Research Analysts Issue Forecasts for Oracle Co.’s Q3 2025 Earnings (NYSE:ORCL)

Oracle Co. (NYSE:ORCL) – Research analysts at William Blair lowered their Q3 2025 earnings estimates for Oracle in a report released on Tuesday, September 10th. William Blair analyst S. Naji now forecasts that the enterprise software provider will post earnings per share of $1.31 for the quarter, down from their previous estimate of $1.36. The consensus estimate for Oracle’s current full-year earnings is $5.03 per share. William Blair also issued estimates for Oracle’s Q4 2025 earnings at $1.56 EPS, FY2025 earnings at $5.16 EPS and FY2026 earnings at $6.29 EPS.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Monday, September 9th. The enterprise software provider reported $1.39 earnings per share for the quarter, beating the consensus estimate of $1.33 by $0.06. The business had revenue of $13.31 billion for the quarter, compared to analyst estimates of $13.23 billion. Oracle had a return on equity of 171.38% and a net margin of 20.40%. The company’s revenue was up 6.9% compared to the same quarter last year. During the same period in the previous year, the company posted $0.95 EPS.

Several other equities research analysts also recently issued reports on ORCL. JPMorgan Chase & Co. lifted their price target on shares of Oracle from $110.00 to $120.00 and gave the stock a “neutral” rating in a research note on Monday, September 9th. UBS Group upped their price objective on Oracle from $160.00 to $175.00 and gave the company a “buy” rating in a research note on Tuesday. JMP Securities upgraded Oracle from a “market perform” rating to an “outperform” rating and set a $175.00 target price for the company in a research report on Tuesday. StockNews.com raised Oracle from a “hold” rating to a “buy” rating in a research report on Tuesday. Finally, TD Cowen lifted their price objective on shares of Oracle from $165.00 to $180.00 and gave the stock a “buy” rating in a report on Tuesday. Eleven analysts have rated the stock with a hold rating and nineteen have issued a buy rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $159.68.

Oracle Stock Up 0.4 %

Shares of Oracle stock opened at $162.00 on Friday. Oracle has a twelve month low of $99.26 and a twelve month high of $173.93. The company has a fifty day moving average price of $139.85 and a 200 day moving average price of $129.90. The company has a current ratio of 0.72, a quick ratio of 0.72 and a debt-to-equity ratio of 6.68. The stock has a market cap of $446.45 billion, a price-to-earnings ratio of 43.67, a price-to-earnings-growth ratio of 2.89 and a beta of 1.01.

Institutional Trading of Oracle

A number of large investors have recently added to or reduced their stakes in ORCL. Westend Capital Management LLC acquired a new stake in shares of Oracle during the 1st quarter valued at $25,000. Fairway Wealth LLC purchased a new stake in shares of Oracle during the second quarter valued at $27,000. Tidemark LLC purchased a new stake in shares of Oracle during the fourth quarter valued at $29,000. Frank Rimerman Advisors LLC acquired a new position in shares of Oracle in the 4th quarter valued at $30,000. Finally, POM Investment Strategies LLC acquired a new stake in Oracle during the 2nd quarter worth about $30,000. 42.44% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, Chairman Lawrence Joseph Ellison sold 1,125,000 shares of the stock in a transaction that occurred on Monday, July 15th. The shares were sold at an average price of $143.69, for a total value of $161,651,250.00. Following the completion of the transaction, the chairman now directly owns 1,145,732,353 shares in the company, valued at $164,630,281,802.57. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. In other news, Chairman Lawrence Joseph Ellison sold 1,125,000 shares of the company’s stock in a transaction on Monday, July 15th. The stock was sold at an average price of $143.69, for a total value of $161,651,250.00. Following the completion of the sale, the chairman now owns 1,145,732,353 shares in the company, valued at $164,630,281,802.57. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Jeffrey Berg sold 22,500 shares of Oracle stock in a transaction dated Thursday, June 20th. The stock was sold at an average price of $143.12, for a total value of $3,220,200.00. Following the transaction, the director now directly owns 210,712 shares in the company, valued at $30,157,101.44. The disclosure for this sale can be found here. Insiders sold 1,862,500 shares of company stock valued at $266,776,624 over the last 90 days. 42.80% of the stock is currently owned by company insiders.

Oracle Dividend Announcement

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

About Oracle

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.