Commerzbank Aktiengesellschaft FI Makes New $30.60 Million Investment in Oracle Corporation $ORCL

Posted by George Bondi on Aug 18th, 2026

Commerzbank Aktiengesellschaft FI acquired a new position in Oracle Corporation (NYSE:ORCL – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 208,780 shares of the enterprise software provider’s stock, valued at approximately $30,597,000.

A number of other institutional investors also recently made changes to their positions in the business. HFM Investment Advisors LLC boosted its position in Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after buying an additional 96 shares during the period. Basepoint Wealth LLC purchased a new position in shares of Oracle in the fourth quarter worth about $26,000. FSA Wealth Management LLC bought a new stake in shares of Oracle in the 3rd quarter valued at about $28,000. Osbon Capital Management LLC bought a new stake in shares of Oracle in the 4th quarter valued at about $28,000. Finally, Joseph Group Capital Management purchased a new stake in Oracle during the 4th quarter valued at about $29,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle’s expanding partnership with Amazon Web Services now supports Oracle AI Database@AWS across 22 regions, strengthening its cloud distribution and enterprise AI positioning. As Oracle Deepens Its Partnership with AWS
Positive Sentiment: A bullish investment thesis argues that the market continues to value Oracle like a legacy database provider even as it builds hyperscale cloud and AI infrastructure. Strong demand visibility and backlog conversion could support long-term growth. Oracle as a Tier-1 Hyperscaler
Neutral Sentiment: Unusually large, long-dated call-option activity may indicate institutional investors are positioning for a recovery, although the trades could also represent covered-call strategies rather than outright bullish bets. Unusual Oracle Call Options
Negative Sentiment: Oracle and other software shares sold off as the AI trade rotated toward favored chip and infrastructure companies, making software stocks less attractive in the near term. Oracle and Software Stocks Drop
Negative Sentiment: Investor concerns are growing over Oracle’s aggressive AI infrastructure commitments, potential additional debt or equity financing, negative free cash flow, execution timelines and customer concentration. Separate commentary also highlighted heavy AI spending across big technology companies and higher interest-rate risks. Oracle AI Data Center Investment Commentary
Negative Sentiment: Reported insider activity showed Oracle insiders selling shares without recorded purchases during the past six months, adding a potentially cautious signal for investors.

Oracle Price Performance

Shares of ORCL stock opened at $146.71 on Tuesday. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. Oracle Corporation has a fifty-two week low of $114.50 and a fifty-two week high of $345.72. The firm has a market cap of $422.59 billion, a P/E ratio of 25.16, a P/E/G ratio of 0.94 and a beta of 1.72. The business’s 50 day moving average price is $148.60 and its 200-day moving average price is $161.26.

Oracle (NYSE:ORCL – Get Free Report) last announced its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 EPS for the quarter, beating analysts’ consensus estimates of $1.96 by $0.15. The company had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. Oracle had a return on equity of 58.62% and a net margin of 25.37%.The firm’s revenue for the quarter was up 20.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.70 earnings per share. 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, equities research analysts anticipate that Oracle Corporation will post 6.47 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s dividend payout ratio (DPR) is currently 34.31%.

Analysts Set New Price Targets

ORCL has been the topic of a number of analyst reports. BMO Capital Markets lifted their price target on Oracle from $200.00 to $220.00 and gave the stock an “outperform” rating in a research note on Thursday, June 11th. Citigroup reissued a “market outperform” rating on shares of Oracle in a research note on Thursday, June 11th. Cantor Fitzgerald restated an “overweight” rating and issued a $284.00 target price on shares of Oracle in a report on Thursday, June 11th. Wedbush decreased their target price on shares of Oracle from $275.00 to $240.00 and set an “outperform” rating on the stock in a research note on Thursday, June 11th. Finally, Weiss Ratings lowered shares of Oracle from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, July 20th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $263.97.

View Our Latest Analysis on ORCL

Insider Activity at Oracle

In other news, Vice Chairman Jeffrey Henley sold 400,000 shares of Oracle stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the sale, the insider owned 400,000 shares of the company’s stock, valued at approximately $63,664,000. The trade was a 50.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

About Oracle

(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.