Oracle Corporation $ORCL Shares Bought by Bank of New York Mellon Corp

Posted by ABMN Staff on Jan 28th, 2026

Bank of New York Mellon Corp grew its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 0.8% in the 3rd quarter, Holdings Channel.com reports. The fund owned 11,938,457 shares of the enterprise software provider’s stock after buying an additional 98,693 shares during the period. Oracle makes up 0.6% of Bank of New York Mellon Corp’s holdings, making the stock its 21st biggest holding. Bank of New York Mellon Corp’s holdings in Oracle were worth $3,357,572,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Kampmann Melissa S. grew its position in 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 purchasing an additional 35 shares during the last quarter. McLean Asset Management Corp grew its holdings in shares of Oracle by 0.7% during the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock valued at $1,551,000 after buying an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. increased its position in shares of Oracle by 0.7% in 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 during the period. Voisard Asset Management Group Inc. raised its stake in Oracle by 3.4% in the 3rd 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 lifted its position in Oracle by 16.6% during the 3rd quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock worth $73,000 after acquiring an additional 37 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Stock Performance

Shares of NYSE ORCL opened at $174.86 on Wednesday. The company has a market capitalization of $502.40 billion, a PE ratio of 32.87, a price-to-earnings-growth ratio of 1.61 and a beta of 1.65. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. The company’s fifty day moving average price is $196.68 and its 200 day moving average price is $238.81. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72.

Oracle (NYSE:ORCL – Get Free Report) last issued its quarterly earnings data 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 during the quarter, compared to the consensus estimate of $16.19 billion. During the same quarter in the prior year, the firm posted $1.47 earnings per share. The company’s revenue was up 14.2% compared to the same quarter last year. On average, research analysts predict that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The firm also recently disclosed 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 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s dividend payout ratio (DPR) is presently 37.59%.

Insiders Place Their Bets

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $192.52, for a total transaction of $1,925,200.00. Following the completion of the transaction, the chief executive officer directly owned 144,030 shares of the company’s stock, valued at $27,728,655.60. This represents a 6.49% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the completion of the sale, the executive vice president directly owned 33,638 shares in the company, valued at $6,555,709.82. This represents a 50.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 62,223 shares of company stock valued at $12,136,764 over the last ninety days. 40.90% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the company. Scotiabank reduced their price objective on Oracle from $360.00 to $260.00 and set a “sector outperform” rating for the company in a research note on Thursday, December 11th. JMP Securities reissued a “market outperform” rating and set a $342.00 price target on shares of Oracle in a research report on Friday, October 17th. Jefferies Financial Group restated a “buy” rating and set a $400.00 price objective on shares of Oracle in a research note on Monday, January 5th. TD Cowen dropped their price objective on shares of Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. Finally, Evercore ISI raised their target price on shares of Oracle from $350.00 to $385.00 and gave the stock an “outperform” rating in a report on Friday, October 17th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $300.46.

Read Our Latest Stock Analysis on Oracle

More Oracle News

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle’s role in the newly structured U.S. TikTok venture and related headlines have been a near-term catalyst, supporting expectations for new consumer-facing revenue and strategic leverage of Oracle’s cloud footprint. Oracle shares rise after TikTok deal finalized
Positive Sentiment: Analyst support and buy-side interest remain: Guggenheim reiterated a Buy and called ORCL a top software idea, which can help underpin demand for the shares. Guggenheim Reiterates Buy on Oracle
Positive Sentiment: Longer-term growth drivers: Oracle is aggressively ramping cloud CapEx (reported plan toward $50B) and boasts a rapidly growing revenue backlog, which supports expectations for AI/GPU-driven infrastructure revenue expansion. Is Oracle’s Rising Cloud CapEx Driving Its Next Growth Phase?
Neutral Sentiment: Operational hiccup: Oracle said a weather-related power outage at one of its data centers caused issues for U.S. TikTok users — a short-term operational event rather than a structural problem for Oracle’s cloud business. Oracle says outage at data center causes issues faced by US TikTok users
Negative Sentiment: Legal risk: Multiple firms (Rosen Law Firm, Pomerantz LLP) have announced investigations / class actions related to Oracle’s senior notes and offering documents; new securities litigation increases uncertainty, potential legal costs and investor concern. ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Lawsuit
Negative Sentiment: Analyst downgrade pressure: At least one analyst sharply cut their price target by >30%, signaling reduced near-term expectations and contributing to selling pressure. Why 1 Analyst Just Slashed Their Price Target on Oracle Stock by More than 30%
Negative Sentiment: Reputational / demand risk for TikTok tie-up: U.S. TikTok uninstalls spiked and political criticism (public figures warning about concentration of control) create user- and PR-risk that could blunt the consumer upside from the TikTok arrangement. TikTok uninstalls are up 150% following U.S. joint venture

About Oracle

(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.