FY2026 EPS Estimates for Oracle Cut by Cantor Fitzgerald

Oracle Corporation (NYSE:ORCL) – Equities researchers at Cantor Fitzgerald cut their FY2026 earnings estimates for Oracle in a research note issued to investors on Wednesday, September 10th. Cantor Fitzgerald analyst T. Blakey now expects that the enterprise software provider will earn $5.31 per share for the year, down from their previous estimate of $5.51. Cantor Fitzgerald currently has a “Overweight” rating and a $400.00 price target on the stock. The consensus estimate for Oracle’s current full-year earnings is $5.00 per share.

A number of other research analysts have also recently commented on ORCL. Wolfe Research increased their price target on shares of Oracle from $300.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday. Guggenheim raised their price target on Oracle from $250.00 to $375.00 and gave the stock a “buy” rating in a research note on Wednesday. Cowen reiterated a “buy” rating and issued a $375.00 price objective on shares of Oracle in a report on Wednesday. Loop Capital set a $135.00 price objective on Oracle in a report on Tuesday, June 10th. Finally, DA Davidson raised their price target on Oracle from $220.00 to $300.00 and gave the company a “neutral” rating in a report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $296.84.

Oracle Stock Down 5.1%

Shares of NYSE ORCL opened at $292.07 on Friday. Oracle has a one year low of $118.86 and a one year high of $345.72. The company has a debt-to-equity ratio of 3.33, a current ratio of 0.62 and a quick ratio of 0.75. The firm’s 50 day simple moving average is $244.69 and its two-hundred day simple moving average is $190.37. The stock has a market capitalization of $829.98 billion, a P/E ratio of 67.61, a PEG ratio of 4.10 and a beta of 1.46.

Oracle (NYSE:ORCL) last posted its quarterly earnings data on Wednesday, June 11th. The enterprise software provider reported $1.70 earnings per share for the quarter, topping the consensus estimate of $1.64 by $0.06. The company had revenue of $15.90 billion for the quarter, compared to analysts’ expectations of $15.58 billion. Oracle had a net margin of 21.08% and a return on equity of 72.93%. Oracle’s revenue for the quarter was up 11.3% compared to the same quarter last year. During the same period in the prior year, the business earned $1.63 earnings per share.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 23rd. Shareholders of record on Thursday, October 9th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, October 9th. Oracle’s dividend payout ratio (DPR) is presently 46.08%.

Insider Buying and Selling

In other news, Director Naomi O. Seligman sold 3,303 shares of the firm’s stock in a transaction that occurred on Wednesday, July 16th. The stock was sold at an average price of $233.32, for a total value of $770,655.96. Following the transaction, the director owned 31,447 shares in the company, valued at $7,337,214.04. This trade represents a 9.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Michael D. Sicilia sold 15,880 shares of the firm’s stock in a transaction that occurred on Tuesday, August 5th. The shares were sold at an average price of $254.48, for a total value of $4,041,142.40. Following the completion of the transaction, the insider owned 99,212 shares in the company, valued at approximately $25,247,469.76. This trade represents a 13.80% decrease in their position. The disclosure for this sale can be found here. Insiders sold 44,183 shares of company stock valued at $10,353,198 in the last 90 days. Corporate insiders own 42.20% of the company’s stock.

Hedge Funds Weigh In On Oracle

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in shares of Oracle by 2.1% in the second quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider’s stock valued at $35,916,290,000 after acquiring an additional 3,353,461 shares in the last quarter. State Street Corp increased its holdings in shares of Oracle by 1.7% in the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider’s stock valued at $16,060,427,000 after purchasing an additional 1,252,723 shares during the last quarter. Northern Trust Corp increased its holdings in shares of Oracle by 0.6% in the first quarter. Northern Trust Corp now owns 19,741,423 shares of the enterprise software provider’s stock valued at $2,760,048,000 after purchasing an additional 120,889 shares during the last quarter. Norges Bank acquired a new stake in shares of Oracle in the second quarter valued at approximately $4,275,378,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Oracle by 0.4% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 13,884,524 shares of the enterprise software provider’s stock valued at $1,941,195,000 after purchasing an additional 59,164 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

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.