Oracle Corporation $ORCL Stock Position Cut by Whittier Trust Co.

17 Apr 2026, 09:56 by Scott Moore · The Cerbat Gem

Whittier Trust Co. lessened its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 2.6% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 115,351 shares of the enterprise software provider’s stock after selling 3,019 shares during the quarter. Whittier Trust Co.’s holdings in Oracle were worth $22,349,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Vanguard Group Inc. grew its position in Oracle by 2.8% in the 3rd quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider’s stock valued at $47,518,451,000 after buying an additional 4,681,626 shares in the last quarter. Capital Research Global Investors grew its position in Oracle by 1.2% in the 3rd 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 position in Oracle by 0.8% in the 3rd 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 position in Oracle by 3.4% in the 3rd 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 position in Oracle by 16.6% in the 3rd 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. Institutional investors own 42.44% of the company’s stock.

Insider Activity at Oracle

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the transaction, the chief executive officer directly owned 134,030 shares in the company, valued at $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 40.90% of the stock is currently owned by insiders.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Expanded AWS multicloud networking — Oracle announced a collaboration to provide private, high‑speed managed connectivity between Oracle Cloud Infrastructure (OCI) and AWS, easing data movement and multicloud AI deployments; investors see this as a strategic win versus Azure/Google and a revenue/capacity accelerator. Oracle and AWS Collaborate to Expand Multicloud Networking
Positive Sentiment: Fuel-cell power for AI data centers — Oracle expanded its Bloom Energy arrangement to source up to 2.8 GW of fuel‑cell systems (1.2 GW already contracted) to support AI/cloud buildouts; securing large on‑site power is viewed as de‑risking capacity constraints for AI infrastructure rollouts. Bloom Energy (BE) Moves 24.0% Higher: Will This Strength Last?
Positive Sentiment: Sector tailwinds and recognition — Software stocks are rallying more broadly (risk-on sentiment, easing geopolitical concerns), and Oracle was again named a Gartner leader in Transportation Management Systems — both support investor confidence in ORCL’s execution. Oracle and Other Software Stocks Are Rising Again. The Recovery Is Gathering Pace.
Neutral Sentiment: Minor unrelated TSXV share sale — Silver Elephant disclosed disposition of shares in Oracle Commodity Holding Corp. (TSXV: ORCL) — this is a different ticker/company and should have negligible impact on NYSE ORCL. Silver Elephant Provides Early Warning Disclosure on Disposition of Oracle Commodity Holding Corp. Common Shares
Negative Sentiment: Structural risks highlighted by analysts/commentary — Several outlets flag Oracle’s heavy debt load, revenue exposure and execution risk (including the large workforce reduction), arguing valuation requires near‑perfect AI/cloud execution; these are longer‑term headwinds that temper enthusiasm. Buy, Sell, or Hold Oracle at $170?

Analysts Set New Price Targets

A number of equities analysts recently issued reports on ORCL shares. Stifel Nicolaus decreased their target price on shares of Oracle from $275.00 to $220.00 and set a “buy” rating for the company in a research report on Wednesday, March 11th. Mizuho decreased their target price on shares of Oracle from $400.00 to $320.00 and set an “outperform” rating for the company in a research report on Monday, March 16th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $229.00 target price on shares of Oracle in a research report on Wednesday, March 11th. Weiss Ratings lowered shares of Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, January 23rd. Finally, Bank of America initiated coverage on shares of Oracle in a research report on Tuesday, March 24th. They set a “buy” rating and a $200.00 price objective for the company. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $260.71.

Check Out Our Latest Analysis on ORCL

Oracle Stock Performance

NYSE:ORCL opened at $178.44 on Friday. Oracle Corporation has a twelve month low of $121.24 and a twelve month 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 company has a 50-day moving average of $151.46 and a 200-day moving average of $197.78. The firm has a market cap of $513.19 billion, a price-to-earnings ratio of 32.04, a price-to-earnings-growth ratio of 1.62 and a beta of 1.60.

Oracle (NYSE:ORCL – Get Free Report) last posted its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating the consensus estimate 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 analyst estimates of $16.91 billion. During the same quarter last year, the firm posted $1.47 EPS. The business’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. Analysts forecast that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is presently 35.91%.

About Oracle

(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.