Open Text Corporation (OTEX) Bundle
Have you ever wondered who the major players are behind Open Text Corporation (OTEX) and what drives their investment decisions? As of April 2025, a significant portion of OTEX's shares are held by institutional investors. But who exactly are these entities, and what's their stake in the company's success? With the share price experiencing a 26.35% decline from $34.72 on April 15, 2024, to $25.57 on April 14, 2025, understanding the moves of these key shareholders becomes even more crucial. Are they accumulating more shares, or are they heading for the exit? Let's delve into the investor profile of OTEX to uncover who's buying, who's selling, and, most importantly, why.
Open Text Corporation (OTEX) Who Invests in Open Text Corporation and Why?
Understanding the investor profile of Open Text Corporation (OTEX) involves examining the diverse range of entities and individuals that hold its stock, as well as their motivations and strategies. This provides valuable insight into the market's perception of the company and its future prospects. Here’s a breakdown of who invests in Open Text Corporation and the rationale behind their investment decisions.
Key Investor Types:
The investor base of Open Text Corporation is composed of a mix of retail and institutional investors.
- Institutional Investors: These entities, which include mutual funds, pension funds, hedge funds, and insurance companies, typically hold a significant percentage of Open Text Corporation's shares. Their investment decisions are often driven by in-depth research and analysis.
- Retail Investors: Individual investors who buy and sell shares for their own accounts also form a part of Open Text Corporation's investor base. The strategies and motivations of retail investors can vary widely.
Investment Motivations:
Several factors attract investors to Open Text Corporation:
- Growth Prospects: Investors are often drawn to Open Text Corporation due to its potential for growth in the enterprise information management market. This includes the company's ability to expand its product offerings and enter new markets.
- Dividends: Open Text Corporation has a history of paying dividends, which can be attractive to income-seeking investors. Consistent dividend payouts can signal financial stability and a commitment to returning value to shareholders.
- Market Position: As a recognized leader in its industry, Open Text Corporation's strong market position and brand reputation can instill confidence in investors. Its established presence and customer base provide a competitive advantage.
Investment Strategies:
The investment strategies employed by Open Text Corporation's investors are diverse:
- Long-Term Holding: Many institutional investors adopt a long-term holding strategy, viewing Open Text Corporation as a stable, long-term investment. This approach is based on the belief that the company will continue to generate value over time.
- Short-Term Trading: Some investors, particularly hedge funds and certain retail investors, may engage in short-term trading strategies to capitalize on stock price fluctuations. This involves buying and selling shares within a shorter time frame to generate profits.
- Value Investing: Value investors are attracted to companies that they believe are undervalued by the market. If Open Text Corporation's stock is trading below its intrinsic value, these investors may see it as an opportunity to buy at a discount.
For those interested in learning more about Open Text Corporation's mission, vision, and core values, you can visit Mission Statement, Vision, & Core Values of Open Text Corporation (OTEX).
Open Text Corporation (OTEX) Institutional Ownership and Major Shareholders of Open Text Corporation (OTEX)
Institutional investors and major shareholders can significantly influence a company's stock price and overall strategy. As of April 2025, 507 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC) for Open Text Corporation (OTEX), holding a total of 192,598,738 shares.
According to the latest data, approximately 0.17% of Open Text Corporation's (OTEX) stock is held by institutional investors, 0.71% is held by insiders, and 76.37% is held by retail investors.
Here's a breakdown of the top institutional investors in Open Text Corporation (OTEX) based on recent filings:
- Jarislowsky, Fraser Ltd: Holds 18,547,256 shares as of December 31, 2024, representing approximately 7.025% ownership. They increased their holdings by 1,957,695 shares during the last quarter of 2024, an 11.801% increase, with a valuation of $469 million.
- Vanguard Group Inc: Holds 10,511,765 shares as of December 31, 2024, representing approximately 3.982% ownership. However, they decreased their position by 53,108 shares, a 0.503% decrease, valued at $266 million.
- Harris Associates L P: Holds 8,979,632 shares as of December 31, 2024, representing approximately 3.401% ownership. They decreased their holdings significantly by 3,824,760 shares, a 29.871% decrease, valued at $229 million.
- Beutel, Goodman & Co Ltd.: Holds 7,542,572 shares as of December 31, 2024. Their holding decreased by 804,503 shares, a 9.638% decrease, valued at $192.411 million.
- First Trust Advisors Lp: Holds 7,275,908 shares as of December 31, 2024. They increased their holdings by 632,437 shares, a 9.52% increase, valued at $185.608 million.
- Royal Bank Of Canada: Holds 7,114,395 shares as of December 31, 2024. They significantly decreased their position by 3,570,047 shares, a 33.414% decrease, valued at $181.488 million.
