Oracle Corporation $ORCL Stock Purchased by Godsey & Gibb Inc.

Posted by Brenda Bartman on Oct 15th, 2026

Godsey & Gibb Inc. grew its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 9.7% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 161,638 shares of the enterprise software provider’s stock after purchasing an additional 14,332 shares during the period. Godsey & Gibb Inc.’s holdings in Oracle were worth $22,193,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Bank of New York Mellon Corp purchased a new position in shares of Oracle in the 2nd quarter valued at $1,911,930,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in shares of Oracle during the 2nd quarter valued at $625,454,000. Auto Owners Insurance Co boosted its position in Oracle by 19,391.0% during the 4th quarter. Auto Owners Insurance Co now owns 2,826,195 shares of the enterprise software provider’s stock worth $550,854,000 after purchasing an additional 2,811,695 shares during the period. Hsbc Holdings PLC boosted its position in Oracle by 43.6% during the 4th quarter. Hsbc Holdings PLC now owns 5,525,291 shares of the enterprise software provider’s stock worth $1,081,118,000 after purchasing an additional 1,676,629 shares during the period. Finally, Corient Private Wealth LP purchased a new stake in Oracle during the 2nd quarter worth $186,175,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Analyst support remains strong: Mizuho reaffirmed its “Outperform” rating and $320 price target, while other analysts maintained bullish views. Oracle’s $664 billion remaining performance obligations and expected cloud growth continue to support the long-term investment case. Wall Street analyst updates Oracle stock price target
Positive Sentiment: Project Jupiter is progressing: Oracle proposed an electricity agreement with El Paso Electric and reaffirmed Bloom Energy’s role in powering the New Mexico AI data center campus. If completed, the project could support future cloud capacity and AI-related revenue. Why is Oracle stock gaining 4% today?
Neutral Sentiment: Pipeline approval remains unresolved: Oracle urged federal regulators to expedite approval of a 17.8-mile natural-gas pipeline needed for Project Jupiter. Delays could postpone the data center’s launch, although approval would remove a significant execution bottleneck. Oracle urges FERC to expedite New Mexico gas pipeline for Project Jupiter
Negative Sentiment: Hotter inflation pushed Treasury yields higher: September inflation data revived expectations for higher-for-longer interest rates, weighing on technology and AI stocks. Higher yields reduce the appeal of growth equities and raise Oracle’s financing costs. Stock Market Today, Oct. 14: Oracle Tumbles on Hotter CPI Data Lifting Treasury Yields
Negative Sentiment: Investors are questioning AI spending and balance-sheet risk: Oracle’s heavy capital expenditures have pushed free cash flow into negative territory, while a broader sell-off in AI infrastructure stocks—particularly after concerns about CoreWeave’s debt—raised worries about Oracle’s returns on costly data-center expansion. Will Rising Capex Weigh on Oracle’s Free Cash Flow Outlook?

Wall Street Analyst Weigh In

Several research analysts have commented on ORCL shares. BMO Capital Markets cut their price objective on Oracle from $220.00 to $195.00 and set an “outperform” rating on the stock in a research report on Friday, September 11th. Scotiabank decreased their target price on Oracle from $241.00 to $215.00 and set a “sector outperform” rating for the company in a research report on Wednesday, September 9th. CLSA assumed coverage on Oracle in a research note on Monday, July 20th. They issued a “hold” rating and a $145.00 target price for the company. Weiss Ratings lowered Oracle from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, July 20th. Finally, Citizens Jmp reiterated a “market outperform” rating and set a $285.00 target price on shares of Oracle in a report on Friday, October 2nd. One research analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $251.72.

Get Our Latest Stock Report on ORCL

Insider Activity

In related news, EVP Maria Smith sold 2,631 shares of Oracle stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $151.70, for a total value of $399,122.70. Following the completion of the sale, the executive vice president owned 64,357 shares in the company, valued at approximately $9,762,956.90. The trade was a 3.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Michael D. Sicilia sold 22,562 shares of the company’s stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the completion of the sale, the chief executive officer directly owned 182,929 shares in the company, valued at $27,730,207.11. This represents a 10.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 36,075 shares of company stock worth $5,342,123. 38.40% of the stock is currently owned by insiders.

Oracle Trading Down 8.8%

NYSE:ORCL opened at $130.60 on Thursday. The company has a debt-to-equity ratio of 1.89, a quick ratio of 1.17 and a current ratio of 1.17. Oracle Corporation has a one year low of $114.50 and a one year high of $322.54. The business’s 50-day simple moving average is $145.93 and its 200 day simple moving average is $158.89. The stock has a market cap of $394.90 billion, a price-to-earnings ratio of 20.47, a price-to-earnings-growth ratio of 1.01 and a beta of 1.78.

Oracle (NYSE:ORCL – Get Free Report) last issued its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share for the quarter, beating analysts’ consensus estimates of $1.74 by $0.18. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The firm had revenue of $19.34 billion during the quarter, compared to analyst estimates of $19.13 billion. During the same quarter last year, the firm earned $1.47 EPS. Oracle’s quarterly revenue was up 29.6% on a year-over-year basis. Oracle has set its Q2 2027 guidance at 1.850-1.930 EPS and its FY 2027 guidance at 8.100-8.100 EPS. As a group, sell-side analysts predict that Oracle Corporation will post 6.73 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders of record on Friday, October 9th will be paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Friday, October 9th. Oracle’s dividend payout ratio is 31.35%.

Oracle Profile

(Free Report)

Oracle Corporation (NYSE: ORCL) is a global technology company that develops enterprise software, cloud services and related hardware. Its offerings help businesses manage databases, applications, data, infrastructure and other core information-technology operations.

The company is best known for its Oracle Database, along with cloud-based infrastructure and platform services. Oracle also provides enterprise applications for functions such as finance, human resources, supply-chain management, customer experience and industry-specific operations.