Market Cap
$417.7B
ORCL
ORACLE CORP
$141.98 ▲ +2.83%
Prev close $138.07Market cap$417.7B
ConsensusStrong Buy
12-mo target$237.97 (+67.7%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)38 New Institutional Positions12 Institutional Exits Cloud & SaaS
Snapshot
The big-picture read on ORCL right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Analyst Consensus
Strong Buy (80%)
Inst. Holders
50 funds
Inst. Value
$146.5B
Inst. Activity
38 buys / 12 sells
Insider Activity
$3.5M buy / $68.9M sell
Insider Net $
-$65.4M
Social Sentiment
38° Cool
SEC Reports
11
Congressional
11 trades
Price chart 30d -2.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 Insider
RUSCKOWSKI STEPHEN H bought 25,000 shares
Director @ $139.35 ($3.5M)
Sep 22, 2026 Insider
Sicilia Michael D. sold 22,562 shares
Chief Executive Officer @ $151.59 ($3.4M)
Sep 22, 2026 Insider
Smith Maria sold 2,631 shares
EVP, Chief Accounting Officer @ $151.70 ($399.1K)
Sep 17, 2026 government_contract
Sep 14, 2026 SEC $440M govt contract mod: ORACLE HEALTH GOVERNMENT SERVICES, INC.
Agency: Department of Veterans Affairs. Mod P00021: THE PURPOSE OF THIS MODIFICATION IS TO ADD AND E
Larry Ellison, Oracle's Executive Chair and CTO, cancelled his 10b5-1 plan to sell Oracle stock. No shares were sold und
8-K — Impact 5/10
CLSA initiates ORCL to Hold — PT $145 (+14.7%)
ANALYST-UPGRADE — Impact 4/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
25,002,553 shares ($3.7B)
Jun 30, 2026 Inst.
BANK OF AMERICA CORP — ADD
23,954,012 shares ($3.5B)
Analyst ratings buy % +6.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
80% rate it Buy or better · 49 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Citizens | REITERATE | Market Outperform | 38% |
| Sep 14, 2026 | Freedom Broker | MAINTAIN | Buy | 66% |
| Sep 14, 2026 | Argus Research | REITERATE | Buy | 54% |
| Sep 11, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Sep 11, 2026 | TD Cowen | REITERATE | Buy | 56% |
| Sep 11, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 11, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Sep 11, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Sep 11, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Sep 11, 2026 | Guggenheim | REITERATE | Buy | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 15 | 24 | 9 | 1 | 0 | 80% | |
| Aug 1, 2026 | 15 | 25 | 8 | 1 | 0 | 82% | |
| Jul 1, 2026 | 15 | 25 | 8 | 1 | 0 | 82% | |
| Jun 1, 2026 | 17 | 23 | 8 | 1 | 0 | 82% | |
| May 1, 2026 | 17 | 24 | 10 | 1 | 0 | 79% | |
| Apr 1, 2026 | 16 | 24 | 10 | 1 | 0 | 78% | |
| Mar 1, 2026 | 16 | 22 | 11 | 1 | 0 | 76% | |
| Feb 1, 2026 | 15 | 23 | 11 | 2 | 0 | 75% |
Price targets
Where 41 covering analysts think ORCL trades over the next 12 months.
$237.97 +67.7% upside Strong Buy
Current$141.90 Low$110.00 Median$240.00 High$400.00 41 analysts
$110.00$400.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood +40.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
38°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 5 bullish, 1 bearish, 1 mixed, 4 neutral · avg impact 4.3/10.
BULLISHANALYST-UPGRADE3/10
Wedbush initiates ORCL at Outperform with $225 PT — +27% upside
Apr 24, 2026
BEARISHANALYST-UPGRADE4/10
CLSA initiates ORCL to Hold — PT $145 (+14.7%)
Jul 20, 2026
BULLISH8-K5/10
Larry Ellison, Oracle's Executive Chair and CTO, cancelled his 10b5-1 plan to sell Oracle stock. No
Sep 14, 2026
BULLISHGOVT-CONTRACT6/10
Oracle Health Government Services received a $255.9M contract modification from the Department of Ve
Aug 27, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 17, 2026
government_contract
$440M govt contract mod: ORACLE HEALTH GOVERNMENT SERVICES, INC.
Agency: Department of Veterans Affairs. Mod P00021: THE PURPOSE OF THIS MODIFICATION IS TO ADD AND EXECUTE VISN 15 DEPLOYMENTS
Sep 12, 2026
other
Larry Ellison Cancels His Plan to Sell Oracle Stock
AUSTIN, Texas, Sept. 12, 2026 /PRNewswire/ -- Oracle Corporation (NYSE: ORCL) today announced that Larry Ellison, Executive Chair of the Board and Chi
Sep 10, 2026
earnings_calendar
ORCL Q1 2027 Earnings Scheduled — 2026-09-10
Sep 10, 2026
government_contract
$26M govt contract mod: ORACLE HEALTH GOVERNMENT SERVICES, INC.
