MBL Wealth 13F: Adds $1M to Oracle (ORCL) Stake

MBL Wealth increased its holdings in Oracle Corporation ORCL by 81.8%, adding 7,551 shares during the quarter. The adjustment appeared in a Form 13F filing with the SEC on October 22, 2026. The firm held 16,784 shares valued at approximately $2,304,445 following the purchase, up from its prior total of 9,233 shares. Oracle Corporation shares closed at $125.54 on the filing date.

ORCL Oracle Corporation

$125.54 ▼ -35.00% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in MBL Wealth's Oracle Corporation Position

MBL Wealth lifted its position by 7,551 shares to bring its total investment to 16,784 shares. The reported value of the stake reached about $2.3 million at the time of the disclosure. This increase followed a previous holding of 9,233 shares, marking an 81.8% jump for the portfolio.

Other Institutional Activity in Oracle Corporation

Other major funds also adjusted their positions in the software maker during the period. Quadrant Capital Group reduced its holdings by 9,569 shares, ending with 64,841 shares worth about $9,285,242 after a 12.9% drop. Sumitomo Mitsui DS Asset Management Company grew its holdings by 20,689 shares, ending with 340,598 shares worth about $46,764,105 following a 6.5% increase. Accurate Wealth Management trimmed its stake by 10,827 shares, finishing with 8,777 shares valued at roughly $1,255,896 after a 55.2% reduction. PensionDanmark Pensionsforsikringsaktieselskab grew its holdings by 24,007 shares, ending with 337,591 shares worth about $46,351,244 following a 7.7% increase. Y-Intercept completely closed out its position by selling all 146,923 of its shares.

Oracle Corporation Stock Down 2.3%

Oracle Corporation shares recently traded around $126.12 as of October 24, 2026, sitting up about 0.5% compared to the filing-day close of $125.54. The stock trades well below its 50-day moving average of $143.49 and its 200-day moving average of $158.88. The company has a market capitalization of roughly $380.6 billion, a P/E ratio of 19.7, and a forward P/E of 11.4.

Recent Earnings

Oracle Corporation generated trailing-twelve-month revenue of $71,776,002,048 with an earnings per share of $6.38. The company reported a net profit margin of 26.4% and a return on equity of 41.2%, alongside year-over-year revenue growth of 29.6%. The next earnings release is scheduled for December 14, 2026.

Dividend

Oracle Corporation pays an annual dividend rate of $2.00 per share, giving it a dividend yield of 1.59%. The company maintains a dividend payout ratio of 31.4%.

Insider Buying and Selling at Oracle Corporation

Company insiders executed several transactions prior to the filing. Chief Executive Officer Michael D. Sicilia sold 10,82- oh wait, 10,882 shares on September 16, 2026, at a price of $139.94 for a total of $1,522,827. Officer Maria Smith sold 2,631 shares on September 22, 2026, at $151.70 per share, totaling $399,123. Chief Executive Officer Michael D. Sicilia also sold 22,562 shares on September 22, 2026, at $151.59 per share, totaling $3,420,174. Director Stephen H. Rusckowski bought 25,000 shares on September 29, 2026, at $139.35 per share for a total value of $3,483,800.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. On September 11, 2026, Stifel maintained its Buy rating while lowering its price target to $200.00 from $220.00. Freedom Broker kept a Buy rating on September 14, 2026, and adjusted its target to $205.00 from $210.00. Argus Research reiterated a Buy rating on September 14, 2026, keeping its target at $225.00. Citizens reiterated a Market Outperform rating on October 2, 2026, with a $285.00 target. Cantor Fitzgerald reiterated an Overweight rating on October 22, 2026, with a $284.00 target. Overall, the stock holds a consensus buy rating with a mean price target of $236.54 across 41 analyst opinions.

About Oracle Corporation

Oracle Corporation builds and runs enterprise information technology frameworks for businesses worldwide. Headquartered in Austin, Texas, the company develops software infrastructure and cloud services utilized by organizations globally to manage data and operations. Institutional interest in the firm remains high as enterprises expand their technology budgets.

Bottom Line

MBL Wealth expanded its commitment to Oracle Corporation during the quarter, reflecting ongoing portfolio adjustments among large institutional investors. Market watchers will look toward the upcoming earnings report on December 14, 2026, for further insight into the company's financial performance.