Mirabella Financial Services LLP Acquires 15,009 Shares of Oracle Corporation $ORCL

Mirabella Financial Services LLP boosted its holdings in shares of Oracle Corporation (NYSE:ORCL) by 135.8% in the third quarter, Holdings Channel.com reports. The fund owned 26,063 shares of the enterprise software provider’s stock after acquiring an additional 15,009 shares during the quarter. Mirabella Financial Services LLP’s holdings in Oracle were worth $7,322,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. grew its stake in Oracle by 2.8% in the 3rd quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider’s stock worth $47,518,451,000 after acquiring an additional 4,681,626 shares in the last quarter. State Street Corp raised its stake in shares of Oracle by 1.7% during the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock valued at $16,060,427,000 after acquiring an additional 1,252,723 shares in the last quarter. Capital Research Global Investors boosted its holdings in shares of Oracle by 1.2% in the third quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider’s stock valued at $6,555,961,000 after purchasing an additional 266,588 shares during the period. Norges Bank purchased a new stake in shares of Oracle in the second quarter valued at approximately $4,275,378,000. Finally, Bank of New York Mellon Corp grew its stake in Oracle by 0.8% in the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock worth $3,357,572,000 after purchasing an additional 98,693 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Analysts Set New Price Targets

ORCL has been the subject of a number of research analyst reports. Monness Crespi & Hardt reaffirmed a “hold” rating on shares of Oracle in a research report on Wednesday, March 11th. Guggenheim reissued a “buy” rating and set a $400.00 price target on shares of Oracle in a research report on Friday, March 13th. Weiss Ratings lowered Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, January 23rd. The Goldman Sachs Group upgraded Oracle to a “strong-buy” rating in a report on Monday, January 12th. Finally, DA Davidson upped their price objective on shares of Oracle from $180.00 to $200.00 and gave the stock a “buy” rating in a research note on Wednesday, March 11th. Three equities research 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 given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $265.77.

Insiders Place Their Bets

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $194.89, for a total value of $6,821,150.00. Following the completion of the sale, the executive vice president owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Naomi O. Seligman sold 2,223 shares of the business’s stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the sale, the director owned 25,596 shares in the company, valued at $5,032,429.56. The trade was a 7.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 62,223 shares of company stock valued at $11,763,864 in the last 90 days. Corporate insiders own 40.90% of the company’s stock.

Oracle Trading Up 1.8%

NYSE ORCL opened at $155.69 on Friday. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72. The company has a 50 day moving average price of $162.74 and a 200 day moving average price of $215.87. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The firm has a market cap of $447.77 billion, a PE ratio of 27.95, a price-to-earnings-growth ratio of 1.32 and a beta of 1.66.

Oracle (NYSE:ORCL) last announced its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating the consensus estimate of $1.71 by $0.08. The company had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. Oracle’s revenue 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, sell-side analysts forecast that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

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 paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.3%. The ex-dividend date is Thursday, April 9th. Oracle’s payout ratio is 35.91%.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts and bulls point to Oracle’s AI/cloud momentum after a strong quarter and growing backlog; Guggenheim reaffirmed a Buy and a $400 target, arguing the AI buildout positions ORCL for durable future cash-flow upside. Why Guggenheim Sees Oracle’s (ORCL) AI Buildout Setting Up a Future Cash Flow Inflection
• Positive Sentiment: Multiple write-ups highlight the “halo effect” from Oracle’s AI infrastructure and cloud growth (big backlog, strong cloud revenue), arguing the sell-off may present a buying opportunity for growth-oriented investors. Oracle’s “Halo Effect” Is the Real Deal. But is the AI Growth Stock a Buy in March?
• Positive Sentiment: Product/news wins: Oracle announced new Simphony cloud POS features and generative-AI smart assistant capabilities for restaurants — incremental commercial traction for embedded AI offerings. Fans Score with New Oracle Suite Service and Mobile Ordering Capabilities
• Neutral Sentiment: Capital spending debate: coverage notes Oracle is ramping AI capex (Zacks reports a $50B ramp), prompting debate over whether heavy upfront spending will pay off long-term — a high-risk/high-reward dynamic for investors. Oracle Pushes Up Capex Spending on AI: High Risk or High Reward?
• Neutral Sentiment: Industry tailwind: Market reports show large opportunities in MEA IT services with Oracle named among leaders — supports long-term demand for cloud/native and hyperscale infrastructure. Middle East and Africa (MEA) IT Services Market 2026-2031: A $387 Billion Opportunity Led by Accenture, IBM, Oracle
• Negative Sentiment: Legal overhang: multiple law firms have filed or solicited lead-plaintiff candidates for a securities-fraud class action covering June 12–Dec 16, 2025, alleging misstatements about AI data-center capabilities and capex — this creates litigation risk, potential damages, and management distraction. Kessler Topaz Meltzer & Check, LLP Filed a Securities Fraud Class Action Lawsuit Against Oracle Corporation (ORCL); April 6, 2026, Lead Plaintiff Deadline
• Negative Sentiment: Additional investor alerts and lawsuits from Rosen, Pomerantz, Bronstein, Schall, Bernstein and others amplify the risk and may pressure sentiment / trading volumes while investigations proceed. ROSEN, A HIGHLY RANKED LAW FIRM, Encourages Oracle Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – ORCL
• Negative Sentiment: Some sell-side/downside views persist (e.g., Mizuho’s pessimistic forecast), reflecting worry over valuation, debt/capex and OpenAI concentration exposure. Mizuho Issues Pessimistic Forecast for Oracle (NYSE:ORCL) Stock Price

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.