Fifth Third Bancorp Acquires 24,645 Shares of Oracle Corporation $ORCL

Fifth Third Bancorp increased its stake in Oracle Corporation (NYSE:ORCL) by 2.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,242,802 shares of the enterprise software provider’s stock after acquiring an additional 24,645 shares during the period. Oracle makes up approximately 1.1% of Fifth Third Bancorp’s investment portfolio, making the stock its 15th biggest position. Fifth Third Bancorp’s holdings in Oracle were worth $349,526,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Atticus Wealth Management LLC lifted its stake in shares of Oracle by 9.1% in the 3rd quarter. Atticus Wealth Management LLC now owns 5,745 shares of the enterprise software provider’s stock valued at $1,616,000 after purchasing an additional 478 shares during the last quarter. Smithfield Trust Co raised its holdings in Oracle by 1.1% during the 3rd quarter. Smithfield Trust Co now owns 65,679 shares of the enterprise software provider’s stock valued at $18,469,000 after buying an additional 691 shares during the period. Addison Advisors LLC lifted its position in Oracle by 7.7% in the third quarter. Addison Advisors LLC now owns 7,382 shares of the enterprise software provider’s stock worth $2,076,000 after buying an additional 530 shares during the last quarter. State of New Jersey Common Pension Fund D boosted its stake in Oracle by 4.5% during the third quarter. State of New Jersey Common Pension Fund D now owns 592,363 shares of the enterprise software provider’s stock worth $166,596,000 after buying an additional 25,595 shares during the period. Finally, Calton & Associates Inc. increased its position in Oracle by 2.4% during the third quarter. Calton & Associates Inc. now owns 2,403 shares of the enterprise software provider’s stock valued at $676,000 after acquiring an additional 56 shares during the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle won an $88 million U.S. Air Force task order for Oracle Cloud Infrastructure to support the Air Force Cloud One program through 2028 — a material, mission‑critical cloud contract that supports ORCL’s OCI revenue trajectory. U.S. Department of the Air Force Accelerates Cloud Modernization with Oracle
• Positive Sentiment: Oracle added several customer wins and product rollouts (City of Atlanta selects Oracle Permitting & Licensing; ReGrow Israel picks Oracle Agriculture Data Intelligence; Oracle Health Clinical AI Agent expands to the UK) — these wins reinforce recurring SaaS/OCI demand and demonstrate traction for Oracle’s AI‑enabled offerings. The City of Atlanta Modernizes Constituent Services and Unlocks AI-Driven Innovation with Oracle
• Positive Sentiment: Market interest is also being propped up by product momentum around AI agents for Fusion Apps and positive analyst notes/upgrades that have previously sparked rallies. Oracle Unveils AI Agents for Fusion Apps
• Neutral Sentiment: Scotiabank trimmed FY2026/FY2027 EPS forecasts slightly — small estimate moves that leave the firm constructive (Sector Outperform) but signal analysts are recalibrating near‑term expectations. Scotiabank Lowers FY2026/FY2027 EPS Estimates for Oracle
• Negative Sentiment: Legal overhang: multiple law firms have filed or are soliciting plaintiffs for securities‑class actions covering June–December 2025 — this increases litigation risk and could pressure the stock if suits progress. STOCK NEWS: Oracle Corporation Sued for Securities Fraud after 11% Stock Drop
• Negative Sentiment: Insider selling & sentiment risk: CEO Clayton Magouyrk disclosed a ~10,000‑share sale this week; while often personal, it can be read negatively alongside analyst caution and rising short interest. SEC Form 4 — Clayton M. Magouyrk sale

Insider Buying and Selling at Oracle

In other news, insider Mark Hura sold 15,000 shares of the stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the transaction, the insider directly owned 234,077 shares in the company, valued at approximately $46,087,420.53. This trade represents a 6.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Naomi O. Seligman sold 2,223 shares of Oracle 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 transaction, the director directly owned 25,596 shares in the company, valued at approximately $5,032,429.56. The trade was a 7.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 72,223 shares of company stock worth $13,689,064. Company insiders own 40.90% of the company’s stock.

Oracle Stock Up 2.4%

Shares of NYSE ORCL opened at $160.19 on Monday. The stock has a 50 day moving average price of $183.73 and a 200 day moving average price of $230.92. The firm has a market capitalization of $460.24 billion, a price-to-earnings ratio of 30.11, a PEG ratio of 1.40 and a beta of 1.64. Oracle Corporation has a 52-week low of $118.86 and a 52-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 issued its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, topping the consensus estimate of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The business had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. During the same period in the prior year, the business earned $1.47 EPS. The business’s revenue for the quarter was up 14.2% compared to the same quarter last year. Sell-side analysts expect that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.2%. The ex-dividend date was Friday, January 9th. Oracle’s dividend payout ratio is presently 37.59%.

Analyst Ratings Changes

Several research firms have recently issued reports on ORCL. JPMorgan Chase & Co. lowered their target price on shares of Oracle from $270.00 to $230.00 and set a “neutral” rating for the company in a report on Thursday, December 11th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $375.00 price objective on shares of Oracle in a research report on Wednesday, November 26th. Bank of America dropped their target price on Oracle from $368.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday, December 11th. DA Davidson raised Oracle from a “neutral” rating to a “buy” rating and set a $180.00 target price on the stock in a research note on Monday, February 9th. Finally, Morgan Stanley decreased their price target on Oracle from $320.00 to $213.00 and set an “equal weight” rating for the company in a research note on Friday, January 23rd. Three analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Oracle has an average rating of “Moderate Buy” and a consensus target price of $292.43.

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.