Oracle FY2026 EPS Estimate Reduced by Cantor Fitzgerald

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

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

A number of other equities research analysts also recently commented on ORCL. BNP Paribas set a $377.00 target price on Oracle in a research report on Wednesday. JPMorgan Chase & Co. raised their price objective on Oracle from $185.00 to $210.00 and gave the stock a “neutral” rating in a research report on Monday. UBS Group set a $300.00 price objective on shares of Oracle in a report on Wednesday. TD Cowen increased their target price on shares of Oracle from $325.00 to $375.00 and gave the stock a “buy” rating in a research note on Wednesday. Finally, Melius Research lifted their price target on shares of Oracle from $270.00 to $370.00 and gave the company a “buy” rating in a research report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $296.84.

Oracle Trading Down 6.3%

ORCL opened at $307.64 on Friday. The stock has a market capitalization of $864.11 billion, a PE ratio of 71.21, a P/E/G ratio of 4.91 and a beta of 1.46. 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 quick ratio of 0.75 and a current ratio of 0.62. The business’s 50 day moving average price is $243.59 and its 200 day moving average price is $189.52.

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 23rd. Stockholders of record on Thursday, October 9th will be given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, October 9th. Oracle’s dividend payout ratio is currently 46.08%.

Insiders Place Their Bets

In other news, EVP Maria Smith sold 10,000 shares of the firm’s stock in a transaction that occurred on Thursday, July 3rd. The shares were sold at an average price of $232.99, for a total value of $2,329,900.00. Following the completion of the transaction, the executive vice president owned 40,807 shares of the company’s stock, valued at approximately $9,507,622.93. This trade represents a 19.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Clayton M. Magouyrk sold 15,000 shares of Oracle stock in a transaction that occurred on Tuesday, June 17th. The shares were sold at an average price of $214.10, for a total transaction of $3,211,500.00. Following the completion of the transaction, the insider owned 60,722 shares of the company’s stock, valued at $13,000,580.20. This trade represents a 19.81% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 44,183 shares of company stock valued at $10,353,198. 42.20% of the stock is owned by company insiders.

Institutional Trading of Oracle

Large investors have recently modified their holdings of the stock. Redmont Wealth Advisors LLC acquired a new position in Oracle during the 1st quarter worth $27,000. Inlight Wealth Management LLC acquired a new stake in Oracle in the 1st quarter valued at about $28,000. Winnow Wealth LLC purchased a new position in shares of Oracle in the 2nd quarter valued at about $28,000. Iron Horse Wealth Management LLC grew its position in shares of Oracle by 284.9% during the first quarter. Iron Horse Wealth Management LLC now owns 204 shares of the enterprise software provider’s stock worth $29,000 after buying an additional 151 shares in the last quarter. Finally, Sunbeam Capital Management LLC acquired a new position in shares of Oracle during the fourth quarter worth about $30,000. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Company Profile

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.