Oracle Corporation $ORCL Shares Acquired by Meiji Yasuda Asset Management Co Ltd.

Meiji Yasuda Asset Management Co Ltd. grew its position in shares of Oracle Corporation (NYSE:ORCL) by 66.6% in the 3rd quarter, Holdings Channel.com reports. The firm owned 22,332 shares of the enterprise software provider’s stock after buying an additional 8,925 shares during the period. Meiji Yasuda Asset Management Co Ltd.’s holdings in Oracle were worth $6,281,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Riggs Asset Managment Co. Inc. boosted its holdings in Oracle by 57.1% during the third quarter. Riggs Asset Managment Co. Inc. now owns 11,092 shares of the enterprise software provider’s stock worth $3,120,000 after buying an additional 4,033 shares in the last quarter. CreativeOne Wealth LLC increased its holdings in Oracle by 15.5% in the third quarter. CreativeOne Wealth LLC now owns 25,649 shares of the enterprise software provider’s stock valued at $7,214,000 after buying an additional 3,438 shares in the last quarter. Prudent Investors Network Inc. acquired a new position in shares of Oracle in the third quarter worth about $507,000. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund raised its position in shares of Oracle by 4.3% in the third quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund now owns 2,400 shares of the enterprise software provider’s stock worth $675,000 after acquiring an additional 100 shares during the period. Finally, Korea Investment CORP boosted its stake in shares of Oracle by 3.5% during the 3rd quarter. Korea Investment CORP now owns 1,309,682 shares of the enterprise software provider’s stock worth $368,335,000 after acquiring an additional 44,675 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Oracle

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s 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 in the company, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of Oracle 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 sale, the executive vice president directly owned 33,638 shares in the company, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 72,223 shares of company stock valued at $13,689,064 in the last 90 days. 40.90% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on ORCL shares. Erste Group Bank cut Oracle from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. Oppenheimer upgraded Oracle from a “market perform” rating to an “outperform” rating and set a $185.00 price target on the stock in a research report on Wednesday, February 25th. Weiss Ratings lowered Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, January 23rd. Citizens Jmp cut their price objective on Oracle from $342.00 to $285.00 and set a “market outperform” rating for the company in a research report on Thursday, February 5th. Finally, Scotiabank reduced their target price on Oracle from $260.00 to $220.00 and set a “sector outperform” rating for the company in a research note on Tuesday, February 3rd. Three analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $280.09.

Oracle Trading Down 1.2%

Shares of Oracle stock opened at $152.95 on Friday. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28. Oracle Corporation has a twelve month low of $118.86 and a twelve month high of $345.72. The firm has a market capitalization of $439.45 billion, a PE ratio of 28.75, a P/E/G ratio of 1.34 and a beta of 1.66. The firm’s 50-day moving average price is $169.72 and its 200 day moving average price is $220.72.

Oracle (NYSE:ORCL) last posted its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping the consensus estimate of $1.64 by $0.62. The company had revenue of $16.06 billion during the quarter, compared to analyst estimates of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.Oracle’s quarterly revenue was up 14.2% on a year-over-year basis. During the same period in the previous year, the business earned $1.47 EPS. On average, sell-side analysts predict that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s dividend payout ratio is currently 37.59%.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle rolled out an AI Construction & Engineering safety advisor — another revenue/AI product proof point that underscores continued commercialization of its AI stack. Oracle Transforms Construction Safety Management with AI
• Positive Sentiment: Technicals and some analyst notes suggest a potential bottom: chart patterns and a reclaim of short moving averages have prompted bullish short‑term commentary and supportive analyst views on accelerating cloud growth. Oracle Price Forecast: Reversal Signals
• Neutral Sentiment: Market focus is now squarely on Q3 results and OCI growth rates — analysts are parsing cloud/AI revenue guidance, margins and capex plans; that makes the upcoming earnings release the primary catalyst. Oracle Cloud Outlook Key Focus Ahead of Earnings
• Negative Sentiment: Reports say Oracle and OpenAI have scrapped plans to expand the Abilene, Texas data‑center site after financing and changing customer needs — a headline that investors interpret as lost growth visibility for AI infrastructure. Oracle and OpenAI end plans to expand Texas data center site
• Negative Sentiment: Multiple reports indicate Oracle is planning large layoffs and is under cash/capex pressure from its AI data‑center buildout — investors worry about near‑term cash flow, higher leverage and the need to raise substantial capital. Oracle cutting thousands of jobs to pay for AI infrastructure
• Negative Sentiment: Heightened legal risk — several firms have filed or opened notices for securities‑class‑action suits alleging misstatements about data‑center plans and capex, creating potential litigation costs and investor uncertainty (lead‑plaintiff deadlines in early April). Class Action Notice for Oracle Investors

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.