Syntax Research Inc. Acquires 3,812 Shares of Oracle Corporation $ORCL

Key Points

• Syntax Research Inc. increased its Oracle stake by 36.8%, buying 3,812 shares to hold 14,181 shares worth $2.764 million, making ORCL 1.7% of its portfolio and its 19th largest position.
• Insider selling: CEO Clayton Magouyrk sold 10,000 shares at an average $155.23 and EVP Stuart Levey sold 15,000 shares at $176.19 (the latter under a Rule 10b5‑1 plan), with insiders owning roughly 40.9% of the stock.
• Oracle beat quarterly expectations (EPS $1.79 vs. $1.71; revenue $17.19B, +21.7% YoY), declared a $0.50 quarterly dividend (1.2% yield), and carries a consensus analyst rating of "Moderate Buy" with a $259.56 target.

Syntax Research Inc. boosted its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 36.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,181 shares of the enterprise software provider's stock after purchasing an additional 3,812 shares during the period. Oracle makes up 1.7% of Syntax Research Inc.'s portfolio, making the stock its 19th largest position. Syntax Research Inc.'s holdings in Oracle were worth $2,764,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the business. Vanguard Group Inc. lifted its stake in Oracle by 3.5% in the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock worth $34,070,674,000 after purchasing an additional 5,841,584 shares during the last quarter. Capital Research Global Investors lifted its stake in Oracle by 1.2% in 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 purchasing an additional 266,588 shares during the last quarter. Bank of New York Mellon Corp lifted its stake in Oracle by 0.8% in 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 purchasing an additional 98,693 shares during the last quarter. Legal & General Group Plc lifted its stake in Oracle by 3.4% in 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 purchasing an additional 381,572 shares during the last quarter. Finally, Invesco Ltd. lifted its stake in Oracle by 16.6% in the third quarter. Invesco Ltd. now owns 10,303,992 shares of the enterprise software provider's stock worth $2,897,895,000 after purchasing an additional 1,464,826 shares during the last quarter. 42.44% of the stock is owned by institutional investors.

Insider Activity

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the business's stock in a transaction dated 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 $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Stuart Levey sold 15,000 shares of the business's stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the transaction, the executive vice president owned 3,429 shares in the company, valued at $604,155.51. This represents a 81.39% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by insiders.

Oracle Price Performance

Shares of NYSE ORCL opened at $172.12 on Friday. Oracle Corporation has a 1 year low of $134.57 and a 1 year high of $345.72. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The company's 50-day moving average is $154.96 and its 200 day moving average is $189.80. The stock has a market capitalization of $495.02 billion, a P/E ratio of 30.90, a P/E/G ratio of 1.54 and a beta of 1.55.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company had revenue of $17.19 billion for the quarter, compared to analysts' expectations of $16.91 billion. During the same quarter in the previous year, the company earned $1.47 earnings per share. Oracle's quarterly revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, sell-side analysts expect that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were given a dividend of $0.50 per share. The ex-dividend date was Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.2%. Oracle's payout ratio is currently 35.91%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: OpenAI reassurance lifted investor confidence that Oracle will remain a strategic AI partner, helping ORCL’s rally as investors price in continued cloud and AI demand. Here's Why Oracle Stock Popped Higher Today
• Positive Sentiment: Oracle signed a ~ $1.65 billion, six‑year supply agreement with Australian modular data‑center maker Datapod, boosting visibility on infrastructure revenue and capacity to support AI cloud buildouts. Oracle Corp. (ORCL) Inks $1.65 billion Supply Agreement
• Positive Sentiment: Analyst bullishness is supporting the stock — Wedbush reiterated an Outperform and Daniel Ives remains constructive (with a $225 target), and other coverage (Ives feature) highlights potential upside from Oracle’s AI positioning. Wedbush Reiterates Outperform on Oracle Why Dan Ives Is Betting on 35% Upside
• Positive Sentiment: Partner ecosystem news (e.g., Bloom Energy supplying power for AI data centers) reinforces the infrastructure narrative that supports Oracle’s cloud and data‑center expansion. Bloom Energy May Be Solving AI’s Biggest Power Problem (ORCL)
• Neutral Sentiment: Several long‑form pieces argue Oracle’s pullback creates a buying opportunity and that its large backlog and AI strategy make it a solid long‑term pick — these shape sentiment but are speculative and longer‑horizon. Oracle’s Recent Pullback Creates a Compelling Entry Point Oracle: Why The Market Ignores A $553 Billion Backlog
• Negative Sentiment: Wall Street warnings noted in coverage that Oracle is expected to burn significant cash before returning to positive cash flow, which keeps some investors cautious despite the AI narrative. Here's Why Oracle Stock Popped Higher Today
• Negative Sentiment: Short‑term price pressure and volatility persist — recent daily drops and year‑to‑date weakness have some traders viewing the move as a partial unwind from the earlier AI‑driven surge. Oracle (ORCL) Falls More Steeply Than Broader Market

Analyst Ratings Changes

A number of equities analysts have issued reports on ORCL shares. Piper Sandler decreased their price objective on shares of Oracle from $240.00 to $210.00 and set an "overweight" rating on the stock in a research report on Wednesday, March 11th. Guggenheim restated a "buy" rating and issued a $400.00 price objective on shares of Oracle in a research report on Friday, March 13th. TD Cowen decreased their price objective on shares of Oracle from $350.00 to $250.00 and set a "buy" rating on the stock in a research report on Friday, March 6th. Weiss Ratings cut shares of Oracle from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, January 23rd. Finally, Morgan Stanley decreased their price objective on shares of Oracle from $213.00 to $207.00 and set an "equal weight" rating on the stock in a research report on Thursday, April 23rd. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $259.56.

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.

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