William Blair Comments on Oracle Co.’s Q2 2025 Earnings (NYSE:ORCL)

Oracle Co. (NYSE:ORCL) – Investment analysts at William Blair lowered their Q2 2025 earnings per share estimates for shares of Oracle in a note issued to investors on Tuesday, September 10th. William Blair analyst S. Naji now forecasts that the enterprise software provider will earn $1.19 per share for the quarter, down from their previous forecast of $1.20. The consensus estimate for Oracle’s current full-year earnings is $5.02 per share. William Blair also issued estimates for Oracle’s Q1 2026 earnings at $1.37 EPS, Q2 2026 earnings at $1.49 EPS, Q3 2026 earnings at $1.59 EPS and Q4 2026 earnings at $1.83 EPS.

A number of other analysts have also issued reports on ORCL. BMO Capital Markets boosted their price target on Oracle from $160.00 to $173.00 and gave the company a “market perform” rating in a report on Tuesday. Jefferies Financial Group increased their price target on Oracle from $150.00 to $170.00 and gave the stock a “buy” rating in a research report on Tuesday. Guggenheim restated a “buy” rating and issued a $175.00 price objective on shares of Oracle in a report on Tuesday, June 25th. UBS Group increased their target price on shares of Oracle from $160.00 to $175.00 and gave the stock a “buy” rating in a report on Tuesday. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Oracle from $150.00 to $165.00 and gave the stock a “buy” rating in a research note on Monday, June 17th. Eleven investment analysts have rated the stock with a hold rating and nineteen have assigned a buy rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $158.68.

Oracle Price Performance

Shares of ORCL stock opened at $161.36 on Thursday. The company has a market capitalization of $444.69 billion, a P/E ratio of 43.49, a P/E/G ratio of 2.56 and a beta of 1.01. The company’s 50-day simple moving average is $139.50 and its two-hundred day simple moving average is $129.55. Oracle has a one year low of $99.26 and a one year high of $162.34. The company has a debt-to-equity ratio of 8.25, a current ratio of 0.71 and a quick ratio of 0.72.

Oracle (NYSE:ORCL) last issued its earnings results on Monday, September 9th. The enterprise software provider reported $1.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.33 by $0.06. The firm had revenue of $13.31 billion during the quarter, compared to analyst estimates of $13.23 billion. Oracle had a net margin of 19.76% and a return on equity of 223.01%. The business’s revenue was up 6.9% on a year-over-year basis. During the same period in the previous year, the firm earned $0.95 earnings per share.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 24th. Shareholders of record on Thursday, October 10th will be given a $0.40 dividend. The ex-dividend date of this dividend is Thursday, October 10th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.99%. Oracle’s dividend payout ratio (DPR) is currently 43.13%.

Insider Transactions at Oracle

In related news, Director Leon E. Panetta sold 15,000 shares of Oracle stock in a transaction dated Thursday, July 18th. The stock was sold at an average price of $137.89, for a total value of $2,068,350.00. Following the completion of the transaction, the director now owns 58,090 shares in the company, valued at approximately $8,010,030.10. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. In related news, Director Leon E. Panetta sold 15,000 shares of Oracle stock in a transaction on Thursday, July 18th. The shares were sold at an average price of $137.89, for a total value of $2,068,350.00. Following the sale, the director now owns 58,090 shares of the company’s stock, valued at approximately $8,010,030.10. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Edward Screven sold 235,918 shares of the business’s stock in a transaction on Thursday, June 20th. The stock was sold at an average price of $144.30, for a total transaction of $34,042,967.40. Following the completion of the sale, the insider now directly owns 2,626,764 shares of the company’s stock, valued at approximately $379,042,045.20. The disclosure for this sale can be found here. Insiders have sold a total of 1,862,500 shares of company stock valued at $266,776,624 in the last ninety days. 42.80% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. International Assets Investment Management LLC lifted its position in shares of Oracle by 153.3% in the fourth quarter. International Assets Investment Management LLC now owns 11,947 shares of the enterprise software provider’s stock valued at $1,260,000 after acquiring an additional 7,230 shares in the last quarter. Brio Consultants LLC raised its stake in Oracle by 4.1% in the 4th quarter. Brio Consultants LLC now owns 2,942 shares of the enterprise software provider’s stock valued at $310,000 after purchasing an additional 117 shares during the last quarter. Precision Wealth Strategies LLC lifted its holdings in Oracle by 4.1% in the 4th quarter. Precision Wealth Strategies LLC now owns 3,951 shares of the enterprise software provider’s stock valued at $417,000 after purchasing an additional 155 shares in the last quarter. Gilbert & Cook Inc. acquired a new stake in Oracle during the 4th quarter worth $359,000. Finally, Aveo Capital Partners LLC purchased a new stake in shares of Oracle during the fourth quarter worth $290,000. 42.44% of the stock is owned by hedge funds and other institutional investors.

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.