Mufg Securities Americas Inc. Has $7.49 Million Position in Oracle Corporation $ORCL

Mufg Securities Americas Inc. raised its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 8.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 51,107 shares of the enterprise software provider's stock after acquiring an additional 4,196 shares during the quarter. Mufg Securities Americas Inc.'s holdings in Oracle were worth $7,490,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. Investors Asset Management of Georgia Inc. GA ADV lifted its stake in shares of Oracle by 6.2% in the 2nd quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 5,175 shares of the enterprise software provider's stock valued at $758,000 after purchasing an additional 300 shares during the period. Ferguson Wellman Capital Management Inc. boosted its position in shares of Oracle by 25.6% in the 2nd quarter. Ferguson Wellman Capital Management Inc. now owns 9,863 shares of the enterprise software provider's stock worth $1,445,000 after purchasing an additional 2,009 shares during the last quarter. Navellier & Associates Inc. grew its stake in shares of Oracle by 38.3% during the second quarter. Navellier & Associates Inc. now owns 4,688 shares of the enterprise software provider's stock worth $687,000 after purchasing an additional 1,298 shares during the period. Field & Main Bank increased its holdings in Oracle by 3.9% in the second quarter. Field & Main Bank now owns 20,960 shares of the enterprise software provider's stock valued at $3,072,000 after purchasing an additional 795 shares during the last quarter. Finally, Archer Investment Corp bought a new stake in Oracle in the second quarter valued at about $246,000. Institutional investors and hedge funds own 42.44% of the company's stock.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on ORCL shares. Mizuho set a $320.00 target price on Oracle in a report on Wednesday, June 3rd. Weiss Ratings downgraded shares of Oracle from a "hold (c+)" rating to a "hold (c)" rating in a research report on Monday, July 20th. Bank of America lifted their price objective on shares of Oracle from $200.00 to $240.00 and gave the stock a "buy" rating in a research note on Tuesday, June 9th. DA Davidson boosted their price objective on shares of Oracle from $200.00 to $225.00 and gave the company a "buy" rating in a report on Thursday, June 11th. Finally, KeyCorp reiterated an "overweight" rating on shares of Oracle in a report on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $263.97.

Key Stories 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

Oracle Stock Down 0.5%

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

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

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were issued a dividend of $0.50 per share. The ex-dividend date was Friday, July 10th. This represents a $2.00 annualized dividend and a yield of 1.3%. Oracle's dividend payout ratio is presently 34.31%.

Insider Buying and Selling

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the firm's stock in a transaction on Wednesday, June 24th. The shares were sold at an average price of $159.16, for a total value of $63,664,000.00. Following the completion of the transaction, the insider owned 400,000 shares of the company's stock, valued at approximately $63,664,000. This trade 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 accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company's stock.

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.

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