William Blair Issues Optimistic Forecast for Oracle Earnings

Oracle Corporation (NYSE:ORCL) – Stock analysts at William Blair lifted their Q2 2026 earnings per share (EPS) estimates for shares of Oracle in a research note issued to investors on Wednesday, September 10th. William Blair analyst S. Naji now anticipates that the enterprise software provider will earn $1.32 per share for the quarter, up from their prior estimate of $1.23. The consensus estimate for Oracle’s current full-year earnings is $5.00 per share. William Blair also issued estimates for Oracle’s Q3 2026 earnings at $1.38 EPS, Q4 2026 earnings at $1.76 EPS, FY2026 earnings at $5.62 EPS, Q2 2027 earnings at $1.82 EPS and FY2027 earnings at $7.63 EPS.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Tuesday, September 9th. The enterprise software provider reported $1.47 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.01). The business had revenue of $14.93 billion during the quarter, compared to analyst estimates of $15.04 billion. Oracle had a net margin of 21.08% and a return on equity of 72.93%. The business’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period last year, the company earned $1.39 earnings per share. Oracle has set its Q2 2026 guidance at 1.270-1.310 EPS.

Several other equities research analysts have also commented on the stock. Piper Sandler lifted 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. Morgan Stanley lifted their target price on Oracle from $175.00 to $246.00 and gave the stock an “equal weight” rating in a research report on Monday, September 8th. Guggenheim upped their target price on Oracle from $250.00 to $375.00 and gave the company a “buy” rating in a research report on Wednesday, September 10th. Berenberg Bank lifted their price target on Oracle from $202.00 to $306.00 and gave the stock a “hold” rating in a research report on Monday. Finally, Mizuho boosted their price objective on Oracle from $300.00 to $350.00 and gave the company an “outperform” rating in a research note on Wednesday, September 10th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $303.44.

Oracle Stock Up 1.5%

Shares of NYSE:ORCL opened at $306.80 on Monday. The firm has a 50 day simple moving average of $247.52 and a 200-day simple moving average of $192.43. Oracle has a twelve month low of $118.86 and a twelve month high of $345.72. 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 capitalization of $871.84 billion, a PE ratio of 71.02, a P/E/G ratio of 3.26 and a beta of 1.46.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Norges Bank acquired a new position in Oracle during the 2nd quarter worth approximately $4,275,378,000. Nuveen LLC purchased a new stake in shares of Oracle in the first quarter valued at approximately $732,692,000. GAMMA Investing LLC grew its holdings in Oracle by 15,012.3% during the first quarter. GAMMA Investing LLC now owns 4,755,096 shares of the enterprise software provider’s stock worth $664,810,000 after acquiring an additional 4,723,631 shares during the period. Vanguard Group Inc. raised its position in Oracle by 2.2% in the first quarter. Vanguard Group Inc. now owns 160,925,413 shares of the enterprise software provider’s stock worth $22,498,982,000 after acquiring an additional 3,513,464 shares in the last quarter. Finally, Kingstone Capital Partners Texas LLC acquired a new stake in Oracle in the second quarter valued at $731,512,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Oracle

In other news, Director William G. Parrett sold 11,500 shares of the company’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 transaction of $3,519,000.00. Following the completion of the sale, the director owned 17,764 shares in the company, valued at $5,435,784. This represents a 39.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Rona Alison Fairhead acquired 480 shares of the stock in a transaction that occurred on Monday, July 7th. The stock was purchased at an average price of $233.87 per share, for a total transaction of $112,257.60. Following the completion of the transaction, the director owned 22,110 shares in the company, valued at $5,170,865.70. The trade was a 2.22% increase in their ownership of the stock. The disclosure for this purchase can be found here. Over the last three months, insiders have sold 61,924 shares of company stock valued at $16,971,612. Corporate insiders own 42.20% of the company’s stock.

Oracle Dividend Announcement

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