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ORCL Stock Decline – Reasons Behind the Drop

This afternoon we watched Oracle drop -3.8% to a price of $227.07 per share. The Large-Cap Software company is now trading -34.0% below its average target price of $344.04. Analysts have set target prices ranging from $175.14314 to $430.0 per share for Oracle, and have given the stock an average rating of buy.

The stock has a very low short interest at 1.2%, and a short ratio of 0.98. The company's insiders own 40.95% of its outstanding shares, which indicates a strong alignment between management and shareholder interests. Finally, we also note that only a small number of institutional investors are invested in the stock, with 44.8% of Oracle's shares being owned by this investor type.

Institutions Invested in Oracle

Date Reported Holder Percentage Shares Value
2025-09-30 Vanguard Group Inc 6% 168,960,500 $38,365,861,972
2025-06-30 Blackrock Inc. 5% 135,309,121 $30,724,643,096
2025-06-30 State Street Corporation 3% 73,459,391 $16,680,424,452
2025-09-30 JPMORGAN CHASE & CO 2% 49,573,370 $11,256,625,488
2025-06-30 Geode Capital Management, LLC 1% 36,323,077 $8,247,881,360
2025-06-30 Morgan Stanley 1% 30,732,351 $6,978,395,166
2025-06-30 FMR, LLC 1% 24,929,854 $5,660,822,130
2025-06-30 Capital Research Global Investors 1% 23,044,239 $5,232,655,518
2025-06-30 NORGES BANK 1% 19,555,311 $4,440,424,611
2025-06-30 Northern Trust Corporation 1% 19,471,601 $4,421,416,581

Besides an analyst consensus of strong upside potential, other market factors point to there being positive market sentiment on Oracle.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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