Oracle (NYSE:ORCL) Issues Q1 2026 Earnings Guidance

Oracle (NYSE:ORCL) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.460-1.500 for the period, compared to the consensus earnings per share estimate of 1.480. The company issued revenue guidance of $14.9 billion-$15.2 billion, compared to the consensus revenue estimate of $15.0 billion. Oracle also updated its FY 2026 guidance to EPS.

Oracle Stock Up 13.2%

ORCL opened at $199.67 on Friday. The company has a market capitalization of $558.47 billion, a P/E ratio of 48.82, a P/E/G ratio of 3.46 and a beta of 1.32. The company has a debt-to-equity ratio of 5.65, a current ratio of 0.81 and a quick ratio of 0.81. The firm’s fifty day moving average price is $151.06 and its two-hundred day moving average price is $160.44. Oracle has a fifty-two week low of $118.86 and a fifty-two week high of $202.49.

Oracle (NYSE:ORCL) last issued its earnings results on Wednesday, June 11th. The enterprise software provider reported $1.70 earnings per share for the quarter, beating the consensus estimate of $1.64 by $0.06. The business had revenue of $15.90 billion for the quarter, compared to analyst estimates of $15.58 billion. Oracle had a net margin of 21.16% and a return on equity of 133.25%. The firm’s revenue was up 11.3% on a year-over-year basis. During the same period in the previous year, the business earned $1.63 EPS. On average, analysts anticipate that Oracle will post 5 EPS for the current year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 24th. Investors of record on Thursday, July 10th will be given a dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, July 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.00%. Oracle’s dividend payout ratio (DPR) is presently 46.95%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. BMO Capital Markets upped their target price on shares of Oracle from $175.00 to $200.00 and gave the stock a “market perform” rating in a report on Monday. Morgan Stanley reissued a “positive” rating on shares of Oracle in a report on Monday. Jefferies Financial Group boosted their price objective on shares of Oracle from $190.00 to $200.00 and gave the stock a “buy” rating in a research report on Monday. Cantor Fitzgerald decreased their price objective on Oracle from $214.00 to $175.00 and set an “overweight” rating on the stock in a research report on Tuesday, March 11th. Finally, UBS Group boosted their target price on Oracle from $200.00 to $225.00 and gave the stock a “buy” rating in a research report on Thursday. Twelve analysts have rated the stock with a hold rating, eighteen have issued a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat, Oracle presently has a consensus rating of “Moderate Buy” and an average target price of $192.30.

Insider Activity at Oracle

In other Oracle news, Director Naomi O. Seligman sold 2,000 shares of the firm’s stock in a transaction on Wednesday, April 2nd. The stock was sold at an average price of $145.81, for a total transaction of $291,620.00. Following the completion of the sale, the director now owns 34,630 shares of the company’s stock, valued at $5,049,400.30. This trade represents a 5.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Leon E. Panetta sold 5,000 shares of the company’s stock in a transaction on Friday, April 11th. The shares were sold at an average price of $129.77, for a total transaction of $648,850.00. Following the completion of the transaction, the director now owns 58,090 shares in the company, valued at approximately $7,538,339.30. This represents a 7.93% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 27,366 shares of company stock worth $4,015,723. Insiders own 42.20% of the company’s stock.

Institutional Inflows and Outflows

An institutional investor recently raised its position in Oracle stock. Brighton Jones LLC lifted its stake in shares of Oracle Co. (NYSE:ORCL) by 189.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 153,580 shares of the enterprise software provider’s stock after buying an additional 100,494 shares during the period. Oracle comprises approximately 0.7% of Brighton Jones LLC’s investment portfolio, making the stock its 20th biggest position. Brighton Jones LLC’s holdings in Oracle were worth $25,593,000 as of its most recent filing with the SEC. 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.