Sumitomo Mitsui Trust Group Inc. Reduces Stock Position in Oracle Corporation $ORCL

Key Points

• Sumitomo Mitsui Trust Group Inc. cut its stake by 19.6% in Q4, selling 941,812 shares and now holding 3,864,536 Oracle shares (about 0.13% of the company) valued at roughly $753.24 million.
• Oracle reported double‑digit revenue growth and a large RPO backlog (~$553B) while launching AI/cloud products, but heavy capex, concerns about free cash flow and a announced ~30,000 job cuts have contributed to a roughly 30% YTD decline in the stock.
• Corporate insiders have been selling recently (CEO sold 10,000 shares; an EVP sold 35,000), though insiders still own 40.9% of Oracle’s stock.

Sumitomo Mitsui Trust Group Inc. cut its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 19.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,864,536 shares of the enterprise software provider's stock after selling 941,812 shares during the period. Sumitomo Mitsui Trust Group Inc. owned approximately 0.13% of Oracle worth $753,237,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in the stock. Kampmann Melissa S. grew its position in shares of Oracle by 0.3% in the third quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider's stock valued at $3,350,000 after purchasing an additional 35 shares in the last quarter. McLean Asset Management Corp grew its position in shares of Oracle by 0.7% in the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider's stock valued at $1,551,000 after purchasing an additional 36 shares in the last quarter. Mine & Arao Wealth Creation & Management LLC. grew its position in Oracle by 0.7% in 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 acquiring an additional 36 shares during the period. Voisard Asset Management Group Inc. grew its position in Oracle by 3.4% in the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider's stock worth $317,000 after acquiring an additional 37 shares during the period. Finally, Avion Wealth grew its position in Oracle by 16.6% in the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock worth $73,000 after acquiring an additional 37 shares during the period. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle launched Fusion Agentic Applications and upgraded its AI Database — products target finance, supply chain, HR and CX and aim to deepen cloud/AI wallet share with enterprise customers. Oracle Ties Fusion Agentic Apps And AI Database To Cloud Story
• Positive Sentiment: Strong sales/backlog: recent quarter showed double‑digit revenue growth and an outsized remaining performance obligations (RPO) backlog (~$553B reported), signaling multi‑year revenue visibility for cloud and subscription streams. Oracle's Sales Are Soaring, But Its Stock Is Falling
• Neutral Sentiment: Pimco is marketing portions of ~$14B in data‑center financing tied to Oracle — this is a financing/secondary‑market move that could affect perceptions around the data‑center financing structure but doesn’t directly change Oracle’s operations. Pimco Explores Sale Of $14 Billion Oracle Data Center Debt
• Neutral Sentiment: Analysts and outlets are mixed — some reiterations (Stephens equal‑weight) and new price‑target commentary highlight divergent views on valuation vs. growth. Stephens Reiterates Equal Weight for Oracle
• Negative Sentiment: Oracle announced ~30,000 layoffs via mass email — short‑term cost savings could help margins, but the scale raises execution, morale, regulatory and reputational risks that worry investors. Oracle Lays Off 30,000 and Nike Falls Flat Once Again
• Negative Sentiment: Heavy capex and data‑center spending underpin the growth story but worry investors about free cash flow and margin dilution in the near term — one reason the stock has slid significantly this year. Oracle's Sales Are Soaring, But Its Stock Is Falling
• Negative Sentiment: Market reaction: traders have rotated into higher‑beta names while Oracle’s shares have fallen year‑to‑date (~30% referenced in coverage), reflecting concern that execution and cash‑flow tradeoffs may blunt near‑term upside. Oracle is Down 30% This Year. But This Billionaire Still Loves It

Analysts Set New Price Targets

ORCL has been the subject of several analyst reports. BMO Capital Markets lowered their price objective on Oracle from $205.00 to $200.00 and set an "outperform" rating for the company in a research report on Wednesday, March 11th. The Goldman Sachs Group upgraded Oracle to a "strong-buy" rating in a research report on Monday, January 12th. TD Cowen lowered their price objective on Oracle from $350.00 to $250.00 and set a "buy" rating for the company in a research report on Friday, March 6th. Monness Crespi & Hardt reiterated a "hold" rating on shares of Oracle in a research report on Wednesday, March 11th. Finally, Jefferies Financial Group lowered their price objective on Oracle from $400.00 to $320.00 and set a "buy" rating for the company in a research report on Thursday, March 5th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, Oracle presently has a consensus rating of "Moderate Buy" and a consensus target price of $260.71.

Insider Buying and Selling at Oracle

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction on 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 owned 134,030 shares of the company's stock, valued at $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the transaction, the executive vice president directly owned 33,638 shares in the company, valued at $6,555,709.82. This trade represents a 50.99% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 40.90% of the company's stock.

Oracle Stock Up 0.1%

Shares of NYSE ORCL opened at $138.00 on Friday. The stock has a market cap of $396.91 billion, a P/E ratio of 24.78, a PEG ratio of 1.32 and a beta of 1.60. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle Corporation has a 12-month low of $121.24 and a 12-month high of $345.72. The business's fifty day simple moving average is $150.08 and its 200-day simple moving average is $200.67.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.71 by $0.08. The business had revenue of $17.19 billion for the quarter, compared to analysts' expectations of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company's revenue for the quarter was up 21.7% compared to the same quarter last year. During the same period last year, the firm earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities analysts predict that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Thursday, April 9th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle's dividend payout ratio is 35.91%.

About Oracle

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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