Agency: Department of Veterans Affairs. Mod P00010: FDSS MANAGED SERVICES FOR VISNS 17,9,8,1,6,5,7 AND 2
Sep 10, 2026
ftd
FTD: ORCL — 20,054 shares ($3.2M) failed to deliver
Settlement: 20260910, Price: $161.63, FTD Value: $3,241,328.02, ORACLE CORPORATION
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.74 | $1.81–$2.04 | 18.3% | -0.0% | 2↑ 0↓ | $19.1B | 35 |
| Next Q | $2.02 | $1.89–$2.12 | 13.0% | -1.9% | 2↑ 0↓ | $23.4B | 34 |
| Current FY | $8.14 | $8.07–$8.37 | 6.7% | +1.0% | 4↑ 0↓ | $90.5B | 37 |
| Next FY | $11.00 | $9.00–$13.30 | 35.1% | +0.7% | 4↑ 0↓ | $131.4B | 39 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.738 | — |
| 7d ago | $1.741 | -0.002 |
| 30d ago | $1.739 | -0.000 |
| 60d ago | $1.739 | -0.000 |
| 90d ago | $1.726 | +0.012 |
Institutional ownership
Which big funds own ORCL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $146.5B total value (970,048,160 shares) as of 2026-Q2. Top holders: Pictet, BlackRock,, VANGUARD. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Pictet Asset Management Holding SA | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 145,353,687 | $21.3B | 14.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 111,788,001 | $16.4B | 11.2% | — |
| STATE STREET CORP | 78,645,193 | $11.5B | 7.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 57,285,664 | $8.4B | 5.7% | — |
| Capital Research Global Investors | 39,746,237 | $5.8B | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 39,248,959 | $5.7B | 3.9% | — |
| MORGAN STANLEY | 30,551,196 | $4.5B | 3.1% | — |
| FMR LLC | 26,025,909 | $3.8B | 2.6% | — |
| NORGES BANK | 25,002,553 | $3.7B | 2.5% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 25,002,553 | — | $3.7B |
| BANK OF AMERICA CORP /DE/ | ADD | 15,383,679 | 23,954,012 | +55.7% | $3.5B |
| JPMORGAN CHASE & CO | TRIM | 32,492,417 | 22,899,905 | -29.5% | $3.4B |
| GOLDMAN SACHS GROUP INC | ADD | 14,998,137 | 21,280,008 | +41.9% | $3.1B |
| Fisher Asset Management, LLC | ADD | 9,562,254 | 13,261,451 | +38.7% | $1.9B |
| JANE STREET GROUP, LLC | ADD | 3,908,411 | 6,274,803 | +60.5% | $919.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ADD | 4,229,756 | 5,954,658 | +40.8% | $872.6M |
| FIRST TRUST ADVISORS LP | ADD | 3,633,070 | 5,336,948 | +46.9% | $782.1M |
| CITADEL ADVISORS LLC | DOUBLED | 2,302,838 | 4,756,029 | +106.5% | $697.0M |
| POLEN CAPITAL MANAGEMENT LLC | TRIM | 5,024,257 | 3,574,259 | -28.9% | $523.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 50 transactions. Net -$65.4M — $3.5M bought, $68.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | RUSCKOWSKI STEPHEN H | Director | BUY | 25,000 | $139.35 | $3.5M |
| Sep 22, 2026 | Sicilia Michael D. | Chief Executive Officer | SELL | 22,562 | $151.59 | $3.4M |
| Sep 22, 2026 | Smith Maria | EVP, Chief Accounting Officer | SELL | 2,631 | $151.70 | $399.1K |
| Sep 21, 2026 | Hura Mark | Pres., Global Field Operations | TAX W/H | 8,456 | $147.61 | $1.2M |
| Sep 21, 2026 | HENLEY JEFFREY | Vice Chairman | TAX W/H | 5,884 | $147.61 | $868.5K |
| Sep 21, 2026 | HENLEY JEFFREY | Vice Chairman | TAX W/H | 14,462 | $147.61 | $2.1M |
| Sep 21, 2026 | Hura Mark | Pres., Global Field Operations | TAX W/H | 20,805 | $147.61 | $3.1M |
| Sep 21, 2026 | Levey Stuart | EVP, Chief Legal Officer | TAX W/H | 10,245 | $147.61 | $1.5M |
| Sep 21, 2026 | Magouyrk Clayton M. | Chief Executive Officer | TAX W/H | 16,437 | $147.61 | $2.4M |
| Sep 21, 2026 | Magouyrk Clayton M. | Chief Executive Officer | TAX W/H | 34,665 | $147.61 | $5.1M |
Congressional trades
ORCL trades disclosed by members of Congress, with disclosure delay.
7 members · 6 buys / 5 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 7, 2026 | Sheldon Whitehouse | D | SENATE | SELL | $15,001 - $50,000 | Oracle Corp | Jun 2, 2026(27d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Oracle Corp | May 13, 2026(31d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | Oracle Corp | May 1, 2026(40d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | SELL | $15,001 - $50,000 | Oracle Corp | May 1, 2026(40d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | Oracle Corp | May 1, 2026(40d) |
| Feb 27, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Oracle Corp | Mar 12, 2026(14d) |
| Feb 24, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Oracle Corp | Mar 10, 2026(15d) |
| Feb 11, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Oracle Corp | Mar 12, 2026(30d) |
| Jan 30, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Oracle Corp | Feb 16, 2026(18d) |
| Apr 16, 2025 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | Oracle Corp | Aug 20, 2026(492d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ORCL.
Shares short
50,840,436
Settlement Sep 15, 2026
Change vs prior
+14.0%
Semi-monthly cycle
Days to cover
1.4
At avg daily volume
Of shares outstanding
≈1.7%
Estimate — not % of float
All ORCL filing & press-release reports (11)
- Wedbush initiates ORCL at Outperform with $225 PT — +27% upsideApr 24, 2026
- CLSA initiates ORCL to Hold — PT $145 (+14.7%)Jul 20, 2026
- 8-K reportSep 14, 2026
- GOVT-CONTRACT reportAug 27, 2026
- COURT-RULING reportJul 3, 2026
- 144 reportJun 25, 2026
- 8-K reportJun 10, 2026
- 8-K reportMay 12, 2026
- 8-K reportApr 6, 2026
- COURT-RULING reportMar 30, 2026
- INST-CLUSTER reportFeb 28, 2026