Yahav Achim Ve Achayot Provident Funds Management Co Ltd. Invests $1.26 Million in Oracle Corporation $ORCL

Yahav Achim Ve Achayot Provident Funds Management Co Ltd. bought a new position in shares of Oracle Corporation (NYSE:ORCL) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 4,484 shares of the enterprise software provider’s stock, valued at approximately $1,258,000. Oracle accounts for approximately 3.6% of Yahav Achim Ve Achayot Provident Funds Management Co Ltd.’s investment portfolio, making the stock its 12th largest holding.

Several other hedge funds have also added to or reduced their stakes in the company. Oppenheimer & Co. Inc. grew its holdings in Oracle by 6.5% in the 3rd quarter. Oppenheimer & Co. Inc. now owns 74,212 shares of the enterprise software provider’s stock valued at $20,871,000 after buying an additional 4,519 shares in the last quarter. Linden Thomas Advisory Services LLC boosted its position in shares of Oracle by 2.1% in the third quarter. Linden Thomas Advisory Services LLC now owns 19,943 shares of the enterprise software provider’s stock valued at $5,609,000 after acquiring an additional 415 shares during the period. Western Wealth Management LLC grew its stake in shares of Oracle by 6.3% in the third quarter. Western Wealth Management LLC now owns 13,803 shares of the enterprise software provider’s stock valued at $3,882,000 after acquiring an additional 818 shares in the last quarter. D.B. Root & Company LLC increased its position in Oracle by 82.9% during the third quarter. D.B. Root & Company LLC now owns 2,019 shares of the enterprise software provider’s stock worth $568,000 after acquiring an additional 915 shares during the period. Finally, Legacy Financial Strategies LLC bought a new position in Oracle during the third quarter worth about $385,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Record bond sale eases financing risk — Oracle’s large bond issuance has calmed credit markets and could make it easier for tech peers to raise money for AI data centers, reducing near-term liquidity concerns. Why Oracle’s Record Bond Sale Clears the Way for More AI Debt
• Positive Sentiment: BofA says a key risk was defused — Bank of America argued Oracle addressed a major 2026 risk, which supports the case that the company can execute its AI infrastructure plans if markets accept the financing strategy. Oracle defused ‘the key risk going into 2026,’ BofA argues, but the market isn’t buying it
• Neutral Sentiment: Analyst target changes are mixed — Citizens Jmp cut its target to $285 but kept an outperform view; other shops have trimmed targets while many still rate the stock a buy, leaving investor guidance mixed. Oracle Price Target Lowered to $285.00 at Citizens Jmp
• Neutral Sentiment: Additional financing instruments announced — Oracle issued Series D mandatory convertible preferred stock and is pursuing equity offerings to fund AI expansion; financing reduces short-term liquidity risk but raises dilution questions. Oracle Issues Series D Mandatory Convertible Preferred Stock
• Negative Sentiment: Widespread class-action notices — Multiple law firms have filed or invited investors to join securities-fraud class actions tied to Oracle’s AI spending disclosures and related filings for the June–Dec 2025 period, increasing legal and reputational risk. Glancy Prongay Wolke & Rotter LLP Encourages Oracle Shareholders To Inquire About Securities Fraud Class Action
• Negative Sentiment: Capital-raise/dilution fears persist — Social and analyst commentary on a $45–50B AI capital plan and separate equity offerings ($20B common sale) have driven investor concern over dilution and higher leverage. Oracle Stock Opinions on $45-50 Billion AI Capital Raise
• Negative Sentiment: AI-driven tech sell-off and heavy put activity — A broader AI sell-off has hit big tech (FactSet/CNBC coverage), and unusually large purchases of puts on ORCL suggest traders were positioned for further downside. Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off
• Negative Sentiment: Local regulatory pushback on data center plan — Michigan’s attorney general urged reconsideration of approval to power Oracle/OpenAI data centers, adding permit/regulatory risk to the expansion. Michigan AG Urges Revisit on Oracle Data Center Power Plan

Insider Buying and Selling at Oracle

In other news, insider Mark Hura sold 15,000 shares of the firm’s stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the transaction, the insider owned 234,077 shares of the company’s stock, valued at approximately $46,087,420.53. This trade represents a 6.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the transaction, the executive vice president owned 33,638 shares in the company, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 62,223 shares of company stock valued at $12,136,764. Insiders own 40.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on ORCL. The Goldman Sachs Group upgraded shares of Oracle to a “strong-buy” rating in a research report on Monday, January 12th. Weiss Ratings cut Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, January 23rd. Erste Group Bank lowered Oracle from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Evercore upped their target price on Oracle from $350.00 to $385.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. Finally, TD Cowen reduced their target price on Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and a consensus target price of $299.17.

Oracle Stock Up 4.9%

Shares of ORCL opened at $143.11 on Monday. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72. The stock has a market capitalization of $411.17 billion, a price-to-earnings ratio of 26.90, a PEG ratio of 1.25 and a beta of 1.64. The stock has a fifty day moving average of $188.76 and a 200-day moving average of $234.05.

Oracle (NYSE:ORCL) last issued its earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The business had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. During the same quarter in the prior year, the firm earned $1.47 EPS. The business’s revenue for the quarter was up 14.2% compared to the same quarter last year. As a group, sell-side analysts anticipate that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were issued 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 of this dividend was Friday, January 9th. Oracle’s payout ratio is presently 37.59%.

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.