Oracle Corporation $ORCL Shares Bought by Mariner LLC

Mariner LLC increased its holdings in Oracle Corporation (NYSE:ORCL) by 0.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,186,115 shares of the enterprise software provider’s stock after acquiring an additional 4,119 shares during the quarter. Mariner LLC’s holdings in Oracle were worth $333,597,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Swiss National Bank boosted its holdings in Oracle by 7.6% in the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock worth $1,113,526,000 after purchasing an additional 360,000 shares during the period. Patton Fund Management Inc. lifted its position in shares of Oracle by 626.1% in the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock worth $3,245,000 after buying an additional 9,948 shares during the last quarter. Meeder Advisory Services Inc. lifted its position in shares of Oracle by 8.4% in the 3rd quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider’s stock worth $11,516,000 after buying an additional 3,184 shares during the last quarter. Decker Retirement Planning Inc. acquired a new position in shares of Oracle in the 3rd quarter valued at about $689,000. Finally, J.W. Cole Advisors Inc. boosted its holdings in shares of Oracle by 59.8% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 68,174 shares of the enterprise software provider’s stock valued at $14,905,000 after buying an additional 25,510 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle News Roundup

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

Wall Street Analyst Weigh In

Several research firms recently weighed in on ORCL. Jefferies Financial Group dropped their price objective on shares of Oracle from $400.00 to $320.00 and set a “buy” rating on the stock in a research note on Thursday, March 5th. Citigroup increased their price target on Oracle from $310.00 to $320.00 and gave the stock a “buy” rating in a research report on Thursday, March 12th. Sanford C. Bernstein set a $313.00 price target on Oracle in a report on Monday, February 9th. Barclays lowered their price objective on Oracle from $310.00 to $230.00 and set an “overweight” rating for the company in a research note on Monday, March 9th. Finally, Bank of America dropped their target price on Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $265.77.

Insider Activity at Oracle

In related news, Director Naomi O. Seligman sold 2,223 shares of the business’s stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total transaction of $437,064.03. Following the sale, 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction that occurred 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 completion of the sale, the chief executive officer owned 134,030 shares of the company’s stock, valued at $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 72,223 shares of company stock valued at $13,689,064 over the last quarter. Corporate insiders own 40.90% of the company’s stock.

Oracle Trading Up 0.6%

Shares of ORCL stock 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 1 year low of $118.86 and a 1 year high of $345.72. The stock has a fifty day moving average of $165.00 and a two-hundred day moving average of $217.24. 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.

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

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be paid a dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.3%. Oracle’s dividend payout ratio (DPR) is presently 35.91%.

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.