Oracle (NYSE:ORCL) Stock Price Expected to Rise, Morgan Stanley Analyst Says

Oracle (NYSE:ORCL) had its price target hoisted by Morgan Stanley from $246.00 to $320.00 in a report published on Tuesday,Benzinga reports. They currently have an equal weight rating on the enterprise software provider’s stock.

ORCL has been the subject of several other research reports. JMP Securities boosted their price objective on shares of Oracle from $315.00 to $342.00 and gave the stock a “market outperform” rating in a research report on Wednesday, September 10th. BMO Capital Markets set a $345.00 price objective on shares of Oracle in a research note on Wednesday, September 10th. Evercore ISI boosted their price objective on shares of Oracle from $270.00 to $340.00 and gave the company an “outperform” rating in a research note on Wednesday, September 10th. Piper Sandler upped their price target on shares of Oracle from $270.00 to $330.00 and gave the stock an “overweight” rating in a research note on Wednesday, September 10th. Finally, DA Davidson upped their price target on shares of Oracle from $220.00 to $300.00 and gave the stock a “neutral” rating in a research note on Wednesday, September 10th. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and a consensus price target of $298.06.

Oracle Trading Down 5.6%

NYSE ORCL opened at $291.28 on Tuesday. 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 52 week low of $118.86 and a 52 week high of $345.72. The stock has a market capitalization of $827.73 billion, a PE ratio of 67.43, a price-to-earnings-growth ratio of 3.33 and a beta of 1.46. The firm has a 50 day moving average of $257.43 and a two-hundred day moving average of $199.48.

Oracle (NYSE:ORCL) last posted its quarterly earnings results 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 firm had revenue of $14.93 billion for the quarter, compared to analyst estimates of $15.04 billion. During the same quarter last year, the firm earned $1.39 EPS. The company’s revenue was up 12.2% on a year-over-year basis. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS. As a group, research analysts expect that Oracle will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 23rd. Shareholders of record on Thursday, October 9th will be issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, October 9th. Oracle’s dividend payout ratio is 46.30%.

Insider Buying and Selling

In other Oracle news, EVP Maria Smith sold 10,000 shares of the company’s stock in a transaction dated Thursday, July 3rd. The shares were sold at an average price of $232.99, for a total value of $2,329,900.00. Following the transaction, the executive vice president directly owned 40,807 shares in the company, valued at approximately $9,507,622.93. This represents a 19.68% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Clayton M. Magouyrk sold 21,241 shares of the stock in a transaction dated Friday, September 12th. The stock was sold at an average price of $297.11, for a total transaction of $6,310,913.51. Following the transaction, the insider owned 78,000 shares in the company, valued at approximately $23,174,580. The trade was 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 worth $32,960,165 in the last 90 days. 42.20% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of ORCL. Brighton Jones LLC lifted its holdings in shares of Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after acquiring an additional 100,494 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of Oracle by 8.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after acquiring an additional 404 shares during the period. Ameriflex Group Inc. purchased a new position in shares of Oracle during the 4th quarter worth about $107,000. Great Valley Advisor Group Inc. lifted its holdings in shares of Oracle by 4.4% during the 4th quarter. Great Valley Advisor Group Inc. now owns 20,914 shares of the enterprise software provider’s stock worth $3,485,000 after acquiring an additional 888 shares during the period. Finally, Virtue Capital Management LLC lifted its holdings in shares of Oracle by 21.6% during the 4th quarter. Virtue Capital Management LLC now owns 2,898 shares of the enterprise software provider’s stock worth $483,000 after acquiring an additional 515 shares during the period. 42.44% of the stock is currently owned by hedge funds and other 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.