Syntax Research Inc. Decreases Stock Holdings in Oracle Corporation $ORCL

Key Points

• Syntax Research Inc. cut its Oracle stake by 81.1% in the second quarter, selling 13,711 shares and retaining 3,200 shares valued at approximately $469,000. Institutional investors collectively own 42.44% of Oracle.
• Analysts maintain a generally positive outlook, with Oracle receiving a consensus “Moderate Buy” rating and an average price target of $261.61. The company recently exceeded quarterly earnings and revenue estimates, with revenue rising 20.6% year over year.
• Oracle Vice Chairman Jeffrey Henley sold 400,000 shares for approximately $63.7 million under a Rule 10b5-1 plan. The company also declared a quarterly dividend of $0.50 per share, equivalent to a 1.3% annual yield.

Syntax Research Inc. reduced its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 81.1% in the second quarter, according to its most recent filing with the SEC. The fund owned 3,200 shares of the enterprise software provider's stock after selling 13,711 shares during the quarter. Syntax Research Inc.'s holdings in Oracle were worth $469,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. HFM Investment Advisors LLC raised its stake in Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock valued at $25,000 after purchasing an additional 96 shares in the last quarter. Basepoint Wealth LLC purchased a new position in shares of Oracle in the 4th quarter worth $26,000. FSA Wealth Management LLC purchased a new position in shares of Oracle in the 3rd quarter worth $28,000. Osbon Capital Management LLC bought a new stake in shares of Oracle in the 4th quarter worth about $28,000. Finally, Basso Capital Management L.P. bought a new stake in shares of Oracle in the 4th quarter worth about $29,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

ORCL has been the subject of a number of analyst reports. Moffett Nathanson set a $325.00 price target on shares of Oracle in a report on Thursday, June 11th. KeyCorp reissued an "overweight" rating on shares of Oracle in a research note on Thursday, June 11th. Piper Sandler upped their price objective on Oracle from $210.00 to $225.00 and gave the company an "overweight" rating in a research report on Thursday, June 11th. Royal Bank Of Canada reaffirmed a "sector perform" rating and issued a $190.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Finally, Cantor Fitzgerald reissued an "overweight" rating and set a $284.00 target price on shares of Oracle in a research report on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $261.61.

Insider Activity

In related news, Vice Chairman Jeffrey Henley sold 400,000 shares of the business's stock in a transaction on Wednesday, June 24th. The stock was sold at an average price of $159.16, for a total transaction of $63,664,000.00. Following the completion of the transaction, the insider owned 400,000 shares in the company, valued at $63,664,000. The trade was a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company's stock.

Oracle Stock Performance

Shares of NYSE:ORCL opened at $154.50 on Friday. The company has a market capitalization of $445.03 billion, a price-to-earnings ratio of 26.50, a PEG ratio of 1.08 and a beta of 1.74. Oracle Corporation has a 12 month low of $114.50 and a 12 month high of $345.72. The firm's 50-day moving average is $139.54 and its 200 day moving average is $160.32. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 3.21.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings data on Wednesday, June 10th. The enterprise software provider reported $2.11 earnings per share for the quarter, topping analysts' consensus estimates of $1.96 by $0.15. The company had revenue of $19.18 billion for the quarter, compared to analyst estimates of $19.10 billion. Oracle had a net margin of 25.37% and a return on equity of 58.62%. The firm's revenue for the quarter was up 20.6% on a year-over-year basis. During the same period in the prior year, the company posted $1.70 EPS. Oracle has set its Q1 2027 guidance at 1.720-1.760 EPS and its FY 2027 guidance at 8.050-8.050 EPS. Research analysts predict that Oracle Corporation will post 6.49 EPS for the current year.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, July 10th. Oracle's dividend payout ratio (DPR) is currently 34.31%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts see substantial upside: Jefferies maintained a Buy rating and set a $290 price target, while other analysts remain optimistic that Oracle’s AI-cloud growth can offset concerns about elevated spending and leverage. Bernstein also expects a potential recovery toward the company’s prior high. Oracle Stock Could Be Software’s Next Big Winner
• Positive Sentiment: Lower interest rates could provide outsized relief: Oracle has taken on tens of billions of dollars in debt to finance AI data-center construction. A lower-rate environment could reduce financing costs and improve the economics of its capital-intensive expansion. Why Is Oracle Stock Up Today?
• Positive Sentiment: AI infrastructure demand remains strong: Oracle is expanding its multi-year relationship with Hewlett Packard Enterprise to deploy Juniper networking equipment across global AI data centers. The arrangement supports Oracle’s planned infrastructure buildout and could improve visibility into future capacity expansion. HPE and Oracle Deepen Networking Collaboration
• Neutral Sentiment: Upcoming earnings are the next major test: Investors will look for evidence that Oracle’s large cloud backlog is converting into revenue, along with updates on capital expenditures, debt and AI-cloud margins. The company’s latest reported quarter exceeded EPS and revenue estimates, but the market now expects execution against significantly higher AI-related expectations. Oracle Sets Earnings Date
• Negative Sentiment: Debt and spending remain key risks: Oracle’s heavy AI-data-center investment has contributed to rising leverage and negative free cash flow concerns. Analysts have lowered some price targets, including TD Cowen’s reduction to $240, while investors remain cautious about whether future cloud growth will justify the spending. TD Cowen Lowers Oracle Price Target

Oracle Company 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.

Want to see what other hedge funds are holding ORCL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Oracle Corporation (NYSE:ORCL - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source