Nomura Asset Management Co. Ltd. Sells 105,987 Shares of Oracle Corporation $ORCL

Posted by Stuart Ham on May 31st, 2026

Nomura Asset Management Co. Ltd. lessened its stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 11.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 843,703 shares of the enterprise software provider’s stock after selling 105,987 shares during the quarter. Nomura Asset Management Co. Ltd.’s holdings in Oracle were worth $164,446,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of ORCL. Norges Bank bought a new stake in shares of Oracle during the fourth quarter worth $4,336,031,000. Vanguard Group Inc. grew its stake in shares of Oracle by 3.5% during the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock worth $34,070,674,000 after buying an additional 5,841,584 shares during the last quarter. American Century Companies Inc. grew its stake in shares of Oracle by 333.7% during the third quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider’s stock worth $1,473,137,000 after buying an additional 4,030,382 shares during the last quarter. Amundi grew its stake in shares of Oracle by 32.9% during the third quarter. Amundi now owns 9,636,090 shares of the enterprise software provider’s stock worth $2,809,609,000 after buying an additional 2,385,556 shares during the last quarter. Finally, SG Americas Securities LLC grew its stake in shares of Oracle by 921.6% during the fourth quarter. SG Americas Securities LLC now owns 2,311,815 shares of the enterprise software provider’s stock worth $450,596,000 after buying an additional 2,085,514 shares during the last quarter. Institutional investors own 42.44% of the company’s stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle is benefiting from renewed enthusiasm for AI-related software stocks, with investors viewing the company as a key AI/cloud infrastructure winner alongside peers like Snowflake and ServiceNow. Snowflake, Oracle, ServiceNow Stocks Rally As AI Trade Heats Up Again
Positive Sentiment: Bullish trading signals and unusual options activity point to stronger near-term sentiment, including a Power Inflow alert and a big jump in call buying. Oracle Shares Rise 4% After Key Trading Signal
Positive Sentiment: Analysts and market commentary continue to highlight Oracle’s AI cloud backlog and improving outlook, suggesting investors are focusing more on growth potential than on recent volatility. Zacks Industry Outlook Highlights Oracle, Intuit and Progress Software
Positive Sentiment: Several recent pieces frame Oracle as a possible undervalued AI beneficiary, reinforcing the case for continued investor interest in the stock. Is Oracle Stock an Undervalued Stock to Buy?
Neutral Sentiment: Oracle is also drawing regulatory scrutiny over TikTok U.S. data safeguards and recommendation-algorithm concerns, which is not a direct business hit but could add headline risk. Democratic senator wants TikTok US JV, Oracle to answer questions on platform safeguards
Neutral Sentiment: Some investors are still focused on Oracle’s debt load and capital spending for AI data centers, a longer-term concern that could cap enthusiasm if profitability doesn’t keep up. Concerns Over Debt Weigh on Oracle (ORCL) Amid AI Data Center Expansion

Insider Transactions at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the transaction, the executive vice president owned 3,429 shares in the company, valued at $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several analysts recently weighed in on ORCL shares. Piper Sandler reduced their price objective on shares of Oracle from $240.00 to $210.00 and set an “overweight” rating on the stock in a research note on Wednesday, March 11th. TD Cowen reduced their price objective on shares of Oracle from $350.00 to $250.00 and set a “buy” rating on the stock in a research note on Friday, March 6th. Wedbush boosted their price objective on shares of Oracle from $225.00 to $275.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 13th. Melius Research set a $160.00 price objective on shares of Oracle in a research note on Monday, February 9th. Finally, Deutsche Bank Aktiengesellschaft reduced their price objective on shares of Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a research note on Monday, March 9th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Oracle presently has an average rating of “Moderate Buy” and an average target price of $261.46.

Check Out Our Latest Research Report on Oracle

Oracle Price Performance

ORCL stock opened at $225.85 on Friday. The firm has a market cap of $649.55 billion, a price-to-earnings ratio of 40.55, a PEG ratio of 2.15 and a beta of 1.55. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a 12-month low of $134.57 and a 12-month high of $345.72. The company’s fifty day simple moving average is $170.81 and its 200 day simple moving average is $178.35.

Oracle (NYSE:ORCL – Get Free Report) last released its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.71 by $0.08. The business had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. Oracle’s revenue for the quarter was up 21.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, analysts expect that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were issued a $0.50 dividend. The ex-dividend date was Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 0.9%. Oracle’s payout ratio is presently 35.91%.

Oracle Company Profile

(Free Report)

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle’s product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.