AEGON ASSET MANAGEMENT UK PLC has added 100,000 shares of $ORCL to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $ORCL.
ORACLE Hedge Fund Activity
We have seen 1,825 institutional investors add shares of ORACLE stock to their portfolio, and 1,533 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JENNISON ASSOCIATES LLC added 8,800,546 shares (+2062.4%) to their portfolio in Q3 2025, for an estimated $2,475,065,557
- FISHER ASSET MANAGEMENT, LLC removed 8,714,141 shares (-49.5%) from their portfolio in Q2 2025, for an estimated $1,905,172,646
- FMR LLC removed 7,143,518 shares (-22.3%) from their portfolio in Q2 2025, for an estimated $1,561,787,340
- NORGES BANK added 6,255,302 shares (+47.0%) to their portfolio in Q2 2025, for an estimated $1,367,596,676
- FRANKLIN RESOURCES INC removed 6,076,996 shares (-38.1%) from their portfolio in Q2 2025, for an estimated $1,328,613,635
- VICTORY CAPITAL MANAGEMENT INC added 5,925,776 shares (+683.5%) to their portfolio in Q2 2025, for an estimated $1,295,552,406
- AMUNDI removed 5,486,321 shares (-43.1%) from their portfolio in Q2 2025, for an estimated $1,199,474,360
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ORACLE Insider Trading Activity
ORACLE insiders have traded $ORCL stock on the open market 54 times in the past 6 months. Of those trades, 1 have been purchases and 53 have been sales.
Here’s a breakdown of recent trading of $ORCL stock by insiders over the last 6 months:
- SAFRA CATZ (Chief Executive Officer) has made 0 purchases and 31 sales selling 8,694,918 shares for an estimated $1,825,887,891.
- JEFFREY HENLEY (Vice Chairman) has made 0 purchases and 2 sales selling 400,000 shares for an estimated $76,169,016.
- CLAYTON M. MAGOUYRK (Chief Executive Officer) has made 0 purchases and 3 sales selling 76,241 shares for an estimated $20,587,856.
- MICHAEL D. SICILIA (President, Industries) has made 0 purchases and 3 sales selling 66,048 shares for an estimated $20,029,695.
- JEFFREY BERG has made 0 purchases and 4 sales selling 49,365 shares for an estimated $13,971,266.
- STUART LEVEY (EVP, Chief Legal Officer) sold 19,758 shares for an estimated $5,927,400
- MARIA SMITH (EVP, Chief Accounting Officer) has made 0 purchases and 3 sales selling 20,000 shares for an estimated $5,133,019.
- WILLIAM G PARRETT sold 11,500 shares for an estimated $3,519,000
- LEON E PANETTA sold 17,500 shares for an estimated $2,646,651
- NAOMI O SELIGMAN has made 0 purchases and 3 sales selling 8,391 shares for an estimated $1,841,175.
- GEORGE H CONRADES sold 8,169 shares for an estimated $1,743,999
- RONA ALISON FAIRHEAD purchased 480 shares for an estimated $112,257
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
ORACLE Government Contracts
We have seen $647,073,623 of award payments to $ORCL over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- IGF::OT::IGF TASK ORDER 36C10B18N0003 UNDER IDIQ CONTRACT 36C10B18D5000 FOR OPERATIONAL MANAGEMENT SERVICES...: $217,811,814
- EHRM OPERATIONS: $113,079,612
- EHRM LICENSES AND FEES: $97,806,309
- FORMALLY RECOGNIZE THE CONTRACTORS CORPORATE NAME CHANGE FROM CERNER GOVERNMENT SERVICES INC. TO ORACLE HEA...: $80,661,198
- THIS TASK ORDER PROVIDES ENTERPRISE PROGRAM AND PROJECT MANAGEMENT SUPPORT SERVICES FOR THE VA EHRM SYSTEM....: $39,408,972
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
ORACLE Congressional Stock Trading
Members of Congress have traded $ORCL stock 11 times in the past 6 months. Of those trades, 5 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $ORCL stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 3 times. They made 3 purchases worth up to $200,000 on 09/23, 09/18, 09/17 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE THOMAS H. KEAN, JR. has traded it 2 times. They made 0 purchases and 2 sales worth up to $65,000 on 09/15, 09/12.
- SENATOR JOHN BOOZMAN sold up to $15,000 on 09/12.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/17.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/08 and 1 sale worth up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
ORACLE Analyst Ratings
Wall Street analysts have issued reports on $ORCL in the last several months. We have seen 22 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 10/17/2025
- UBS issued a "Buy" rating on 10/17/2025
- Scotiabank issued a "Sector Outperform" rating on 10/17/2025
- JMP Securities issued a "Market Outperform" rating on 10/17/2025
- Barclays issued a "Overweight" rating on 10/17/2025
- Piper Sandler issued a "Overweight" rating on 10/17/2025
- Guggenheim issued a "Buy" rating on 10/17/2025
To track analyst ratings and price targets for ORACLE, check out Quiver Quantitative's $ORCL forecast page.
ORACLE Price Targets
Multiple analysts have issued price targets for $ORCL recently. We have seen 30 analysts offer price targets for $ORCL in the last 6 months, with a median target of $355.0.
Here are some recent targets:
- Kirk Materne from Evercore ISI Group set a target price of $385.0 on 10/17/2025
- Raimo Lenschow from Barclays set a target price of $400.0 on 10/17/2025
- Brett Huff from Stephens & Co. set a target price of $331.0 on 10/17/2025
- Rishi Jaluria from RBC Capital set a target price of $310.0 on 10/17/2025
- Karl Keirstead from UBS set a target price of $380.0 on 10/17/2025
- Brent Thill from Jefferies set a target price of $400.0 on 10/17/2025
- Brent Bracelin from Piper Sandler set a target price of $380.0 on 10/17/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $ORCL ticker page for more data.
