Mitsubishi UFJ Trust & Banking Corp Grows Position in Oracle Corporation $ORCL

Key Points

• Mitsubishi UFJ Trust & Banking Corp increased its Oracle stake by 0.6%, adding 4,965 shares to hold 836,340 shares worth approximately $163.0 million at the end of the quarter.
• Oracle is accelerating its AI/infrastructure push—securing about $16 billion in financing for a major AI data‑center campus and launching partnerships (Bloom Energy, Google Cloud) and product integrations that boost OCI demand but raise execution and capital-risk concerns.
• Insider selling has occurred recently—CEO Clayton Magouyrk sold 10,000 shares and EVP Stuart Levey sold 15,000 shares (Levey under a Rule 10b5‑1 plan)—even as Oracle reported strong revenue and EPS growth and declared a $0.50 quarterly dividend.

Mitsubishi UFJ Trust & Banking Corp raised its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 0.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 836,340 shares of the enterprise software provider's stock after buying an additional 4,965 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp's holdings in Oracle were worth $163,014,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in ORCL. FSA Wealth Management LLC bought a new stake in shares of Oracle in the 3rd quarter worth $28,000. Darwin Wealth Management LLC increased its holdings in shares of Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after purchasing an additional 65 shares in the last quarter. Investors Research Corp increased its holdings in shares of Oracle by 465.5% in the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock worth $32,000 after purchasing an additional 135 shares in the last quarter. Mpwm Advisory Solutions LLC increased its holdings in shares of Oracle by 76.9% in the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after purchasing an additional 50 shares in the last quarter. Finally, YANKCOM Partnership increased its holdings in shares of Oracle by 304.7% in the 4th quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider's stock worth $34,000 after purchasing an additional 131 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Key Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle and partners to deploy Bloom Energy fuel cells for Project Jupiter, committing large on-site power capacity to an AI data-center campus — reduces grid/water strain and strengthens Oracle's sustainability and reliability pitch for OCI. Oracle, BorderPlex, and Bloom Energy to Power Project Jupiter
• Positive Sentiment: Oracle secures ~$16B in financing for a major AI data-center campus, unlocking a large-scale infrastructure build that supports OCI growth and AI workloads (funding reduces immediate capital execution risk). Oracle Secures $16 Billion Financing for Data Center
• Positive Sentiment: Oracle and Google Cloud launched the Oracle AI Database Agent for Gemini Enterprise, making NL queries over enterprise data — product integration that can accelerate OCI adoption by enterprise AI teams. Oracle (ORCL), Google Cloud Launch AI Database Agent
• Neutral Sentiment: Analysts and previews: Morgan Stanley and other outlets have updated coverage and price targets as Oracle transitions to an AI-infrastructure story; an earnings preview notes expectations for double-digit growth — these set investor expectations ahead of results. Morgan Stanley revamps Oracle stock price target
• Neutral Sentiment: Macro/flow backdrop: coverage noting that AI-related names remain in favor — broader fund flows into AI could help Oracle, but rotation/volatility in tech is creating short-term price swings. For Hot AI Stocks, 'The Music's Playing'—And Shares Are Rising
• Negative Sentiment: Execution and capital-risk concerns: coverage highlights Oracle's massive AI spending plans (the "50 billion" AI investment thesis) — while potentially transformative, the scale raises execution and profitability risks that can pressure the stock. Oracle's $50 Billion AI Gamble Could Change Everything
• Negative Sentiment: Contract/friction noise: Super Micro Computer reported Oracle-related contract cancellations and looming legal issues in that context — any confirmed contract pullbacks or disputes would be a near-term negative for OCI demand signaling. Super Micro Computer (SMCI) Stock Surges 9% After Unveiling Massive Silicon Valley Campus
• Negative Sentiment: Investor sentiment/flow risk: commentators note investor flight and short-squeeze chatter, and market rotation away from previously high-multiple tech names has amplified ORCL's intraday moves. Dan Ives sends a blunt message to investors fleeing Oracle stock

Insider Activity

In other Oracle news, 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 transaction 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 approximately $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Stuart Levey sold 15,000 shares of the business's stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the sale, the executive vice president directly owned 3,429 shares of the company's stock, valued at $604,155.51. This represents a 81.39% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company's stock.

Oracle Stock Performance

Shares of ORCL opened at $172.99 on Tuesday. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. The firm has a market capitalization of $497.51 billion, a P/E ratio of 31.06, a PEG ratio of 1.65 and a beta of 1.60. The business has a fifty day moving average of $154.47 and a 200 day moving average of $191.08.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $16.91 billion. During the same quarter in the previous year, the company posted $1.47 earnings per share. Oracle's 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, sell-side analysts anticipate that Oracle Corporation will post 6.08 EPS for the current year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle's payout ratio is currently 35.91%.

Wall Street Analyst Weigh In

A number of analysts have commented on the company. Stephens reissued an "equal weight" rating and issued a $254.00 target price on shares of Oracle in a report on Tuesday, April 7th. Bank of America assumed coverage on Oracle in a report on Tuesday, March 24th. They issued a "buy" rating and a $200.00 target price for the company. Melius Research set a $160.00 target price on Oracle in a report on Monday, February 9th. Deutsche Bank Aktiengesellschaft reduced their target price on Oracle from $375.00 to $300.00 and set a "buy" rating for the company in a report on Monday, March 9th. Finally, Jefferies Financial Group reduced their target price on Oracle from $400.00 to $320.00 and set a "buy" rating for the company in a report on Thursday, March 5th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $259.56.

Oracle 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.

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