Oracle (ORCL) Expected to Announce Earnings on Monday

Oracle (NYSE:ORCL) is expected to post its Q3 2026 results before the market opens on Monday, March 9th. Analysts expect the company to announce earnings of $1.71 per share and revenue of $16.9056 billion for the quarter. Investors can find conference call details on the company’s upcoming Q3 2026 earning report page for the latest details on the call scheduled for Tuesday, March 10, 2026 at 4:00 PM ET.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.64 by $0.62. The company had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. The company’s quarterly revenue was up 14.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.47 earnings per share. On average, analysts expect Oracle to post $5 EPS for the current fiscal year and $6 EPS for the next fiscal year.

Oracle Stock Down 3.5%

ORCL opened at $145.09 on Monday. The company has a 50 day moving average of $174.27 and a 200 day moving average of $223.81. The company has a market cap of $416.87 billion, a PE ratio of 27.27, a price-to-earnings-growth ratio of 1.27 and a beta of 1.66. Oracle has a 12 month low of $118.86 and a 12 month high of $345.72. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt-to-equity ratio of 3.28.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s dividend payout ratio (DPR) is presently 37.59%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on ORCL shares. Royal Bank Of Canada reiterated a “sector perform” rating on shares of Oracle in a research report on Monday, February 2nd. Melius Research set a $160.00 target price on Oracle in a research note on Monday, February 9th. Robert W. Baird reduced their target price on Oracle from $365.00 to $315.00 and set an “outperform” rating for the company in a report on Tuesday, November 18th. BMO Capital Markets lowered their price target on shares of Oracle from $270.00 to $205.00 and set an “outperform” rating on the stock in a report on Wednesday, February 4th. Finally, Citigroup reaffirmed a “market outperform” rating on shares of Oracle in a research note on Wednesday, December 17th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $287.94.

Insider Activity at Oracle

In other Oracle news, Director Naomi O. Seligman sold 2,223 shares of the firm’s stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total transaction of $437,064.03. Following the sale, the director owned 25,596 shares in the company, valued at $5,032,429.56. This trade represents a 7.99% 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, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $155.23, for a total value of $1,552,300.00. Following the sale, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at approximately $20,805,476.90. This trade represents a 6.94% 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 quarter. 40.90% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Oracle

Institutional investors and hedge funds have recently bought and sold shares of the stock. Schnieders Capital Management LLC. increased its holdings in shares of Oracle by 19.2% during the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider’s stock valued at $11,556,000 after acquiring an additional 8,530 shares in the last quarter. United Bank increased its stake in Oracle by 6.8% during the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider’s stock valued at $3,288,000 after purchasing an additional 963 shares in the last quarter. Brighton Jones LLC raised its holdings in Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after buying an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock worth $903,000 after buying an additional 404 shares in the last quarter. Finally, Sivia Capital Partners LLC grew its holdings in shares of Oracle by 21.5% during the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock valued at $951,000 after buying an additional 768 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oppenheimer upgraded ORCL to Outperform and set a $185 price target, citing strong long‑term EPS growth potential as Oracle’s cloud and AI investments start to show returns. Oppenheimer Raises Oracle (ORCL) to Outperform, Sees Strong Long-Term EPS Growth
• Positive Sentiment: Oracle extended and expanded its title partnership with Oracle Red Bull Racing in a multi‑year deal that spotlights Oracle Cloud and AI use cases (brand visibility and commercial validation of OCI for high‑performance AI workloads). Oracle Red Bull Racing Deal Puts AI Cloud Story In Spotlight
• Neutral Sentiment: Brokerage coverage remains generally constructive — consensus across analysts is around a “Moderate Buy,” reflecting mixed but overall cautious optimism. Oracle Corporation (NYSE:ORCL) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Negative Sentiment: Multiple law firms have filed or announced securities‑class‑action notices covering purchases from June 12, 2025 to December 16, 2025; investors face an April 6, 2026 deadline to seek lead‑plaintiff status — a legal overhang increasing litigation risk and potential costs. ROSEN, TOP RANKED GLOBAL INVESTOR COUNSEL, Encourages Oracle Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – ORCL
• Negative Sentiment: Additional firms (Kessler Topaz, Pomerantz, Gross, Robbins, Bronstein, etc.) have issued similar notices and filings, compounding the headline risk and keeping downside pressure on sentiment. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP: Investors Face April 6, 2026 Deadline
• Negative Sentiment: Analyst/commentary pieces flag risks from aggressive AI capex and overinvestment — headlines calling out “red flags” on spending and that results must show the spending is paying off could keep earnings‑growth expectations under scrutiny. 3 Red Flags Investors Should Consider Before Buying Oracle Stock

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.