Flputnam Investment Management Co. Has $8.60 Million Stock Holdings in Oracle Corporation $ORCL

Posted by Geri Gentry on Aug 30th, 2026

Flputnam Investment Management Co. raised its position in Oracle Corporation (NYSE:ORCL – Free Report) by 74.8% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 58,708 shares of the enterprise software provider’s stock after acquiring an additional 25,116 shares during the period. Flputnam Investment Management Co.’s holdings in Oracle were worth $8,604,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. FSA Wealth Management LLC acquired a new stake in shares of Oracle in the third quarter valued at approximately $28,000. Mpwm Advisory Solutions LLC lifted its position in shares of Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 50 shares in the last quarter. Turning Point Benefit Group Inc. acquired a new position in Oracle during the third quarter worth $35,000. HFM Investment Advisors LLC boosted its holdings in Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after purchasing an additional 96 shares during the last quarter. Finally, Basepoint Wealth LLC bought a new position in Oracle in the fourth quarter valued at $26,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Activity at Oracle

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

Analyst Ratings Changes

Several equities research analysts have issued reports on ORCL shares. Bank of America lifted their price target on shares of Oracle from $200.00 to $240.00 and gave the company a “buy” rating in a research note on Tuesday, June 9th. Barclays increased their price objective on shares of Oracle from $240.00 to $250.00 and gave the stock an “overweight” rating in a research note on Thursday, June 11th. CLSA started coverage on Oracle in a report on Monday, July 20th. They issued a “hold” rating and a $145.00 price objective for the company. BMO Capital Markets upped their target price on Oracle from $200.00 to $220.00 and gave the stock an “outperform” rating in a report on Thursday, June 11th. Finally, DA Davidson upped their target price on Oracle from $200.00 to $225.00 and gave the stock a “buy” rating in a report on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Oracle has a consensus rating of “Moderate Buy” and a consensus target price of $263.97.

Get Our Latest Research Report on ORCL

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Citigroup placed Oracle on a 90-day “positive catalyst watch,” arguing that the recent selloff was excessive and that strong AI-cloud demand, a large backlog and upcoming earnings could drive a rebound. The view helped improve sentiment toward the stock. Investors Are Missing Oracle’s AI Boom. Citi Says Buy.
Positive Sentiment: Wall Street remains broadly bullish, with one report citing a Strong Buy consensus and substantial potential upside. Other analysts and investors highlighted Oracle’s cloud infrastructure scale, AI exposure and improving growth prospects. Most Active Stocks: Oracle Tops List with 71% Upside
Positive Sentiment: Oracle was named a Leader in Gartner’s 2026 Magic Quadrant for Supply Chain Management Suites, reinforcing the competitiveness of its Fusion Cloud SCM products and enterprise-software portfolio. Oracle Named a Leader in the 2026 Gartner Magic Quadrant
Neutral Sentiment: Oracle has rallied about 18% over the past month from a deeply depressed level, but commentary questions whether the rebound represents a durable leadership position compared with other cloud stocks. September earnings are viewed as the next major test. Oracle Just Rallied 18% in a Month
Negative Sentiment: Investors continue to debate whether Oracle can convert its sizable order book into revenue quickly enough. The company’s roughly $55.7 billion data-center buildout, elevated leverage and reported payroll reductions raise questions about funding, execution and future margins. Oracle Capex Funding and Debt

Oracle Stock Performance

Shares of ORCL opened at $151.11 on Friday. The company has a debt-to-equity ratio of 3.21, a current ratio of 1.12 and a quick ratio of 1.12. The firm has a 50-day moving average of $140.73 and a 200-day moving average of $160.60. The company has a market cap of $435.27 billion, a PE ratio of 25.92, a price-to-earnings-growth ratio of 0.94 and a beta of 1.72. Oracle Corporation has a one year low of $114.50 and a one year high of $345.72.

Oracle (NYSE:ORCL – Get Free Report) last issued its earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, beating 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 period last year, the business posted $1.70 EPS. Oracle’s revenue was up 20.6% on a year-over-year basis. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. As a group, equities analysts forecast that Oracle Corporation will post 6.49 earnings per share for the current year.

Oracle Dividend Announcement

The firm also recently disclosed 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 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s dividend payout ratio (DPR) is presently 34.31%.

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.