Oracle Corporation $ORCL Shares Sold by Saranac Partners Ltd

Posted by Stanley Muller on May 20th, 2026

Saranac Partners Ltd decreased its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 96.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 25,177 shares of the enterprise software provider’s stock after selling 694,271 shares during the period. Oracle makes up 1.9% of Saranac Partners Ltd’s portfolio, making the stock its 26th biggest holding. Saranac Partners Ltd’s holdings in Oracle were worth $4,909,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Resona Asset Management Co. Ltd. raised its holdings in shares of Oracle by 4.9% in the 4th quarter. Resona Asset Management Co. Ltd. now owns 758,024 shares of the enterprise software provider’s stock worth $147,833,000 after purchasing an additional 35,602 shares in the last quarter. AMF Tjanstepension AB boosted its holdings in Oracle by 16.3% during the fourth quarter. AMF Tjanstepension AB now owns 149,675 shares of the enterprise software provider’s stock worth $29,173,000 after buying an additional 21,010 shares in the last quarter. Hartford Funds Management Co LLC grew its position in Oracle by 31.8% in the fourth quarter. Hartford Funds Management Co LLC now owns 3,645 shares of the enterprise software provider’s stock worth $711,000 after buying an additional 879 shares during the last quarter. Integral Investment Advisors Inc. grew its position in Oracle by 7.0% in the fourth quarter. Integral Investment Advisors Inc. now owns 5,932 shares of the enterprise software provider’s stock worth $1,156,000 after buying an additional 390 shares during the last quarter. Finally, Capstone Capital Management Ltd bought a new position in shares of Oracle in the fourth quarter valued at $1,588,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle’s defense AI business is expanding, including new U.S. Department of Defense work and an $88 million Air Force cloud modernization contract through 2028, which adds to the company’s growing backlog in secure AI and cloud infrastructure. Oracle’s Expanding Defense AI Role And What It Could Mean For Investors
Positive Sentiment: Analysts continue to view Oracle as a potential AI infrastructure beneficiary, with some noting meaningful upside as hyperscalers and enterprise customers keep investing in AI and quantum-related infrastructure. 2 Quantum Hyperscaler Stocks With 30% Price Target to Watch in May
Positive Sentiment: A new market report highlights strong long-term demand for behavioral and mental health software, a healthcare IT category that can support Oracle’s broader cloud and enterprise software ecosystem. Global Behavioral and Mental Health Software Market Size/Share Worth USD 11.9 Billion by 2035

Oracle Stock Performance

Shares of Oracle stock opened at $181.36 on Wednesday. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72. 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 has a market cap of $521.61 billion, a PE ratio of 32.56, a price-to-earnings-growth ratio of 1.78 and a beta of 1.55. The business has a fifty day simple moving average of $164.17 and a 200-day simple moving average of $180.90.

Oracle (NYSE:ORCL – Get Free Report) last posted its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $16.91 billion. During the same period in the previous year, the firm earned $1.47 earnings per share. Oracle’s quarterly revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, sell-side analysts anticipate that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle’s dividend payout ratio is 35.91%.

Insider Activity at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the business’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 of the company’s stock, valued at approximately $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

Wall Street Analyst Weigh In

ORCL has been the subject of several research reports. Citigroup raised their price objective on Oracle from $310.00 to $320.00 and gave the stock a “buy” rating in a research note on Thursday, March 12th. Bank of America initiated coverage on Oracle in a research report on Tuesday, March 24th. They set a “buy” rating and a $200.00 target price on the stock. Oppenheimer upped their target price on Oracle from $210.00 to $235.00 and gave the company an “outperform” rating in a report on Tuesday, May 12th. Deutsche Bank Aktiengesellschaft dropped their price target on Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a research note on Monday, March 9th. Finally, Mizuho cut their price objective on Oracle from $400.00 to $320.00 and set an “outperform” rating on the stock in a report on Monday, March 16th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and a consensus target price of $261.46.

Read Our Latest Research Report on ORCL

Oracle Company Profile

(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.