 3.5% in the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock valued at $34,070,674,000 after purchasing an additional 5,841,584 shares during the last quarter. Capital Research Global Investors increased its holdings in shares of Oracle by 1.2% during the 3rd quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider’s stock worth $6,555,961,000 after buying an additional 266,588 shares during the last quarter. Bank of New York Mellon Corp raised its position in shares of Oracle by 0.8% during the 3rd quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock valued at $3,357,572,000 after buying an additional 98,693 shares during the period. Legal & General Group Plc increased its stake in Oracle by 3.4% during the third quarter. Legal & General Group Plc now owns 11,696,752 shares of the enterprise software provider’s stock worth $3,289,595,000 after acquiring an additional 381,572 shares during the last quarter. Finally, Invesco Ltd. lifted its stake in shares of Oracle by 16.6% in the 3rd quarter. Invesco Ltd. now owns 10,303,992 shares of the enterprise software provider’s stock valued at $2,897,895,000 after purchasing an additional 1,464,826 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Trading Down 1.5%

Shares of ORCL stock opened at $161.38 on Friday. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72. The company has a 50 day moving average price of $154.96 and a 200 day moving average price of $189.80. The stock has a market capitalization of $464.14 billion, a P/E ratio of 28.97, a price-to-earnings-growth ratio of 1.56 and a beta of 1.60. 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 (NYSE:ORCL) last released its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. The company had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The firm’s quarterly revenue was up 21.7% on a year-over-year basis. During the same period in the prior year, the business earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts predict that Oracle Corporation will post 6.08 EPS 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 dividend on an annualized basis and a yield of 1.2%. Oracle’s dividend payout ratio (DPR) is 35.91%.

Insider Buying and Selling at Oracle

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction dated 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 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 document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the transaction, the executive vice president owned 3,429 shares of the company’s stock, valued at $604,155.51. The trade was a 81.39% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on ORCL shares. Oppenheimer raised their price objective on Oracle from $185.00 to $210.00 and gave the stock an “outperform” rating in a research report on Wednesday, March 11th. JPMorgan Chase & Co. raised shares of Oracle from a “neutral” rating to an “overweight” rating and decreased their target price for the company from $230.00 to $210.00 in a research report on Wednesday, March 11th. Barclays dropped their price target on shares of Oracle from $310.00 to $230.00 and set an “overweight” rating for the company in a research report on Monday, March 9th. DA Davidson boosted their price target on shares of Oracle from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Wednesday, March 11th. Finally, Guggenheim restated a “buy” rating and issued a $400.00 price objective on shares of Oracle in a report on Friday, March 13th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $259.56.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush reiterates an Outperform and calls the recent selloff an “overreaction,” backing a $225 price target — provides conviction from a major AI/cloud-focused analyst. Wedbush Reiterates Outperform on Oracle (ORCL), Calls Selloff an Overreaction
• Positive Sentiment: Dan Ives and other bullish write-ups highlight large upside tied to Oracle’s AI infrastructure build and a sizeable backlog, supporting longer-term revenue visibility. Why Dan Ives Is Betting on 35% Upside for Oracle Stock
• Positive Sentiment: Multiple bullish commentaries (247WallSt, Zacks, Seeking Alpha) argue the pullback creates a compelling entry given AI-driven cloud demand, backlog growth, and momentum scores. Oracle’s Recent Pullback Creates a Compelling Entry Point for Long-Term Investors
• Neutral Sentiment: Development in the AI ecosystem — e.g., CoreWeave’s GPU-backed loan — signals continued financing/activity to build AI infrastructure, which could support Oracle’s IaaS demand indirectly. CoreWeave Heralds New AI Borrowing Frontier With GPU-Backed Loan
• Neutral Sentiment: Oracle tech being used in fintech/blockchain pilots (Shinhan Card + Solana) is a small but positive diversification datapoint for adoption outside core cloud contracts. Shinhan Card Partners with Solana Foundation to Pioneer Stablecoin Payments in South Korea
• Negative Sentiment: Reports that OpenAI missed internal targets and may reassess contract spending sparked a sectorwide hit to AI/cloud names and pushed Oracle shares lower due to its exposure to big AI customers. OpenAI Report Sends Oracle, AI Stocks Spiraling
• Negative Sentiment: Isolated reports citing a canceled large server deal (affecting suppliers and signaling potential re-prioritization of vendors) and coverage noting ORCL fell more than the market amplify near-term risk and headline-driven volatility. Why Is Super Micro Computer Stock Falling On Wednesday? Oracle (ORCL) Falls More Steeply Than Broader Market

About Oracle

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.