Scotiabank Has Strong Estimate for Oracle FY2027 Earnings

Oracle Corporation (NYSE:ORCL) – Equities researchers at Scotiabank increased their FY2027 earnings per share (EPS) estimates for shares of Oracle in a report released on Thursday, September 17th. Scotiabank analyst P. Colville now expects that the enterprise software provider will post earnings per share of $6.73 for the year, up from their prior forecast of $6.49. Scotiabank has a “Sector Outperform” rating and a $215.00 price target on the stock. The consensus estimate for Oracle’s current full-year earnings is $6.67 per share.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share for the quarter, beating the consensus estimate of $1.74 by $0.18. Oracle had a return on equity of 48.85% and a net margin of 26.36%.The business had revenue of $19.34 billion for the quarter, compared to the consensus estimate of $19.13 billion. During the same quarter in the previous year, the business earned $1.47 EPS. The company’s quarterly revenue was up 29.6% compared to the same quarter last year. Oracle has set its Q2 2027 guidance at 1.850-1.930 EPS and its FY 2027 guidance at 8.100-8.100 EPS.

A number of other equities analysts have also issued reports on the stock. Morgan Stanley raised their price target on shares of Oracle from $207.00 to $210.00 and gave the stock an “equal weight” rating in a research report on Friday, September 4th. UBS Group upped their price objective on shares of Oracle from $245.00 to $250.00 and gave the company a “buy” rating in a report on Friday, September 11th. Jefferies Financial Group cut their price objective on shares of Oracle from $320.00 to $290.00 and set a “buy” rating on the stock in a research note on Wednesday, September 2nd. Freedom Broker reduced their target price on shares of Oracle from $210.00 to $205.00 and set a “buy” rating for the company in a report on Monday, September 14th. Finally, Oppenheimer reaffirmed an “outperform” rating on shares of Oracle in a report on Tuesday, September 8th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $252.58.

Oracle Trading Up 0.4%

Oracle stock opened at $149.12 on Monday. The stock has a 50-day moving average price of $142.15 and a 200 day moving average price of $160.41. The company has a market capitalization of $450.90 billion, a price-to-earnings ratio of 23.37, a price-to-earnings-growth ratio of 1.06 and a beta of 1.74. Oracle has a 52 week low of $114.50 and a 52 week high of $325.00. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 1.89.

Institutional Investors Weigh In On Oracle

Large investors have recently bought and sold shares of the company. Premier Financial Group purchased a new position in shares of Oracle in the second quarter valued at approximately $101,000. Security National Bank of Sioux City Iowa IA boosted its stake in shares of Oracle by 42.1% in the second quarter. Security National Bank of Sioux City Iowa IA now owns 31,833 shares of the enterprise software provider’s stock worth $4,665,000 after acquiring an additional 9,424 shares during the last quarter. Bullseye Investment Management LLC purchased a new stake in shares of Oracle during the second quarter worth approximately $1,676,000. Bouchey Financial Group Ltd. acquired a new position in Oracle in the 2nd quarter valued at $229,000. Finally, Capstone Financial Advisors Inc. raised its stake in Oracle by 3.6% in the 2nd quarter. Capstone Financial Advisors Inc. now owns 1,809 shares of the enterprise software provider’s stock valued at $265,000 after purchasing an additional 63 shares during the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Michael Sicilia sold 10,882 shares of the business’s stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $139.94, for a total value of $1,522,827.08. Following the completion of the sale, the chief executive officer owned 149,084 shares of the company’s stock, valued at approximately $20,862,814.96. The trade was a 6.80% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Oracle Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 23rd. Shareholders of record on Friday, October 9th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Friday, October 9th. Oracle’s dividend payout ratio (DPR) is presently 31.35%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle expanded its life-sciences offering through a partnership with Wipro to provide end-to-end pharmacovigilance and drug-safety services. The deal could support Oracle’s healthcare software growth and deepen its relationships with pharmaceutical customers. Oracle Partners with Wipro to Strengthen End-to-End Pharmacovigilance Services
• Positive Sentiment: Oracle was named a leader in the 2026 Gartner Magic Quadrant for enterprise human-capital-management software for the 11th consecutive year. It was also recognized as a leader by IDC for life-sciences research and real-world-data platforms, reinforcing the strength of its enterprise software franchise. Oracle Named a Leader in the 2026 Gartner Magic Quadrant
• Positive Sentiment: Oracle’s reported $664 billion backlog and 121% cloud growth continue to attract bullish commentary. The company is also reportedly purchasing 50,000 AMD accelerators for Oracle Cloud Infrastructure, highlighting strong expected AI-compute demand. Oracle Gains While $664 Billion Backlog Tests Capital Discipline
• Neutral Sentiment: Jim Cramer and other market commentators are highlighting Oracle as an AI-infrastructure opportunity. These endorsements may improve sentiment, but they do not change Oracle’s earnings or cash-flow outlook. Jim Cramer Sends Strong Signal to Oracle Stock Investors
• Negative Sentiment: Reports of more than 500 layoffs in Oracle’s cloud infrastructure division, particularly among engineers, developers, managers, and data-center staff, raise questions about execution and whether cost reductions reflect operational pressure. Oracle Cloud Layoffs
• Negative Sentiment: Investors remain concerned about roughly $18 billion in data-center debt, negative free cash flow, and potential equity issuance needed to fund the AI buildout. Oracle’s heavy capital requirements could dilute shareholders and delay the conversion of its backlog into profits. Oracle Investors Weigh Wipro Deal Against Debt Stress

About Oracle

Oracle Corporation is a global enterprise technology company that develops and provides database software, cloud infrastructure, business applications and related technology services. Its offerings help organizations manage data, run applications, support business operations and build technology environments across on-premises, hybrid and cloud-based settings.

The company’s products include Oracle Database, MySQL, Java, Oracle Cloud Infrastructure and a broad portfolio of cloud applications for enterprise resource planning, financial management, human resources, supply chain management, customer experience and industry-specific operations.