FY2026 EPS Estimates for Oracle Raised by Erste Group Bank

Oracle Corporation (NYSE:ORCL) – Equities research analysts at Erste Group Bank boosted their FY2026 earnings per share (EPS) estimates for Oracle in a research note issued to investors on Tuesday, March 24th. Erste Group Bank analyst H. Engel now anticipates that the enterprise software provider will earn $6.14 per share for the year, up from their previous forecast of $6.01. The consensus estimate for Oracle’s current full-year earnings is $5.00 per share. Erste Group Bank also issued estimates for Oracle’s FY2027 earnings at $6.32 EPS.

ORCL has been the topic of several other reports. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $160.00 target price on shares of Oracle in a report on Wednesday, March 11th. Scotiabank dropped their price target on Oracle from $220.00 to $215.00 and set a “sector outperform” rating on the stock in a research note on Monday, March 9th. DA Davidson increased their price objective on shares of Oracle from $180.00 to $200.00 and gave the company a “buy” rating in a research report on Wednesday, March 11th. KeyCorp dropped their target price on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. Finally, Mizuho decreased their price target on shares of Oracle from $400.00 to $320.00 and set an “outperform” rating for the company in a report on Monday, March 16th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $262.91.

Oracle Stock Down 2.2%

Shares of NYSE:ORCL opened at $142.74 on Friday. Oracle has a 52-week low of $118.86 and a 52-week high of $345.72. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The business’s 50 day simple moving average is $157.75 and its two-hundred day simple moving average is $213.15. The firm has a market cap of $410.52 billion, a P/E ratio of 25.63, a PEG ratio of 1.40 and a beta of 1.66.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The firm had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. During the same quarter last year, the firm earned $1.47 earnings per share. The company’s revenue for the quarter was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date is Thursday, April 9th. Oracle’s payout ratio is presently 35.91%.

Insider Buying and Selling at Oracle

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the completion of the transaction, the chief executive officer directly owned 134,030 shares in the company, valued at $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $194.89, for a total value of $6,821,150.00. Following the sale, the executive vice president directly owned 33,638 shares in the company, valued at $6,555,709.82. This represents a 50.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 40.90% of the stock is owned by corporate insiders.

Institutional Trading of Oracle

Hedge funds and other institutional investors have recently bought and sold shares of the stock. HFM Investment Advisors LLC lifted its stake in shares of Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after purchasing an additional 96 shares during the period. Basepoint Wealth LLC acquired a new stake in Oracle during the fourth quarter valued at $26,000. FSA Wealth Management LLC acquired a new stake in Oracle during the third quarter valued at $28,000. Osbon Capital Management LLC purchased a new position in Oracle in the fourth quarter valued at $28,000. Finally, Joseph Group Capital Management acquired a new position in shares of Oracle in the fourth quarter worth about $29,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Bank of America reinstated coverage and set a $200 price target (roughly +30% upside), citing Oracle’s AI/cloud opportunity — a bullish analyst call that can support buying interest. Bank of America Resets Oracle Price Target
• Positive Sentiment: Veritone signed a multi-year agreement to migrate its AI platform to Oracle Cloud Infrastructure (OCI), validating OCI demand from AI-native customers and potentially lifting cloud revenue/consumption. Veritone Announces Strategic Agreement with Oracle
• Positive Sentiment: Oracle signed a new 116,000 sq ft lease in Nashville to expand office capacity to ~2,000 seats — a sign of hiring and on‑the‑ground investment that supports long‑term cloud/engineering growth. Oracle Scales Up Nashville Offices
• Neutral Sentiment: Oracle Executive Chairman Larry Ellison was named to the new presidential tech advisory committee — positive for regulatory/policy access but neutral near term for revenues. Trump Appoints 13 Tech Leaders to Emerging Technologies Advisory Committee
• Negative Sentiment: Multiple law firms have filed or announced investor alerts and class actions alleging misstatements about AI/data center capex and disclosures, with April 6 lead-plaintiff deadlines — litigation risk and potential settlements could pressure the stock. Class Action Deadline Notice
• Negative Sentiment: An article reports ORCL price-target cuts/concerns over revenue conversion and near-term margin/capex tradeoffs tied to AI infrastructure — a catalyst for analyst downgrades and selling pressure. Oracle Price Target Lowered on Revenue Conversion Concerns
• Negative Sentiment: Market context: U.S. futures fell and Oracle underperformed peers in recent sessions, increasing downside sensitivity to macro headlines and sector rotation. Market Futures Drop / Oracle in Focus

Oracle Company Profile

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle’s product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.