What is William Blair’s Estimate for Oracle FY2025 Earnings?

Oracle Co. (NYSE:ORCL) – Research analysts at William Blair reduced their FY2025 earnings per share (EPS) estimates for Oracle in a report issued on Tuesday, December 10th. William Blair analyst S. Naji now anticipates that the enterprise software provider will post earnings of $4.84 per share for the year, down from their prior forecast of $5.16. The consensus estimate for Oracle’s current full-year earnings is $5.17 per share. William Blair also issued estimates for Oracle’s Q1 2026 earnings at $1.22 EPS, Q2 2026 earnings at $1.37 EPS, Q3 2026 earnings at $1.49 EPS, Q4 2026 earnings at $1.75 EPS and FY2026 earnings at $5.84 EPS.

Several other research firms also recently commented on ORCL. Bank of America increased their target price on shares of Oracle from $155.00 to $175.00 and gave the stock a “neutral” rating in a research report on Tuesday, September 10th. Morgan Stanley increased their price objective on Oracle from $145.00 to $175.00 and gave the company an “equal weight” rating in a report on Tuesday. Royal Bank of Canada restated a “sector perform” rating and issued a $165.00 target price on shares of Oracle in a report on Thursday, December 5th. Barclays increased their price target on Oracle from $160.00 to $172.00 and gave the company an “overweight” rating in a report on Tuesday, September 10th. Finally, Evercore ISI boosted their price objective on shares of Oracle from $190.00 to $200.00 and gave the stock an “outperform” rating in a research note on Tuesday. Twelve equities research analysts have rated the stock with a hold rating, seventeen have assigned a buy rating and one has given a strong buy rating to the stock. According to MarketBeat, Oracle currently has a consensus rating of “Moderate Buy” and an average price target of $183.63.

Oracle Stock Performance

Shares of ORCL opened at $173.38 on Friday. The firm has a market cap of $484.94 billion, a price-to-earnings ratio of 42.39, a price-to-earnings-growth ratio of 3.32 and a beta of 1.03. The company’s fifty day moving average is $180.36 and its 200-day moving average is $155.36. The company has a quick ratio of 0.72, a current ratio of 0.81 and a debt-to-equity ratio of 5.65. Oracle has a 12 month low of $99.36 and a 12 month high of $198.31.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Monday, December 9th. The enterprise software provider reported $1.47 EPS for the quarter, missing the consensus estimate of $1.48 by ($0.01). The firm had revenue of $14.06 billion during the quarter, compared to the consensus estimate of $14.12 billion. Oracle had a net margin of 21.16% and a return on equity of 133.25%. The company’s quarterly revenue was up 8.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.34 EPS.

Hedge Funds Weigh In On Oracle

A number of institutional investors and hedge funds have recently added to or reduced their stakes in ORCL. Activest Wealth Management boosted its holdings in shares of Oracle by 21.9% in the 3rd quarter. Activest Wealth Management now owns 312 shares of the enterprise software provider’s stock worth $53,000 after acquiring an additional 56 shares in the last quarter. Second Line Capital LLC boosted its stake in Oracle by 1.5% in the third quarter. Second Line Capital LLC now owns 3,816 shares of the enterprise software provider’s stock worth $650,000 after purchasing an additional 58 shares in the last quarter. Cadence Bank grew its holdings in shares of Oracle by 0.8% during the third quarter. Cadence Bank now owns 7,605 shares of the enterprise software provider’s stock worth $1,296,000 after purchasing an additional 59 shares during the last quarter. Eagle Rock Investment Company LLC increased its stake in shares of Oracle by 0.4% in the third quarter. Eagle Rock Investment Company LLC now owns 17,626 shares of the enterprise software provider’s stock valued at $3,003,000 after buying an additional 64 shares in the last quarter. Finally, W Advisors LLC raised its holdings in shares of Oracle by 3.1% in the third quarter. W Advisors LLC now owns 2,158 shares of the enterprise software provider’s stock valued at $368,000 after buying an additional 64 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, EVP Maria Smith sold 6,320 shares of the company’s stock in a transaction dated Monday, September 16th. The shares were sold at an average price of $165.00, for a total value of $1,042,800.00. Following the sale, the executive vice president now owns 42,889 shares of the company’s stock, valued at approximately $7,076,685. This represents a 12.84 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 42.20% of the company’s stock.

Oracle Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 9th. Investors of record on Thursday, January 23rd will be paid a $0.40 dividend. The ex-dividend date of this dividend is Thursday, January 9th. This represents a $1.60 dividend on an annualized basis and a yield of 0.92%. Oracle’s payout ratio is currently 39.12%.

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.