Huntington National Bank Grows Stake in Oracle Corporation $ORCL

Huntington National Bank grew its position in Oracle Corporation (NYSE:ORCL) by 0.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 672,225 shares of the enterprise software provider’s stock after purchasing an additional 4,037 shares during the quarter. Huntington National Bank’s holdings in Oracle were worth $131,024,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of ORCL. Brighton Jones LLC grew its holdings in Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after purchasing an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after purchasing an additional 404 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Oracle by 21.5% in 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 during the last quarter. United Bank grew its holdings in Oracle by 6.8% in the second quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock worth $3,288,000 after purchasing an additional 963 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in Oracle by 19.2% in the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock worth $11,556,000 after purchasing an additional 8,530 shares during the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Oracle news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the transaction, the executive vice president owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Oracle Trading Down 1.2%

Shares of Oracle stock opened at $190.73 on Thursday. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The firm has a fifty day moving average price of $168.38 and a 200 day moving average price of $178.27. Oracle Corporation has a 1 year low of $134.57 and a 1 year high of $345.72. The stock has a market cap of $548.54 billion, a PE ratio of 34.24, a price-to-earnings-growth ratio of 1.84 and a beta of 1.55.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. During the same quarter in the previous year, the company earned $1.47 earnings per share. The firm’s revenue for the quarter was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts predict that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were issued a $0.50 dividend. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.0%. Oracle’s payout ratio is presently 35.91%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle was upgraded to a Zacks Rank #2 (Buy), signaling improving earnings optimism and helping support the stock’s longer-term outlook. Oracle (ORCL) Upgraded to Buy: Here’s Why
• Positive Sentiment: Oracle is being tied to massive AI infrastructure spending, with a report highlighting hyperscale cloud investments from firms like AWS, Azure, Google Cloud, Meta, and Oracle as a key driver of rapid co-packaged optics market growth. Co-Packaged Optics Market Size to Hit USD 1,923.64 million by 2035 | SNS Insider
• Positive Sentiment: Oracle launched a new campaign for its Project Jupiter data center, emphasizing community investment, cleaner energy, and lower water usage, which may help ease local concerns around expansion. Oracle Launches New Campaign Highlighting Commitments to Doña Ana County
• Neutral Sentiment: Oracle Financial Services Software finalized a perpetual license deal with a global U.S. bank, but the item appears to relate to the separately listed subsidiary rather than being a direct catalyst for ORCL shares. Oracle Financial Services Software Finalises Perpetual Licence Deal With Global U.S. Bank
• Negative Sentiment: Investors are also focusing on Oracle’s heavy debt and private-credit funding tied to rapid AI data-center expansion, which has raised financing-risk questions. Oracle Project Jupiter Puts AI Growth And Debt Risks In Focus
• Negative Sentiment: Oracle was mentioned alongside job cuts in a broader discussion of AI and layoffs, which can keep sentiment cautious around corporate spending and restructuring. Sam Altman Says AI Will Not Lead To A Global ‘Jobs Apocalypse’

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the stock. Wedbush lifted their price target on shares of Oracle from $225.00 to $275.00 and gave the stock an “outperform” rating in a report on Wednesday, May 13th. Bank of America initiated coverage on shares of Oracle in a research note on Tuesday, March 24th. They set a “buy” rating and a $200.00 price objective for the company. JPMorgan Chase & Co. upgraded shares of Oracle from a “neutral” rating to an “overweight” rating and lowered their price objective for the stock from $230.00 to $210.00 in a research note on Wednesday, March 11th. Barclays cut their target price on Oracle from $310.00 to $230.00 and set an “overweight” rating on the stock in a research report on Monday, March 9th. Finally, Citigroup upped their target price on Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a research report on Thursday, March 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $261.46.

Oracle Company 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.