- Cooke & Bieler Lp: Holds 6,308,967 shares as of December 31, 2024. They increased their holdings by 389,220 shares, a 6.575% increase, valued at $160.942 million.
- Arrowstreet Capital, Limited Partnership: Holds 5,994,675 shares as of December 31, 2024. They significantly increased their position by 2,586,549 shares, a 75.894% increase, valued at $152.924 million.
- Mackenzie Financial Corp: Holds 5,383,106 shares as of December 31, 2024. Their position decreased by 543,432 shares, a 9.169% decrease, valued at $137.323 million.
Other notable shareholders include iShares, which owns the most shares of Open Text Corp. (OTEX), and Turtle Creek Asset Management Inc.
Here's a summary of institutional ownership changes:
Owner Name | Date | Shares Held | Change (Shares) | Change (%) | Value (In 1,000s) |
---|---|---|---|---|---|
Jarislowsky, Fraser Ltd | 12/31/2024 | 18,547,256 | 1,957,695 | 11.801% | $473,141 |
Vanguard Group Inc | 12/31/2024 | 10,511,765 | -53,108 | -0.503% | $268,155 |
Harris Associates L P | 12/31/2024 | 8,979,632 | -3,824,760 | -29.871% | $229,070 |
Beutel, Goodman & Co Ltd | 12/31/2024 | 7,542,572 | -804,503 | -9.638% | $192,411 |
First Trust Advisors Lp | 12/31/2024 | 7,275,908 | 632,437 | 9.52% | $185,608 |
Royal Bank Of Canada | 12/31/2024 | 7,114,395 | -3,570,047 | -33.414% | $181,488 |
Cooke & Bieler Lp | 12/31/2024 | 6,308,967 | 389,220 | 6.575% | $160,942 |
Arrowstreet Capital, Limited Partnership | 12/31/2024 | 5,994,675 | 2,586,549 | 75.894% | $152,924 |
Mackenzie Financial Corp | 12/31/2024 | 5,383,106 | -543,432 | -9.169% | $137,323 |
Recent trading activity by hedge funds shows that Royce & Associates Llc, Bristol Gate Capital Partners Inc, Gotham Asset Management Llc, and Bridgewater Associates, Lp have all made transactions in Open Text Corporation (OTEX) stock.
Institutional ownership generally indicates that the company has a certain degree of credibility in the investment community. A substantial percentage of institutional ownership suggests significant influence over the company's share price.
As of April 14, 2025, the share price was $25.57, a 26.35% decrease from $34.72 on April 15, 2024.
For more insights into Open Text Corporation, you might be interested in reading about the Mission Statement, Vision, & Core Values of Open Text Corporation (OTEX).
Open Text Corporation (OTEX) Key Investors and Their Impact on Open Text Corporation (OTEX)
Understanding the investor profile of Open Text Corporation (OTEX) provides valuable insights into the company's stability, strategic direction, and market perception. Examining who is investing, their motivations, and their recent activities can help stakeholders assess the potential future trajectory of Open Text Corporation (OTEX). Here’s an overview of notable investors and their influence.
While specific, real-time data on all individual investors is dynamic and can fluctuate, focusing on major institutional holders provides a clearer picture. As of the fiscal year 2024 data, institutional investors are significant players in Open Text Corporation (OTEX).
Prominent institutional investors often include:
- Vanguard Group: Typically holds a substantial percentage of shares, reflecting its broad investment strategy.
- BlackRock Fund Advisors: Another major institutional holder known for its diverse portfolio and significant influence.
- Royal Bank of Canada: Often appears among the top institutional holders, indicating a strong financial interest.
These institutional investors impact Open Text Corporation (OTEX) through:
- Voting Rights: Large institutional holders wield significant voting power, influencing decisions on executive compensation, board member elections, and major corporate actions.
- Market Stability: Their investment decisions can impact stock price stability. Large purchases can drive the price up, while significant sales can exert downward pressure.
- Corporate Governance: These investors often engage with company management to advocate for strategies that enhance shareholder value and improve corporate governance practices.
Recent moves by major investors, such as increasing or decreasing their stakes, are closely watched by the market. For example, a significant purchase by a well-known fund can signal confidence in the company's future prospects, attracting other investors. Conversely, a large sell-off might raise concerns and lead to a decline in stock value.
Keeping track of these activities requires continuous monitoring of financial news and regulatory filings. Investors can gain further insights into Open Text Corporation (OTEX)'s operations, mission, and history by visiting: Open Text Corporation (OTEX): History, Ownership, Mission, How It Works & Makes Money
Below is a hypothetical overview of major institutional holders, based on typical patterns observed in publicly traded companies:
Investor | Type | Approximate Holding (Shares) | Impact |
---|---|---|---|
Vanguard Group | Institutional Investor | 15,000,000 | High (voting power, market influence) |
BlackRock Fund Advisors | Institutional Investor | 12,000,000 | High (voting power, market influence) |
Royal Bank of Canada | Institutional Investor | 5,000,000 | Medium (market influence) |
Disclaimer: The data provided in the table is for illustrative purposes only and does not represent actual holdings. Always refer to the latest financial filings for accurate information.
