PineStone Asset Management Inc. has added 769,946 shares of $ORCL to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 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 1,601 institutional investors add shares of ORACLE stock to their portfolio, and 1,437 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS added 7,055,779 shares (+59.0%) to their portfolio in Q1 2025, for an estimated $986,468,461
- MORGAN STANLEY added 6,399,822 shares (+28.4%) to their portfolio in Q1 2025, for an estimated $894,759,113
- FMR LLC removed 5,929,530 shares (-15.6%) from their portfolio in Q1 2025, for an estimated $829,007,589
- GAMMA INVESTING LLC removed 4,718,819 shares (-99.2%) from their portfolio in Q2 2025, for an estimated $1,031,675,397
- FRANKLIN RESOURCES INC removed 4,260,397 shares (-21.1%) from their portfolio in Q1 2025, for an estimated $595,646,104
- VANGUARD GROUP INC added 3,513,464 shares (+2.2%) to their portfolio in Q1 2025, for an estimated $491,217,401
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 3,345,889 shares (+inf%) to their portfolio in Q2 2025, for an estimated $731,511,712
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 53 times in the past 6 months. Of those trades, 2 have been purchases and 51 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 42 sales selling 12,500,000 shares for an estimated $2,531,343,305.
- JEFFREY HENLEY (Vice Chairman) has made 0 purchases and 2 sales selling 400,000 shares for an estimated $76,169,016.
- LEON E PANETTA has made 0 purchases and 2 sales selling 22,500 shares for an estimated $3,295,501.
- CLAYTON M. MAGOUYRK (President, OCI) sold 15,000 shares for an estimated $3,211,483
- MARIA SMITH (EVP, Chief Accounting Officer) sold 10,000 shares for an estimated $2,329,897
- GEORGE H CONRADES sold 8,169 shares for an estimated $1,743,999
- CHARLES W MOORMAN purchased 5,500 shares for an estimated $947,913
- NAOMI O SELIGMAN has made 0 purchases and 2 sales selling 4,866 shares for an estimated $720,181.
- 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 $1,346,642,561 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...: $377,880,169
- OPTIMIZATION OF THE EHRM SYSTEM: $299,999,848
- EHRM OPERATIONS: $224,879,958
- EHRM LICENSES AND FEES: $193,649,040
- FORMALLY RECOGNIZE THE CONTRACTORS CORPORATE NAME CHANGE FROM CERNER GOVERNMENT SERVICES INC. TO ORACLE HEA...: $77,161,208
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 17 times in the past 6 months. Of those trades, 6 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $ORCL stock by members of Congress over the last 6 months:
- REPRESENTATIVE JEFFERSON SHREVE has traded it 5 times. They made 3 purchases worth up to $150,000 on 05/08, 03/05, 02/24 and 2 sales worth up to $100,000 on 05/12, 04/07.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/03 and 1 sale worth up to $15,000 on 04/21.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 04/16.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 04/08, 03/11, 02/27, 02/14.
- REPRESENTATIVE JARED MOSKOWITZ purchased up to $15,000 on 04/07.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/07.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 01/28, 01/22, 01/21.
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 16 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 07/10/2025
- TD Cowen issued a "Buy" rating on 07/03/2025
- BMO Capital issued a "Outperform" rating on 07/02/2025
- Stifel issued a "Buy" rating on 06/30/2025
- UBS issued a "Buy" rating on 06/25/2025
- Guggenheim issued a "Buy" rating on 06/18/2025
- Barclays issued a "Overweight" rating on 06/13/2025
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 24 analysts offer price targets for $ORCL in the last 6 months, with a median target of $220.5.
Here are some recent targets:
- Kirk Materne from Evercore ISI Group set a target price of $270.0 on 07/14/2025
- Brent Bracelin from Piper Sandler set a target price of $270.0 on 07/10/2025
- Derrick Wood from TD Cowen set a target price of $275.0 on 07/03/2025
- Keith Bachman from BMO Capital set a target price of $245.0 on 07/02/2025
- Brad Reback from Stifel set a target price of $250.0 on 06/30/2025
- Karl Keirstead from UBS set a target price of $250.0 on 06/25/2025
- John Difucci from Guggenheim set a target price of $250.0 on 06/18/2025
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.
