Oracle (ORCL) to Release Quarterly Earnings on Monday

Key Points

• Oracle will report Q2 2026 results before the market opens on Monday, Dec. 8; analysts expect $1.63 EPS and $16.198B in revenue, while the company has set Q2 guidance at $1.27–$1.31 EPS.
• In the prior quarter Oracle slightly missed estimates with $1.47 EPS (vs. $1.48 expected) and $14.93B revenue (up 12.2% YoY); analysts project $5 EPS for the current fiscal year and $6 EPS for the next.
• Insiders have been net sellers recently — directors and the CEO sold large blocks, with insiders offloading 204,254 shares (~$60.2M) over the last three months, though insiders still own about 40.9% of the stock.

Oracle (NYSE:ORCL - Get Free Report) is projected to release its Q2 2026 results before the market opens on Monday, December 8th. Analysts expect Oracle to post earnings of $1.63 per share and revenue of $16.1980 billion for the quarter. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS.Interested persons may review the information on the company's upcoming Q2 2026 earningreport for the latest details on the call scheduled for Monday, December 8, 2025 at 5:00 PM ET.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings data on Tuesday, September 9th. The enterprise software provider reported $1.47 EPS for the quarter, missing the consensus estimate of $1.48 by ($0.01). Oracle had a return on equity of 72.93% and a net margin of 21.08%.The company had revenue of $14.93 billion during the quarter, compared to analysts' expectations of $15.04 billion. During the same period last year, the company earned $1.39 earnings per share. The business's revenue for the quarter was up 12.2% compared to the same quarter last year. On average, analysts expect Oracle to post $5 EPS for the current fiscal year and $6 EPS for the next fiscal year.

Oracle Stock Down 1.7%

ORCL stock opened at $201.57 on Monday. The firm has a market capitalization of $574.62 billion, a PE ratio of 46.66, a P/E/G ratio of 2.96 and a beta of 1.51. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 3.33. Oracle has a twelve month low of $118.86 and a twelve month high of $345.72. The stock's 50 day moving average is $262.79 and its 200-day moving average is $238.38.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, October 23rd. Shareholders of record on Thursday, October 9th were paid a dividend of $0.50 per share. The ex-dividend date was Thursday, October 9th. This represents a $2.00 annualized dividend and a yield of 1.0%. Oracle's dividend payout ratio (DPR) is 46.30%.

Insider Activity

In related news, Director Jeffrey Berg sold 49,365 shares of the company's stock in a transaction that occurred on Tuesday, October 28th. The shares were sold at an average price of $283.02, for a total transaction of $13,971,282.30. Following the sale, the director directly owned 151,999 shares in the company, valued at approximately $43,018,756.98. This represents a 24.52% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Clayton M. Magouyrk sold 40,000 shares of Oracle stock in a transaction that occurred on Tuesday, October 21st. The shares were sold at an average price of $276.64, for a total transaction of $11,065,600.00. Following the completion of the transaction, the chief executive officer owned 154,030 shares of the company's stock, valued at $42,610,859.20. This represents a 20.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 204,254 shares of company stock valued at $60,227,807. 40.90% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Oracle

Large investors have recently made changes to their positions in the stock. Mpwm Advisory Solutions LLC boosted its holdings in Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after acquiring an additional 50 shares during the last quarter. Talisman Wealth Advisors LLC raised its holdings in Oracle by 1.9% during the 2nd quarter. Talisman Wealth Advisors LLC now owns 3,086 shares of the enterprise software provider's stock worth $675,000 after purchasing an additional 59 shares during the last quarter. Oxford Financial Group LTD. LLC lifted its position in shares of Oracle by 1.0% in the 2nd quarter. Oxford Financial Group LTD. LLC now owns 6,317 shares of the enterprise software provider's stock worth $1,381,000 after purchasing an additional 64 shares during the period. Pin Oak Investment Advisors Inc. boosted its stake in shares of Oracle by 4.0% in the 3rd quarter. Pin Oak Investment Advisors Inc. now owns 2,090 shares of the enterprise software provider's stock valued at $588,000 after purchasing an additional 81 shares during the last quarter. Finally, Binnacle Investments Inc increased its position in shares of Oracle by 7.8% during the third quarter. Binnacle Investments Inc now owns 1,254 shares of the enterprise software provider's stock worth $353,000 after buying an additional 91 shares during the period. 42.44% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts have issued reports on ORCL shares. HSBC reaffirmed a "buy" rating and set a $382.00 price objective on shares of Oracle in a report on Wednesday. Cantor Fitzgerald boosted their price target on shares of Oracle from $271.00 to $400.00 and gave the stock an "overweight" rating in a report on Wednesday, September 10th. Erste Group Bank downgraded shares of Oracle from a "buy" rating to a "hold" rating in a research report on Monday, November 10th. DA Davidson dropped their target price on shares of Oracle from $300.00 to $200.00 and set a "neutral" rating on the stock in a research report on Tuesday, November 25th. Finally, BNP Paribas set a $377.00 target price on Oracle in a report on Wednesday, September 10th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $324.89.

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.

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