704,633 Shares in Oracle Corporation $ORCL Purchased by Mirae Asset Global Investments Co. Ltd.

Mirae Asset Global Investments Co. Ltd. bought a new position in Oracle Corporation (NYSE:ORCL) in the third quarter, Holdings Channel.com reports. The firm bought 704,633 shares of the enterprise software provider’s stock, valued at approximately $96,746,000.

A number of other large investors also recently modified their holdings of the company. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Oracle during the 2nd quarter worth about $625,454,000. Edmond DE Rothschild Holding S.A. raised its position in shares of Oracle by 8.7% in the 2nd quarter. Edmond DE Rothschild Holding S.A. now owns 79,008 shares of the enterprise software provider’s stock worth $11,579,000 after acquiring an additional 6,296 shares in the last quarter. Generate Investment Management Ltd lifted its stake in shares of Oracle by 178.4% in the 3rd quarter. Generate Investment Management Ltd now owns 407,314 shares of the enterprise software provider’s stock valued at $55,924,000 after purchasing an additional 261,019 shares during the period. Sawyer & Company Inc acquired a new position in shares of Oracle in the 3rd quarter valued at about $8,243,000. Finally, Verus Wealth Management LLC bought a new stake in shares of Oracle during the 3rd quarter valued at about $1,365,000. 42.44% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Oracle

In related news, Director Stephen H. Rusckowski purchased 25,000 shares of the firm’s stock in a transaction that occurred on Tuesday, September 29th. The stock was acquired at an average price of $139.35 per share, for a total transaction of $3,483,750.00. Following the completion of the acquisition, the director owned 25,390 shares of the company’s stock, valued at $3,538,096.50. This represents a 6,410.26% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Michael D. Sicilia sold 22,562 shares of the stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $151.59, for a total value of $3,420,173.58. Following the completion of the sale, the chief executive officer directly owned 182,929 shares of the company’s stock, valued at $27,730,207.11. The trade was a 10.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 36,075 shares of company stock worth $5,342,123. Insiders own 38.40% of the company’s stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s investor-day outlook remains the main bullish catalyst. Management is targeting at least $225 billion in fiscal 2030 revenue, approximately $21 in fiscal 2030 EPS, and $30 billion in free cash flow by fiscal 2029. The company also reported exceptionally strong AI bookings and cloud backlog growth, suggesting demand for its AI infrastructure remains robust. Oracle Stock Forecast – Analysts React to Strong FY30 Outlook
• Positive Sentiment: Oracle pledged to limit additional capital-market funding to approximately $20 billion through fiscal 2030, addressing concerns that its data-center expansion could require unrestrained borrowing and share issuance. Analysts including Bank of America, TD Cowen, and Piper Sandler have maintained bullish ratings and substantial price targets. Oracle Analyst Day Eases Funding Concerns
• Neutral Sentiment: Fiscal 2027 guidance calls for $8.10 EPS, ahead of the $7.86 consensus, but the $90 billion revenue forecast is slightly below the $90.4 billion analyst estimate. This leaves investors focused on whether AI bookings convert into reported revenue and cash flow over the next two quarters. Oracle Just Told Investors What Many Already Knew
• Negative Sentiment: Oracle’s AI expansion has produced deeply negative free cash flow and required roughly $48 billion of debt and equity funding in fiscal 2026. Investors remain skeptical that the projected cash-flow turnaround will arrive quickly enough, particularly given Oracle’s debt-to-equity ratio of 1.89. Oracle Caps New Capital Raising
• Negative Sentiment: Broader technology weakness and concerns about lower-than-expected big-tech capital spending have pressured AI infrastructure stocks. Microsoft CEO Satya Nadella’s criticism of businesses dependent on leasing AI capacity to a small number of customers also raised questions about Oracle’s customer concentration and infrastructure economics. Satya Nadella Criticizes AI Capacity Rental Models

Wall Street Analysts Forecast Growth

ORCL has been the subject of several recent analyst reports. Freedom Broker decreased their target price on Oracle from $210.00 to $205.00 and set a “buy” rating for the company in a research note on Monday, September 14th. UBS Group lifted their target price on Oracle from $245.00 to $250.00 and gave the stock a “buy” rating in a report on Friday, September 11th. Wells Fargo & Company cut their price target on Oracle from $280.00 to $250.00 and set an “overweight” rating on the stock in a report on Monday, October 26th. Rothschild & Co Redburn reduced their price objective on shares of Oracle from $155.00 to $110.00 and set a “sell” rating for the company in a research report on Monday, July 20th. Finally, Citizens Jmp reiterated a “market outperform” rating and issued a $285.00 price objective on shares of Oracle in a research note on Friday, October 2nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $248.41.

Oracle Stock Performance

Shares of ORCL stock opened at $130.50 on Friday. The firm has a market capitalization of $394.60 billion, a PE ratio of 20.45, a price-to-earnings-growth ratio of 0.92 and a beta of 1.78. The firm has a fifty day simple moving average of $141.81 and a two-hundred day simple moving average of $157.19. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 1.89. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $265.81.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share for the quarter, beating analysts’ consensus estimates of $1.74 by $0.18. The firm had revenue of $19.34 billion for the quarter, compared to analyst estimates of $19.13 billion. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The business’s quarterly revenue was up 29.6% 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 Q2 2027 guidance at 1.850-1.930 EPS and its FY 2027 guidance at 8.100-8.100 EPS. Analysts forecast that Oracle Corporation will post 6.72 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, October 23rd. Shareholders of record on Friday, October 9th were paid a dividend of $0.50 per share. The ex-dividend date was Friday, October 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.5%. Oracle’s payout ratio is 31.35%.

About Oracle

Oracle Corporation (NYSE: ORCL) is a global technology company that develops enterprise software, cloud infrastructure and database technologies. Its products help organizations store, manage, analyze and secure data, while supporting business operations across industries and geographies.

The company’s offerings include Oracle Database, Java, Oracle Cloud Infrastructure and a broad portfolio of cloud-based applications. These applications serve functions such as enterprise resource planning, financial management, human resources, supply-chain management, customer experience and industry-specific operations.