Oracle Corporation $ORCL Shares Purchased by Asset Management One Co. Ltd.

Asset Management One Co. Ltd. increased its stake in shares of Oracle Corporation (NYSE:ORCL) by 1.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 717,586 shares of the enterprise software provider’s stock after purchasing an additional 13,243 shares during the period. Asset Management One Co. Ltd.’s holdings in Oracle were worth $156,886,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the stock. Nuveen LLC acquired a new position in Oracle in the 1st quarter valued at $732,692,000. Vanguard Group Inc. raised its holdings in Oracle by 2.2% in the 1st quarter. Vanguard Group Inc. now owns 160,925,413 shares of the enterprise software provider’s stock valued at $22,498,982,000 after acquiring an additional 3,513,464 shares during the last quarter. Kingstone Capital Partners Texas LLC acquired a new position in Oracle in the 2nd quarter valued at $731,512,000. Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in Oracle by 79.2% in the 1st quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 4,638,951 shares of the enterprise software provider’s stock valued at $648,572,000 after acquiring an additional 2,049,687 shares during the last quarter. Finally, Assenagon Asset Management S.A. increased its holdings in shares of Oracle by 840.7% during the 2nd quarter. Assenagon Asset Management S.A. now owns 2,119,473 shares of the enterprise software provider’s stock worth $463,380,000 after buying an additional 1,894,157 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

ORCL has been the subject of a number of research analyst reports. Cantor Fitzgerald upped their price objective on Oracle from $271.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, September 10th. Rothschild Redb upgraded Oracle to a “strong sell” rating in a report on Thursday, September 25th. Redburn Partners set a $175.00 price objective on Oracle in a report on Thursday, September 25th. BMO Capital Markets set a $355.00 price target on shares of Oracle and gave the stock an “outperform” rating in a research report on Monday, October 13th. Finally, JPMorgan Chase & Co. upped their price target on shares of Oracle from $185.00 to $210.00 and gave the stock a “neutral” rating in a research report on Monday, September 8th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $323.69.

Oracle Price Performance

ORCL opened at $280.09 on Friday. The firm has a market cap of $798.46 billion, a price-to-earnings ratio of 64.83, a price-to-earnings-growth ratio of 2.93 and a beta of 1.53. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The company’s 50-day moving average price is $273.89 and its 200 day moving average price is $219.28. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 3.33.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 EPS for the quarter, missing the consensus estimate of $1.48 by ($0.01). Oracle had a net margin of 21.08% and a return on equity of 72.93%. The firm had revenue of $14.93 billion during the quarter, compared to analyst estimates of $15.04 billion. During the same quarter in the previous year, the business posted $1.39 EPS. Oracle’s revenue for the quarter was up 12.2% compared to the same quarter last year. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, sell-side analysts expect that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, October 23rd. Investors of record on Thursday, October 9th were issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Thursday, October 9th. Oracle’s dividend payout ratio (DPR) is presently 46.30%.

Insiders Place Their Bets

In other Oracle news, Director Naomi O. Seligman sold 2,222 shares of Oracle stock in a transaction on Friday, September 26th. The shares were sold at an average price of $288.91, for a total transaction of $641,958.02. Following the completion of the sale, the director owned 29,225 shares of the company’s stock, valued at $8,443,394.75. This trade represents a 7.07% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Clayton M. Magouyrk sold 40,000 shares of Oracle stock in a transaction on Tuesday, October 21st. The shares were sold at an average price of $276.64, for a total transaction of $11,065,600.00. Following the sale, the chief executive officer directly owned 154,030 shares of the company’s stock, valued at $42,610,859.20. This trade represents a 20.62% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 170,769 shares of company stock worth $50,297,667 in the last quarter. Corporate insiders own 40.90% of the company’s stock.

Oracle Company Profile

Oracle Corporation offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud human capital management, Oracle Cerner healthcare, Oracle Advertising, and NetSuite applications suite, as well as Oracle Fusion Sales, Service, and Marketing.