Oracle FY2026 EPS Forecast Increased by Erste Group Bank

Oracle Corporation (NYSE:ORCL) – Investment analysts at Erste Group Bank increased their FY2026 earnings per share (EPS) estimates for Oracle in a research report issued to clients and investors on Tuesday, March 24th. Erste Group Bank analyst H. Engel now anticipates that the enterprise software provider will earn $6.14 per share for the year, up from their prior 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 EPS for the quarter, beating 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 business had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. During the same period in the previous year, the business earned $1.47 earnings per share. The business’s revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS.

ORCL has been the topic of several other reports. Guggenheim reaffirmed a “buy” rating and set a $400.00 price objective on shares of Oracle in a report on Friday, March 13th. Deutsche Bank Aktiengesellschaft reduced their price target on shares of Oracle from $375.00 to $300.00 and set a “buy” rating for the company in a research report on Monday, March 9th. Sanford C. Bernstein set a $313.00 price target on shares of Oracle in a research note on Monday, February 9th. Monness Crespi & Hardt reiterated a “hold” rating on shares of Oracle in a research note on Wednesday, March 11th. Finally, JPMorgan Chase & Co. raised Oracle from a “neutral” rating to an “overweight” rating and reduced their target price for the company from $230.00 to $210.00 in a report on Wednesday, March 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $262.91.

Oracle Price Performance

Oracle stock opened at $142.74 on Friday. The stock has a market capitalization of $410.52 billion, a P/E ratio of 25.63, a P/E/G ratio of 1.40 and a beta of 1.66. The company’s fifty day moving average price is $157.75 and its 200 day moving average price is $213.15. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. Oracle has a 1 year low of $118.86 and a 1 year high of $345.72.

Institutional Trading of Oracle

Large investors have recently added to or reduced their stakes in the stock. HFM Investment Advisors LLC boosted its position in shares of Oracle by 290.9% during the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after acquiring an additional 96 shares during the last quarter. Basepoint Wealth LLC acquired a new stake in Oracle during the fourth quarter worth about $26,000. FSA Wealth Management LLC purchased a new position in Oracle during the third quarter worth about $28,000. Osbon Capital Management LLC purchased a new position in Oracle during the fourth quarter worth about $28,000. Finally, Joseph Group Capital Management acquired a new position in Oracle in the 4th quarter valued at about $29,000. 42.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions 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 shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the transaction, the executive vice president directly owned 33,638 shares of the company’s stock, valued at $6,555,709.82. This trade represents a 50.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’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 owned 134,030 shares in the company, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 40.90% of the stock is currently owned by corporate insiders.

Oracle Dividend Announcement

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 paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle’s dividend payout ratio is currently 35.91%.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Bank of America reinstated coverage and set a $200 price target (roughly +30% upside), citing Oracle’s AI/cloud opportunity — a bullish analyst call that can support buying interest. Bank of America Resets Oracle Price Target
• Positive Sentiment: Veritone signed a multi-year agreement to migrate its AI platform to Oracle Cloud Infrastructure (OCI), validating OCI demand from AI-native customers and potentially lifting cloud revenue/consumption. Veritone Announces Strategic Agreement with Oracle
• Positive Sentiment: Oracle signed a new 116,000 sq ft lease in Nashville to expand office capacity to ~2,000 seats — a sign of hiring and on‑the‑ground investment that supports long‑term cloud/engineering growth. Oracle Scales Up Nashville Offices
• Neutral Sentiment: Oracle Executive Chairman Larry Ellison was named to the new presidential tech advisory committee — positive for regulatory/policy access but neutral near term for revenues. Trump Appoints 13 Tech Leaders to Emerging Technologies Advisory Committee
• Negative Sentiment: Multiple law firms have filed or announced investor alerts and class actions alleging misstatements about AI/data center capex and disclosures, with April 6 lead-plaintiff deadlines — litigation risk and potential settlements could pressure the stock. Class Action Deadline Notice
• Negative Sentiment: An article reports ORCL price-target cuts/concerns over revenue conversion and near-term margin/capex tradeoffs tied to AI infrastructure — a catalyst for analyst downgrades and selling pressure. Oracle Price Target Lowered on Revenue Conversion Concerns
• Negative Sentiment: Market context: U.S. futures fell and Oracle underperformed peers in recent sessions, increasing downside sensitivity to macro headlines and sector rotation. Market Futures Drop / Oracle in Focus

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.