William Blair Weighs in on Oracle’s Q2 Earnings (NYSE:ORCL)

Oracle Co. (NYSE:ORCL) – Analysts at William Blair dropped their Q2 2026 earnings per share (EPS) estimates for Oracle in a research note issued to investors on Tuesday, March 11th. William Blair analyst S. Naji now expects that the enterprise software provider will post earnings of $1.27 per share for the quarter, down from their previous forecast of $1.37. The consensus estimate for Oracle’s current full-year earnings is $5.00 per share. William Blair also issued estimates for Oracle’s Q4 2026 earnings at $1.65 EPS.

Several other equities research analysts also recently issued reports on the company. Guggenheim reiterated a “buy” rating and set a $220.00 price target on shares of Oracle in a report on Wednesday, March 5th. KeyCorp reiterated an “overweight” rating and set a $200.00 price target on shares of Oracle in a report on Tuesday. UBS Group reiterated a “market perform” rating on shares of Oracle in a report on Tuesday. DA Davidson reiterated a “neutral” rating and set a $150.00 price target on shares of Oracle in a report on Tuesday. Finally, Cantor Fitzgerald decreased their price target on Oracle from $214.00 to $175.00 and set an “overweight” rating for the company in a report on Tuesday. Twelve equities research analysts have rated the stock with a hold rating, fifteen have issued a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and a consensus price target of $179.71.

Oracle Trading Down 2.3 %

Shares of Oracle stock opened at $147.41 on Thursday. The stock has a fifty day simple moving average of $166.14 and a 200 day simple moving average of $169.34. Oracle has a 12-month low of $112.78 and a 12-month high of $198.31. The company has a market capitalization of $412.30 billion, a P/E ratio of 36.04, a price-to-earnings-growth ratio of 3.46 and a beta of 1.07. The company has a current ratio of 0.81, a quick ratio of 0.81 and a debt-to-equity ratio of 5.65.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Monday, March 10th. The enterprise software provider reported $1.47 EPS for the quarter, missing the consensus estimate of $1.49 by ($0.02). The firm had revenue of $14.13 billion for the quarter, compared to the consensus estimate of $14.40 billion. Oracle had a net margin of 21.16% and a return on equity of 133.25%. The company’s revenue was up 6.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.41 EPS.

Hedge Funds Weigh In On Oracle

A number of institutional investors have recently added to or reduced their stakes in ORCL. Norges Bank bought a new position in Oracle in the 4th quarter worth about $2,216,314,000. Raymond James Financial Inc. bought a new position in Oracle in the 4th quarter worth about $930,095,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Oracle by 20.5% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 13,825,360 shares of the enterprise software provider’s stock worth $2,303,858,000 after acquiring an additional 2,350,448 shares during the last quarter. Vanguard Group Inc. increased its stake in Oracle by 1.5% in the 4th quarter. Vanguard Group Inc. now owns 157,411,949 shares of the enterprise software provider’s stock worth $26,231,127,000 after acquiring an additional 2,296,069 shares during the last quarter. Finally, Kovitz Investment Group Partners LLC increased its stake in Oracle by 268.4% in the 4th quarter. Kovitz Investment Group Partners LLC now owns 3,077,947 shares of the enterprise software provider’s stock worth $512,909,000 after acquiring an additional 2,242,520 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Oracle news, CEO Safra Catz sold 345,174 shares of the company’s stock in a transaction dated Friday, January 24th. The stock was sold at an average price of $185.56, for a total value of $64,050,487.44. Following the transaction, the chief executive officer now directly owns 1,118,592 shares in the company, valued at $207,565,931.52. This represents a 23.58 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 42.20% of the stock is currently owned by insiders.

Oracle Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 23rd. Investors of record on Thursday, April 10th will be issued a dividend of $0.50 per share. This is a boost from Oracle’s previous quarterly dividend of $0.40. The ex-dividend date of this dividend is Thursday, April 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.36%. Oracle’s dividend payout ratio is 39.12%.

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.