Principal Financial Group Inc. Has $481.16 Million Holdings in Oracle Corporation $ORCL

Key Points

• Principal Financial Group boosted its Oracle stake 1.1% to 2,468,648 shares, valued at about $481.16 million (roughly 0.09% of Oracle) at the end of the quarter.
• Oracle is accelerating its AI infrastructure push — it was named a DoD partner for classified AI workloads, closed a $16 billion financing for a Michigan data center, and launched "Project Jupiter" to deploy on‑site fuel cells — moves that reduce near‑term funding uncertainty but increase capex and execution risk.
• Oracle beat quarterly estimates with $1.79 EPS (vs. $1.71 expected) and $17.19B revenue, set Q4 2026 EPS guidance of 1.96–2.00, and pays a $0.50 quarterly dividend, while analysts have trimmed price targets yet maintain an overall "Moderate Buy" consensus.

Principal Financial Group Inc. boosted its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 1.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,468,648 shares of the enterprise software provider's stock after buying an additional 26,679 shares during the period. Principal Financial Group Inc. owned about 0.09% of Oracle worth $481,164,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Mine & Arao Wealth Creation & Management LLC. boosted its position in Oracle by 0.7% during the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock worth $1,485,000 after purchasing an additional 36 shares during the period. Avion Wealth boosted its position in Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock worth $73,000 after purchasing an additional 37 shares during the period. Keystone Wealth Services LLC boosted its position in Oracle by 2.0% during the third quarter. Keystone Wealth Services LLC now owns 2,044 shares of the enterprise software provider's stock worth $575,000 after purchasing an additional 40 shares during the period. Allen Capital Group LLC boosted its position in Oracle by 1.3% during the third quarter. Allen Capital Group LLC now owns 3,276 shares of the enterprise software provider's stock worth $921,000 after purchasing an additional 41 shares during the period. Finally, Noesis Capital Mangement Corp boosted its position in Oracle by 1.3% during the third quarter. Noesis Capital Mangement Corp now owns 3,377 shares of the enterprise software provider's stock worth $950,000 after purchasing an additional 42 shares during the period. Institutional investors and hedge funds own 42.44% of the company's stock.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle was named a technology partner for classified DoD AI workloads, reinforcing its role in secure government cloud and validating its AI infrastructure strategy. Oracle’s Defense AI Win Highlights Government Cloud Role And Valuation Gap
• Positive Sentiment: Bloomberg reports the $16B financing for Oracle’s Michigan data center closed (Bank of America anchored a $14B bond sale), reducing near‑term funding uncertainty for a major AI buildout. Oracle (ORCL) Secures Financing for Data Center in Michigan
• Positive Sentiment: Project Jupiter — Oracle’s move to on‑site Bloom Energy fuel cells at its New Mexico AI campus — signals a push to control power costs and improve reliability for power‑hungry AI workloads. Oracle Project Jupiter Puts AI Power Costs And Valuation In Focus
• Positive Sentiment: Wedbush publicly called the recent pullback “noise,” recommending buying ORCL on continued AI demand, contract growth and cloud momentum — a supportive analyst view that can stabilize sentiment. Ignore the OpenAI Panic and Keep Buying Oracle Stock, Says Wedbush
• Positive Sentiment: Sector analyses continue to list Oracle among infrastructure leaders positioned to benefit from the AI rollout, supporting the long‑term growth narrative for cloud/IaaS exposure. These Companies Have the Essential Ingredients Needed to Pull Ahead of the Pack in the AI Revolution
• Neutral Sentiment: Analysts and commentators say ORCL could surge if large AI deals materialize (a cited $300B opportunity), but note execution and cash‑flow strain from heavy capex and debt — high upside but high execution risk. Oracle Stock Could Soar If This $300 Billion AI Deal Pays Off
• Neutral Sentiment: Several bullish pieces argue ORCL may have bottomed after the pullback, but these are opinion pieces — useful for contrarian investors but not definitive catalysts. I'm Calling A Bottom For Oracle
• Neutral Sentiment: Coverage of Bloom Energy’s surge highlights the supplier side of Oracle’s energy strategy; positive for campus operations but indirect for ORCL’s revenue. Bloom Energy Stock (BE) Opinions on Q1 Earnings and Oracle Partnership
• Negative Sentiment: Reports that OpenAI missed revenue/target expectations triggered selling across AI and chip names and directly pressured Oracle shares as investors re‑price near‑term AI demand. What Oracle Investors Need to Know About OpenAI's Struggles
• Negative Sentiment: Premarket headlines citing OpenAI misses pushed ORCL and chip suppliers sharply lower, underscoring Oracle’s sensitivity to third‑party AI demand trends. Report Says OpenAI Misses Revenue Targets; Oracle Corporation (ORCL.US), Advanced Micro Devices, Inc. (AMD.US) Fall 7% Premarket, Leading Chip Stocks Lower
• Negative Sentiment: Critical commentary contrasts Oracle’s heavy infrastructure, debt‑funded approach with competitors' software‑first AI strategies, highlighting leverage and execution risk that could cap multiples. Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push
• Negative Sentiment: Broader stories about banks trying to offload data‑center debt remind investors that sector financing stress could increase funding costs or slow projects. Banks seek to offload risk to avoid ‘choking’ on data centre debt

Oracle Stock Up 5.0%

Shares of ORCL stock opened at $180.36 on Tuesday. Oracle Corporation has a 12 month low of $134.57 and a 12 month high of $345.72. The firm has a market cap of $518.72 billion, a PE ratio of 32.38, a price-to-earnings-growth ratio of 1.64 and a beta of 1.55. The stock has a 50 day moving average of $154.96 and a 200-day moving average of $188.20. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping analysts' consensus estimates of $1.71 by $0.08. The company had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company's quarterly revenue was up 21.7% compared to the same quarter last year. During the same period in the previous year, the company earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, equities analysts predict that Oracle Corporation will post 6.08 EPS for the current year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Thursday, April 9th. Oracle's dividend payout ratio is presently 35.91%.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. Deutsche Bank Aktiengesellschaft decreased their target price on Oracle from $375.00 to $300.00 and set a "buy" rating for the company in a research report on Monday, March 9th. Citizens Jmp decreased their target price on Oracle from $342.00 to $285.00 and set a "market outperform" rating for the company in a research report on Thursday, February 5th. Barclays decreased their target price on Oracle from $310.00 to $230.00 and set an "overweight" rating for the company in a research report on Monday, March 9th. Cantor Fitzgerald reaffirmed an "overweight" rating and set a $229.00 target price on shares of Oracle in a research report on Wednesday, March 11th. Finally, Bank of America began coverage on Oracle in a report on Tuesday, March 24th. They set a "buy" rating and a $200.00 price target for the company. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $259.56.

Insiders Place Their Bets

In related news, EVP Stuart Levey sold 15,000 shares of the company's stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the transaction, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company's stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the transaction, the chief executive officer owned 134,030 shares of the company's stock, valued at $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 40.90% of the company's stock.

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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