Syon Capital LLC Reduces Holdings in Oracle Corporation $ORCL

Key Points

• Syon Capital LLC cut its Oracle stake by 8.6% in the fourth quarter, selling 2,414 shares and leaving it with 25,810 shares valued at about $5.03 million.
• Several analysts have recently lowered their price targets on Oracle, but the stock still carries a Moderate Buy consensus with a consensus target of $269.71.
• Oracle continues to show solid operating momentum, having reported Q3 revenue up 21.7% year over year and EPS that beat estimates, while investors also watch for its upcoming Q4 results and AI/cloud spending implications.

Syon Capital LLC lowered its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 8.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 25,810 shares of the enterprise software provider's stock after selling 2,414 shares during the period. Syon Capital LLC's holdings in Oracle were worth $5,031,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in ORCL. HFM Investment Advisors LLC increased its stake in shares of Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock worth $25,000 after buying an additional 96 shares during the last quarter. Basepoint Wealth LLC bought a new stake in shares of Oracle in the fourth quarter worth $26,000. FSA Wealth Management LLC bought a new stake in shares of Oracle in the third quarter worth $28,000. Joseph Group Capital Management bought a new stake in shares of Oracle in the fourth quarter worth $29,000. Finally, Investors Research Corp increased its stake in shares of Oracle by 465.5% in the fourth quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock worth $32,000 after buying an additional 135 shares during the last quarter. Institutional investors own 42.44% of the company's stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on ORCL shares. TD Cowen dropped their price target on shares of Oracle from $350.00 to $250.00 and set a "buy" rating for the company in a research note on Friday, March 6th. Stifel Nicolaus dropped their price target on shares of Oracle from $275.00 to $220.00 and set a "buy" rating for the company in a research note on Wednesday, March 11th. Piper Sandler dropped their price target on shares of Oracle from $240.00 to $210.00 and set an "overweight" rating for the company in a research note on Wednesday, March 11th. Sanford C. Bernstein set a $313.00 price target on shares of Oracle in a research note on Monday, February 9th. Finally, Deutsche Bank Aktiengesellschaft dropped their price target on shares of Oracle from $375.00 to $300.00 and set a "buy" rating for the company in a research note on Monday, March 9th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $269.71.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle still has strong momentum in cloud and AI infrastructure, with recent articles highlighting robust demand, a very large backlog, and bullish analyst targets that imply significant upside if execution stays on track. Article Title
• Positive Sentiment: BTIG reaffirmed a buy rating and set a $400 price target, signaling confidence that Oracle can continue benefiting from AI demand and cloud growth. Article Title
• Positive Sentiment: Oracle’s recent Q3 revenue growth of about 22% year over year supports the view that the company is still expanding quickly despite the pullback in the shares. Article Title
• Neutral Sentiment: Oracle has several articles pointing to the upcoming fiscal Q4 report as a key catalyst, with investors watching revenue, cloud growth, remaining performance obligations, and guidance for signs of whether the AI buildout is paying off. Article Title
• Neutral Sentiment: Oracle remains a heavily discussed AI beneficiary, but some commentary frames the stock as having already rallied sharply this year, which may leave the setup vulnerable to profit-taking before results. Article Title
• Negative Sentiment: RBC Capital Markets said Oracle faces questions about the pace of its AI data center buildout and whether it can overcome capacity constraints, reinforcing concerns that growth could be limited by execution. Article Title
• Negative Sentiment: Investors are also worried about the scale of Oracle’s AI spending, with reports suggesting capex could rise dramatically and potentially pressure free cash flow, leverage, and the company’s credit profile. Article Title
• Negative Sentiment: Recent coverage also notes broader tech-sector weakness and insider selling, adding to the cautious tone around ORCL heading into earnings. Article Title

Insiders Place Their Bets

In related news, EVP Stuart Levey sold 15,000 shares of the company's stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the sale, the executive vice president owned 3,429 shares of the company's stock, valued at $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by insiders.

Oracle Stock Performance

Shares of ORCL opened at $213.41 on Friday. Oracle Corporation has a 1 year low of $134.57 and a 1 year high of $345.72. The company has a market cap of $613.78 billion, a price-to-earnings ratio of 38.31, a price-to-earnings-growth ratio of 2.01 and a beta of 1.65. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The firm has a fifty day moving average of $179.23 and a 200-day moving average of $178.55.

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. The company had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company's revenue for the quarter was up 21.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities analysts anticipate that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were issued a $0.50 dividend. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 0.9%. Oracle's dividend payout ratio is presently 35.91%.

About Oracle

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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