FY2026 EPS Estimates for Oracle Lifted by Erste Group Bank

Oracle Corporation (NYSE:ORCL) – Stock analysts at Erste Group Bank increased their FY2026 EPS estimates for Oracle in a research report issued on Tuesday, March 24th. Erste Group Bank analyst H. Engel now expects that the enterprise software provider will earn $6.14 per share for the year, up from their previous estimate of $6.01. The consensus estimate for Oracle’s current full-year earnings is $5.00 per share. Erste Group Bank also issued estimates for Oracle’s FY2027 earnings at $6.32 EPS.

Oracle (NYSE:ORCL) last posted its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The firm had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. During the same quarter last year, the firm earned $1.47 EPS. The business’s quarterly revenue was up 21.7% on a year-over-year basis. 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 price target on Oracle from $320.00 to $213.00 and set an “equal weight” rating on the stock in a research note on Friday, January 23rd. Monness Crespi & Hardt reaffirmed a “hold” rating on shares of Oracle in a report on Wednesday, March 11th. Wells Fargo & Company started coverage on Oracle in a research report on Wednesday, December 3rd. They issued an “overweight” rating and a $280.00 target price on the stock. Oppenheimer increased their price target on shares of Oracle from $185.00 to $210.00 and gave the stock an “outperform” rating in a report on Wednesday, March 11th. Finally, Melius Research set a $160.00 price target on shares of Oracle in a research report on Monday, February 9th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $262.91.

Oracle Trading Down 2.0%

NYSE ORCL opened at $139.89 on Friday. The company has a fifty day simple moving average of $156.72 and a two-hundred day simple moving average of $212.46. The stock has a market cap of $402.33 billion, a P/E ratio of 25.12, a P/E/G ratio of 1.37 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 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66.

Oracle Dividend Announcement

The company also recently announced 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. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle’s payout ratio is 35.91%.

Insider Buying and Selling at Oracle

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $194.89, for a total value of $6,821,150.00. Following the sale, the executive vice president directly owned 33,638 shares of the company’s stock, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction that occurred on 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 transaction, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 40.90% of the company’s stock.

Institutional Investors Weigh In On Oracle

Several institutional investors and hedge funds have recently added to or reduced their stakes in ORCL. Patton Fund Management Inc. lifted its position in Oracle by 626.1% in the third quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock valued at $3,245,000 after buying an additional 9,948 shares during the last quarter. Meeder Advisory Services Inc. increased its position in shares of Oracle by 8.4% during the third quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider’s stock valued at $11,516,000 after acquiring an additional 3,184 shares during the last quarter. Decker Retirement Planning Inc. purchased a new stake in shares of Oracle in the 3rd quarter valued at approximately $689,000. Xponance Inc. lifted its holdings in shares of Oracle by 1.8% in the 3rd quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock worth $114,336,000 after acquiring an additional 7,320 shares during the last quarter. Finally, Stonegate Investment Group LLC lifted its holdings in shares of Oracle by 3.2% in the 3rd quarter. Stonegate Investment Group LLC now owns 99,400 shares of the enterprise software provider’s stock worth $27,955,000 after acquiring an additional 3,065 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud and AI momentum is being highlighted versus peers — strong cloud growth, a reported $553 billion backlog and a renewed AI push underpin a longer-term commercial thesis for OCI and enterprise AI demand. Oracle vs. Alibaba: Which Cloud & AI Giant Has an Edge Right Now?
• Positive Sentiment: Bank of America’s bullish note argues there’s more upside from current levels (they outline why ORCL could gain materially), which supports a potential rebound narrative for investors focused on earnings execution and cloud monetization. Bank of America Says Oracle Stock Can Gain More Than 30% from Here. Why?
• Positive Sentiment: Oracle picked up a strategic customer win as Veritone said it will migrate AI workloads to Oracle Cloud Infrastructure — a revenue/validation signal for OCI in enterprise AI workloads. Veritone Announces Strategic Agreement with Oracle to Accelerate Enterprise AI and AI Data Economy
• Positive Sentiment: Oracle is expanding physical capacity (116K sq ft lease in Nashville) to support hiring and cloud/engineering growth, signaling continued investment in scale for enterprise AI infrastructure. Oracle Scales Up Nashville Offices to Support Rapid Growth
• Neutral Sentiment: Analyst model tweaks are mixed: Erste Group nudged FY2026 estimates up slightly while trimming FY2027 modestly — signals that forecasts are being re-worked but not yet showing large consensus dislocation. Oracle Analyst Estimate Updates (Erste Group)
• Neutral Sentiment: Market commentary questions whether Oracle is an AI beneficiary or an early casualty of the AI hype cycle; articles stress that upcoming execution (June earnings) will determine if the pullback is a reset or a broader re-rating. Is Oracle the First of the AI Bubbles to Pop?
• Negative Sentiment: Credit markets are signaling rising concern — Oracle’s credit-default-swap (CDS) prices are approaching record highs, implying higher perceived default/credit risk which can pressure institutional holders and debt-sensitive valuation. Oracle’s Credit Default Swap Prices Near Record High Levels
• Negative Sentiment: Multiple securities-class-action filings and law-firm notices (deadlines in early April) add legal overhang and potential settlement risk tied to alleged disclosures around AI infrastructure spending and capital plans. This is a material headline risk while litigations proceed. ROSEN: Oracle Investors Should Secure Counsel Before April 6 Deadline
• Negative Sentiment: Price-target cuts and notes warning about revenue conversion and heavy capex have appeared, increasing near-term downside risk as investors re-price growth vs. capital intensity. Oracle (ORCL) price target decreased by 10.70% to 255.41

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.