Mizuho Markets Americas LLC Takes $19.49 Million Position in Oracle Corporation $ORCL

Mizuho Markets Americas LLC purchased a new stake in shares of Oracle Corporation (NYSE:ORCL) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 100,000 shares of the enterprise software provider’s stock, valued at approximately $19,491,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Vanguard Group Inc. increased its holdings 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 valued at $34,070,674,000 after acquiring an additional 5,841,584 shares in the last quarter. Capital Research Global Investors increased its holdings in Oracle by 1.2% in the 3rd quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider’s stock worth $6,555,961,000 after buying an additional 266,588 shares in the last quarter. Bank of New York Mellon Corp increased its holdings in Oracle by 0.8% in the 3rd quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock worth $3,357,572,000 after buying an additional 98,693 shares in the last quarter. Legal & General Group Plc increased its holdings in Oracle by 3.4% in the 3rd quarter. Legal & General Group Plc now owns 11,696,752 shares of the enterprise software provider’s stock worth $3,289,595,000 after buying an additional 381,572 shares in the last quarter. Finally, Invesco Ltd. increased its holdings in Oracle by 16.6% in the 3rd quarter. Invesco Ltd. now owns 10,303,992 shares of the enterprise software provider’s stock worth $2,897,895,000 after buying an additional 1,464,826 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms recently commented on ORCL. Stephens reiterated an “equal weight” rating and issued a $254.00 price objective on shares of Oracle in a report on Tuesday, April 7th. Weiss Ratings downgraded Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, January 23rd. Wedbush lifted their price objective on Oracle from $225.00 to $275.00 and gave the stock an “outperform” rating in a report on Wednesday, May 13th. Barclays reduced their price objective on Oracle from $310.00 to $230.00 and set an “overweight” rating for the company in a report on Monday, March 9th. Finally, Citigroup lifted their price objective on Oracle from $310.00 to $320.00 and gave the stock a “buy” rating in a report on Thursday, March 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $261.46.

Oracle Trading Up 1.2%

Shares of NYSE:ORCL opened at $192.13 on Friday. The stock has a market capitalization of $552.58 billion, a price-to-earnings ratio of 34.49, a PEG ratio of 1.81 and a beta of 1.55. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The stock’s 50-day simple moving average is $166.27 and its two-hundred day simple moving average is $179.99. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72.

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

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle’s dividend payout ratio (DPR) is presently 35.91%.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wall Street analysts raised price targets on Oracle after noting strong cloud growth and accelerating AI demand, reinforcing the view that Oracle can keep expanding its AI infrastructure business. Oracle Analysts See Up to 45% Upside as AI Cloud Growth Accelerates
• Positive Sentiment: Multiple reports highlighted Oracle’s $553 billion AI cloud backlog, 44% cloud growth, and 22% revenue growth, suggesting that enterprise AI demand is translating into real financial momentum. Oracle (ORCL) Stock Jumps as $553B AI Cloud Backlog Powers 22% Revenue Growth
• Positive Sentiment: Oracle’s NetSuite division is still growing, with revenue up 14%, and AI features plus the shift to cloud ERP could add another growth driver in 2026. Will Oracle’s NetSuite Division Accelerate Revenue Growth in 2026?

Insider Transactions at Oracle

In other Oracle news, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the transaction, the executive vice president directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Oracle Company Profile

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.