FY2026 Earnings Forecast for Oracle Issued By Zacks Research

Key Points

• Zacks Research has revised Oracle's FY2026 earnings per share (EPS) estimate to $5.25, an increase from $5.15, with the current consensus estimate being $5.00.
• Oracle announced a quarterly dividend of $0.50 per share, to be paid on October 23rd, representing an annualized dividend of $2.00 and a yield of 0.7%.
• Insider trading activity saw significant sales, with Director William G. Parrett selling 11,500 shares at an average price of $306.00, reflecting a notable decrease in ownership.

Oracle Corporation (NYSE:ORCL - Free Report) - Equities researchers at Zacks Research upped their FY2026 earnings per share (EPS) estimates for shares of Oracle in a research note issued to investors on Tuesday, September 23rd. Zacks Research analyst Team now forecasts that the enterprise software provider will post earnings of $5.25 per share for the year, up from their previous forecast of $5.15. The consensus estimate for Oracle's current full-year earnings is $5.00 per share. Zacks Research also issued estimates for Oracle's Q4 2027 earnings at $1.77 EPS, FY2027 earnings at $6.22 EPS and FY2028 earnings at $7.52 EPS.

A number of other equities research analysts also recently commented on ORCL. Piper Sandler lifted their target price on Oracle from $270.00 to $330.00 and gave the company an "overweight" rating in a research report on Wednesday, September 10th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and set a $240.00 price objective (up from $200.00) on shares of Oracle in a research report on Thursday, June 12th. Scotiabank reaffirmed an "outperform" rating on shares of Oracle in a research report on Wednesday, September 10th. UBS Group set a $300.00 target price on shares of Oracle in a research note on Wednesday, September 10th. Finally, JMP Securities reiterated a "market outperform" rating and set a $342.00 price target on shares of Oracle in a research report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat, Oracle has a consensus rating of "Moderate Buy" and a consensus target price of $298.06.

Oracle Trading Down 5.6%

ORCL opened at $291.28 on Friday. The stock has a market capitalization of $827.73 billion, a PE ratio of 67.43, a P/E/G ratio of 3.33 and a beta of 1.46. Oracle has a one year low of $118.86 and a one year high of $345.72. The company has a debt-to-equity ratio of 3.33, a quick ratio of 0.62 and a current ratio of 0.62. The business's 50 day moving average price is $257.43 and its 200 day moving average price is $199.48.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings data on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.48 by ($0.01). Oracle had a net margin of 21.08% and a return on equity of 72.93%. The firm had revenue of $14.93 billion during the quarter, compared to analysts' expectations of $15.04 billion. During the same period in the prior year, the company posted $1.39 EPS. The company's revenue for the quarter was up 12.2% compared to the same quarter last year. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 23rd. Stockholders of record on Thursday, October 9th will be given a dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, October 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.7%. Oracle's dividend payout ratio is currently 46.30%.

Insiders Place Their Bets

In related news, Director William G. Parrett sold 11,500 shares of Oracle stock in a transaction on Friday, September 12th. The stock was sold at an average price of $306.00, for a total value of $3,519,000.00. Following the completion of the transaction, the director directly owned 17,764 shares in the company, valued at approximately $5,435,784. This trade represents a 39.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Michael D. Sicilia sold 33,845 shares of the business's stock in a transaction on Tuesday, September 23rd. The stock was sold at an average price of $321.16, for a total value of $10,869,660.20. Following the transaction, the insider directly owned 132,656 shares of the company's stock, valued at $42,603,800.96. The trade was a 20.33% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 112,092 shares of company stock valued at $32,960,165. 42.20% of the stock is owned by company insiders.

Institutional Trading of Oracle

Several hedge funds have recently added to or reduced their stakes in ORCL. Harel Insurance Investments & Financial Services Ltd. lifted its position in shares of Oracle by 71.6% during the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 257,378 shares of the enterprise software provider's stock worth $35,984,000 after purchasing an additional 107,404 shares during the last quarter. Lockheed Martin Investment Management Co. lifted its holdings in Oracle by 4.3% during the 1st quarter. Lockheed Martin Investment Management Co. now owns 51,350 shares of the enterprise software provider's stock worth $7,179,000 after buying an additional 2,110 shares during the last quarter. Canoe Financial LP lifted its holdings in Oracle by 314.8% during the 2nd quarter. Canoe Financial LP now owns 484,098 shares of the enterprise software provider's stock worth $105,838,000 after buying an additional 367,400 shares during the last quarter. Strs Ohio acquired a new position in shares of Oracle during the 1st quarter worth about $108,572,000. Finally, CBM Financial LLC purchased a new position in shares of Oracle in the 1st quarter valued at about $356,000. Institutional investors and hedge funds own 42.44% of the company's stock.

Oracle Company Profile

Oracle Corporation offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud human capital management, Oracle Cerner healthcare, Oracle Advertising, and NetSuite applications suite, as well as Oracle Fusion Sales, Service, and Marketing.

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