What is William Blair’s Estimate for Oracle FY2025 Earnings?

Oracle Co. (NYSE:ORCL) – William Blair reduced their FY2025 earnings per share estimates for Oracle in a note issued to investors on Tuesday, March 11th. William Blair analyst S. Naji now anticipates that the enterprise software provider will post earnings per share of $4.66 for the year, down from their prior estimate of $4.84. The consensus estimate for Oracle’s current full-year earnings is $5.00 per share. William Blair also issued estimates for Oracle’s Q4 2025 earnings at $1.28 EPS, Q1 2026 earnings at $1.15 EPS, Q3 2026 earnings at $1.35 EPS and FY2026 earnings at $5.41 EPS.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Monday, March 10th. The enterprise software provider reported $1.47 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.49 by ($0.02). Oracle had a net margin of 21.16% and a return on equity of 133.25%. The company had revenue of $14.13 billion for the quarter, compared to the consensus estimate of $14.40 billion. During the same period last year, the business posted $1.41 earnings per share. The firm’s quarterly revenue was up 6.4% compared to the same quarter last year.

Several other research firms have also recently issued reports on ORCL. DA Davidson reissued a “neutral” rating and issued a $150.00 target price on shares of Oracle in a research note on Tuesday, March 11th. BMO Capital Markets cut their target price on Oracle from $205.00 to $175.00 and set a “market perform” rating on the stock in a research note on Tuesday, March 11th. Citigroup cut their target price on Oracle from $194.00 to $160.00 and set a “neutral” rating on the stock in a research note on Wednesday. Monness Crespi & Hardt raised Oracle from a “sell” rating to a “neutral” rating in a research note on Monday, March 3rd. Finally, Morgan Stanley lowered their price objective on shares of Oracle from $175.00 to $170.00 and set an “equal weight” rating for the company in a report on Tuesday, March 11th. Twelve investment analysts have rated the stock with a hold rating, fifteen have given a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $179.71.

Oracle Stock Up 1.2 %

NYSE ORCL opened at $149.36 on Friday. The company has a debt-to-equity ratio of 5.65, a current ratio of 0.81 and a quick ratio of 0.81. The stock has a market capitalization of $417.76 billion, a PE ratio of 36.52, a PEG ratio of 3.46 and a beta of 1.07. Oracle has a 1 year low of $112.78 and a 1 year high of $198.31. The business’s 50-day moving average is $165.80 and its 200 day moving average is $169.63.

Oracle Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 23rd. Investors of record on Thursday, April 10th will be given a dividend of $0.50 per share. The ex-dividend date is Thursday, April 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.34%. This is an increase from Oracle’s previous quarterly dividend of $0.40. Oracle’s dividend payout ratio (DPR) is 46.95%.

Insider Activity at Oracle

In other Oracle news, CEO Safra Catz sold 2,101,154 shares of Oracle stock in a transaction that occurred on Wednesday, January 22nd. The shares were sold at an average price of $185.35, for a total value of $389,448,893.90. Following the completion of the sale, the chief executive officer now owns 1,118,592 shares of the company’s stock, valued at approximately $207,331,027.20. The trade was a 65.26 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 42.20% of the stock is owned by insiders.

Institutional Investors Weigh In On Oracle

A number of large investors have recently added to or reduced their stakes in ORCL. R Squared Ltd bought a new stake in Oracle in the 4th quarter worth approximately $25,000. Sunbeam Capital Management LLC bought a new stake in shares of Oracle during the 4th quarter valued at $30,000. Winch Advisory Services LLC grew its position in shares of Oracle by 89.7% during the 4th quarter. Winch Advisory Services LLC now owns 184 shares of the enterprise software provider’s stock valued at $31,000 after acquiring an additional 87 shares during the period. Hurley Capital LLC bought a new stake in shares of Oracle during the 4th quarter valued at $33,000. Finally, Synergy Investment Management LLC bought a new stake in shares of Oracle during the 4th quarter valued at $34,000. Institutional investors own 42.44% of the company’s stock.

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.