Oracle (ORCL) to Release Earnings on Monday

Oracle (NYSE:ORCL) is expected to post its Q3 2026 results before the market opens on Monday, March 9th. Analysts expect Oracle to post earnings of $1.71 per share and revenue of $16.9056 billion for the quarter. Investors may visit the the company’s upcoming Q3 2026 earning results page for the latest details on the call scheduled for Tuesday, March 10, 2026 at 4:00 PM ET.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping the consensus estimate of $1.64 by $0.62. The company had revenue of $16.06 billion during the quarter, compared to the consensus estimate of $16.19 billion. Oracle had a return on equity of 70.60% and a net margin of 25.28%.Oracle’s revenue for the quarter was up 14.2% on a year-over-year basis. During the same period last year, the company earned $1.47 EPS. On average, analysts expect Oracle to post $5 EPS for the current fiscal year and $6 EPS for the next fiscal year.

Oracle Price Performance

ORCL opened at $145.09 on Monday. The company’s 50-day simple moving average is $174.27 and its two-hundred day simple moving average is $223.81. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. The stock has a market capitalization of $416.87 billion, a P/E ratio of 27.27, a P/E/G ratio of 1.27 and a beta of 1.66. Oracle has a 52-week low of $118.86 and a 52-week high of $345.72.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were given a dividend of $0.50 per share. The ex-dividend date was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. Oracle’s dividend payout ratio is 37.59%.

Analyst Upgrades and Downgrades

ORCL has been the subject of a number of research analyst reports. Piper Sandler cut their target price on shares of Oracle from $290.00 to $240.00 and set an “overweight” rating for the company in a research report on Monday, February 2nd. TD Cowen dropped their price target on Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. Erste Group Bank cut Oracle from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. Sanford C. Bernstein set a $313.00 target price on Oracle in a report on Monday, February 9th. Finally, Weiss Ratings lowered shares of Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, January 23rd. Three analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and an average target price of $287.94.

Insider Activity

In related news, Director Naomi O. Seligman sold 2,223 shares of Oracle stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total transaction of $437,064.03. Following the transaction, the director owned 25,596 shares in the company, valued at approximately $5,032,429.56. The trade was a 7.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the sale, the chief executive officer directly 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. The SEC filing for this sale provides additional information. Insiders have sold a total of 72,223 shares of company stock worth $13,689,064 in the last quarter. 40.90% of the stock is currently owned by insiders.

Institutional Trading of Oracle

Several institutional investors have recently made changes to their positions in the business. State Street Corp raised its stake in Oracle by 4.4% during the 4th quarter. State Street Corp now owns 76,527,759 shares of the enterprise software provider’s stock valued at $14,916,026,000 after purchasing an additional 3,216,915 shares during the period. Morgan Stanley raised its position in shares of Oracle by 1.9% during the fourth quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider’s stock valued at $5,286,953,000 after buying an additional 495,146 shares during the last quarter. Amundi raised its position in shares of Oracle by 32.9% during the third quarter. Amundi now owns 9,636,090 shares of the enterprise software provider’s stock valued at $2,809,609,000 after buying an additional 2,385,556 shares during the last quarter. FIL Ltd lifted its holdings in shares of Oracle by 1,605.7% in the fourth quarter. FIL Ltd now owns 3,976,441 shares of the enterprise software provider’s stock worth $775,048,000 after buying an additional 3,743,314 shares in the last quarter. Finally, Ensign Peak Advisors Inc boosted its position in shares of Oracle by 18.8% during the fourth quarter. Ensign Peak Advisors Inc now owns 3,597,367 shares of the enterprise software provider’s stock worth $701,163,000 after acquiring an additional 568,894 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oppenheimer upgraded ORCL to Outperform and set a $185 price target, citing strong long‑term EPS growth potential as Oracle’s cloud and AI investments start to show returns. Oppenheimer Raises Oracle (ORCL) to Outperform, Sees Strong Long-Term EPS Growth
• Positive Sentiment: Oracle extended and expanded its title partnership with Oracle Red Bull Racing in a multi‑year deal that spotlights Oracle Cloud and AI use cases (brand visibility and commercial validation of OCI for high‑performance AI workloads). Oracle Red Bull Racing Deal Puts AI Cloud Story In Spotlight
• Neutral Sentiment: Brokerage coverage remains generally constructive — consensus across analysts is around a “Moderate Buy,” reflecting mixed but overall cautious optimism. Oracle Corporation (NYSE:ORCL) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Negative Sentiment: Multiple law firms have filed or announced securities‑class‑action notices covering purchases from June 12, 2025 to December 16, 2025; investors face an April 6, 2026 deadline to seek lead‑plaintiff status — a legal overhang increasing litigation risk and potential costs. ROSEN, TOP RANKED GLOBAL INVESTOR COUNSEL, Encourages Oracle Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – ORCL
• Negative Sentiment: Additional firms (Kessler Topaz, Pomerantz, Gross, Robbins, Bronstein, etc.) have issued similar notices and filings, compounding the headline risk and keeping downside pressure on sentiment. Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP: Investors Face April 6, 2026 Deadline
• Negative Sentiment: Analyst/commentary pieces flag risks from aggressive AI capex and overinvestment — headlines calling out “red flags” on spending and that results must show the spending is paying off could keep earnings‑growth expectations under scrutiny. 3 Red Flags Investors Should Consider Before Buying Oracle Stock

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.