Oracle Corporation (NYSE:ORCL) Receives Average Recommendation of “Moderate Buy” from Brokerages

Shares of Oracle Corporation (NYSE:ORCL) have received a consensus recommendation of “Moderate Buy” from the forty brokerages that are covering the stock, MarketBeat Ratings reports. One research analyst has rated the stock with a sell recommendation, nine have assigned a hold recommendation, twenty-seven have issued a buy recommendation and three have issued a strong buy recommendation on the company. The average 12-month price objective among brokerages that have updated their coverage on the stock in the last year is $265.7714.

ORCL has been the subject of several analyst reports. Barclays reduced their price target on shares of Oracle from $310.00 to $230.00 and set an “overweight” rating for the company in a report on Monday, March 9th. KeyCorp cut their price objective on shares of Oracle from $350.00 to $300.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. Citigroup boosted their target price on shares of Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a research note on Thursday, March 12th. 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 report on Wednesday, March 11th. Finally, TD Cowen dropped their price target on shares of Oracle from $350.00 to $250.00 and set a “buy” rating on the stock in a research note on Friday, March 6th.

Insider Activity at Oracle

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’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 sale, the chief executive officer directly owned 134,030 shares in the company, valued at $20,805,476.90. This trade represents a 6.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of Oracle stock in a transaction on Thursday, January 15th. The shares were 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 in the company, valued at $6,555,709.82. The trade was a 50.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 60,000 shares of company stock worth $11,326,800 in the last three months. 40.90% of the stock is owned by company insiders.

Institutional Investors Weigh In On Oracle

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

Oracle Trading Up 3.1%

Shares of NYSE ORCL opened at $154.26 on Tuesday. The company has a market cap of $443.67 billion, a price-to-earnings ratio of 27.70, a price-to-earnings-growth ratio of 1.29 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. The stock’s 50 day simple moving average is $160.75 and its 200 day simple moving average is $214.72.

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 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 the consensus estimate of $16.91 billion. During the same period in the prior year, the business earned $1.47 EPS. The firm’s revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts expect that Oracle will post 5 EPS for the current year.

Oracle Announces Dividend

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

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Market tailwind: easing Middle East tensions and a temporary ceasefire drove a bounce in cloud names, cited as the main near-term reason Oracle shares rose today. This is the most direct driver of the intraday move. Why Is Oracle Trading Higher Monday?
• Positive Sentiment: Product & platform momentum: Oracle’s push in hospitality cloud (OPERA Cloud wins, Simphony upgrades) and a reported $553B backlog point to durable SaaS/cloud revenue growth ahead. That supports the company’s long-term SaaS transition thesis. Oracle Hospitality Push Highlights Cloud Expansion: What’s Ahead?
• Positive Sentiment: Developer & AI enablement: Oracle unveiled Java 26 with AI and cryptographic features, reinforcing its developer platform strategy and potential to capture AI-related demand — a positive for long-term cloud and middleware adoption. Oracle unveils Java 26 with AI and cryptographic functionality for developers
• Neutral Sentiment: Analyst tone mixed: Mizuho called Oracle’s quarter “clean” and kept an Outperform rating but trimmed its price target from $400 to $320 — a reminder analysts see solid execution but are tempering near-term upside expectations. Oracle Delivered A “clean” Third Quarter, Says Mizuho
• Neutral Sentiment: Market commentary: coverage noting whether Oracle’s large backlog is a “gold mine or mirage” and pieces discussing AI market valuation dynamics add mixed sentiment but are not immediate catalysts. Oracle’s $553 Billion Backlog Is Either a Gold Mine or a Mirage
• Negative Sentiment: Legal risk surge: multiple law firms have filed or solicited plaintiffs in securities class actions covering the June 12–Dec 16, 2025 period and are urging investors to act — including an April 6 lead-plaintiff deadline — creating litigation overhang and potential liability exposure. ROSEN Encourages Oracle Investors to Secure Counsel
• Negative Sentiment: Debt/offering probe: the Schall Law Firm announced an investigation into Oracle’s senior notes offering (alleged misstatements/omissions tied to the shelf registration), adding a distinct regulatory/investigative risk beyond the equity class actions. ORCL Investors Have Opportunity to Join Fraud Investigation

Oracle Company Profile

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.