Fifth Third Bancorp Raises Holdings in Oracle Corporation $ORCL

Key Points

• Fifth Third Bancorp raised its stake in Oracle by 0.9%, adding 10,992 shares to hold 1,253,794 shares worth about $244.38 million at the end of the quarter; institutional investors own roughly 42.44% of the stock.
• Oracle beat expectations with $1.79 EPS vs. $1.71 expected and $17.19 billion in revenue (up 21.7% year-over-year), and set Q4 2026 guidance of $1.96–$2.00 EPS.
• The company declared a quarterly dividend of $0.50 (annualized $2.00, yield ~1.2%), shares opened at $161.38 amid mixed analyst views but a consensus "Moderate Buy" (average target ~$259.56), and insiders have recently sold shares including an EVP and the CEO.

Fifth Third Bancorp raised its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 0.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,253,794 shares of the enterprise software provider's stock after acquiring an additional 10,992 shares during the quarter. Fifth Third Bancorp's holdings in Oracle were worth $244,377,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Brighton Jones LLC lifted its stake in shares of Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock valued at $25,593,000 after purchasing an additional 100,494 shares during the period. Revolve Wealth Partners LLC grew its position in Oracle by 8.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock valued at $903,000 after buying an additional 404 shares during the period. Sivia Capital Partners LLC grew its position in Oracle by 21.5% during the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock valued at $951,000 after buying an additional 768 shares during the period. United Bank increased its holdings in Oracle by 6.8% in the second quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock valued at $3,288,000 after buying an additional 963 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its holdings in Oracle by 19.2% in the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock valued at $11,556,000 after buying an additional 8,530 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Oracle Stock Down 1.5%

Shares of ORCL opened at $161.38 on Friday. The stock has a 50 day moving average price of $154.96 and a 200 day moving average price of $189.80. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The stock has a market capitalization of $464.14 billion, a price-to-earnings ratio of 28.97, a PEG ratio of 1.56 and a beta of 1.60.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating analysts' consensus estimates of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. During the same quarter last year, the firm posted $1.47 EPS. The firm'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. Equities research analysts forecast that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were given a dividend of $0.50 per share. The ex-dividend date was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.2%. Oracle's payout ratio is presently 35.91%.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush reiterates an Outperform and calls the recent selloff an “overreaction,” backing a $225 price target — provides conviction from a major AI/cloud-focused analyst. Wedbush Reiterates Outperform on Oracle (ORCL), Calls Selloff an Overreaction
• Positive Sentiment: Dan Ives and other bullish write-ups highlight large upside tied to Oracle’s AI infrastructure build and a sizeable backlog, supporting longer-term revenue visibility. Why Dan Ives Is Betting on 35% Upside for Oracle Stock
• Positive Sentiment: Multiple bullish commentaries (247WallSt, Zacks, Seeking Alpha) argue the pullback creates a compelling entry given AI-driven cloud demand, backlog growth, and momentum scores. Oracle’s Recent Pullback Creates a Compelling Entry Point for Long-Term Investors
• Neutral Sentiment: Development in the AI ecosystem — e.g., CoreWeave’s GPU-backed loan — signals continued financing/activity to build AI infrastructure, which could support Oracle’s IaaS demand indirectly. CoreWeave Heralds New AI Borrowing Frontier With GPU-Backed Loan
• Neutral Sentiment: Oracle tech being used in fintech/blockchain pilots (Shinhan Card + Solana) is a small but positive diversification datapoint for adoption outside core cloud contracts. Shinhan Card Partners with Solana Foundation to Pioneer Stablecoin Payments in South Korea
• Negative Sentiment: Reports that OpenAI missed internal targets and may reassess contract spending sparked a sectorwide hit to AI/cloud names and pushed Oracle shares lower due to its exposure to big AI customers. OpenAI Report Sends Oracle, AI Stocks Spiraling
• Negative Sentiment: Isolated reports citing a canceled large server deal (affecting suppliers and signaling potential re-prioritization of vendors) and coverage noting ORCL fell more than the market amplify near-term risk and headline-driven volatility. Why Is Super Micro Computer Stock Falling On Wednesday? Oracle (ORCL) Falls More Steeply Than Broader Market

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the stock. Guggenheim reissued a "buy" rating and set a $400.00 target price on shares of Oracle in a research note on Friday, March 13th. Sanford C. Bernstein set a $313.00 price target on Oracle in a research note on Monday, February 9th. Stifel Nicolaus lowered their price target on Oracle from $275.00 to $220.00 and set a "buy" rating on the stock in a research report on Wednesday, March 11th. Scotiabank cut their price objective on Oracle from $220.00 to $215.00 and set a "sector outperform" rating for the company in a research report on Monday, March 9th. Finally, Melius Research set a $160.00 price target on shares of Oracle in a report on Monday, February 9th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Oracle currently has a consensus rating of "Moderate Buy" and an average target price of $259.56.

Insider Activity

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction dated Thursday, April 16th. The shares were 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 in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm's stock in a transaction that occurred 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 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 SEC filing for this sale provides additional information. 40.90% of the stock is currently owned by corporate insiders.

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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