Mairs & Power Inc. Has $4.95 Million Holdings in Oracle Corporation $ORCL

Mairs & Power Inc. boosted its holdings in Oracle Corporation (NYSE:ORCL) by 23.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,612 shares of the enterprise software provider’s stock after purchasing an additional 3,337 shares during the quarter. Mairs & Power Inc.’s holdings in Oracle were worth $4,953,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. Kampmann Melissa S. lifted its position in shares of Oracle by 0.3% during the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock valued at $3,350,000 after acquiring an additional 35 shares during the period. McLean Asset Management Corp increased its position in shares of Oracle by 0.7% in the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock worth $1,551,000 after purchasing an additional 36 shares during the period. Mine & Arao Wealth Creation & Management LLC. raised its stake in Oracle by 0.7% in the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock valued at $1,485,000 after purchasing an additional 36 shares in the last quarter. Voisard Asset Management Group Inc. raised its stake in Oracle by 3.4% in the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock valued at $317,000 after purchasing an additional 37 shares in the last quarter. Finally, Avion Wealth lifted its position in Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock worth $73,000 after purchasing an additional 37 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have commented on ORCL. Oppenheimer raised their target price on shares of Oracle from $185.00 to $210.00 and gave the company an “outperform” rating in a report on Wednesday, March 11th. The Goldman Sachs Group upgraded shares of Oracle to a “strong-buy” rating in a research report on Monday, January 12th. BMO Capital Markets lowered their price objective on shares of Oracle from $205.00 to $200.00 and set an “outperform” rating for the company in a research report on Wednesday, March 11th. Monness Crespi & Hardt restated a “hold” rating on shares of Oracle in a research note on Wednesday, March 11th. Finally, Piper Sandler reduced their target price on Oracle from $240.00 to $210.00 and set an “overweight” rating on the stock in a 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 given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $265.77.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Blowout Q3 results — Oracle topped EPS and revenue estimates, raised FY guidance and emphasized cloud/AI momentum, which is the primary driver for today’s upside. Oracle Is Soaring After Blowout Earnings. 3 Reasons to Buy the Stock (and 1 Reason to Avoid It).
• Positive Sentiment: “Best quarter in 15 years” narrative — strong cloud revenue growth and a large remaining performance obligation/backlog have shifted sentiment toward sustained AI‑infrastructure revenue expansion. Oracle Just Posted Its Best Quarter in 15 Years — Here’s Why 2026 Could Get Even Better
• Positive Sentiment: Data‑center buildout & OpenAI backlog thesis — coverage notes a large multi‑year AI contract runway (and a cited ~$110B catalyst) with customer prepayments and supplied GPUs reducing near‑term funding risk. This underpins investor conviction in Oracle’s cloud cadence. The $110 Billion Catalyst That Makes It More Likely Oracle Will Hit Its 700% Cloud Infrastructure Revenue Growth Guidance by 2030
• Neutral Sentiment: Mixed analyst moves — some firms (e.g., Mizuho) trimmed lofty targets but kept bullish ratings, reflecting optimism on growth with more conservative valuation assumptions. These notes are moderating upside expectations rather than flipping the story. Benzinga: Mizuho PT change
• Neutral Sentiment: Stifel cut its price target (from $275 to $220) while retaining a Buy — a sign analysts are wrestling with higher capex and near‑term margin/valuation tradeoffs even as they remain constructive on AI/cloud. Stifel Cuts PT on Oracle Corporation (ORCL)
• Negative Sentiment: Reported large layoffs (20k–30k) — media reports that Oracle may cut up to ~18% of staff to fund aggressive AI/data‑center capex raise execution and reputational risks; layoffs can create short‑term disruption and investor concern. Oracle Layoff Plan Raises Questions For AI And Cloud Growth Story
• Negative Sentiment: Multiple securities‑fraud class actions filed — law firms are soliciting lead plaintiffs over disclosures about data‑center capabilities and capex; litigation risk and related legal costs are a meaningful overhang for investors. Oracle Corporation (ORCL) Class Action Lawsuit Filed

Oracle Stock Up 0.6%

Shares of ORCL opened at $155.97 on Tuesday. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72. The stock has a market capitalization of $448.58 billion, a price-to-earnings ratio of 28.00, a PEG ratio of 1.35 and a beta of 1.66. The stock has a fifty day moving average of $165.00 and a 200-day moving average of $217.24.

Oracle (NYSE:ORCL) last issued its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. The business had revenue of $17.19 billion during 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% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, sell-side analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be paid a $0.50 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. Oracle’s dividend payout ratio is currently 35.91%.

Insider Buying and Selling at Oracle

In other Oracle news, Director Naomi O. Seligman sold 2,223 shares of the company’s stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the transaction, the director directly owned 25,596 shares in the company, valued at approximately $5,032,429.56. This represents a 7.99% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the sale, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 72,223 shares of company stock worth $13,689,064 in the last 90 days. Corporate 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.