Mn Services Vermogensbeheer B.V. Increases Stock Holdings in Oracle Corporation $ORCL

Mn Services Vermogensbeheer B.V. increased its stake in shares of Oracle Corporation (NYSE:ORCL) by 2.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 651,750 shares of the enterprise software provider’s stock after buying an additional 14,117 shares during the quarter. Oracle accounts for 0.8% of Mn Services Vermogensbeheer B.V.’s investment portfolio, making the stock its 20th largest holding. Mn Services Vermogensbeheer B.V.’s holdings in Oracle were worth $127,033,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also bought and sold shares of ORCL. FSA Wealth Management LLC bought a new stake in shares of Oracle in the 3rd quarter worth $28,000. Kilter Group LLC purchased a new stake in shares of Oracle in the second quarter valued at about $30,000. Darwin Wealth Management LLC lifted its position in shares of Oracle by 130.0% during the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock valued at $32,000 after purchasing an additional 65 shares in the last quarter. Investors Research Corp boosted its holdings in Oracle by 465.5% during the fourth quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 135 shares during the last quarter. Finally, Mpwm Advisory Solutions LLC boosted its holdings in Oracle by 76.9% during the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 50 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Vertex launched its O Series Tax Engine and Indirect Tax Accelerator on the Oracle Marketplace, making the Vertex solution deployable on Oracle Cloud Infrastructure — a positive signal for OCI adoption and partner-led revenue. Vertex launches on Oracle Marketplace
• Positive Sentiment: Oracle will pay its first quarterly dividend of 2026 on April 24, supporting income-focused investors and signaling capital-return discipline. Oracle dividend announcement
• Positive Sentiment: Erste Group raised its FY2026 EPS estimate for Oracle, indicating some analyst confidence in the company’s financial outlook. Erste Group raises Oracle EPS estimate
• Neutral Sentiment: Media pieces (MarketWatch/Invezz/Fool) debate Oracle’s AI positioning vs. peers — some see large upside if AI spending pays off, while others favor competitors like Broadcom for AI exposure; useful context for longer-term thesis but not an immediate catalyst. Why Oracle may be an AI winner
• Neutral Sentiment: Eagle Mountain Mining update on an unrelated Oracle Ridge JV (mining) is not material to Oracle Corp’s business; can be ignored for ORCL stock drivers. Eagle Mountain advances Oracle Ridge JV
• Negative Sentiment: Multiple law firms have filed or are soliciting plaintiffs for securities-fraud class actions and investigations covering the June–Dec 2025 period, alleging misleading statements about Oracle’s AI data-center capabilities and capital spending — a near-term negative catalyst that increases legal risk, potential costs, and investor uncertainty. Representative notices: Kessler Topaz (PR Newswire), Levi & Korsinsky (GlobeNewswire), Schall Law Firm (PR Newswire). Kessler Topaz class action Levi & Korsinsky notice Schall Law Firm investigation

Insiders Place Their Bets

In other news, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the transaction, the executive vice president owned 33,638 shares of the company’s stock, valued at $6,555,709.82. This represents a 50.99% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $155.23, for a total value of $1,552,300.00. Following the transaction, the chief executive officer owned 134,030 shares of the company’s stock, valued at $20,805,476.90. The trade was a 6.94% decrease in their position. The SEC filing for this sale provides additional information. 40.90% of the stock is owned by corporate insiders.

Oracle Stock Down 0.7%

Oracle stock opened at $138.71 on Tuesday. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The firm has a 50 day moving average price of $155.67 and a 200-day moving average price of $210.25. The company has a market capitalization of $398.93 billion, a P/E ratio of 24.90, a P/E/G ratio of 1.33 and a beta of 1.66. 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 (NYSE:ORCL) last posted its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company had revenue of $17.19 billion for the quarter, compared to analysts’ expectations of $16.91 billion. During the same quarter in the previous year, the firm posted $1.47 EPS. Oracle’s revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities analysts predict that Oracle Corporation will post 5 EPS for the current year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be paid a $0.50 dividend. The ex-dividend date is Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle’s payout ratio is presently 35.91%.

Analysts Set New Price Targets

Several equities research analysts have commented on the stock. BMO Capital Markets decreased their price objective on shares of Oracle from $205.00 to $200.00 and set an “outperform” rating for the company in a research note on Wednesday, March 11th. Barclays reduced their target price on Oracle from $310.00 to $230.00 and set an “overweight” rating for the company in a report on Monday, March 9th. Sanford C. Bernstein set a $313.00 price target on Oracle in a research report on Monday, February 9th. Citizens Jmp dropped their price target on Oracle from $342.00 to $285.00 and set a “market outperform” rating on the stock in a report on Thursday, February 5th. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $229.00 price objective on shares of Oracle in a research report on Wednesday, March 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $262.91.

Oracle 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.