Oracle Corporation $ORCL Holdings Decreased by Morningstar Investment Management LLC

25 May 2026, 08:06 by Doug Wharley · The Cerbat Gem

Morningstar Investment Management LLC decreased its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 14.4% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 60,784 shares of the enterprise software provider’s stock after selling 10,189 shares during the quarter. Oracle makes up 0.7% of Morningstar Investment Management LLC’s investment portfolio, making the stock its 22nd largest position. Morningstar Investment Management LLC’s holdings in Oracle were worth $11,847,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Vanguard Group Inc. grew its holdings in shares of Oracle by 3.5% during the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock valued at $34,070,674,000 after buying an additional 5,841,584 shares in the last quarter. Capital Research Global Investors grew its holdings in shares of Oracle by 1.2% during the third quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider’s stock valued at $6,555,961,000 after buying an additional 266,588 shares in the last quarter. Bank of New York Mellon Corp grew its holdings in shares of Oracle by 0.8% during the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock valued at $3,357,572,000 after buying an additional 98,693 shares in the last quarter. Legal & General Group Plc grew its holdings in shares of Oracle by 3.4% during the third quarter. Legal & General Group Plc now owns 11,696,752 shares of the enterprise software provider’s stock valued at $3,289,595,000 after buying an additional 381,572 shares in the last quarter. Finally, Invesco Ltd. grew its holdings in shares of Oracle by 16.6% during the third quarter. Invesco Ltd. now owns 10,303,992 shares of the enterprise software provider’s stock valued at $2,897,895,000 after buying an additional 1,464,826 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insider Buying and Selling at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the sale, the executive vice president owned 3,429 shares of the company’s stock, valued at $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 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: Wall Street analysts raised price targets on Oracle after noting strong cloud growth and accelerating AI demand, reinforcing the view that Oracle can keep expanding its AI infrastructure business. Oracle Analysts See Up to 45% Upside as AI Cloud Growth Accelerates
Positive Sentiment: Multiple reports highlighted Oracle’s $553 billion AI cloud backlog, 44% cloud growth, and 22% revenue growth, suggesting that enterprise AI demand is translating into real financial momentum. Oracle (ORCL) Stock Jumps as $553B AI Cloud Backlog Powers 22% Revenue Growth
Positive Sentiment: Oracle’s NetSuite division is still growing, with revenue up 14%, and AI features plus the shift to cloud ERP could add another growth driver in 2026. Will Oracle’s NetSuite Division Accelerate Revenue Growth in 2026?

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on ORCL. Melius Research set a $160.00 price target on Oracle in a report on Monday, February 9th. Guggenheim reiterated a “buy” rating and set a $400.00 price target on shares of Oracle in a report on Friday, March 13th. Piper Sandler lowered their price target on Oracle from $240.00 to $210.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th. Stephens reissued an “equal weight” rating and set a $254.00 price objective on shares of Oracle in a research report on Tuesday, April 7th. Finally, Citizens Jmp reduced their price objective on Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a research report on Thursday, February 5th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $261.46.

Read Our Latest Stock Report on Oracle

Oracle Price Performance

ORCL opened at $192.13 on Monday. The stock has a market cap of $552.58 billion, a price-to-earnings ratio of 34.49, a PEG ratio of 1.83 and a beta of 1.55. Oracle Corporation has a 1 year low of $134.57 and a 1 year high of $345.72. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock has a fifty day moving average price of $166.27 and a 200 day moving average price of $179.44.

Oracle (NYSE:ORCL – Get Free Report) last released its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 return on equity of 62.70% and a net margin of 25.30%.The business’s revenue for the quarter was up 21.7% on a year-over-year basis. During the same quarter last year, the firm earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Analysts forecast that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were given 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 dividend yield of 1.0%. Oracle’s payout ratio is currently 35.91%.

Oracle Profile

(Free Report)

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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