Scotiabank Comments on Oracle’s FY2026 Earnings (NYSE:ORCL)

Oracle Corporation (NYSE:ORCL) – Analysts at Scotiabank raised their FY2026 earnings per share estimates for shares of Oracle in a research note issued on Thursday, March 12th. Scotiabank analyst P. Colville now anticipates that the enterprise software provider will earn $6.12 per share for the year, up from their previous estimate of $6.02. Scotiabank currently has a “Sector Outperform” rating and a $215.00 target price on the stock. The consensus estimate for Oracle’s current full-year earnings is $5.00 per share. Scotiabank also issued estimates for Oracle’s FY2027 earnings at $6.42 EPS.

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

A number of other brokerages have also recently issued reports on ORCL. Morgan Stanley lowered their price target on shares of Oracle from $320.00 to $213.00 and set an “equal weight” rating for the company in a research report on Friday, January 23rd. Citizens Jmp cut their price objective on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating on the stock in a report on Thursday, February 5th. BMO Capital Markets decreased their target price on shares of Oracle from $205.00 to $200.00 and set an “outperform” rating for the company in a research note on Wednesday, March 11th. Jefferies Financial Group dropped their price target on Oracle from $400.00 to $320.00 and set a “buy” rating on the stock in a research report on Thursday, March 5th. Finally, Sanford C. Bernstein set a $313.00 price target on Oracle in a research note on Monday, February 9th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Oracle currently has a consensus rating of “Moderate Buy” and an average price target of $265.77.

Oracle Stock Performance

Shares of ORCL stock opened at $155.97 on Monday. The company’s fifty day moving average price is $165.00 and its 200-day moving average price is $217.24. The stock has a market cap of $448.58 billion, a PE ratio of 28.00, a price-to-earnings-growth ratio of 1.35 and a beta of 1.66. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle has a 12 month low of $118.86 and a 12 month high of $345.72.

Institutional Investors Weigh In On Oracle

Several institutional investors have recently modified their holdings of ORCL. Kampmann Melissa S. boosted its stake in shares of Oracle by 0.3% in the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock worth $3,350,000 after buying an additional 35 shares during the last quarter. McLean Asset Management Corp grew its holdings in shares of Oracle by 0.7% in the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock worth $1,551,000 after acquiring an additional 36 shares during the period. Mine & Arao Wealth Creation & Management LLC. lifted its holdings in Oracle by 0.7% in the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock valued at $1,485,000 after acquiring an additional 36 shares during the period. Voisard Asset Management Group Inc. boosted its position in Oracle by 3.4% in the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock worth $317,000 after purchasing an additional 37 shares during the last quarter. Finally, Avion Wealth grew its stake in shares of Oracle by 16.6% during the 3rd quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock valued at $73,000 after purchasing an additional 37 shares during the period. 42.44% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the sale, the executive vice president directly owned 33,638 shares in the company, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Naomi O. Seligman sold 2,223 shares of Oracle stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the sale, the director directly owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. The trade was a 7.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 72,223 shares of company stock worth $13,689,064 over the last three months. 40.90% of the stock is currently owned by insiders.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be issued a dividend of $0.50 per share. The ex-dividend date is Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. Oracle’s dividend payout ratio is presently 35.91%.

Oracle News Summary

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Q3 results and AI backlog surprised to the upside — revenue and EPS beat, cloud growth accelerated, and remaining performance obligations (RPO) ballooned, supporting a bullish growth narrative for Oracle’s cloud/AI infrastructure. Oracle Stock (ORCL) Opinions on Q3 Earnings Beat
• Positive Sentiment: Analysts and press highlight AI deal momentum and OCI data‑center traction as easing earlier worries about demand — this underpins upside expectations even after recent sell‑offs. Oracle Concerns Ease as AI Deals Support Outlook
• Positive Sentiment: Several bullish analyst notes and high price targets remain (median targets well above current levels), keeping institutional narratives focused on long‑term AI/capacity opportunity. Oracle: Pros And Cons Of Buying Now After The Q3 Double Beat
• Neutral Sentiment: Mizuho lowered its price target from $400 to $320 but kept an outperform stance — still bullish, though less aggressive than before. Mizuho PT Lowered to $320
• Neutral Sentiment: Coverage shows mixed positioning among institutions and hedge funds (some big buyers, some large sellers), suggesting differentiated conviction across investors rather than a uniform trend. Oracle Stock (ORCL) Opinions on Q3 Earnings Beat
• Negative Sentiment: Multiple securities‑fraud class actions have been filed alleging material misstatements about data-center AI capabilities and capex; law firms are soliciting lead plaintiffs with an April 6, 2026 deadline — this adds legal risk and potential settlement/cost uncertainty. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP
• Negative Sentiment: Capital intensity is high — large capex and recent debt/preferred financings could pressure free cash flow (analyst notes flag a meaningful FCF hit), which is a headwind for valuation if spending outpaces monetization. Oracle: A Trade-Off Between Growth And Quality
• Negative Sentiment: Recent analyst price‑target cuts from some firms (e.g., Stifel trimmed its PT to $220 from $275 while keeping a Buy) reflect concern about capex and margin tradeoffs — these cuts can cap near‑term upside. Stifel Cuts PT on Oracle Corporation (ORCL)
• Negative Sentiment: Significant insider selling activity has been reported (numerous sales, few/no buys), which investors may view as a negative signal on near‑term insider conviction. Oracle Stock (ORCL) Opinions on Q3 Earnings Beat

About Oracle

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.