Oracle (NYSE:ORCL) Issues 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 -.

Oracle Trading Up 1.3%

Oracle stock traded up $3.19 during trading on Tuesday, hitting $241.67. The company's stock had a trading volume of 38,929,159 shares, compared to its average volume of 12,073,666. The stock has a market capitalization of $678.81 billion, a price-to-earnings ratio of 55.68, a P/E/G ratio of 3.47 and a beta of 1.46. The stock's fifty day moving average is $239.78 and its 200 day moving average is $187.22. Oracle has a 1-year low of $118.86 and a 1-year high of $260.87. The company has a debt-to-equity ratio of 4.07, a quick ratio of 0.75 and a current ratio of 0.75.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly 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 during the quarter, compared to analyst estimates of $15.58 billion. Oracle had a return on equity of 87.34% and a net margin of 21.68%.The firm's revenue was up 11.3% on a year-over-year basis. During the same period in the prior year, the firm posted $1.63 earnings per share. As a group, equities research analysts predict that Oracle will post 5 EPS for the current year.

Oracle Announces Dividend

The company also recently declared 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. This represents a $2.00 annualized dividend and a dividend yield of 0.8%. Oracle's dividend payout ratio (DPR) is presently 46.08%.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on ORCL shares. JPMorgan Chase & Co. boosted their price target on Oracle from $185.00 to $210.00 and gave the company a "neutral" rating in a research note on Monday. Morgan Stanley raised their price objective on Oracle from $175.00 to $246.00 and gave the company an "equal weight" rating in a report on Monday. Jefferies Financial Group raised their price objective on shares of Oracle from $190.00 to $200.00 and gave the stock a "buy" rating in a research report on Monday, June 9th. Piper Sandler raised shares of Oracle from a "neutral" rating to an "overweight" rating and boosted their target price for the stock from $190.00 to $270.00 in a research note on Thursday, July 10th. Finally, Barclays boosted their price objective on shares of Oracle from $221.00 to $281.00 and gave the stock an "overweight" rating in a research note on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $235.61.

Insider Activity

In related news, Director Naomi O. Seligman sold 3,303 shares of the business's 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 sale, the director directly owned 31,447 shares in the company, valued at approximately $7,337,214.04. The trade was a 9.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Rona Alison Fairhead purchased 480 shares of the company's stock in a transaction on Monday, July 7th. The stock was purchased at an average price of $233.87 per share, with a total value of $112,257.60. Following the completion of the transaction, the director owned 22,110 shares of the company's stock, valued at approximately $5,170,865.70. This trade represents a 2.22% increase in their ownership of the stock. The disclosure for this purchase can be found here. In the last three months, insiders have sold 444,183 shares of company stock worth $86,521,198. 42.20% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. California State Teachers Retirement System lifted its position in shares of Oracle by 1.6% during the second quarter. California State Teachers Retirement System now owns 2,637,029 shares of the enterprise software provider's stock valued at $576,534,000 after buying an additional 40,569 shares during the last quarter. Scge Management L.P. purchased a new position in shares of Oracle during the 2nd quarter valued at approximately $291,215,000. Royal London Asset Management Ltd. grew its stake in Oracle by 3.0% in the 2nd quarter. Royal London Asset Management Ltd. now owns 768,718 shares of the enterprise software provider's stock valued at $168,065,000 after acquiring an additional 22,215 shares during the period. Rafferty Asset Management LLC boosted its stake in Oracle by 21.7% during the 2nd quarter. Rafferty Asset Management LLC now owns 541,299 shares of the enterprise software provider's stock worth $118,344,000 after purchasing an additional 96,541 shares during the last quarter. Finally, AQR Capital Management LLC boosted its position in shares of Oracle by 3.7% during the 2nd quarter. AQR Capital Management LLC now owns 519,235 shares of the enterprise software provider's stock valued at $113,520,000 after acquiring an additional 18,739 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors.

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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