Mufg Securities Americas Inc. Buys 4,196 Shares of Oracle Corporation $ORCL

Mufg Securities Americas Inc. lifted its stake in shares of Oracle Corporation (NYSE:ORCL) by 8.9% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 51,107 shares of the enterprise software provider’s stock after purchasing an additional 4,196 shares during the period. Mufg Securities Americas Inc.’s holdings in Oracle were worth $7,490,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the stock. Norges Bank acquired a new position in Oracle during the fourth quarter worth $4,336,031,000. Bank of New York Mellon Corp acquired a new stake in Oracle in the second quarter valued at $1,911,930,000. Capital Research Global Investors grew its position in shares of Oracle by 29.3% in the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider’s stock valued at $5,874,070,000 after acquiring an additional 6,826,299 shares during the period. Cardano Risk Management B.V. grew its position in shares of Oracle by 882.3% in the 4th quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider’s stock valued at $972,798,000 after acquiring an additional 4,482,934 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in shares of Oracle during the 2nd quarter worth about $625,454,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Citigroup placed Oracle on a 90-day “positive catalyst watch,” arguing that the recent selloff was excessive and that strong AI-cloud demand, a large backlog and upcoming earnings could drive a rebound. The view helped improve sentiment toward the stock. Investors Are Missing Oracle’s AI Boom. Citi Says Buy.
• Positive Sentiment: Wall Street remains broadly bullish, with one report citing a Strong Buy consensus and substantial potential upside. Other analysts and investors highlighted Oracle’s cloud infrastructure scale, AI exposure and improving growth prospects. Most Active Stocks: Oracle Tops List with 71% Upside
• Positive Sentiment: Oracle was named a Leader in Gartner’s 2026 Magic Quadrant for Supply Chain Management Suites, reinforcing the competitiveness of its Fusion Cloud SCM products and enterprise-software portfolio. Oracle Named a Leader in the 2026 Gartner Magic Quadrant
• Neutral Sentiment: Oracle has rallied about 18% over the past month from a deeply depressed level, but commentary questions whether the rebound represents a durable leadership position compared with other cloud stocks. September earnings are viewed as the next major test. Oracle Just Rallied 18% in a Month
• Negative Sentiment: Investors continue to debate whether Oracle can convert its sizable order book into revenue quickly enough. The company’s roughly $55.7 billion data-center buildout, elevated leverage and reported payroll reductions raise questions about funding, execution and future margins. Oracle Capex Funding and Debt

Wall Street Analyst Weigh In

ORCL has been the subject of several recent analyst reports. Wolfe Research reiterated an “outperform” rating and issued a $225.00 target price on shares of Oracle in a research note on Thursday, June 11th. Sanford C. Bernstein upped their price objective on Oracle from $319.00 to $325.00 and gave the company an “outperform” rating in a research note on Thursday, June 11th. Wedbush reduced their target price on shares of Oracle from $275.00 to $240.00 and set an “outperform” rating for the company in a report on Thursday, June 11th. Morgan Stanley reissued a “mixed” rating on shares of Oracle in a report on Thursday, June 11th. Finally, Oppenheimer boosted their price target on Oracle from $235.00 to $275.00 and gave the company an “outperform” rating in a research note on Monday, June 8th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $263.97.

Oracle Stock Down 0.5%

ORCL stock opened at $151.11 on Friday. Oracle Corporation has a 52 week low of $114.50 and a 52 week high of $345.72. The business has a 50-day simple moving average of $140.73 and a 200 day simple moving average of $160.60. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 3.21. The company has a market cap of $435.27 billion, a PE ratio of 25.92, a price-to-earnings-growth ratio of 0.95 and a beta of 1.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.96 by $0.15. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The firm had revenue of $19.18 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same period in the prior year, the company posted $1.70 earnings per share. The business’s revenue for the quarter was up 20.6% on a year-over-year basis. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. Sell-side analysts anticipate that Oracle Corporation will post 6.49 EPS for the current fiscal year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Friday, July 10th. Oracle’s dividend payout ratio (DPR) is 34.31%.

Insider Buying and Selling

In other Oracle news, Vice Chairman Jeffrey Henley sold 400,000 shares of the company’s stock in a transaction on Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the completion of the sale, the insider directly owned 400,000 shares in the company, valued at $63,664,000. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by corporate insiders.

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.