Analysts Set Expectations for Oracle Co.’s Q3 2025 Earnings (NYSE:ORCL)

Oracle Co. (NYSE:ORCL) – Analysts at William Blair increased their Q3 2025 earnings per share (EPS) estimates for shares of Oracle in a research note issued to investors on Wednesday, June 12th. William Blair analyst S. Naji now expects that the enterprise software provider will earn $1.36 per share for the quarter, up from their previous forecast of $1.34. William Blair has a “Outperform” rating on the stock. The consensus estimate for Oracle’s current full-year earnings is $5.01 per share. William Blair also issued estimates for Oracle’s Q4 2025 earnings at $1.64 EPS, Q1 2026 earnings at $1.35 EPS and Q2 2026 earnings at $1.48 EPS.

Several other research firms also recently weighed in on ORCL. JMP Securities restated a “market perform” rating on shares of Oracle in a research note on Tuesday, June 11th. StockNews.com downgraded Oracle from a “buy” rating to a “hold” rating in a research report on Thursday, June 6th. Morgan Stanley increased their target price on Oracle from $115.00 to $125.00 and gave the company an “equal weight” rating in a research report on Wednesday. Sanford C. Bernstein increased their target price on Oracle from $159.00 to $171.00 and gave the company an “outperform” rating in a research report on Wednesday. Finally, KeyCorp raised their price target on Oracle from $150.00 to $165.00 and gave the stock an “overweight” rating in a research report on Wednesday. Fourteen analysts have rated the stock with a hold rating and sixteen have issued a buy rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $141.50.

Oracle Trading Down 1.2 %

ORCL stock opened at $138.13 on Friday. Oracle has a 1-year low of $99.26 and a 1-year high of $142.40. The company has a debt-to-equity ratio of 8.25, a current ratio of 0.71 and a quick ratio of 0.85. The company has a market capitalization of $379.65 billion, a price-to-earnings ratio of 37.23, a PEG ratio of 2.50 and a beta of 1.01. The business has a 50 day simple moving average of $121.04 and a two-hundred day simple moving average of $116.13.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Tuesday, June 11th. The enterprise software provider reported $1.63 earnings per share for the quarter, missing the consensus estimate of $1.65 by ($0.02). Oracle had a return on equity of 223.01% and a net margin of 19.76%. The business had revenue of $14.29 billion during the quarter, compared to the consensus estimate of $14.57 billion. During the same quarter in the previous year, the company earned $1.35 earnings per share. The company’s revenue for the quarter was up 3.3% compared to the same quarter last year.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. increased its holdings in Oracle by 1.0% in the first quarter. Vanguard Group Inc. now owns 151,213,890 shares of the enterprise software provider’s stock valued at $18,993,977,000 after buying an additional 1,514,569 shares in the last quarter. Northern Trust Corp increased its holdings in Oracle by 3.5% in the third quarter. Northern Trust Corp now owns 18,718,180 shares of the enterprise software provider’s stock valued at $1,982,630,000 after buying an additional 635,994 shares in the last quarter. Capital World Investors grew its position in shares of Oracle by 0.4% in the first quarter. Capital World Investors now owns 18,466,713 shares of the enterprise software provider’s stock valued at $2,319,604,000 after purchasing an additional 82,551 shares during the period. Parnassus Investments LLC grew its position in shares of Oracle by 17.7% in the fourth quarter. Parnassus Investments LLC now owns 14,599,902 shares of the enterprise software provider’s stock valued at $1,539,268,000 after purchasing an additional 2,191,342 shares during the period. Finally, Janus Henderson Group PLC boosted its position in Oracle by 148.8% during the first quarter. Janus Henderson Group PLC now owns 12,872,300 shares of the enterprise software provider’s stock worth $1,616,855,000 after acquiring an additional 7,699,141 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Insider Buying and Selling at Oracle

In other Oracle news, CEO Safra Catz sold 790,000 shares of the firm’s stock in a transaction that occurred on Tuesday, March 26th. The shares were sold at an average price of $126.54, for a total value of $99,966,600.00. Following the completion of the sale, the chief executive officer now directly owns 1,118,592 shares in the company, valued at $141,546,631.68. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. In other Oracle news, CEO Safra Catz sold 790,000 shares of the firm’s stock in a transaction on Tuesday, March 26th. The shares were sold at an average price of $126.54, for a total value of $99,966,600.00. Following the completion of the transaction, the chief executive officer now owns 1,118,592 shares of the company’s stock, valued at $141,546,631.68. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director George H. Conrades sold 20,000 shares of the firm’s stock in a transaction on Friday, May 3rd. The stock was sold at an average price of $116.00, for a total transaction of $2,320,000.00. Following the completion of the transaction, the director now directly owns 17,836 shares of the company’s stock, valued at approximately $2,068,976. The disclosure for this sale can be found here. Insiders sold a total of 880,000 shares of company stock worth $110,488,150 over the last three months. Corporate insiders own 42.80% of the company’s stock.

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 25th. Stockholders of record on Thursday, July 11th will be paid a dividend of $0.40 per share. The ex-dividend date is Thursday, July 11th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.16%. Oracle’s dividend payout ratio is presently 43.13%.

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.