Zacks Research Weighs in on Oracle's Q2 Earnings (NYSE:ORCL)

Key Points

• Analysts at Zacks Research have raised their Q2 2026 earnings per share estimate for Oracle to $1.25, up from $1.23, and anticipate a full-year earnings of $5.00 per share.
• Various analysts have set differing price targets on Oracle shares, with Cantor Fitzgerald raising their target from $271 to $400, while the consensus price target is $305.75.
• Oracle has announced a quarterly dividend of $0.50, scheduled for payment on October 23rd, representing an annualized yield of 0.6%.

Oracle Corporation (NYSE:ORCL - Free Report) - Analysts at Zacks Research boosted their Q2 2026 earnings per share (EPS) estimates for shares of Oracle in a research report issued to clients and investors on Tuesday, September 23rd. Zacks Research analyst Team now anticipates that the enterprise software provider will earn $1.25 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. Zacks Research also issued estimates for Oracle's Q3 2026 earnings at $1.29 EPS, Q4 2026 earnings at $1.55 EPS, Q1 2027 earnings at $1.36 EPS, Q2 2027 earnings at $1.53 EPS, Q3 2027 earnings at $1.56 EPS and Q1 2028 earnings at $1.62 EPS.

Several other equities research analysts also recently issued reports on the stock. Cantor Fitzgerald raised their price objective on shares of Oracle from $271.00 to $400.00 and gave the stock an "overweight" rating in a research report on Wednesday, September 10th. Loop Capital set a $135.00 target price on shares of Oracle in a research report on Tuesday, June 10th. Westpark Capital lifted their price objective on shares of Oracle from $195.00 to $246.00 and gave the company a "buy" rating in a research note on Thursday, June 12th. Roth Capital reissued a "hold" rating on shares of Oracle in a report on Wednesday, June 18th. Finally, Stifel Nicolaus upped their price objective on shares of Oracle from $250.00 to $350.00 and gave the stock a "buy" rating in a research report on Wednesday, September 10th. Two analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $305.75.

Oracle Trading Down 1.6%

ORCL stock opened at $308.86 on Thursday. The company has a fifty day moving average price of $256.58 and a two-hundred day moving average price of $198.50. The company has a debt-to-equity ratio of 3.33, a current ratio of 0.62 and a quick ratio of 0.62. The stock has a market cap of $877.69 billion, a price-to-earnings ratio of 71.50, a price-to-earnings-growth ratio of 3.39 and a beta of 1.46. Oracle has a one year low of $118.86 and a one year high of $345.72.

Oracle (NYSE:ORCL - Get Free Report) last announced its quarterly earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 EPS for the quarter, missing analysts' consensus estimates of $1.48 by ($0.01). Oracle had a net margin of 21.08% and a return on equity of 72.93%. The firm had revenue of $14.93 billion during the quarter, compared to analyst estimates of $15.04 billion. During the same quarter in the prior year, the business earned $1.39 EPS. The business's revenue was up 12.2% compared to the same quarter last year. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS.

Institutional Trading of Oracle

A number of hedge funds have recently bought and sold shares of ORCL. Winnow Wealth LLC purchased a new stake in shares of Oracle during the 2nd quarter worth approximately $28,000. Kilter Group LLC bought a new stake in shares of Oracle during the 2nd quarter valued at $30,000. LGT Financial Advisors LLC bought a new position in shares of Oracle in the second quarter valued at approximately $33,000. Legend Financial Advisors Inc. bought a new position in Oracle in the 2nd quarter valued at $34,000. Finally, HighMark Wealth Management LLC purchased a new stake in shares of Oracle in the second quarter worth $38,000. 42.44% of the stock is currently owned by institutional investors.

Insider Activity at Oracle

In related news, Director Naomi O. Seligman sold 3,303 shares of the stock in a transaction on Wednesday, July 16th. The stock was sold at an average price of $233.32, for a total value of $770,655.96. Following 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Clayton M. Magouyrk sold 21,241 shares of the firm's stock in a transaction on Friday, September 12th. The shares were sold at an average price of $297.11, for a total transaction of $6,310,913.51. Following the completion of the transaction, the insider directly owned 78,000 shares in the company, valued at $23,174,580. This trade represents a 21.40% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 112,092 shares of company stock valued at $32,960,165 over the last three months. 42.20% of the stock is currently owned by company insiders.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 23rd. Investors of record on Thursday, October 9th will be given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Thursday, October 9th. Oracle's payout ratio is presently 46.30%.

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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