Bank of New York Mellon Corp Purchases 384,984 Shares of Oracle Corporation $ORCL

Bank of New York Mellon Corp increased its stake in shares of Oracle Corporation (NYSE:ORCL) by 3.0% during the 1st quarter, HoldingsChannel.com reports. The firm owned 13,251,059 shares of the enterprise software provider’s stock after purchasing an additional 384,984 shares during the quarter. Bank of New York Mellon Corp’s holdings in Oracle were worth $1,949,363,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. HFM Investment Advisors LLC boosted its holdings in Oracle by 290.9% during the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after acquiring an additional 96 shares during the period. Basepoint Wealth LLC bought a new position in Oracle in the 4th quarter valued at $26,000. FSA Wealth Management LLC purchased a new stake in Oracle in the third quarter worth $28,000. Osbon Capital Management LLC bought a new stake in shares of Oracle during the fourth quarter worth $28,000. Finally, Joseph Group Capital Management bought a new stake in shares of Oracle during the fourth quarter worth $29,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Stock Up 3.5%

Shares of Oracle stock opened at $132.35 on Thursday. 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 stock has a market cap of $381.24 billion, a price-to-earnings ratio of 22.70, a PEG ratio of 0.80 and a beta of 1.72. The firm’s 50-day moving average is $180.09 and its two-hundred day moving average is $170.28. Oracle Corporation has a 1 year low of $127.60 and a 1 year high of $345.72.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Wednesday, June 10th. The enterprise software provider reported $2.11 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 analyst estimates of $19.10 billion. During the same quarter in the previous year, the business posted $1.70 EPS. 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. As a group, research analysts expect that Oracle Corporation will post 6.47 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be paid 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 1.5%. Oracle’s payout ratio is 34.31%.

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. Wolfe Research restated an “outperform” rating and issued a $225.00 price target on shares of Oracle in a report on Thursday, June 11th. Piper Sandler lifted their price objective on shares of Oracle from $210.00 to $225.00 and gave the company an “overweight” rating in a report on Thursday, June 11th. BMO Capital Markets boosted their price objective on shares of Oracle from $200.00 to $220.00 and gave the company an “outperform” rating in a research report on Thursday, June 11th. Wedbush dropped 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, Morgan Stanley reaffirmed a “mixed” rating on shares of Oracle in a research 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 given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and an average price target of $268.27.

Insiders Place Their Bets

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction 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 sale, the insider owned 400,000 shares in the company, valued at $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by corporate insiders.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle reportedly leads AWS, Microsoft and Google in the race for a classified Japanese government cloud deal, a potential high-profile win that could boost credibility and future revenue. Oracle leads race to supply Japan with top-secret cloud services
• Positive Sentiment: Oracle launched an AI-native builder for Fusion Applications, extending its AI strategy deeper into enterprise workflows and potentially improving long-term cloud growth. Oracle Introduces AI-Native Builder Experience to Create and Run Agentic Applications in Oracle Fusion Applications
• Positive Sentiment: Loews Hotels expanded its Oracle OPERA Cloud rollout, adding another customer proof point for Oracle’s hospitality cloud platform. Oracle OPERA Cloud Central Implements Additional Systems to Further Loews Hotels Delivery of Exceptional Guest Experiences
• Neutral Sentiment: Oracle remains a heavily watched AI stock, with several articles arguing the pullback may have created a value opportunity, but also highlighting that valuation and spending risks remain unresolved. Is Oracle (ORCL) Still Undervalued As AI Spending Tests Profits?
• Negative Sentiment: Bearish commentary continues to focus on Oracle’s debt load, aggressive AI infrastructure spending and execution risk, which may be limiting the stock’s rebound despite strong backlog growth. Oracle: The Massive AI Backlog Won’t Save The Balance Sheet Yet
• Negative Sentiment: Recent pieces also warn that Oracle’s sharp selloff reflects investor concern over rising leverage and heavy capex tied to AI expansion. Oracle Stock Crashes to a 52-Week Low. Here’s Why It Might Be Time to Buy.

Oracle Profile

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.