First National Bank of Omaha Buys New Stake in Oracle Corporation $ORCL

Posted by Grant Hamersma on Feb 18th, 2026

First National Bank of Omaha purchased a new position in shares of Oracle Corporation (NYSE:ORCL – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 20,023 shares of the enterprise software provider’s stock, valued at approximately $5,631,000.

Other hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in Oracle by 2.8% in the 3rd quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider’s stock worth $47,518,451,000 after acquiring an additional 4,681,626 shares during the period. State Street Corp raised its stake in shares of Oracle by 1.7% during the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock valued at $16,060,427,000 after purchasing an additional 1,252,723 shares during the period. Norges Bank purchased a new position in shares of Oracle in the second quarter valued at $4,275,378,000. Bank of New York Mellon Corp boosted its stake in shares of Oracle by 0.8% in the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock valued at $3,357,572,000 after purchasing an additional 98,693 shares during the period. Finally, Legal & General Group Plc grew its holdings in Oracle by 1.3% during the 2nd quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider’s stock valued at $2,473,838,000 after purchasing an additional 147,367 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Oracle Stock Performance

Shares of ORCL stock opened at $153.94 on Wednesday. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. The firm has a market capitalization of $442.29 billion, a price-to-earnings ratio of 28.94, a price-to-earnings-growth ratio of 1.40 and a beta of 1.64. The business has a 50 day simple moving average of $181.17 and a 200 day simple moving average of $229.62.

Oracle (NYSE:ORCL – Get Free Report) last announced its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, beating the consensus estimate of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The firm had revenue of $16.06 billion for the quarter, compared to the consensus estimate of $16.19 billion. During the same quarter in the previous year, the business earned $1.47 EPS. The firm’s revenue for the quarter was up 14.2% on a year-over-year basis. On average, equities research analysts anticipate that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Friday, January 9th. Oracle’s dividend payout ratio is currently 37.59%.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on ORCL shares. Piper Sandler reduced their price target on Oracle from $290.00 to $240.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. Wells Fargo & Company started coverage on shares of Oracle in a research report on Wednesday, December 3rd. They set an “overweight” rating and a $280.00 price objective for the company. Barclays reissued an “overweight” rating on shares of Oracle in a report on Monday, February 2nd. Mizuho set a $400.00 target price on Oracle in a report on Monday, December 15th. Finally, HSBC reissued a “buy” rating and issued a $382.00 price target on shares of Oracle in a report on Wednesday, November 26th. Three research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $290.97.

Check Out Our Latest Report on Oracle

Oracle News Summary

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle landed a U.S. Department of the Air Force task order (adds near-term revenue, validates public‑sector cloud traction). The United States Department of the Air Force Awards Oracle Corporation (ORCL) $88 Million Firm-fixed Price Task Order
Positive Sentiment: Analyst and media pieces argue the sell‑off may be a buying opportunity given lower relative valuation, large AI/backlog runway and strong analyst targets — a bullish narrative that could support a rebound if results/guidance meet expectations. Is Oracle a Once-in-a-Decade Buying Opportunity Right Now?
Neutral Sentiment: Industry comparisons highlight that peers like Salesforce may show stronger near-term AI-driven margin expansion, underlining why some investors prefer CRM exposure over Oracle right now. Salesforce vs. Oracle: Which Cloud Software Stock Is the Better Bet?
Neutral Sentiment: Coverage notes a tension between Oracle’s AI/cloud wins and the legal/debt narrative — the Air Force win vs. the accelerating class‑action headlines exemplify that mixed signal to markets. Oracle Lawsuits And Air Force Win Pull AI Cloud Story In Tension
Negative Sentiment: Multiple law firms have filed or issued reminders about securities‑fraud class actions alleging misstatements tied to Oracle’s stock moves (class period cited broadly as June 12–Dec 16, 2025); lead‑plaintiff deadlines and ongoing litigation increase headline risk and selling pressure. NYSE: ORCL: Kessler Topaz Meltzer & Check, LLP Files a Securities Class Action Lawsuit Against Oracle Corporation (ORCL)
Negative Sentiment: Investor concerns persist about heavy, debt‑funded capital spending for AI/data centers and the timing/ROI on those investments — a macro/structural worry that can keep volatility elevated until guidance and cash‑flow clarity arrive. Oracle’s Emotion-Driven Sell-Off Sets Up Generational Opportunity

Insider Activity at Oracle

In related news, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the sale, the insider owned 234,077 shares of the company’s stock, valued at $46,087,420.53. The trade was a 6.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the sale, the chief executive officer owned 134,030 shares of the company’s stock, valued at $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 72,223 shares of company stock worth $13,689,064. 40.90% of the stock is currently owned by corporate insiders.

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.