William Blair Predicts Oracle’s FY2025 Earnings (NYSE:ORCL)

Oracle Co. (NYSE:ORCL) – Stock analysts at William Blair lowered their FY2025 earnings per share (EPS) estimates for shares of Oracle in a research note issued to investors on Tuesday, December 10th. William Blair analyst S. Naji now expects that the enterprise software provider will post earnings per share of $4.84 for the year, down from their prior estimate of $5.16. The consensus estimate for Oracle’s current full-year earnings is $5.17 per share. William Blair also issued estimates for Oracle’s Q1 2026 earnings at $1.22 EPS, Q2 2026 earnings at $1.37 EPS, Q3 2026 earnings at $1.49 EPS, Q4 2026 earnings at $1.75 EPS and FY2026 earnings at $5.84 EPS.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Monday, December 9th. The enterprise software provider reported $1.47 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.48 by ($0.01). The firm had revenue of $14.06 billion during the quarter, compared to the consensus estimate of $14.12 billion. Oracle had a net margin of 21.16% and a return on equity of 133.25%. Oracle’s revenue was up 8.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.34 EPS.

Several other brokerages have also recently commented on ORCL. Evercore ISI upped their target price on shares of Oracle from $190.00 to $200.00 and gave the company an “outperform” rating in a research report on Tuesday. Jefferies Financial Group increased their target price on Oracle from $190.00 to $220.00 and gave the company a “buy” rating in a research note on Thursday, December 5th. KeyCorp boosted their target price on Oracle from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, November 15th. Sanford C. Bernstein increased their price target on shares of Oracle from $201.00 to $202.00 and gave the company an “outperform” rating in a research report on Monday, September 30th. Finally, Mizuho boosted their price objective on shares of Oracle from $185.00 to $210.00 and gave the company an “outperform” rating in a report on Tuesday. Twelve equities research analysts have rated the stock with a hold rating, seventeen have given a buy rating and one has assigned a strong buy rating to the company’s stock. According to data from MarketBeat, Oracle has an average rating of “Moderate Buy” and a consensus target price of $183.63.

Oracle Trading Down 1.1 %

ORCL opened at $173.38 on Friday. The firm has a 50 day simple moving average of $180.36 and a 200 day simple moving average of $155.36. Oracle has a fifty-two week low of $99.36 and a fifty-two week high of $198.31. The company has a market cap of $484.94 billion, a price-to-earnings ratio of 42.39, a price-to-earnings-growth ratio of 3.32 and a beta of 1.03. The company has a debt-to-equity ratio of 5.65, a current ratio of 0.81 and a quick ratio of 0.72.

Institutional Investors Weigh In On Oracle

Large investors have recently made changes to their positions in the stock. State Street Corp lifted its stake in Oracle by 2.7% in the 3rd quarter. State Street Corp now owns 70,441,556 shares of the enterprise software provider’s stock valued at $12,003,241,000 after purchasing an additional 1,847,561 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Oracle by 2.6% in the third quarter. Geode Capital Management LLC now owns 35,194,683 shares of the enterprise software provider’s stock valued at $5,977,015,000 after buying an additional 885,041 shares during the last quarter. Franklin Resources Inc. lifted its position in shares of Oracle by 11.6% in the third quarter. Franklin Resources Inc. now owns 18,480,384 shares of the enterprise software provider’s stock valued at $3,370,640,000 after buying an additional 1,917,416 shares during the last quarter. Fisher Asset Management LLC boosted its stake in shares of Oracle by 1.8% during the 3rd quarter. Fisher Asset Management LLC now owns 17,898,029 shares of the enterprise software provider’s stock worth $3,049,824,000 after acquiring an additional 310,709 shares during the period. Finally, Janus Henderson Group PLC increased its holdings in shares of Oracle by 0.4% during the 3rd quarter. Janus Henderson Group PLC now owns 14,608,951 shares of the enterprise software provider’s stock worth $2,489,345,000 after acquiring an additional 54,868 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company’s stock.

Insider Transactions at Oracle

In other Oracle news, EVP Maria Smith sold 6,320 shares of the firm’s stock in a transaction that occurred on Monday, September 16th. The stock was sold at an average price of $165.00, for a total value of $1,042,800.00. Following the completion of the transaction, the executive vice president now directly owns 42,889 shares in the company, valued at $7,076,685. This trade represents a 12.84 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 42.20% of the stock is currently owned by insiders.

Oracle Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 9th. Stockholders of record on Thursday, January 23rd will be issued a $0.40 dividend. The ex-dividend date is Thursday, January 9th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.92%. Oracle’s dividend payout ratio (DPR) is presently 39.12%.

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.