Banco Santander S.A. Sells 3,409 Shares of Oracle Corporation $ORCL

Banco Santander S.A. decreased its stake in Oracle Corporation (NYSE:ORCL) by 1.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 293,874 shares of the enterprise software provider’s stock after selling 3,409 shares during the period. Oracle accounts for approximately 0.7% of Banco Santander S.A.’s holdings, making the stock its 23rd largest position. Banco Santander S.A.’s holdings in Oracle were worth $82,649,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of ORCL. Swiss National Bank raised its stake in Oracle by 7.6% in the 2nd quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock valued at $1,113,526,000 after acquiring an additional 360,000 shares during the period. Patton Fund Management Inc. lifted its stake in shares of Oracle by 626.1% during the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock worth $3,245,000 after buying an additional 9,948 shares during the last quarter. Soltis Investment Advisors LLC boosted its holdings in shares of Oracle by 4.8% during the 2nd quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock worth $7,201,000 after buying an additional 1,515 shares during the period. Ironwood Investment Counsel LLC grew its stake in Oracle by 45.3% in the 2nd quarter. Ironwood Investment Counsel LLC now owns 3,723 shares of the enterprise software provider’s stock valued at $814,000 after buying an additional 1,161 shares during the last quarter. Finally, Meeder Advisory Services Inc. raised its holdings in Oracle by 8.4% in the 3rd quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider’s stock valued at $11,516,000 after acquiring an additional 3,184 shares during the period. Institutional investors own 42.44% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently commented on the company. HSBC reaffirmed a “buy” rating and issued a $382.00 target price on shares of Oracle in a research report on Wednesday, November 26th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $400.00 price objective on shares of Oracle in a report on Monday, January 5th. BMO Capital Markets lowered their price objective on Oracle from $270.00 to $205.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 4th. The Goldman Sachs Group raised shares of Oracle to a “strong-buy” rating in a research report on Monday, January 12th. Finally, TD Cowen decreased their price target on shares of Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $287.94.

Insider Transactions at Oracle

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the transaction, the executive vice president directly owned 33,638 shares in the company, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction on Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the transaction, the chief executive officer owned 134,030 shares in the company, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 72,223 shares of company stock worth $13,689,064. 40.90% of the stock is owned by corporate insiders.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oppenheimer upgraded ORCL to Outperform with a $185 price target, calling the recent selloff a buying opportunity and citing easing OpenAI risks and long-term cloud/AI spending tailwinds. It’s time to buy Oracle shares after the sell-off, says Oppenheimer
• Positive Sentiment: Oracle extended and expanded its title partnership with Oracle Red Bull Racing in a multi-year deal that highlights OCI’s role in powering race performance and a new AI-powered trackside strategy agent — a PR win that underscores Oracle’s cloud/AI product relevance. Oracle Red Bull Racing Extends Title Partnership with Oracle
• Neutral Sentiment: Additional analyst attention (price-target revisions and coverage changes) is increasing trading volume and volatility; some outlets highlight differing views on valuation and AI exposure rather than unanimous conviction. Oracle Stock (ORCL) Jumps after Catching an Analyst Upgrade
• Negative Sentiment: Multiple law firms have filed or are soliciting plaintiffs for securities class actions covering the June 12–Dec 16, 2025 period (several deadlines around April 6, 2026). The proliferation of filings increases legal overhang and could pressure the stock if cases advance. ROSEN, NATIONAL TRIAL LAWYERS, Encourages Oracle Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – ORCL
• Negative Sentiment: Coverage from The Motley Fool and other outlets flags three “red flags” — notably concerns that Oracle’s heavy capex and AI infrastructure buildout may not yet be producing commensurate revenue growth, keeping upside hinged on execution. 3 Red Flags Investors Should Consider Before Buying Oracle Stock

Oracle Stock Up 1.6%

Shares of ORCL opened at $150.26 on Friday. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72. The stock has a market capitalization of $431.72 billion, a price-to-earnings ratio of 28.24, a PEG ratio of 1.29 and a beta of 1.64. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. The stock has a fifty day moving average of $175.22 and a 200-day moving average of $224.91.

Oracle (NYSE:ORCL) last issued its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $16.19 billion. During the same quarter in the previous year, the company posted $1.47 EPS. Oracle’s quarterly revenue was up 14.2% compared to the same quarter last year. As a group, sell-side analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were paid a $0.50 dividend. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. Oracle’s dividend payout ratio is currently 37.59%.

About Oracle

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.