OVERSEA CHINESE BANKING Corp Ltd Buys 18,994 Shares of Oracle Corporation $ORCL

OVERSEA CHINESE BANKING Corp Ltd grew its stake in shares of Oracle Corporation (NYSE:ORCL) by 33.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 76,145 shares of the enterprise software provider’s stock after acquiring an additional 18,994 shares during the period. OVERSEA CHINESE BANKING Corp Ltd’s holdings in Oracle were worth $21,436,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock valued at $25,593,000 after purchasing an additional 100,494 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of Oracle by 8.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after buying an additional 404 shares in the last quarter. MassMutual Private Wealth & Trust FSB lifted its holdings in shares of Oracle by 1.1% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 17,196 shares of the enterprise software provider’s stock worth $3,760,000 after buying an additional 190 shares in the last quarter. Veracity Capital LLC lifted its holdings in shares of Oracle by 9.3% during the second quarter. Veracity Capital LLC now owns 1,839 shares of the enterprise software provider’s stock worth $402,000 after buying an additional 156 shares in the last quarter. Finally, Krilogy Financial LLC boosted its position in shares of Oracle by 19.3% in the second quarter. Krilogy Financial LLC now owns 12,078 shares of the enterprise software provider’s stock valued at $2,641,000 after acquiring an additional 1,952 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Buying and Selling

In other Oracle news, insider Mark Hura sold 15,000 shares of the firm’s stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total value of $2,953,350.00. Following the sale, the insider owned 234,077 shares in the company, valued at $46,087,420.53. This trade represents a 6.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $192.52, for a total transaction of $1,925,200.00. Following the sale, the chief executive officer directly owned 144,030 shares in the company, valued at approximately $27,728,655.60. The trade was a 6.49% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 126,588 shares of company stock worth $33,155,596 in the last quarter. Corporate insiders own 40.90% of the company’s stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts and market pieces highlight Oracle as a leading cross‑cloud / AI infrastructure play and argue long‑term upside driven by AI backlog and hyperscaler wins. 5 AI Stocks Positioned to Win, No Matter What
• Positive Sentiment: Some broker/analyst coverage calls ORCL undervalued after the sell‑off, citing double‑digit upside targets and a bullish thesis on core software + cloud recovery. Oracle (ORCL) Stock: Top Analyst Sees 48% Upside After Recent Sell-Off
• Positive Sentiment: Investment write‑ups note catalysts (TikTok deal, RPO/backlog, and reduced pessimism about debt/OpenAI exposure) that could sustain a rebound. 2 Big Reasons Why Oracle Stock Can Climb Higher in 2026
• Neutral Sentiment: Observers point to Meta and other hyperscaler interest (e.g., Meta Compute) as validating Oracle’s backlog but note execution/timing risks tied to large AI projects. Oracle: Meta Compute Reaffirms Bullish Thesis
• Neutral Sentiment: Comparative pieces and broader coverage increase attention to ORCL but do not change the immediate risk profile; they may help liquidity and longer‑term interest. Financial Review: Global Interactive Technologies (NASDAQ:GITS) versus Oracle (NYSE:ORCL)
• Negative Sentiment: Bondholders filed lawsuits alleging Oracle misled investors about the need to sell significant additional debt to fund its AI buildout tied to an $18B note/bond offering—this is the main near‑term legal overhang. Oracle sued by bondholders over losses tied to AI buildout
• Negative Sentiment: Additional coverage of the proposed class action and claims that offering documents were misleading amplifies litigation risk and could pressure credit spreads and investor sentiment. Lawsuit Alleges Oracle Made Misleading Statements Around Debt Sale for AI Infrastructure
• Negative Sentiment: Law firms (Schall) are soliciting investors to join fraud investigations, which keeps headlines active and raises the chance of further legal action or settlements. ORCL Investors Have Opportunity to Join Oracle Corporation Fraud Investigation with the Schall Law Firm
• Negative Sentiment: High‑profile investor Michael Burry publicly disclosed a bet against Oracle, drawing attention and likely accelerating short‑term selling pressure and volatility. ‘Big Short’ Investor Michael Burry Bets Against Oracle—Here’s His Advice

Oracle Trading Down 4.3%

Shares of ORCL stock opened at $193.53 on Thursday. The stock’s fifty day moving average price is $205.28 and its two-hundred day moving average price is $241.86. The company has a market cap of $556.05 billion, a PE ratio of 36.38, a P/E/G ratio of 1.79 and a beta of 1.65. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping analysts’ consensus estimates 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 revenue was up 14.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.47 EPS. Equities analysts predict that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Friday, January 9th will be issued a $0.50 dividend. The ex-dividend date of this dividend is Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. Oracle’s dividend payout ratio is 37.59%.

Analysts Set New Price Targets

ORCL has been the topic of a number of recent research reports. Baird R W raised shares of Oracle to a “strong-buy” rating in a research report on Wednesday, October 8th. Sanford C. Bernstein lowered their target price on shares of Oracle from $364.00 to $339.00 and set an “outperform” rating on the stock in a report on Thursday, December 11th. Mizuho set a $400.00 price target on shares of Oracle in a research report on Monday, December 15th. William Blair reissued an “outperform” rating on shares of Oracle in a research report on Friday, October 17th. Finally, Royal Bank Of Canada dropped their price objective on Oracle from $250.00 to $195.00 and set a “sector perform” rating for the company in a report on Monday, January 5th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, Oracle presently has a consensus rating of “Moderate Buy” and a consensus target price of $305.50.

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.