OLD National Bancorp IN Grows Position in Oracle Corporation $ORCL

Posted by George Bondi on Jun 26th, 2026

OLD National Bancorp IN increased its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 26.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 87,024 shares of the enterprise software provider’s stock after purchasing an additional 17,941 shares during the quarter. OLD National Bancorp IN’s holdings in Oracle were worth $12,802,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of ORCL. Norges Bank purchased a new position in Oracle during the fourth quarter worth about $4,336,031,000. Capital Research Global Investors raised its stake in shares of Oracle by 29.3% in the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider’s stock valued at $5,874,070,000 after acquiring an additional 6,826,299 shares during the period. Vanguard Group Inc. raised its stake in shares of Oracle by 3.5% in the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock valued at $34,070,674,000 after acquiring an additional 5,841,584 shares during the period. Cardano Risk Management B.V. lifted its holdings in shares of Oracle by 882.3% in the 4th quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider’s stock worth $972,798,000 after acquiring an additional 4,482,934 shares during the last quarter. Finally, American Century Companies Inc. boosted its position in shares of Oracle by 333.7% during the 3rd quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider’s stock worth $1,473,137,000 after purchasing an additional 4,030,382 shares during the period. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Oracle

In other 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 value of $2,642,850.00. Following the completion of the transaction, the executive vice president owned 3,429 shares in the company, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

Key Oracle News

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle reported a record $638 billion backlog, which strengthens long-term revenue visibility and supports the bull case that AI cloud demand is translating into future sales. Oracle’s Contract Backlog Swells: Is Long-Term Revenue Growth Secured?
Positive Sentiment: Oracle strengthened its defense ecosystem by adding new companies focused on mission-ready AI, cyber, and secure cloud capabilities, highlighting expanding demand for Oracle’s infrastructure and AI platform. Oracle Strengthens Defense Ecosystem to Help Emerging Technology Companies Scale Mission-Ready Capabilities
Positive Sentiment: Oracle Health announced an AI collaboration with Theator, extending Oracle’s cloud and AI footprint into surgical intelligence and healthcare workflow automation. Oracle Health Extends AI into the Operating Room in Collaboration with Theator
Neutral Sentiment: Several articles argued that Oracle could still be a major long-term AI winner, but these were mostly opinion pieces and valuation debates rather than new hard fundamentals. Can Oracle Become a $1 Trillion Company?
Negative Sentiment: Oracle cut about 21,000 jobs, and the layoffs have fueled investor worries that the company’s AI transition is coming with disruption, restructuring risk, and potential pressure on sentiment. Oracle Reveals 21,000 Job Cuts as AI Adoption Reshapes Workforce
Negative Sentiment: Bearish commentary also highlighted Oracle’s growing capital intensity, AI spending, and a warning that preferred-stock conversions or ATM issuance could dilute shareholders and weigh on the stock. Oracle: Becoming A Highly Capital-Intensive NG-Dependent Wholesale Colocation Utility (Rating Downgrade)

Oracle Price Performance

Oracle stock opened at $152.82 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. The firm has a market cap of $440.19 billion, a PE ratio of 26.21, a price-to-earnings-growth ratio of 0.99 and a beta of 1.65. The company’s 50 day moving average is $189.96 and its two-hundred day moving average is $175.88.

Oracle (NYSE:ORCL – Get Free Report) last posted its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, topping the consensus estimate of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The business had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter in the previous year, the firm posted $1.70 earnings per share. The company’s quarterly revenue was up 20.6% compared to the same quarter last year. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. On average, research analysts expect that Oracle Corporation will post 6.46 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be given a $0.50 dividend. The ex-dividend date of this dividend is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.3%. Oracle’s dividend payout ratio (DPR) is currently 34.31%.

Wall Street Analyst Weigh In

ORCL has been the subject of several research reports. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $190.00 target price on shares of Oracle in a report on Thursday, June 11th. Evercore restated an “outperform” rating and set a $245.00 price target on shares of Oracle in a research note on Monday, June 8th. Wolfe Research restated an “outperform” rating and set a $225.00 price target on shares of Oracle in a research report on Thursday, June 11th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $284.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Finally, Stephens reiterated an “equal weight” rating and issued a $164.00 price objective on shares of Oracle in a report on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $268.27.

View Our Latest Stock Analysis on Oracle

Oracle 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.