What is Scotiabank’s Estimate for Oracle FY2026 Earnings?

Oracle Corporation (NYSE:ORCL) – Scotiabank lifted their FY2026 EPS estimates for Oracle in a research note issued to investors on Thursday, March 12th. Scotiabank analyst P. Colville now forecasts that the enterprise software provider will post earnings per share of $6.12 for the year, up from their prior forecast of $6.02. Scotiabank currently has a “Sector Outperform” rating and a $215.00 price objective 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 issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping the consensus estimate of $1.71 by $0.08. The firm had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business’s revenue for the quarter was up 21.7% compared to the same quarter last year. During the same period in the prior year, the business posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS.

Several other research firms also recently weighed in on ORCL. Morgan Stanley dropped their target price on Oracle from $320.00 to $213.00 and set an “equal weight” rating for the company in a research report on Friday, January 23rd. Robert W. Baird dropped their price objective on shares of Oracle from $300.00 to $200.00 and set an “outperform” rating for the company in a report on Tuesday, March 10th. Cantor Fitzgerald reiterated an “overweight” rating and set a $229.00 target price on shares of Oracle in a report on Wednesday, March 11th. Mizuho set a $400.00 price target on shares of Oracle in a research note on Monday, December 15th. Finally, Jefferies Financial Group cut their price objective on Oracle from $400.00 to $320.00 and set a “buy” rating on the stock in a research report on Thursday, March 5th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $268.06.

Oracle Stock Down 2.6%

NYSE:ORCL opened at $155.08 on Monday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock has a market capitalization of $446.02 billion, a price-to-earnings ratio of 27.84, a price-to-earnings-growth ratio of 1.35 and a beta of 1.66. Oracle has a 52 week low of $118.86 and a 52 week high of $345.72. The stock’s fifty day moving average is $165.74 and its two-hundred day moving average is $217.83.

Oracle Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be given a $0.50 dividend. The ex-dividend date of this dividend 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 currently 35.91%.

Insider Activity

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle 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 sale, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at approximately $20,805,476.90. The trade was a 6.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the transaction, the insider owned 234,077 shares of the company’s stock, valued at approximately $46,087,420.53. The trade was a 6.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 72,223 shares of company stock valued at $13,689,064 over the last quarter. Company insiders own 40.90% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Swiss National Bank raised its position in Oracle by 7.6% in the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock worth $1,113,526,000 after acquiring an additional 360,000 shares in the last quarter. Patton Fund Management Inc. boosted its position in shares of Oracle by 626.1% during the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock worth $3,245,000 after purchasing an additional 9,948 shares in the last quarter. Meeder Advisory Services Inc. grew its stake in shares of Oracle by 8.4% during the 3rd quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider’s stock worth $11,516,000 after purchasing an additional 3,184 shares during the period. Decker Retirement Planning Inc. acquired a new position in shares of Oracle during the 3rd quarter worth $689,000. Finally, J.W. Cole Advisors Inc. increased its holdings in shares of Oracle by 59.8% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 68,174 shares of the enterprise software provider’s stock valued at $14,905,000 after purchasing an additional 25,510 shares in the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Q3 beat and AI/cloud traction — Oracle reported stronger‑than‑expected revenue and record cloud dollar‑adds, and raised longer‑term revenue guidance, underpinning the bull case that AI demand will sustain growth. Oracle capitalizes on AI demand with record Cloud dollar adds
• Positive Sentiment: Analyst upgrades / high conviction calls — Several firms (including JPMorgan) upgraded or reiterated bullish views after the print, and Guggenheim highlighted a potential future free‑cash‑flow “waterfall” scenario. These endorsements support further upside if execution continues. JPMorgan Chase & Co. Upgrades Oracle (NYSE:ORCL) to Overweight
• Neutral Sentiment: TikTok stake and strategic investments — Filings disclosed a ~$2.2B stake in the restructured TikTok US JV (15%); strategic for content/data relationships but capital‑intensive and not an immediate earnings driver. Oracle Reveals $2.2 Billion Investment In TikTok’s US Business
• Neutral Sentiment: AI infrastructure narrative remains a key theme — Multiple strategy pieces argue Oracle is well‑positioned as an AI infrastructure play, but those gains are contingent on durable monetization and margin expansion. Oracle: The AI Darkhorse?
• Negative Sentiment: Rising litigation risk — Multiple law firms have filed/class notices alleging disclosure issues around data‑center capabilities and capex; ongoing suits increase legal uncertainty and could weigh on sentiment. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz
• Negative Sentiment: Restructuring and extra charges — The WSJ reports Oracle set aside an additional $500M for restructuring and exit costs tied to job cuts as it scales AI infrastructure, a near‑term drag on cash flow. Oracle Allocates Extra $500 Million to Cover Restructuring Costs
• Negative Sentiment: Mixed analyst positioning and price‑target cuts — While some firms raised targets, others (Baird, TD Cowen, Stifel and others) trimmed price targets citing valuation and model updates — adding to short‑term volatility. Baird Lowers PT on Oracle (ORCL)

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.