Rakuten Investment Management Inc. Purchases 31,011 Shares of Oracle Corporation $ORCL

Posted by Brian Himes on Nov 4th, 2026

Rakuten Investment Management Inc. boosted its position in Oracle Corporation (NYSE:ORCL – Free Report) by 11.1% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 310,207 shares of the enterprise software provider’s stock after acquiring an additional 31,011 shares during the quarter. Rakuten Investment Management Inc.’s holdings in Oracle were worth $42,743,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in Oracle by 0.8% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 14,680,278 shares of the enterprise software provider’s stock valued at $2,151,395,000 after acquiring an additional 123,294 shares during the period. Bank of New York Mellon Corp grew its position in shares of Oracle by 3.0% in the first quarter. Bank of New York Mellon Corp now owns 13,251,059 shares of the enterprise software provider’s stock valued at $1,949,363,000 after purchasing an additional 384,984 shares during the last quarter. Amundi increased its stake in shares of Oracle by 1.5% in the second quarter. Amundi now owns 9,878,184 shares of the enterprise software provider’s stock worth $1,447,648,000 after purchasing an additional 144,087 shares during the period. Dimensional Fund Advisors LP increased its stake in shares of Oracle by 1.7% in the first quarter. Dimensional Fund Advisors LP now owns 8,586,492 shares of the enterprise software provider’s stock worth $1,262,827,000 after purchasing an additional 147,048 shares during the period. Finally, First Eagle Investment Management LLC increased its stake in shares of Oracle by 1.0% in the second quarter. First Eagle Investment Management LLC now owns 8,516,878 shares of the enterprise software provider’s stock worth $1,248,148,000 after purchasing an additional 81,700 shares during the period. Institutional investors own 42.44% of the company’s stock.

Analyst Ratings Changes

ORCL has been the subject of several research analyst reports. JPMorgan Chase & Co. reissued a “buy” rating on shares of Oracle in a research report on Thursday, September 10th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $285.00 price target on shares of Oracle in a research report on Friday, October 2nd. HC Wainwright assumed coverage on Oracle in a report on Monday. They set a “buy” rating for the company. Royal Bank Of Canada cut their price target on Oracle from $190.00 to $165.00 and set a “sector perform” rating for the company in a report on Friday, September 11th. Finally, Scotiabank reissued a “sector outperform” rating and issued a $205.00 price objective on shares of Oracle in a research report on Thursday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating, six have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $249.27.

View Our Latest Stock Report on Oracle

More Oracle News

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle priced $10 billion of new shares at $116 each and $10 billion of notes, completing the funding amount it had indicated it could raise. Baird said the financing was “exactly what they previewed,” helping investors view the announcement as execution of an existing plan rather than a new funding surprise. Oracle rebounds as Baird comments on the $20 billion raise
Positive Sentiment: Some analysts see the pullback as an opportunity: Oracle was upgraded by Stephens to Overweight, with a $213 price target, while a Seeking Alpha contributor also upgraded the stock to Buy. The bullish view cites Oracle’s growth targets and management’s forecast for free cash flow to turn positive in the second half of fiscal 2028. Stephens upgrades Oracle
Neutral Sentiment: The capital raise supports Oracle’s substantial AI infrastructure buildout and clarifies the near-term funding plan. However, the company’s longer-term growth targets depend on converting that investment into revenue and cash flow. Oracle recovery and growth outlook
Negative Sentiment: The offering remains a significant investor concern. Issuing 86.2 million shares at a discount dilutes existing shareholders, while the notes carry high interest rates, adding to financing costs. Oracle’s substantial debt and heavy AI spending have renewed questions about how quickly the investment will pay off. Oracle announces pricing of stock and senior notes

Insider Activity

In other Oracle news, Director Stephen H. Rusckowski purchased 25,000 shares of the firm’s stock in a transaction on Tuesday, September 29th. The shares were purchased at an average price of $139.35 per share, for a total transaction of $3,483,750.00. Following the completion of the purchase, the director directly owned 25,390 shares of the company’s stock, valued at approximately $3,538,096.50. This represents a 6,410.26% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Michael D. Sicilia sold 22,562 shares of the business’s stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the completion of the sale, the chief executive officer directly owned 182,929 shares in the company, valued at $27,730,207.11. This trade represents a 10.98% 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. Over the last ninety days, insiders have sold 36,075 shares of company stock worth $5,342,123. Company insiders own 38.40% of the company’s stock.

Oracle Stock Up 5.8%

ORCL stock opened at $126.14 on Wednesday. Oracle Corporation has a twelve month low of $114.50 and a twelve month high of $255.28. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 1.89. The company has a market cap of $381.41 billion, a PE ratio of 19.77, a price-to-earnings-growth ratio of 0.83 and a beta of 1.79. The business’s 50-day simple moving average is $140.93 and its 200 day simple moving average is $156.43.

Oracle (NYSE:ORCL – Get Free Report) last posted its quarterly earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 EPS for the quarter, beating the consensus estimate of $1.74 by $0.18. Oracle had a return on equity of 48.85% and a net margin of 26.36%. The firm had revenue of $19.34 billion during the quarter, compared to analysts’ expectations of $19.13 billion. During the same quarter in the prior year, the firm posted $1.47 EPS. The company’s revenue for the quarter was up 29.6% on a year-over-year basis. Oracle has set its Q2 2027 guidance at 1.850-1.930 EPS and its FY 2027 guidance at 8.100-8.100 EPS. On average, research analysts anticipate that Oracle Corporation will post 6.72 earnings per share for the current year.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, October 23rd. Stockholders of record on Friday, October 9th were given 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 dividend yield of 1.6%. Oracle’s payout ratio is currently 31.35%.

Oracle Company Profile

(Free Report)

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.