Dimensional Fund Advisors LP Increases Holdings in Oracle Corporation $ORCL

Dimensional Fund Advisors LP lifted its holdings in Oracle Corporation (NYSE:ORCL) by 1.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,418,966 shares of the enterprise software provider’s stock after acquiring an additional 97,907 shares during the period. Oracle accounts for approximately 0.5% of Dimensional Fund Advisors LP’s holdings, making the stock its 15th biggest holding. Dimensional Fund Advisors LP’s holdings in Oracle were worth $2,367,746,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its holdings in shares of Oracle by 2.8% in the 3rd quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider’s stock worth $47,518,451,000 after purchasing an additional 4,681,626 shares during the period. State Street Corp boosted its stake in Oracle by 1.7% during the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock worth $16,060,427,000 after buying an additional 1,252,723 shares during the period. Norges Bank purchased a new stake in shares of Oracle in the second quarter valued at $4,275,378,000. Bank of New York Mellon Corp lifted its holdings in shares of Oracle by 0.8% in the 3rd quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock worth $3,357,572,000 after acquiring an additional 98,693 shares during the last quarter. Finally, Legal & General Group Plc boosted its stake in shares of Oracle by 1.3% during the 2nd quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider’s stock worth $2,473,838,000 after purchasing an additional 147,367 shares during the period. 42.44% of the stock is owned by institutional investors.

Insider Buying and Selling at Oracle

In other news, insider Mark Hura sold 15,000 shares of Oracle stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00. Following the completion of 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 sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’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 transaction, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 72,223 shares of company stock worth $13,689,064. 40.90% of the stock is currently owned by insiders.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: AI backlog and cloud growth boost revenue visibility — reports show Oracle’s AI backlog surged, cloud revenue up ~34% y/y and roughly $4B in new AI deals that underpin fiscal‑2027 growth expectations, supporting longer‑term revenue trajectories. Article Title
• Positive Sentiment: Industry recognition for Financial Services unit — Oracle Financial Services ranked top vendor in the 2026 Chartis RiskTech100 report (leadership in AI and risk/AML categories), reinforcing competitive strength in regulated verticals. Article Title
• Positive Sentiment: Commercial momentum: F1/AI partnership — Oracle’s expanded work with Oracle Red Bull Racing to deliver cloud and AI solutions highlights enterprise demand and brand positioning in high‑visibility AI deployments. Article Title
• Neutral Sentiment: Earnings date set (catalyst) — Oracle will report Q3 FY2026 results on March 10 after the close and host a 4:00 p.m. webcast; results and commentary on AI deal conversion and capital spending will likely drive short‑term moves. Article Title
• Neutral Sentiment: Data center demand visible but financed off‑balance — Applied Digital is marketing $2.15B of junk bonds to fund a 200MW facility leased to Oracle, showing demand for Oracle compute capacity but adding no direct Oracle capex visibility. Article Title
• Negative Sentiment: Widespread securities‑fraud lawsuits — Multiple firms have filed/class notices alleging Oracle misled investors about AI data‑center capabilities and capex plans (class period June 12–Dec 16, 2025) and are soliciting lead plaintiffs before an April 6 deadline; this legal overhang increases litigation risk, potential settlements and short‑term selling pressure. Article Title
• Negative Sentiment: Competitive/contract risks: Java and support alternatives — Azul’s win (customer cut Java licensing from Oracle) and third‑party support wins (Rimini Street) highlight pockets of revenue pressure from customers reducing Oracle licensing/support spend. Article Title

Oracle Stock Performance

Oracle stock opened at $148.99 on Wednesday. The firm has a 50 day simple moving average of $172.36 and a 200-day simple moving average of $222.44. The stock has a market cap of $428.07 billion, a price-to-earnings ratio of 28.01, a price-to-earnings-growth ratio of 1.31 and a beta of 1.66. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72.

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

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were given 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 (DPR) is currently 37.59%.

Analyst Ratings Changes

Several equities research analysts have weighed in on the company. Melius Research set a $160.00 target price on Oracle in a report on Monday, February 9th. Barclays restated an “overweight” rating on shares of Oracle in a research note on Monday, February 2nd. Oppenheimer raised Oracle from a “market perform” rating to an “outperform” rating and set a $185.00 target price on the stock in a research report on Wednesday, February 25th. UBS Group reiterated a “buy” rating on shares of Oracle in a report on Monday, February 2nd. Finally, The Goldman Sachs Group upgraded Oracle to a “strong-buy” rating in a research report on Monday, January 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $287.94.

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.