Sumitomo Mitsui DS Asset Management Company 13F: Adds $2.8M to ORCL Stake

Sumitomo Mitsui DS Asset Management increased its holdings in Oracle Corporation ORCL by 20,689 shares during the quarter, according to a Form 13F filing on October 20, 2026. The reported move lifted the fund's total position to 340,598 shares with a value of $46,764,105.

ORCL Oracle Corporation

$131.14 ▼ -32.10% year to date

1M 3M YTD

Daily close · Oct 20, 2026

What Changed in Sumitomo Mitsui DS Asset Management's Oracle Position

The fund expanded its position by 6.47% from a previous total of 319,909 shares. The added shares brought the overall stake to 340,598 shares, valued at roughly $46.8 million at the time of filing. Oracle Corporation shares closed at $131.14 on the day of the filing.

Oracle Corporation Stock Up 2.2%

Oracle Corporation shares recently traded around $131.08 as of October 21, 2026. The stock sits about 9.5% below its 50-day moving average of $144.77 and about 18.0% below its 200-day moving average of $159.87. The shares trade well below their 52-week high of $287.19 while holding 14.5% above their 52-week low of $114.50. The company carries a market capitalization of $392.85 billion and a trailing P/E ratio of 20.31.

Recent Earnings

Oracle Corporation posted trailing-twelve-month revenue of $71.78 billion alongside earnings of $6.38 per share. The business reported a net profit margin of 26.4% and a return on equity of 41.2%, with year-over-year revenue growth reaching 29.6%. The company's next quarterly earnings report is scheduled for December 14, 2026.

Dividend

Oracle Corporation pays an annual dividend rate of $2.00 per share, giving investors a dividend yield of 1.54%. The company's dividend payout ratio stands at 31.4%, meaning it uses less than a third of its earnings to fund payouts.

Insider Buying and Selling at Oracle Corporation

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

Analysts Set New Price Targets

Wall Street firms updated their views on Oracle Corporation ahead of the filing. On September 11, 2026, Stifel maintained a buy rating while lowering its price target from $220.00 to $200.00. On the same day, TD Cowen reiterated a buy rating with a $240.00 price target. Freedom Broker maintained a buy rating on September 14, 2026, adjusting its target from $210.00 to $205.00, and Argus Research reiterated a buy rating at $225.00. Later, on October 2, 2026, Citizens reiterated a market outperform rating with a $285.00 price target. Overall, the stock holds a consensus buy rating among 41 analysts, with a mean price target of $237.36.

About Oracle Corporation

Oracle Corporation provides enterprise software and infrastructure products that support corporate technology systems worldwide. Headquartered in Austin, Texas, the company employs 141,000 people and builds core database, cloud, and server solutions used by organizations globally.

Bottom Line

Investors are keeping an eye on Oracle Corporation ahead of its next earnings release on December 14, 2026. Institutional investors like Sumitomo Mitsui DS Asset Management continue to adjust their holdings while market watchers weigh recent insider transactions and shifting analyst targets.