MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Raises Stake in Oracle Corporation $ORCL

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in Oracle Corporation (NYSE:ORCL) by 14.5% during the third quarter, HoldingsChannel reports. The firm owned 873,820 shares of the enterprise software provider’s stock after purchasing an additional 110,352 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.’s holdings in Oracle were worth $245,789,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of Oracle during the second quarter worth approximately $4,275,378,000. Jennison Associates LLC boosted its holdings in shares of Oracle by 2,062.4% in the third quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider’s stock valued at $2,595,072,000 after purchasing an additional 8,800,546 shares during the period. Vanguard Group Inc. boosted its holdings in shares of Oracle by 2.8% in the third quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider’s stock valued at $47,518,451,000 after purchasing an additional 4,681,626 shares during the period. American Century Companies Inc. grew its stake in Oracle by 333.7% in the third quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider’s stock worth $1,473,137,000 after purchasing an additional 4,030,382 shares in the last quarter. Finally, Invesco Ltd. grew its stake in Oracle by 42.1% in the second quarter. Invesco Ltd. now owns 8,839,166 shares of the enterprise software provider’s stock worth $1,932,507,000 after purchasing an additional 2,619,722 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Price Performance

ORCL opened at $155.97 on Tuesday. The firm has a market capitalization of $448.58 billion, a PE ratio of 28.00, a price-to-earnings-growth ratio of 1.35 and a beta of 1.66. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The business’s 50-day moving average is $165.00 and its two-hundred day moving average is $217.24. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, beating the consensus estimate of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. During the same period in the prior year, the firm posted $1.47 earnings per share. The company’s quarterly revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Research analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

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

Insiders Place Their Bets

In other news, EVP Douglas A. Kehring sold 35,000 shares of the business’s stock in a transaction dated 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 owned 33,638 shares in the company, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Mark Hura sold 15,000 shares of the company’s stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the transaction, the insider owned 234,077 shares in the company, valued at approximately $46,087,420.53. This trade represents a 6.02% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 72,223 shares of company stock valued at $13,689,064. 40.90% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages have weighed in on ORCL. Citigroup lifted their target price on Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a research report on Thursday, March 12th. Mizuho dropped their price target on Oracle from $400.00 to $320.00 and set an “outperform” rating on the stock in a research report on Monday. JPMorgan Chase & Co. upgraded Oracle from a “neutral” rating to an “overweight” rating and cut their price target for the company from $230.00 to $210.00 in a research note on Wednesday, March 11th. Guggenheim restated a “buy” rating and issued a $400.00 price objective on shares of Oracle in a report on Friday. Finally, Melius Research set a $160.00 price objective on shares of Oracle in a research note on Monday, February 9th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $265.77.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Q3 results and AI backlog surprised to the upside — revenue and EPS beat, cloud growth accelerated, and remaining performance obligations (RPO) ballooned, supporting a bullish growth narrative for Oracle’s cloud/AI infrastructure. Oracle Stock (ORCL) Opinions on Q3 Earnings Beat
• Positive Sentiment: Analysts and press highlight AI deal momentum and OCI data‑center traction as easing earlier worries about demand — this underpins upside expectations even after recent sell‑offs. Oracle Concerns Ease as AI Deals Support Outlook
• Positive Sentiment: Several bullish analyst notes and high price targets remain (median targets well above current levels), keeping institutional narratives focused on long‑term AI/capacity opportunity. Oracle: Pros And Cons Of Buying Now After The Q3 Double Beat
• Neutral Sentiment: Mizuho lowered its price target from $400 to $320 but kept an outperform stance — still bullish, though less aggressive than before. Mizuho PT Lowered to $320
• Neutral Sentiment: Coverage shows mixed positioning among institutions and hedge funds (some big buyers, some large sellers), suggesting differentiated conviction across investors rather than a uniform trend. Oracle Stock (ORCL) Opinions on Q3 Earnings Beat
• Negative Sentiment: Multiple securities‑fraud class actions have been filed alleging material misstatements about data-center AI capabilities and capex; law firms are soliciting lead plaintiffs with an April 6, 2026 deadline — this adds legal risk and potential settlement/cost uncertainty. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP
• Negative Sentiment: Capital intensity is high — large capex and recent debt/preferred financings could pressure free cash flow (analyst notes flag a meaningful FCF hit), which is a headwind for valuation if spending outpaces monetization. Oracle: A Trade-Off Between Growth And Quality
• Negative Sentiment: Recent analyst price‑target cuts from some firms (e.g., Stifel trimmed its PT to $220 from $275 while keeping a Buy) reflect concern about capex and margin tradeoffs — these cuts can cap near‑term upside. Stifel Cuts PT on Oracle Corporation (ORCL)
• Negative Sentiment: Significant insider selling activity has been reported (numerous sales, few/no buys), which investors may view as a negative signal on near‑term insider conviction. Oracle Stock (ORCL) Opinions on Q3 Earnings Beat

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.