Oracle Corporation $ORCL Shares Bought by Deutsche Bank AG

Deutsche Bank AG raised its stake in Oracle Corporation (NYSE:ORCL) by 4.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,545,337 shares of the enterprise software provider’s stock after acquiring an additional 277,744 shares during the period. Deutsche Bank AG’s holdings in Oracle were worth $1,275,752,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the stock. Beacon Bridge Wealth Partners LLC boosted its stake in Oracle by 3.0% in the third quarter. Beacon Bridge Wealth Partners LLC now owns 1,543 shares of the enterprise software provider’s stock valued at $434,000 after acquiring an additional 45 shares in the last quarter. Everest Management Corp. boosted its stake in Oracle by 0.9% in the third quarter. Everest Management Corp. now owns 5,265 shares of the enterprise software provider’s stock valued at $1,481,000 after acquiring an additional 45 shares in the last quarter. Perennial Investment Advisors LLC boosted its stake in Oracle by 0.5% in the third quarter. Perennial Investment Advisors LLC now owns 9,627 shares of the enterprise software provider’s stock valued at $2,708,000 after acquiring an additional 45 shares in the last quarter. Consolidated Portfolio Review Corp boosted its stake in Oracle by 1.0% in the third quarter. Consolidated Portfolio Review Corp now owns 4,988 shares of the enterprise software provider’s stock valued at $1,403,000 after acquiring an additional 50 shares in the last quarter. Finally, Mpwm Advisory Solutions LLC boosted its stake in Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after acquiring an additional 50 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the stock. DA Davidson upped their price objective on shares of Oracle from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Wednesday, March 11th. Wedbush upped their target price on shares of Oracle from $225.00 to $275.00 and gave the company an “outperform” rating in a report on Wednesday, May 13th. Scotiabank reaffirmed an “outperform” rating on shares of Oracle in a report on Tuesday, June 2nd. Stifel Nicolaus reduced their target price on shares of Oracle from $275.00 to $220.00 and set a “buy” rating for the company in a report on Wednesday, March 11th. Finally, Deutsche Bank Aktiengesellschaft reduced their target price on shares of Oracle from $375.00 to $300.00 and set a “buy” rating for the company in a report on Monday, March 9th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $273.08.

Insider Transactions at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the transaction, the executive vice president directly owned 3,429 shares of the company’s stock, valued at $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts at firms including Scotiabank, Citi, Oppenheimer, Jefferies, and TD Cowen turned more constructive on Oracle ahead of earnings, lifting estimates and/or price targets on expectations that cloud and AI infrastructure demand will continue to accelerate.
• Positive Sentiment: Oracle’s AI infrastructure story remains a major bullish catalyst, with investors watching whether its backlog and new cloud deals can translate into stronger fiscal Q4 results and a faster growth run rate. Oracle Earnings Put AI Momentum in Focus
• Positive Sentiment: The company was named a Leader in Gartner’s 2026 Magic Quadrant for Talent Acquisition suites, reinforcing Oracle’s strength in AI-powered cloud software and HCM products. Oracle Named a Leader in 2026 Gartner Magic Quadrant for Talent Acquisition (Recruiting) Suites
• Neutral Sentiment: Options traders expect a sizable post-earnings move, reflecting uncertainty around whether Oracle will beat expectations and reassure investors about its AI capex plans.
• Negative Sentiment: Bearish commentary is centered on Oracle’s heavy spending on AI data centers, with some articles warning that high capital expenditures, debt, and margin pressure could weigh on free cash flow and valuation.
• Negative Sentiment: The stock has also been volatile ahead of earnings, including a sharp selloff last week, as investors question whether the company can justify its elevated AI-driven valuation if results or guidance disappoint.

Oracle Price Performance

Shares of NYSE:ORCL opened at $205.45 on Wednesday. The stock has a market capitalization of $590.90 billion, a price-to-earnings ratio of 36.89, a PEG ratio of 1.99 and a beta of 1.65. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. The company has a 50-day simple moving average of $181.92 and a 200-day simple moving average of $178.05. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.71 by $0.08. The firm had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The firm’s revenue for the quarter was up 21.7% on a year-over-year basis. During the same period in the prior year, the company posted $1.47 earnings per share. On average, analysts predict that Oracle Corporation will post 6.09 EPS for the current year.

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.