10,125 Shares in Oracle Corporation $ORCL Bought by Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.

Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new position in shares of Oracle Corporation (NYSE:ORCL) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 10,125 shares of the enterprise software provider’s stock, valued at approximately $1,973,000. Oracle accounts for approximately 3.1% of Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.’s portfolio, making the stock its 3rd biggest holding.

A number of other hedge funds have also bought and sold shares of the business. Basepoint Wealth LLC bought a new stake in Oracle during the fourth quarter worth $26,000. Inspire Trust Co. N.A. lifted its holdings in Oracle by 15.2% during the fourth quarter. Inspire Trust Co. N.A. now owns 38,000 shares of the enterprise software provider’s stock worth $7,407,000 after acquiring an additional 5,000 shares during the period. SBI Okasan Asset Management Co.Ltd. bought a new stake in Oracle during the fourth quarter worth $1,563,000. Northwestern Mutual Wealth Management Co. lifted its holdings in Oracle by 6.1% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 407,067 shares of the enterprise software provider’s stock worth $79,341,000 after acquiring an additional 23,295 shares during the period. Finally, Moors & Cabot Inc. lifted its holdings in Oracle by 38.0% during the fourth quarter. Moors & Cabot Inc. now owns 51,143 shares of the enterprise software provider’s stock worth $9,968,000 after acquiring an additional 14,075 shares during the period. 42.44% of the stock is currently owned by institutional investors.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Several recent articles argue Oracle looks attractive versus other AI names, with one calling it a more balanced AI bet than Palantir because of its valuation and long-term upside. Palantir vs. Oracle in 2026. Which One Is the Better Buy Right Now?
• Positive Sentiment: Coverage from 247WallSt and others highlighted Oracle’s large AI cloud backlog and said the shares screen favorably on valuation, suggesting investors may be re-rating the stock higher on growth visibility. Oracle at $192: Buy, Sell or Hold?
• Positive Sentiment: Analyst-oriented previews and market commentary pointed to Oracle’s upcoming Q4 results and AI infrastructure demand as reasons sentiment is turning more positive ahead of earnings. Oracle Q4 Preview: AI Infrastructure In Focus As Sentiment Turns Positive
• Positive Sentiment: Additional coverage said Oracle’s stock has outperformed peers/sector measures and that analysts remain optimistic about its outlook, reinforcing the bullish narrative. How Is Oracle’s Stock Performance Compared to Other Software Stocks
• Neutral Sentiment: Some articles were more general or thematic, including software industry headwinds and Buffett/communication commentary, and are unlikely to move Oracle shares by themselves. 3 Software Stocks to Watch as the Industry Grapples With Headwinds
• Negative Sentiment: One recent report warned that Oracle’s aggressive AI data-center buildout is being funded with significant debt and private credit, which raises balance-sheet risk even as growth prospects improve. Oracle Project Jupiter Puts AI Growth And Debt Risks In Focus

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the company. Stephens reiterated an “equal weight” rating and set a $254.00 price target on shares of Oracle in a report on Tuesday, April 7th. Monness Crespi & Hardt reiterated a “hold” rating on shares of Oracle in a report on Wednesday, March 11th. Wedbush lifted their price target on Oracle from $225.00 to $275.00 and gave the stock an “outperform” rating in a report on Wednesday, May 13th. Bank of America assumed coverage on Oracle in a report on Tuesday, March 24th. They set a “buy” rating and a $200.00 price target on the stock. Finally, Robert W. Baird decreased their target price on Oracle from $300.00 to $200.00 and set an “outperform” rating for the company in a research report on Tuesday, March 10th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and a consensus price target of $261.46.

Insider Buying and Selling

In related news, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the transaction, the executive vice president directly 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 through 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.

Oracle Price Performance

Shares of NYSE ORCL opened at $203.42 on Friday. The stock has a market cap of $585.05 billion, a PE ratio of 36.52, a price-to-earnings-growth ratio of 1.82 and a beta of 1.55. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72. 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 has a fifty day moving average of $169.35 and a 200-day moving average of $178.01.

Oracle (NYSE:ORCL) last posted its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping the consensus estimate of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The business had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. During the same period in the previous year, the business earned $1.47 earnings per share. The firm’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. Equities research analysts anticipate that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Dividend Announcement

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

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.