First National Bank of Hutchinson bought a new position in Oracle Corporation (NYSE:ORCL – Free Report) in the 3rd quarter, according to its most recent disclosure with the SEC. The firm bought 4,825 shares of the enterprise software provider’s stock, valued at approximately $1,357,000. Oracle accounts for approximately 0.7% of First National Bank of Hutchinson’s investment portfolio, making the stock its 29th largest holding.
Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Swiss National Bank increased its stake in shares of Oracle by 7.6% during the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock valued at $1,113,526,000 after purchasing an additional 360,000 shares in the last quarter. Patton Fund Management Inc. grew its stake in shares of Oracle by 626.1% in the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock worth $3,245,000 after buying an additional 9,948 shares during the last quarter. Private Wealth Asset Management LLC grew its stake in shares of Oracle by 9.2% in the 2nd quarter. Private Wealth Asset Management LLC now owns 3,817 shares of the enterprise software provider’s stock worth $835,000 after buying an additional 321 shares during the last quarter. Soltis Investment Advisors LLC increased its position in Oracle by 4.8% during the 2nd quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock valued at $7,201,000 after buying an additional 1,515 shares in the last quarter. Finally, Ironwood Investment Counsel LLC raised its stake in Oracle by 45.3% during the second quarter. Ironwood Investment Counsel LLC now owns 3,723 shares of the enterprise software provider’s stock valued at $814,000 after buying an additional 1,161 shares during the last quarter. 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. The stock has a market capitalization of $411.17 billion, a price-to-earnings ratio of 26.90, a PEG ratio of 1.25 and a beta of 1.64. The firm has a 50 day moving average price of $188.76 and a 200-day moving average price of $234.11. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28.
Oracle Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date was Friday, January 9th. Oracle’s dividend payout ratio is 37.59%.
Wall Street Analyst Weigh In
A number of research firms have recently commented on ORCL. Barclays reissued an “overweight” rating on shares of Oracle in a research note on Monday, February 2nd. Scotiabank cut their price objective on shares of Oracle from $260.00 to $220.00 and set a “sector outperform” rating on the stock in a research report on Tuesday, February 3rd. Guggenheim reaffirmed a “buy” rating and issued a $400.00 target price on shares of Oracle in a report on Thursday, December 11th. DA Davidson dropped their target price on shares of Oracle from $200.00 to $180.00 and set a “neutral” rating on the stock in a research note on Thursday, December 11th. Finally, Citizens Jmp reduced their price target on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a research report on Thursday. Three analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $299.17.
Get Our Latest Stock Analysis on ORCL
Insider Transactions at Oracle
In other news, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the transaction, the executive vice president owned 33,638 shares in the company, valued at $6,555,709.82. This represents a 50.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Naomi O. Seligman sold 2,223 shares of the business’s stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total transaction of $437,064.03. Following the sale, the director owned 25,596 shares of the company’s stock, valued at $5,032,429.56. This trade represents a 7.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 62,223 shares of company stock worth $12,136,764 in the last ninety days. Insiders own 40.90% of the company’s stock.
More 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
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.
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