Oracle Corporation $ORCL Shares Bought by OVERSEA CHINESE BANKING Corp Ltd

OVERSEA CHINESE BANKING Corp Ltd grew its holdings in shares of Oracle Corporation (NYSE:ORCL) by 118.3% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 166,253 shares of the enterprise software provider’s stock after acquiring an additional 90,108 shares during the quarter. Oracle comprises approximately 0.9% of OVERSEA CHINESE BANKING Corp Ltd’s holdings, making the stock its 26th largest position. OVERSEA CHINESE BANKING Corp Ltd’s holdings in Oracle were worth $32,458,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. FSA Wealth Management LLC acquired a new position in Oracle during the 3rd quarter worth $28,000. Darwin Wealth Management LLC boosted its position in Oracle by 130.0% during the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after acquiring an additional 65 shares during the period. Mpwm Advisory Solutions LLC boosted its position in Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after acquiring an additional 50 shares during the period. Turning Point Benefit Group Inc. acquired a new position in Oracle during the 3rd quarter worth $35,000. Finally, Financial Consulate Inc. acquired a new stake in shares of Oracle in the third quarter valued at $37,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle launched a new suite of agentic AI applications that analysts say extend its cloud/AI moat and support long‑term revenue growth. As Oracle Launches New Agentic AI Tools, Should You Buy, Sell, or Hold ORCL Stock?
• Positive Sentiment: Third‑party AI customers are moving workloads to Oracle Cloud (example: Veritone selected Oracle as preferred cloud), signaling commercial traction for OCI and recurring revenue upside. Why Veritone Inc (VERI) Is Moving Its AI Services to Oracle Cloud
• Positive Sentiment: Analysts are highlighting Oracle’s accelerating cloud growth and an outsized services/backlog (~$550B cited), which supports more optimistic forward earnings/cash‑flow expectations and helped attract a big value fund buyer. Oracle vs. ServiceNow: Which Cloud Software Stock Has an Edge Now?
• Positive Sentiment: Street coverage and buy signals (including a large value fund adding to ORCL) have reinforced the rebound narrative and liquidity into the name. A Legendary Value Fund Just Bet Big on Oracle — The Signal Is Hard to Ignore
• Neutral Sentiment: Oracle named Hilary Maxson as CFO to oversee capital allocation for its AI infrastructure push — experienced hire, but her decisions (capex vs. returns) will determine near‑term margin and cash‑flow dynamics. Oracle Taps Hilary Maxson As CFO To Steer AI Infrastructure Push
• Neutral Sentiment: Oracle Health achieved CMS “Aligned Network” status — a steady revenue/contract win but unlikely to move the stock materially by itself. Oracle Health Demonstrates Interoperability Leadership, Achieves CMS Aligned Network Status
• Negative Sentiment: Reports of large‑scale layoffs and stories about algorithmic selection of roles have raised governance and execution concerns; such headlines can create reputational risk and pressure multiples. Oracle’s new CFO got $26M in stock after layoffs
• Negative Sentiment: Insider selling: an EVP executed a Rule 10b5‑1 sale of 15,000 shares (disclosed SEC filing), which some investors view negatively despite plan protections/typical insider liquidity needs. SEC Form 4 – Stuart Levey sale
• Negative Sentiment: Broader macro/geopolitical volatility and sectorwide tech layoffs are pressuring risk appetite and could cap near‑term upside even as company fundamentals improve. Why Is Oracle Stock Trading Lower Monday?

Analysts Set New Price Targets

ORCL has been the subject of several research analyst reports. Guggenheim restated a “buy” rating and issued a $400.00 price objective on shares of Oracle in a report on Friday, March 13th. UBS Group restated a “buy” rating on shares of Oracle in a report on Monday, February 2nd. Royal Bank Of Canada restated a “sector perform” rating and issued a $160.00 price objective on shares of Oracle in a report on Wednesday, March 11th. Morgan Stanley cut their price objective on Oracle from $320.00 to $213.00 and set an “equal weight” rating for the company in a report on Friday, January 23rd. Finally, Citigroup upped their price objective on Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a report on Thursday, March 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $260.71.

Oracle Trading Up 2.1%

NYSE:ORCL opened at $181.28 on Wednesday. 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 1-year low of $123.39 and a 1-year high of $345.72. The firm has a market capitalization of $521.36 billion, a price-to-earnings ratio of 32.54, a price-to-earnings-growth ratio of 1.70 and a beta of 1.60. The stock has a fifty day simple moving average of $152.94 and a 200 day simple moving average of $194.26.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. The business had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.Oracle’s revenue for the quarter was up 21.7% on a year-over-year basis. During the same quarter last year, the company posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Sell-side analysts forecast that Oracle Corporation will post 6.07 earnings per share for the current year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Thursday, April 9th will be paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle’s dividend payout ratio is currently 35.91%.

Insider Activity

In related 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 completion of the sale, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Stuart Levey sold 15,000 shares of the stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the sale, the executive vice president directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by corporate insiders.

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.