Meiji Yasuda Asset Management Co Ltd. Raises Position in Oracle Corporation $ORCL

Meiji Yasuda Asset Management Co Ltd. lifted its holdings in Oracle Corporation (NYSE:ORCL) by 66.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,332 shares of the enterprise software provider’s stock after purchasing an additional 8,925 shares during the quarter. Meiji Yasuda Asset Management Co Ltd.’s holdings in Oracle were worth $6,281,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in ORCL. Winnow Wealth LLC purchased a new stake in Oracle in the second quarter valued at about $28,000. Kilter Group LLC purchased a new stake in shares of Oracle during the second quarter worth about $30,000. Darwin Wealth Management LLC grew its stake 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 worth $32,000 after acquiring an additional 65 shares during the last quarter. Financial Consulate Inc. acquired a new position in shares of Oracle during the third quarter valued at about $37,000. Finally, Collier Financial purchased a new position in shares of Oracle in the 3rd quarter valued at approximately $38,000. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Oracle

In other news, Director Naomi O. Seligman sold 2,223 shares of the business’s stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the transaction, the director owned 25,596 shares of the company’s stock, valued at $5,032,429.56. The trade was a 7.99% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction dated 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 completion of the sale, the chief executive officer owned 134,030 shares in the company, valued at $20,805,476.90. The trade was a 6.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 72,223 shares of company stock valued at $13,689,064 in the last three months. Company insiders own 40.90% of the company’s stock.

Wall Street Analyst Weigh In

ORCL has been the subject of a number of recent analyst reports. UBS Group reiterated a “buy” rating on shares of Oracle in a research note on Monday, February 2nd. Citizens Jmp cut their price target on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating on the stock in a research note on Thursday, February 5th. KeyCorp decreased their price target on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating for the company in a report on Thursday, December 11th. Morgan Stanley lowered their price objective on shares of Oracle from $320.00 to $213.00 and set an “equal weight” rating for the company in a research note on Friday, January 23rd. Finally, Oppenheimer raised shares of Oracle from a “market perform” rating to an “outperform” rating and set a $185.00 price objective on the stock in a report on Wednesday, February 25th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $280.09.

More Oracle News

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 Price Performance

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

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

Oracle Dividend Announcement

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

About Oracle

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.