What is DA Davidson's Forecast for Oracle Q2 Earnings?

Key Points

• DA Davidson forecasts Oracle's Q2 2026 earnings per share at $1.32 and maintains a "Neutral" rating with a price target of $300.00.
• Oracle reported a strong quarterly performance with an earnings per share of $1.70, exceeding expectations, and a revenue increase of 11.3% year-over-year.
• The company announced a quarterly dividend of $0.50 per share, resulting in a 0.7% yield, with a dividend payout ratio of 46.08%.

Oracle Corporation (NYSE:ORCL - Free Report) - Equities research analysts at DA Davidson issued their Q2 2026 earnings per share (EPS) estimates for Oracle in a research report issued to clients and investors on Wednesday, September 10th. DA Davidson analyst G. Luria forecasts that the enterprise software provider will post earnings per share of $1.32 for the quarter. DA Davidson has a "Neutral" rating and a $300.00 price objective on the stock. The consensus estimate for Oracle's current full-year earnings is $5.00 per share. DA Davidson also issued estimates for Oracle's FY2026 earnings at $5.42 EPS.

Oracle (NYSE:ORCL - Get Free Report) last issued its quarterly earnings results on Wednesday, June 11th. The enterprise software provider reported $1.70 earnings per share for the quarter, topping analysts' consensus estimates of $1.64 by $0.06. Oracle had a return on equity of 72.93% and a net margin of 21.08%.The business had revenue of $15.90 billion for the quarter, compared to analyst estimates of $15.58 billion. During the same quarter in the previous year, the firm earned $1.63 earnings per share. The company's revenue was up 11.3% on a year-over-year basis.

A number of other research analysts have also issued reports on the stock. Piper Sandler upped their price target on shares of Oracle from $270.00 to $330.00 and gave the company an "overweight" rating in a research note on Wednesday. Melius Research upped their target price on Oracle from $270.00 to $370.00 and gave the company a "buy" rating in a research report on Wednesday. Jefferies Financial Group lifted their price target on Oracle from $270.00 to $360.00 and gave the stock a "buy" rating in a research report on Wednesday. Roth Capital reiterated a "hold" rating on shares of Oracle in a research note on Wednesday, June 18th. Finally, TD Cowen raised their price objective on Oracle from $325.00 to $375.00 and gave the stock a "buy" rating in a research note on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $296.84.

Oracle Stock Performance

Shares of Oracle stock opened at $307.64 on Friday. The company has a 50 day moving average price of $243.59 and a 200 day moving average price of $189.52. The firm has a market capitalization of $864.11 billion, a P/E ratio of 71.21, a PEG ratio of 4.91 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 has a 52 week low of $118.86 and a 52 week high of $345.72.

Oracle Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 23rd. Investors of record on Thursday, October 9th will be issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, October 9th. Oracle's dividend payout ratio (DPR) is 46.08%.

Insider Activity at Oracle

In other news, Director Rona Alison Fairhead bought 480 shares of the business's stock in a transaction dated Monday, July 7th. The stock was purchased at an average cost of $233.87 per share, with a total value of $112,257.60. Following the acquisition, the director directly owned 22,110 shares in the company, valued at $5,170,865.70. This trade represents a 2.22% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Maria Smith sold 10,000 shares of the business's stock in a transaction on Thursday, July 3rd. The shares were sold at an average price of $232.99, for a total transaction of $2,329,900.00. Following the completion of the transaction, the executive vice president owned 40,807 shares of the company's stock, valued at approximately $9,507,622.93. This represents a 19.68% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 44,183 shares of company stock valued at $10,353,198 in the last 90 days. 42.20% of the stock is currently owned by corporate insiders.

Institutional Trading of Oracle

Several hedge funds and other institutional investors have recently added to or reduced their stakes in ORCL. Harel Insurance Investments & Financial Services Ltd. increased its stake in shares of Oracle by 71.6% in the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 257,378 shares of the enterprise software provider's stock valued at $35,984,000 after purchasing an additional 107,404 shares in the last quarter. Lockheed Martin Investment Management Co. grew its holdings in Oracle by 4.3% in the first quarter. Lockheed Martin Investment Management Co. now owns 51,350 shares of the enterprise software provider's stock valued at $7,179,000 after purchasing an additional 2,110 shares during the period. CBM Financial LLC acquired a new stake in Oracle in the first quarter valued at approximately $356,000. Nuveen LLC purchased a new stake in shares of Oracle in the first quarter valued at approximately $732,692,000. Finally, Acorns Advisers LLC raised its stake in shares of Oracle by 63.4% during the 1st quarter. Acorns Advisers LLC now owns 2,710 shares of the enterprise software provider's stock worth $379,000 after buying an additional 1,051 shares during the period. 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.