Migdal Insurance & Financial Holdings Ltd. Increases Stake in Oracle Corporation $ORCL

Migdal Insurance & Financial Holdings Ltd. increased its stake in Oracle Corporation (NYSE:ORCL) by 62.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 483,000 shares of the enterprise software provider’s stock after buying an additional 184,996 shares during the period. Oracle accounts for 1.5% of Migdal Insurance & Financial Holdings Ltd.’s portfolio, making the stock its 22nd largest position. Migdal Insurance & Financial Holdings Ltd.’s holdings in Oracle were worth $135,839,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Kampmann Melissa S. lifted its stake in shares of Oracle by 0.3% in the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock valued at $3,350,000 after purchasing an additional 35 shares during the period. McLean Asset Management Corp grew its stake in Oracle by 0.7% in the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock worth $1,551,000 after purchasing an additional 36 shares during the period. Mine & Arao Wealth Creation & Management LLC. raised its holdings in Oracle by 0.7% in the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock worth $1,485,000 after purchasing an additional 36 shares in the last quarter. Voisard Asset Management Group Inc. raised its holdings in Oracle by 3.4% in the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock worth $317,000 after purchasing an additional 37 shares in the last quarter. Finally, Avion Wealth lifted its position in Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock valued at $73,000 after buying an additional 37 shares during the period. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Oracle news, insider Mark Hura sold 15,000 shares of the business’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 sale, the insider directly owned 234,077 shares in the company, valued at approximately $46,087,420.53. The trade was a 6.02% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction on 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 directly owned 33,638 shares in the company, valued at $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 116,588 shares of company stock valued at $27,511,146 over the last three months. Corporate insiders own 40.90% of the company’s stock.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Guggenheim reiterates a long-term bullish view, arguing worries about Oracle’s AI-related debt and concentration with OpenAI are overblown and that cloud & AI adoption plus data-center expansion create a multiyear growth runway. This supports the buy-and-hold thesis. Oracle’s stock could be a big winner for the next decade, according to this analyst. Here’s why.
• Positive Sentiment: Several bullish write-ups (Seeking Alpha, InsiderMonkey summaries) highlight Oracle’s accelerating transition from on‑premise to cloud/AI services, a large backlog, and analyst support — all items that underpin revenue visibility and make a “buy the dip” case for long-term investors. Oracle: ‘Buy’ The Dip As Backlog Diversification Continues
• Positive Sentiment: AI ecosystem tailwinds (e.g., potential deals and data‑center demand) are cited across coverage — third‑party GPU and cloud deployments could indirectly lift Oracle’s cloud and services revenue as enterprises roll out AI workloads. MarketBeat’s AMD piece explicitly notes Oracle as a potential beneficiary of broader AI deployments. AMD Rebound Begins: It’s Not Too Late to Get In (ORCL)
• Neutral Sentiment: Oracle will pay a small upcoming dividend (Jan. 23) — a modest positive for income investors but unlikely to move the stock materially. Oracle to pay dividends on January 23; Here’s how much 100 ORCL shares will earn
• Neutral Sentiment: Valuation takes and fair‑value analyses (Yahoo Finance piece) argue the recent pullback and renewed cloud focus leave Oracle in a more reasonable range — useful context but not an immediate catalyst. Is Oracle (ORCL) Fairly Priced After Recent Share Price Pullback And Cloud Growth Focus
• Negative Sentiment: Legal pressure: bondholders have filed a lawsuit tied to Oracle’s AI‑related debt losses. That legal headline is a direct near‑term negative and has been cited as a key reason for today’s selloff as it raises questions about debt terms and investor recovery. Bondholders Are Suing Oracle for Its AI Losses. Is There a Case to Keep Buying ORCL Stock and Waiting for AI to Pay Off?
• Negative Sentiment: Contrarian/critical takes warn of an AI valuation bubble and concentration risk with OpenAI; some analysts and articles urge caution or even selling before broader AI sentiment corrects. These narratives amplify volatility and can pressure shares when sentiment shifts. Oracle: Sell Before The AI Bubble Bursts
• Negative Sentiment: News roundups (MSN) tie today’s decline to the legal filing and investor concern about Oracle’s AI strategy/debt — reinforcing that headline risk is currently dominating trading. Why Oracle (ORCL) Shares Are Falling Today

Oracle Stock Down 5.9%

ORCL stock opened at $179.83 on Wednesday. The stock has a market capitalization of $516.67 billion, a P/E ratio of 33.80, a P/E/G ratio of 1.68 and a beta of 1.65. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The business has a fifty day moving average price of $201.12 and a 200-day moving average price of $240.80.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating the consensus estimate of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The company had revenue of $16.06 billion for the quarter, compared to analysts’ expectations of $16.19 billion. During the same period last year, the firm posted $1.47 earnings per share. Oracle’s revenue was up 14.2% compared to the same quarter last year. Equities analysts forecast that Oracle Corporation will post 5 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Friday, January 9th will be paid a $0.50 dividend. The ex-dividend date is Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. Oracle’s payout ratio is currently 37.59%.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on ORCL. Robert W. Baird reduced their target price on shares of Oracle from $365.00 to $315.00 and set an “outperform” rating on the stock in a research report on Tuesday, November 18th. Bank of America cut their price objective on shares of Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. BMO Capital Markets cut their price target on Oracle from $355.00 to $270.00 and set an “outperform” rating on the stock in a research note on Thursday, December 11th. The Goldman Sachs Group raised Oracle to a “strong-buy” rating in a report on Monday, January 12th. Finally, Stifel Nicolaus reduced their price target on Oracle from $350.00 to $275.00 and set a “buy” rating for the company in a report on Thursday, December 11th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $305.50.

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.