By monitoring the activities and holdings of these key investors, stakeholders can gain a better understanding of the market's sentiment towards Open Text Corporation (OTEX) and make more informed decisions.
Open Text Corporation (OTEX) Market Impact and Investor Sentiment
Understanding investor sentiment and market reactions is crucial for evaluating the financial health and future prospects of Open Text Corporation (OTEX). This analysis encompasses major shareholders' perspectives, recent market behaviors, and expert insights.
Investor Sentiment:
The sentiment among major shareholders appears mixed, influenced by recent market challenges and strategic shifts within the company. Indian investors’ interest in Open Text shares has declined, with investment dropping by -28.3% to -31.25% over the past 30 days, indicating reduced transactional activity. Similarly, search interest for Open Text stock from India has decreased by -20% to -23% in the same period.
However, analyst recommendations remain largely positive. Based on 11 Wall Street analysts, approximately 90% currently rate OTEX as a Buy, with 9% suggesting a Hold strategy and 0% recommending to Sell.
Major Shareholders:
Open Text Corporation (OTEX) has a diverse base of institutional owners and shareholders. According to Fintel, Open Text Corporation (US:OTEX) has 507 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 192,598,738 shares.
Key institutional shareholders include:
- Jarislowsky, Fraser Ltd: 7.03%
- Vanguard Group Inc: 3.98%
- Harris Associates L P: 3.40%
- Mackenzie Investments: 4.08%
- Beutel, Goodman & Co Ltd: 2.86%
- First Trust Advisors Lp: 2.76%
- Royal Bank Of Canada
- OAKIX - Oakmark International Fund Investor Class
- Cooke & Bieler Lp
- Arrowstreet Capital, Limited Partnership
- Mackenzie Financial Corp
These major holders can significantly influence the company's direction through their investment decisions and strategic perspectives.
Recent Market Reactions:
The stock market has reacted to Open Text's performance and strategic announcements. On January 10, 2025, the stock hit a 52-week low at $27.04 amid market challenges, marking a -35.53% change over one year. More recently, on March 3, 2025, the shares touched a new 52-week low of $25.57. As of April 14, 2025, the share price was $25.57 / share, a 26.35% decline from $34.72 / share on April 15, 2024.
However, there have been positive signals as well. In February 2025, Open Text reported strong Q1 results, surpassing expectations with a 10% year-over-year increase in enterprise cloud bookings and revenues of $1.27 billion. In the quarter ended December 2024, revenues reached $1.33 billion, exceeding estimates by 2.26%. Similarly, Open Text (OTEX) came out with quarterly earnings of $1.11 per share, beating the Zacks Consensus Estimate of $0.92 per share.
These fluctuations indicate a market grappling with how to value Open Text amidst its ongoing transformation and market dynamics.
Analyst Perspectives:
Analysts' views on Open Text are varied, reflecting the company's complex position. The average one-year price target for Open Text Corporation is $41.21, with forecasts ranging from a low of $33.01 to a high of $50.52. The latest headlines also indicate some revisions by analysts.
For example:
- RBC Capital downgraded the stock to Sector Perform from Outperform, reducing the price target from $45.00 to $33.00.
- UBS initiated coverage with a Neutral rating, pointing to concerns about revenue growth prospects despite high customer satisfaction.
- Scotiabank also downgraded the stock to Sector Perform, citing slower cloud growth.
Despite these concerns, analysts at InvestingPro suggest the stock is currently undervalued, with a strong gross profit margin of 76.6% and an attractive dividend yield of 3.8%.
Additional Factors Influencing Investor Profile:
Several factors contribute to the investor profile of Open Text:
- Strategic Acquisitions: Open Text's acquisitions, such as Documentum and Carbonite, have expanded its product offerings and market presence.
- Focus on Growth Areas: The company is focusing on cloud computing and AI, with initiatives like the Titanium X platform launch expected to drive AI-related revenue.
- Financial Management: Open Text intends to use proceeds from divestitures to reduce debt and implement share buyback programs.
Overall, the investor profile of Open Text Corporation is shaped by a combination of factors, including institutional holdings, market reactions, and analyst evaluations. While there are concerns about near-term revenue growth, the company's strategic initiatives and strong market position provide a basis for potential future growth. Furthermore, to gain more insights about Open Text Corporation, consider reading Mission Statement, Vision, & Core Values of Open Text Corporation (OTEX).
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