Bank of New York Mellon Corp Purchases New Shares in Oracle Corporation $ORCL

Bank of New York Mellon Corp acquired a new stake in Oracle Corporation (NYSE:ORCL - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 13,046,266 shares of the enterprise software provider's stock, valued at approximately $1,911,930,000. Bank of New York Mellon Corp owned approximately 0.45% of Oracle at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the stock. Vanguard Group Inc. boosted its holdings in Oracle by 3.5% during the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock worth $34,070,674,000 after buying an additional 5,841,584 shares during the last quarter. State Street Corp increased its stake in shares of Oracle by 4.4% in the 4th quarter. State Street Corp now owns 76,527,759 shares of the enterprise software provider's stock valued at $14,916,026,000 after acquiring an additional 3,216,915 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Oracle by 1.8% in the 4th quarter. Geode Capital Management LLC now owns 37,734,944 shares of the enterprise software provider's stock valued at $7,328,754,000 after acquiring an additional 665,374 shares during the last quarter. Capital Research Global Investors raised its position in shares of Oracle by 29.3% in the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider's stock valued at $5,874,070,000 after acquiring an additional 6,826,299 shares during the period. Finally, Morgan Stanley boosted its stake in Oracle by 1.9% during the 4th quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider's stock worth $5,286,953,000 after acquiring an additional 495,146 shares during the last quarter. 42.44% of the stock is owned by institutional investors.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s remaining performance obligations reportedly reached approximately $638 billion, strengthening the investment case by providing significant contracted future revenue. Analysts believe strong cloud growth and enterprise AI demand could eventually support a substantial recovery in ORCL shares. Oracle Price Prediction: Can Its $638 Billion Backlog Send the Stock Back Toward $250?
• Positive Sentiment: Several analysts continue to favor Oracle over other enterprise technology companies, citing its record AI backlog, cloud momentum and relatively discounted valuation. Buy ratings ahead of the September earnings report may provide additional support. Oracle vs. Microsoft: Which Enterprise AI Stock Is the Better Buy?
• Positive Sentiment: Oracle Health expanded its Clinical AI Agent with automated professional-fee coding, physician dictation and chart-review tools. The rollout broadens Oracle’s healthcare AI opportunity and could improve adoption of its healthcare software platform. Oracle Health Expands Clinical AI Agent with Automated Coding, Dictation, and Chart Review
• Neutral Sentiment: One analysis characterizes Oracle as inexpensive but argues that the key business inflection may not arrive until 2027. That outlook supports the long-term thesis but implies limited near-term catalysts while the company converts its backlog into revenue and profits. Oracle: Cheap, But Too Early - The Real Inflection Comes In 2027
• Negative Sentiment: Investors remain concerned that Oracle’s AI infrastructure expansion will require heavy borrowing. A broader surge in investment-grade debt used to fund AI projects raises questions about leverage, capital returns and the risk of an AI spending pullback. Oracle’s high debt burden and exposure to large customers, including OpenAI, add to those concerns. Oracle stock has become a bargain, but a risky pattern has emerged
• Negative Sentiment: Billionaire investor Steve Cohen reportedly chose Broadcom over Oracle as his preferred AI stock, a comparison that may reinforce concerns that ORCL’s upside depends on longer-dated execution rather than immediate AI monetization. Broadcom or Oracle: Billionaire Steve Cohen Loads Up on One Top AI Stock

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. Scotiabank restated an "overweight" rating on shares of Oracle in a report on Thursday, June 11th. Citigroup reiterated a "market outperform" rating on shares of Oracle in a report on Thursday, June 11th. Wolfe Research reissued an "outperform" rating and issued a $225.00 price target on shares of Oracle in a report on Thursday, June 11th. Barclays upped their price objective on shares of Oracle from $240.00 to $250.00 and gave the company an "overweight" rating in a research report on Thursday, June 11th. Finally, Morgan Stanley reaffirmed a "mixed" rating on shares of Oracle in a research note on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $263.97.

Oracle Stock Performance

Shares of ORCL stock opened at $142.05 on Friday. The company has a debt-to-equity ratio of 3.21, a quick ratio of 1.12 and a current ratio of 1.12. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $345.72. The company's 50 day moving average price is $145.36 and its two-hundred day moving average price is $160.71. The company has a market capitalization of $409.17 billion, a P/E ratio of 24.37, a price-to-earnings-growth ratio of 0.90 and a beta of 1.72.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The company had revenue of $19.18 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter in the prior year, the firm earned $1.70 earnings per share. The firm's revenue was up 20.6% compared to the same quarter last year. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. On average, analysts expect that Oracle Corporation will post 6.49 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were issued a $0.50 dividend. The ex-dividend date was Friday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle's dividend payout ratio (DPR) is presently 34.31%.

Insider Activity

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company's stock in a transaction dated Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the sale, the insider owned 400,000 shares in the company, valued at approximately $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company's stock.

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.

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