Equities Analysts Set Expectations for Oracle Q2 Earnings

Oracle Corporation (NYSE:ORCL) – Investment analysts at Zacks Research increased their Q2 2026 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 post earnings per share of $1.25 for the quarter, up from their previous estimate 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.

Oracle (NYSE:ORCL) last released 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 quarter in the prior year, the firm posted $1.39 EPS. The firm’s quarterly revenue was up 12.2% on a year-over-year basis. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS.

A number of other equities analysts also recently commented on ORCL. KeyCorp upped their target price on Oracle from $200.00 to $225.00 and gave the company an “overweight” rating in a report on Thursday, June 12th. Guggenheim raised their target price on Oracle from $250.00 to $375.00 and gave the company a “buy” rating in a research note on Wednesday, September 10th. BNP Paribas set a $377.00 price objective on shares of Oracle in a report on Wednesday, September 10th. Evercore ISI lifted their price objective on Oracle from $270.00 to $340.00 and gave the company an “outperform” rating in a research note on Wednesday, September 10th. Finally, Stifel Nicolaus increased their price objective on shares of Oracle from $250.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, September 10th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Oracle currently has an average rating of “Moderate Buy” and a consensus price target of $305.75.

Oracle Stock Performance

Shares of NYSE:ORCL opened at $308.86 on Thursday. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 3.33. The company 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 12 month low of $118.86 and a 12 month high of $345.72. The company has a 50-day moving average price of $256.58 and a 200-day moving average price of $198.50.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Winnow Wealth LLC bought a new position in shares of Oracle during the 2nd quarter valued at approximately $28,000. Kilter Group LLC bought a new position in Oracle during the second quarter valued at $30,000. LGT Financial Advisors LLC purchased a new stake in shares of Oracle in the second quarter valued at $33,000. Legend Financial Advisors Inc. purchased a new position in shares of Oracle during the 2nd quarter worth about $34,000. Finally, HighMark Wealth Management LLC bought a new position in shares of Oracle during the second quarter valued at approximately $38,000. Institutional investors own 42.44% of the company’s stock.

Insider Activity at Oracle

In other Oracle news, Director Naomi O. Seligman sold 3,303 shares of the firm’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 $7,337,214.04. This trade represents a 9.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director William G. Parrett sold 11,500 shares of the business’s stock in a transaction that occurred on Friday, September 12th. The stock was sold at an average price of $306.00, for a total value of $3,519,000.00. Following the completion of the transaction, the director directly owned 17,764 shares in the company, valued at approximately $5,435,784. This represents a 39.30% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 112,092 shares of company stock worth $32,960,165 in the last quarter. 42.20% of the stock is currently owned by insiders.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 23rd. Shareholders of record on Thursday, October 9th will be given a $0.50 dividend. The ex-dividend date is Thursday, October 9th. This represents a $2.00 dividend on an annualized basis and a yield of 0.6%. Oracle’s dividend 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.