Oracle (NYSE:ORCL) Trading 3.5% Higher – Here’s What Happened

Posted by Geri Gentry on May 22nd, 2026

Oracle Corporation (NYSE:ORCL – Get Free Report)’s share price traded up 3.5% on Wednesday . The stock traded as high as $188.22 and last traded at $187.8980. 15,620,444 shares were traded during trading, a decline of 43% from the average session volume of 27,393,371 shares. The stock had previously closed at $181.46.

More Oracle News

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?

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. JPMorgan Chase & Co. upgraded 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. Arete Research set a $255.00 target price on shares of Oracle and gave the company a “buy” rating in a research report on Thursday, May 7th. Bank of America assumed coverage on shares of Oracle in a research report on Tuesday, March 24th. They set a “buy” rating and a $200.00 target price on the stock. Oppenheimer lifted their target price on shares of Oracle from $210.00 to $235.00 and gave the company an “outperform” rating in a research report on Tuesday, May 12th. Finally, Jefferies Financial Group decreased their target price on shares of Oracle from $400.00 to $320.00 and set a “buy” rating on the stock in a research report on Thursday, March 5th. Three research 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 issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $261.46.

Check Out Our Latest Report on Oracle

Oracle Stock Performance

The stock has a market capitalization of $552.58 billion, a price-to-earnings ratio of 34.49, a price-to-earnings-growth ratio of 1.80 and a beta of 1.55. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock’s 50-day simple moving average is $165.70 and its 200 day simple moving average is $179.91.

Oracle (NYSE:ORCL – Get Free Report) last released its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. The firm 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 company’s revenue for the quarter was up 21.7% compared to the same quarter last year. During the same period in the previous year, the business earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Analysts expect that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Announces Dividend

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

Insider Activity

In other news, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the transaction, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Hedge Funds Weigh In On Oracle

Large investors have recently modified their holdings of the stock. Xponance Inc. increased its stake in Oracle by 1.8% in the third quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock valued at $114,336,000 after purchasing an additional 7,320 shares in the last quarter. Stonegate Investment Group LLC increased its stake in Oracle by 3.2% in the third quarter. Stonegate Investment Group LLC now owns 99,400 shares of the enterprise software provider’s stock valued at $27,955,000 after purchasing an additional 3,065 shares in the last quarter. DDD Partners LLC bought a new stake in shares of Oracle during the fourth quarter worth $1,677,000. William Blair Investment Management LLC increased its position 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 in the last quarter. Finally, Meridian Wealth Management LLC boosted its holdings in 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 purchasing an additional 3,150 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Oracle Company Profile

(Get 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.