Oracle (NYSE:ORCL) Updates Q2 2026 Earnings Guidance

Key Points

• Oracle has issued a second quarter 2026 earnings guidance of 1.270-1.310 EPS, falling short of the consensus estimate of 1.350 EPS.
• The company declared a quarterly dividend of $0.50 per share, payable on October 23rd, representing an annualized dividend yield of 0.8%.
• Multiple analysts upgraded Oracle's stock ratings and price targets, with ratings ranging from "neutral" to "overweight" and price targets reaching as high as $281.00.

Oracle (NYSE:ORCL - Get Free Report) updated its second quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 1.270-1.310 for the period, compared to the consensus estimate of 1.350. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on ORCL. UBS Group set a $300.00 target price on shares of Oracle in a research note on Wednesday. DA Davidson raised their target price on shares of Oracle from $220.00 to $300.00 and gave the company a "neutral" rating in a research note on Wednesday. Barclays raised their target price on shares of Oracle from $221.00 to $281.00 and gave the company an "overweight" rating in a research note on Monday, September 8th. BNP Paribas set a $377.00 price objective on shares of Oracle in a research report on Wednesday. Finally, BMO Capital Markets set a $345.00 price objective on shares of Oracle in a research report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, Oracle currently has an average rating of "Moderate Buy" and a consensus target price of $296.84.

Oracle Stock Performance

Shares of ORCL traded down $15.79 during mid-day trading on Friday, hitting $292.07. 51,618,969 shares of the company's stock were exchanged, compared to its average volume of 20,941,788. Oracle has a 52 week low of $118.86 and a 52 week high of $345.72. The stock's 50-day simple moving average is $244.69 and its 200-day simple moving average is $190.50. The firm has a market cap of $820.38 billion, a price-to-earnings ratio of 67.61, a price-to-earnings-growth ratio of 4.10 and a beta of 1.46. The company has a quick ratio of 0.75, a current ratio of 0.62 and a debt-to-equity ratio of 3.33.

Oracle (NYSE:ORCL - Get Free Report) last announced its earnings results on Wednesday, June 11th. The enterprise software provider reported $1.70 EPS for the quarter, topping the consensus estimate of $1.64 by $0.06. The company had revenue of $15.90 billion for the quarter, compared to analysts' expectations of $15.58 billion. Oracle had a net margin of 21.08% and a return on equity of 72.93%. The business's revenue for the quarter was up 11.3% on a year-over-year basis. During the same period last year, the firm earned $1.63 earnings per share. On average, equities research analysts expect that Oracle will post 5 EPS for the current year.

Oracle Dividend Announcement

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

Insiders Place Their Bets

In other news, Director Rona Alison Fairhead acquired 480 shares of the firm's stock in a transaction that occurred on Monday, July 7th. The shares were acquired at an average cost of $233.87 per share, with a total value of $112,257.60. Following the completion of the purchase, the director directly owned 22,110 shares of the company's stock, valued at $5,170,865.70. The trade was a 2.22% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Naomi O. Seligman sold 3,303 shares of Oracle stock in a transaction that occurred on Wednesday, July 16th. The shares were sold at an average price of $233.32, for a total transaction of $770,655.96. Following the completion of the transaction, the director directly owned 31,447 shares in the company, valued at $7,337,214.04. This trade represents a 9.51% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 44,183 shares of company stock valued at $10,353,198 over the last three months. 42.20% of the stock is owned by corporate insiders.

Institutional Trading of Oracle

A number of hedge funds have recently added to or reduced their stakes in the stock. Talisman Wealth Advisors LLC boosted its position in Oracle by 1.9% in the second quarter. Talisman Wealth Advisors LLC now owns 3,086 shares of the enterprise software provider's stock valued at $675,000 after buying an additional 59 shares in the last quarter. Oxford Financial Group LTD. LLC boosted its position in Oracle by 1.0% in the second quarter. Oxford Financial Group LTD. LLC now owns 6,317 shares of the enterprise software provider's stock valued at $1,381,000 after buying an additional 64 shares in the last quarter. Sompo Asset Management Co. Ltd. boosted its position in Oracle by 2.8% in the second quarter. Sompo Asset Management Co. Ltd. now owns 6,970 shares of the enterprise software provider's stock valued at $1,524,000 after buying an additional 190 shares in the last quarter. FFT Wealth Management LLC boosted its position in Oracle by 19.4% in the second quarter. FFT Wealth Management LLC now owns 1,881 shares of the enterprise software provider's stock valued at $411,000 after buying an additional 306 shares in the last quarter. Finally, Alaethes Wealth LLC boosted its position in Oracle by 2.3% in the second quarter. Alaethes Wealth LLC now owns 16,504 shares of the enterprise software provider's stock valued at $3,608,000 after buying an additional 374 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock.

About Oracle

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.