William Blair Comments on Oracle's Q2 Earnings (NYSE:ORCL)

Key Points

• William Blair has revised its Q2 2026 earnings per share estimate for Oracle from $1.23 to $1.32, reflecting positive expectations for the company's performance.
• Oracle is set to pay a quarterly dividend of $0.50 per share on October 23rd, with an annualized yield of 0.7% and a payout ratio of 46.30%.
• Oracle's stock is currently rated as a "Moderate Buy" by analysts, with a consensus target price of $296.84 based on recent research reports.

Oracle Corporation (NYSE:ORCL - Free Report) - Research analysts at William Blair raised their Q2 2026 earnings per share (EPS) estimates for Oracle in a research report issued on Wednesday, September 10th. William Blair analyst S. Naji now anticipates that the enterprise software provider will earn $1.32 per share for the quarter, up from their prior forecast of $1.23. The consensus estimate for Oracle's current full-year earnings is $5.00 per share. William Blair also issued estimates for Oracle's Q3 2026 earnings at $1.38 EPS, Q4 2026 earnings at $1.76 EPS, FY2026 earnings at $5.62 EPS, Q2 2027 earnings at $1.82 EPS and FY2027 earnings at $7.63 EPS.

ORCL has been the topic of a number of other research reports. Raymond James Financial restated a "strong-buy" rating on shares of Oracle in a research report on Wednesday, June 18th. Oppenheimer restated an "outperform" rating on shares of Oracle in a research report on Wednesday, June 18th. TD Cowen raised their target price on shares of Oracle from $325.00 to $375.00 and gave the company a "buy" rating in a research report on Wednesday, September 10th. Morgan Stanley raised their target price on shares of Oracle from $175.00 to $246.00 and gave the company an "equal weight" rating in a research report on Monday, September 8th. Finally, 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 report on Monday, September 8th. Two analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $296.84.

Oracle Stock Performance

Shares of NYSE:ORCL opened at $292.07 on Monday. The company's 50 day simple moving average is $244.69 and its 200 day simple moving average is $190.68. The stock has a market capitalization of $829.98 billion, a price-to-earnings ratio of 67.61, a price-to-earnings-growth ratio of 3.16 and a beta of 1.46. The company has a debt-to-equity ratio of 3.33, a current ratio of 0.62 and a quick ratio of 0.62. Oracle has a 1 year low of $118.86 and a 1 year high of $345.72.

Oracle Announces Dividend

The firm also recently announced 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 annualized dividend and a dividend yield of 0.7%. Oracle's payout ratio is presently 46.30%.

Insider Activity at Oracle

In other news, insider Clayton M. Magouyrk sold 15,000 shares of the business's stock in a transaction dated Tuesday, June 17th. The shares were sold at an average price of $214.10, for a total transaction of $3,211,500.00. Following the completion of the sale, the insider directly owned 60,722 shares of the company's stock, valued at $13,000,580.20. The trade was a 19.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Naomi O. Seligman sold 3,303 shares of the business's stock in a transaction dated Wednesday, July 16th. The stock was sold at an average price of $233.32, for a total transaction of $770,655.96. Following the sale, the director directly owned 31,447 shares of the company's stock, valued at approximately $7,337,214.04. The trade was 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 quarter. 42.20% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of ORCL. Brighton Jones LLC boosted its holdings in Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after buying an additional 100,494 shares during the period. Revolve Wealth Partners LLC lifted its stake in Oracle by 8.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after purchasing an additional 404 shares in the last quarter. Toronto Dominion Bank raised its position in shares of Oracle by 15.2% during the 4th quarter. Toronto Dominion Bank now owns 679,325 shares of the enterprise software provider's stock valued at $113,199,000 after buying an additional 89,723 shares in the last quarter. Strive Asset Management LLC purchased a new stake in shares of Oracle during the 4th quarter valued at $1,151,000. Finally, Strategic Wealth Partners Ltd. raised its position in shares of Oracle by 31.9% during the 4th quarter. Strategic Wealth Partners Ltd. now owns 66,481 shares of the enterprise software provider's stock valued at $11,558,000 after buying an additional 16,078 shares in the last quarter. 42.44% of the stock is owned by institutional investors.

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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