Fulton Bank N.A. Has $10.39 Million Position in Oracle Corporation $ORCL

Fulton Bank N.A. lessened its holdings in shares of Oracle Corporation (NYSE:ORCL) by 13.4% during the 3rd quarter, Holdings Channel.com reports. The firm owned 36,957 shares of the enterprise software provider’s stock after selling 5,706 shares during the period. Fulton Bank N.A.’s holdings in Oracle were worth $10,394,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the business. Vanguard Group Inc. increased its position in Oracle by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock valued at $35,916,290,000 after acquiring an additional 3,353,461 shares in the last quarter. State Street Corp grew its stake in shares of Oracle by 1.7% during the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock valued at $16,060,427,000 after purchasing an additional 1,252,723 shares during the last quarter. Norges Bank acquired a new stake in shares of Oracle in the second quarter valued at approximately $4,275,378,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Oracle by 0.4% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 13,884,524 shares of the enterprise software provider’s stock worth $1,941,195,000 after purchasing an additional 59,164 shares during the last quarter. Finally, Legal & General Group Plc lifted its holdings in Oracle by 1.3% during the 2nd quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider’s stock worth $2,473,838,000 after buying an additional 147,367 shares in the last quarter. 42.44% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts have recently commented on the company. Citigroup reissued a “market outperform” rating on shares of Oracle in a research note on Wednesday, December 17th. Wells Fargo & Company began coverage on Oracle in a research report on Wednesday, December 3rd. They issued an “overweight” rating and a $280.00 price objective for the company. Sanford C. Bernstein dropped their price objective on Oracle from $364.00 to $339.00 and set an “outperform” rating for the company in a report on Thursday, December 11th. BNP Paribas set a $377.00 target price on shares of Oracle in a research note on Wednesday, September 10th. Finally, DA Davidson lowered their price target on shares of Oracle from $200.00 to $180.00 and set a “neutral” rating for the company in a research report on Thursday, December 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $307.72.

Insider Buying and Selling at Oracle

In other news, Director Jeffrey Berg sold 49,365 shares of the firm’s stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $283.02, for a total transaction of $13,971,282.30. Following the sale, the director owned 151,999 shares of the company’s stock, valued at $43,018,756.98. This trade represents a 24.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction that occurred on 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 completion of the transaction, the insider owned 234,077 shares of the company’s stock, valued at $46,087,420.53. This represents a 6.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 146,346 shares of company stock worth $39,082,996 in the last three months. 40.90% of the stock is owned by insiders.

Oracle Stock Performance

Shares of ORCL stock opened at $195.75 on Monday. The stock has a market cap of $562.42 billion, a PE ratio of 36.80, a price-to-earnings-growth ratio of 1.74 and a beta of 1.65. The stock has a 50-day moving average of $216.18 and a 200-day moving average of $242.88. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. Oracle Corporation has a one year low of $118.86 and a one year high of $345.72.

Oracle (NYSE:ORCL) last released 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 quarter last year, the firm earned $1.47 EPS. Oracle’s quarterly revenue was up 14.2% compared to the same quarter last year. As a group, sell-side analysts expect that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Investors of record on Friday, January 9th will be paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Friday, January 9th. Oracle’s dividend payout ratio (DPR) is presently 37.59%.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Mizuho reaffirmed an Outperform rating and a $400 price target for ORCL, calling fiscal Q2 results “mixed” but keeping conviction in Oracle’s AI and cloud position — a vote of confidence that can support the stock. Mizuho Reaffirms Oracle Outperform
• Positive Sentiment: Zacks Research raised its Q3 FY2027 EPS estimate for Oracle (from $1.56 to $1.63), nudging consensus higher and implying analysts may be adjusting models upward after Oracle’s recent EPS beat — a technical positive for price targets and sentiment. Zacks Raises Q3 FY2027 EPS Estimate
• Positive Sentiment: Long-form coverage (The Motley Fool) frames Oracle as the “poster child” AI stock of 2025 and highlights why its AI momentum could continue into 2026 — reinforcing the growth narrative that helped the stock earlier. Why Oracle Was the Poster Child AI Stock of 2025
• Positive Sentiment: MarketBeat analysis argues Oracle’s large datacenter buildout, multicloud positioning and rising coverage make it a long-term AI/infra play — a bullish thematic note that can attract longer-horizon buyers. Oracle: A Hard Pass—or a Hard-to-Pass Opportunity?
• Neutral Sentiment: Kalkine reports regulatory ownership filings and institutional ownership changes for ORCL — normal disclosure activity; can influence short-term flows but not a directional catalyst by itself. Regulatory Ownership Filings
• Neutral Sentiment: Blockonomi piece on DeFi liquidations notes that reliable oracle price feeds are critical — a reminder that Oracle’s name and technology are important to broader market infrastructure, but not a direct corporate catalyst. DeFi Liquidations: Oracle Price Feed Role
• Neutral Sentiment: Yahoo/other pieces debating ORCL’s 5-year outlook (moonshot vs crash) and broader analyst commentary are mixed — useful for framing risk/reward but not immediate drivers. Oracle Stock in 5 Years
• Neutral Sentiment: Coverage referencing Warren Buffett’s retirement (Berkshire piece) mentions “Oracle of Omaha” as context but is not material to ORCL fundamentals. Berkshire/Huff on Buffett Retirement
• Negative Sentiment: A Market Domination interview flags Oracle’s dependency on OpenAI as a concentration risk — if that relationship weakens or OpenAI shifts strategy, it could hurt demand for dedicated Oracle services and capex monetization. Why OpenAI could be a ‘major risk’ to Oracle

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.