First National Trust Co Purchases 19,932 Shares of Oracle Corporation $ORCL

First National Trust Co boosted its position in Oracle Corporation (NYSE:ORCL) by 33.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 80,087 shares of the enterprise software provider’s stock after purchasing an additional 19,932 shares during the quarter. First National Trust Co’s holdings in Oracle were worth $15,610,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in ORCL. Xponance Inc. grew its stake in shares of Oracle by 1.8% during the third quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock worth $114,336,000 after acquiring an additional 7,320 shares during the last quarter. Stonegate Investment Group LLC grew its stake in shares of Oracle by 3.2% during the third quarter. Stonegate Investment Group LLC now owns 99,400 shares of the enterprise software provider’s stock worth $27,955,000 after acquiring an additional 3,065 shares during the last quarter. DDD Partners LLC purchased a new stake in shares of Oracle during the fourth quarter worth about $1,677,000. William Blair Investment Management LLC grew its stake 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 worth $311,497,000 after acquiring an additional 246,243 shares during the last quarter. Finally, Meridian Wealth Management LLC grew its stake in shares of Oracle by 6.6% during the third quarter. Meridian Wealth Management LLC now owns 50,712 shares of the enterprise software provider’s stock worth $14,262,000 after acquiring an additional 3,150 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors.

Insider Activity at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction dated Thursday, April 16th. The stock was 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 owned 3,429 shares of the company’s stock, valued at $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by company insiders.

Analyst Ratings Changes

ORCL has been the topic of a number of research analyst reports. Wedbush boosted their price target on Oracle from $225.00 to $275.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 13th. Melius Research set a $160.00 price target on Oracle in a research note on Monday, February 9th. Cantor Fitzgerald restated an “overweight” rating and set a $229.00 price target on shares of Oracle in a research note on Wednesday, March 11th. Robert W. Baird dropped their price target on Oracle from $300.00 to $200.00 and set an “outperform” rating on the stock in a research note on Tuesday, March 10th. Finally, Arete Research set a $255.00 price target on Oracle and gave the stock a “buy” rating in a research note on Thursday, May 7th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $261.46.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wall Street analysts raised price targets on Oracle after noting strong cloud growth and accelerating AI demand, reinforcing the view that Oracle can keep expanding its AI infrastructure business. Oracle Analysts See Up to 45% Upside as AI Cloud Growth Accelerates
• Positive Sentiment: Multiple reports highlighted Oracle’s $553 billion AI cloud backlog, 44% cloud growth, and 22% revenue growth, suggesting that enterprise AI demand is translating into real financial momentum. Oracle (ORCL) Stock Jumps as $553B AI Cloud Backlog Powers 22% Revenue Growth
• Positive Sentiment: Oracle’s NetSuite division is still growing, with revenue up 14%, and AI features plus the shift to cloud ERP could add another growth driver in 2026. Will Oracle’s NetSuite Division Accelerate Revenue Growth in 2026?

Oracle Trading Up 1.2%

Oracle stock opened at $192.13 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a 52 week low of $134.57 and a 52 week high of $345.72. The company has a market capitalization of $552.58 billion, a price-to-earnings ratio of 34.49, a price-to-earnings-growth ratio of 1.83 and a beta of 1.55. The stock has a 50-day moving average price of $166.27 and a 200 day moving average price of $179.99.

Oracle (NYSE:ORCL) last released its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The firm had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. During the same quarter in the previous year, the company posted $1.47 earnings per share. 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. Sell-side analysts anticipate that Oracle Corporation will post 6.08 EPS for the current year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were issued a dividend of $0.50 per share. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. Oracle’s payout ratio is 35.91%.

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.