Mn Services Vermogensbeheer B.V. Has $127.03 Million Stock Holdings in Oracle Corporation $ORCL

Mn Services Vermogensbeheer B.V. increased its stake in Oracle Corporation (NYSE:ORCL) by 2.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 651,750 shares of the enterprise software provider’s stock after acquiring an additional 14,117 shares during the quarter. Oracle comprises 0.8% of Mn Services Vermogensbeheer B.V.’s holdings, making the stock its 20th largest holding. Mn Services Vermogensbeheer B.V.’s holdings in Oracle were worth $127,033,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in Oracle by 2.8% during 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 purchasing an additional 4,681,626 shares during the last quarter. State Street Corp boosted its stake in shares of Oracle by 1.7% in the 2nd quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock valued at $16,060,427,000 after purchasing an additional 1,252,723 shares during the last quarter. Capital Research Global Investors increased its position in shares of Oracle by 1.2% during the third quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider’s stock worth $6,555,961,000 after buying an additional 266,588 shares during the period. Bank of New York Mellon Corp raised its stake in Oracle by 0.8% during 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 buying an additional 98,693 shares during the last quarter. Finally, Legal & General Group Plc raised its stake in Oracle by 3.4% during the third quarter. Legal & General Group Plc now owns 11,696,752 shares of the enterprise software provider’s stock worth $3,289,595,000 after buying an additional 381,572 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors.

Oracle Stock Down 0.7%

ORCL stock opened at $138.71 on Tuesday. The stock’s 50 day simple moving average is $155.67 and its 200 day simple moving average is $210.25. The company has a market cap of $398.93 billion, a P/E ratio of 24.90, a price-to-earnings-growth ratio of 1.33 and a beta of 1.66. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. Oracle Corporation has a fifty-two week low of $118.86 and a fifty-two week high of $345.72.

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

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. 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: Vertex launched its O Series Tax Engine and Indirect Tax Accelerator on the Oracle Marketplace, making the Vertex solution deployable on Oracle Cloud Infrastructure — a positive signal for OCI adoption and partner-led revenue. Vertex launches on Oracle Marketplace
• Positive Sentiment: Oracle will pay its first quarterly dividend of 2026 on April 24, supporting income-focused investors and signaling capital-return discipline. Oracle dividend announcement
• Positive Sentiment: Erste Group raised its FY2026 EPS estimate for Oracle, indicating some analyst confidence in the company’s financial outlook. Erste Group raises Oracle EPS estimate
• Neutral Sentiment: Media pieces (MarketWatch/Invezz/Fool) debate Oracle’s AI positioning vs. peers — some see large upside if AI spending pays off, while others favor competitors like Broadcom for AI exposure; useful context for longer-term thesis but not an immediate catalyst. Why Oracle may be an AI winner
• Neutral Sentiment: Eagle Mountain Mining update on an unrelated Oracle Ridge JV (mining) is not material to Oracle Corp’s business; can be ignored for ORCL stock drivers. Eagle Mountain advances Oracle Ridge JV
• Negative Sentiment: Multiple law firms have filed or are soliciting plaintiffs for securities-fraud class actions and investigations covering the June–Dec 2025 period, alleging misleading statements about Oracle’s AI data-center capabilities and capital spending — a near-term negative catalyst that increases legal risk, potential costs, and investor uncertainty. Representative notices: Kessler Topaz (PR Newswire), Levi & Korsinsky (GlobeNewswire), Schall Law Firm (PR Newswire). Kessler Topaz class action Levi & Korsinsky notice Schall Law Firm investigation

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $160.00 price target on shares of Oracle in a research report on Wednesday, March 11th. JPMorgan Chase & Co. raised Oracle from a “neutral” rating to an “overweight” rating and lowered their price objective for the stock from $230.00 to $210.00 in a research report on Wednesday, March 11th. Stifel Nicolaus dropped their price objective on Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a research note on Wednesday, March 11th. Mizuho cut their target price on Oracle from $400.00 to $320.00 and set an “outperform” rating on the stock in a research report on Monday, March 16th. Finally, UBS Group reaffirmed a “buy” rating on shares of Oracle in a research note on Monday, February 2nd. 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. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $262.91.

Insider Buying and Selling at Oracle

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the transaction, the chief executive officer owned 134,030 shares in the company, valued at approximately $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 accessible through this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 40.90% of the company’s stock.

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.