First National Bank of Hutchinson Buys Shares of 4,825 Oracle Corporation $ORCL

First National Bank of Hutchinson purchased a new position in Oracle Corporation (NYSE:ORCL) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,825 shares of the enterprise software provider’s stock, valued at approximately $1,357,000. Oracle makes up about 0.7% of First National Bank of Hutchinson’s holdings, making the stock its 29th biggest position.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC grew its position in Oracle by 189.3% during the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after buying an additional 100,494 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Oracle by 8.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock valued at $903,000 after acquiring an additional 404 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Oracle by 21.5% during the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock worth $951,000 after purchasing an additional 768 shares in the last quarter. Clear Creek Financial Management LLC grew its holdings in shares of Oracle by 43.8% during the second quarter. Clear Creek Financial Management LLC now owns 2,633 shares of the enterprise software provider’s stock worth $576,000 after purchasing an additional 802 shares in the last quarter. Finally, Galvin Gaustad & Stein LLC bought a new position in shares of Oracle in the second quarter worth approximately $278,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Stock Up 4.9%

ORCL opened at $143.11 on Friday. Oracle Corporation has a 12 month low of $118.86 and a 12 month high of $345.72. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. The business’s 50-day moving average price is $188.76 and its 200-day moving average price is $234.11. The company has a market cap of $411.17 billion, a P/E ratio of 26.90, a P/E/G ratio of 1.25 and a beta of 1.64.

Oracle (NYSE:ORCL) last issued 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. The company had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.Oracle’s quarterly revenue was up 14.2% compared to the same quarter last year. During the same period in the prior year, the business posted $1.47 EPS. On average, equities analysts expect that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were paid 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, January 9th. Oracle’s payout ratio is presently 37.59%.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on ORCL. Scotiabank dropped their target price on shares of Oracle from $260.00 to $220.00 and set a “sector outperform” rating for the company in a research report on Tuesday, February 3rd. Stifel Nicolaus lowered their price objective on shares of Oracle from $350.00 to $275.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $375.00 target price on shares of Oracle in a research report on Wednesday, November 26th. William Blair restated an “outperform” rating on shares of Oracle in a research report on Friday, October 17th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and set a $400.00 price target on shares of Oracle in a research note on Monday, January 5th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Oracle currently has an average rating of “Moderate Buy” and an average price target of $299.17.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Record bond sale eases financing risk — Oracle’s large bond issuance has calmed credit markets and could make it easier for tech peers to raise money for AI data centers, reducing near-term liquidity concerns. Why Oracle’s Record Bond Sale Clears the Way for More AI Debt
• Positive Sentiment: BofA says a key risk was defused — Bank of America argued Oracle addressed a major 2026 risk, which supports the case that the company can execute its AI infrastructure plans if markets accept the financing strategy. Oracle defused ‘the key risk going into 2026,’ BofA argues, but the market isn’t buying it
• Neutral Sentiment: Analyst target changes are mixed — Citizens Jmp cut its target to $285 but kept an outperform view; other shops have trimmed targets while many still rate the stock a buy, leaving investor guidance mixed. Oracle Price Target Lowered to $285.00 at Citizens Jmp
• Neutral Sentiment: Additional financing instruments announced — Oracle issued Series D mandatory convertible preferred stock and is pursuing equity offerings to fund AI expansion; financing reduces short-term liquidity risk but raises dilution questions. Oracle Issues Series D Mandatory Convertible Preferred Stock
• Negative Sentiment: Widespread class-action notices — Multiple law firms have filed or invited investors to join securities-fraud class actions tied to Oracle’s AI spending disclosures and related filings for the June–Dec 2025 period, increasing legal and reputational risk. Glancy Prongay Wolke & Rotter LLP Encourages Oracle Shareholders To Inquire About Securities Fraud Class Action
• Negative Sentiment: Capital-raise/dilution fears persist — Social and analyst commentary on a $45–50B AI capital plan and separate equity offerings ($20B common sale) have driven investor concern over dilution and higher leverage. Oracle Stock Opinions on $45-50 Billion AI Capital Raise
• Negative Sentiment: AI-driven tech sell-off and heavy put activity — A broader AI sell-off has hit big tech (FactSet/CNBC coverage), and unusually large purchases of puts on ORCL suggest traders were positioned for further downside. Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off
• Negative Sentiment: Local regulatory pushback on data center plan — Michigan’s attorney general urged reconsideration of approval to power Oracle/OpenAI data centers, adding permit/regulatory risk to the expansion. Michigan AG Urges Revisit on Oracle Data Center Power Plan

Insider Activity

In other news, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the completion of the sale, the executive vice president directly owned 33,638 shares in the company, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Naomi O. Seligman sold 2,223 shares of the firm’s stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the sale, the director directly owned 25,596 shares in the company, valued at $5,032,429.56. The trade was a 7.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 62,223 shares of company stock valued at $12,136,764. 40.90% of the stock is owned by corporate insiders.

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.