Mairs & Power Inc. Buys 3,337 Shares of Oracle Corporation $ORCL

Mairs & Power Inc. raised its position in shares of Oracle Corporation (NYSE:ORCL) by 23.4% in the third quarter, according to its most recent filing with the SEC. The firm owned 17,612 shares of the enterprise software provider’s stock after purchasing an additional 3,337 shares during the quarter. Mairs & Power Inc.’s holdings in Oracle were worth $4,953,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in ORCL. Brighton Jones LLC increased its position in shares of Oracle by 189.3% during the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after buying an additional 100,494 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock valued at $903,000 after buying an additional 404 shares during the period. Sivia Capital Partners LLC boosted its position in Oracle by 21.5% during the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock valued at $951,000 after acquiring an additional 768 shares during the last quarter. United Bank grew its holdings in Oracle by 6.8% during the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock worth $3,288,000 after acquiring an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. raised its position in shares of Oracle by 19.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock worth $11,556,000 after acquiring an additional 8,530 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Wall Street Analysts Forecast Growth

ORCL has been the topic of several research analyst reports. UBS Group restated a “buy” rating on shares of Oracle in a research report on Monday, February 2nd. Bank of America lowered their target price on Oracle from $368.00 to $300.00 and set a “buy” rating for the company in a report on Thursday, December 11th. Sanford C. Bernstein set a $313.00 price target on Oracle in a report on Monday, February 9th. Weiss Ratings downgraded shares of Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, January 23rd. Finally, Jefferies Financial Group lowered their price objective on shares of Oracle from $400.00 to $320.00 and set a “buy” rating for the company in a research note on Thursday, March 5th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $265.77.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Blowout Q3 results — Oracle topped EPS and revenue estimates, raised FY guidance and emphasized cloud/AI momentum, which is the primary driver for today’s upside. Oracle Is Soaring After Blowout Earnings. 3 Reasons to Buy the Stock (and 1 Reason to Avoid It).
• Positive Sentiment: “Best quarter in 15 years” narrative — strong cloud revenue growth and a large remaining performance obligation/backlog have shifted sentiment toward sustained AI‑infrastructure revenue expansion. Oracle Just Posted Its Best Quarter in 15 Years — Here’s Why 2026 Could Get Even Better
• Positive Sentiment: Data‑center buildout & OpenAI backlog thesis — coverage notes a large multi‑year AI contract runway (and a cited ~$110B catalyst) with customer prepayments and supplied GPUs reducing near‑term funding risk. This underpins investor conviction in Oracle’s cloud cadence. The $110 Billion Catalyst That Makes It More Likely Oracle Will Hit Its 700% Cloud Infrastructure Revenue Growth Guidance by 2030
• Neutral Sentiment: Mixed analyst moves — some firms (e.g., Mizuho) trimmed lofty targets but kept bullish ratings, reflecting optimism on growth with more conservative valuation assumptions. These notes are moderating upside expectations rather than flipping the story. Benzinga: Mizuho PT change
• Neutral Sentiment: Stifel cut its price target (from $275 to $220) while retaining a Buy — a sign analysts are wrestling with higher capex and near‑term margin/valuation tradeoffs even as they remain constructive on AI/cloud. Stifel Cuts PT on Oracle Corporation (ORCL)
• Negative Sentiment: Reported large layoffs (20k–30k) — media reports that Oracle may cut up to ~18% of staff to fund aggressive AI/data‑center capex raise execution and reputational risks; layoffs can create short‑term disruption and investor concern. Oracle Layoff Plan Raises Questions For AI And Cloud Growth Story
• Negative Sentiment: Multiple securities‑fraud class actions filed — law firms are soliciting lead plaintiffs over disclosures about data‑center capabilities and capex; litigation risk and related legal costs are a meaningful overhang for investors. Oracle Corporation (ORCL) Class Action Lawsuit Filed

Insider Buying and Selling at Oracle

In related news, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction dated 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 transaction, 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction dated 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 transaction, the chief executive officer owned 134,030 shares of the company’s stock, valued at $20,805,476.90. This trade represents a 6.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 72,223 shares of company stock worth $13,689,064. 40.90% of the stock is currently owned by insiders.

Oracle Trading Up 0.6%

NYSE ORCL opened at $155.97 on Tuesday. 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 Corporation has a 52 week low of $118.86 and a 52 week high of $345.72. The business has a 50 day moving average price of $165.00 and a 200-day moving average price of $217.24. The company has a market cap of $448.58 billion, a price-to-earnings ratio of 28.00, a P/E/G ratio of 1.35 and a beta of 1.66.

Oracle (NYSE:ORCL) last issued its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. The company 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%.Oracle’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same period last year, the business earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities analysts expect that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be given a dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. Oracle’s payout ratio is presently 35.91%.

Oracle Company 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.