William Blair Forecasts Oracle’s Q3 Earnings (NYSE:ORCL)

Oracle Co. (NYSE:ORCL) – Investment analysts at William Blair dropped their Q3 2025 EPS estimates for shares of Oracle in a report released on Tuesday, December 10th. William Blair analyst S. Naji now forecasts that the enterprise software provider will post earnings per share of $1.20 for the quarter, down from their previous estimate of $1.31. The consensus estimate for Oracle’s current full-year earnings is $5.06 per share. William Blair also issued estimates for Oracle’s Q4 2025 earnings at $1.40 EPS.

Oracle (NYSE:ORCL) last issued its quarterly earnings results on Monday, December 9th. The enterprise software provider reported $1.47 EPS for the quarter, missing the consensus estimate of $1.48 by ($0.01). The business had revenue of $14.06 billion for the quarter, compared to analyst estimates of $14.12 billion. Oracle had a return on equity of 171.38% and a net margin of 20.40%. The firm’s quarterly revenue was up 8.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.34 EPS.

A number of other equities analysts have also recently weighed in on the stock. Morgan Stanley lifted their price target on shares of Oracle from $145.00 to $175.00 and gave the stock an “equal weight” rating in a research report on Tuesday. Sanford C. Bernstein boosted their price objective on Oracle from $201.00 to $202.00 and gave the company an “outperform” rating in a research report on Monday, September 30th. Piper Sandler raised their price objective on shares of Oracle from $185.00 to $210.00 and gave the stock an “overweight” rating in a report on Tuesday. Royal Bank of Canada reissued a “sector perform” rating and issued a $165.00 target price on shares of Oracle in a research report on Thursday, December 5th. Finally, Jefferies Financial Group increased their target price on shares of Oracle from $190.00 to $220.00 and gave the stock a “buy” rating in a report on Thursday, December 5th. Twelve equities research analysts have rated the stock with a hold rating, seventeen have assigned a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $183.63.

Oracle Price Performance

Oracle stock opened at $175.28 on Thursday. The firm has a market capitalization of $485.71 billion, a P/E ratio of 45.39, a PEG ratio of 3.49 and a beta of 1.03. The business has a 50-day moving average of $180.19 and a 200-day moving average of $155.22. The company has a current ratio of 0.72, a quick ratio of 0.72 and a debt-to-equity ratio of 6.68. Oracle has a 1 year low of $99.26 and a 1 year high of $198.31.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 9th. Investors of record on Thursday, January 23rd will be paid a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.91%. The ex-dividend date of this dividend is Thursday, January 9th. Oracle’s dividend payout ratio is currently 41.24%.

Insider Buying and Selling at Oracle

In other Oracle news, EVP Maria Smith sold 6,320 shares of the 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 transaction, the executive vice president now owns 42,889 shares in the company, valued at approximately $7,076,685. This represents a 12.84 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 42.20% of the company’s stock.

Institutional Investors Weigh In On Oracle

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Principal Financial Group Inc. grew its position in Oracle by 5.3% during the third quarter. Principal Financial Group Inc. now owns 2,416,362 shares of the enterprise software provider’s stock valued at $411,748,000 after buying an additional 121,874 shares during the period. Itau Unibanco Holding S.A. grew its stake in shares of Oracle by 15.3% during the 2nd quarter. Itau Unibanco Holding S.A. now owns 24,800 shares of the enterprise software provider’s stock worth $3,502,000 after acquiring an additional 3,300 shares during the period. Chase Investment Counsel Corp bought a new stake in Oracle in the 3rd quarter valued at about $4,160,000. Oppenheimer Asset Management Inc. boosted its position in Oracle by 79.6% during the third quarter. Oppenheimer Asset Management Inc. now owns 286,460 shares of the enterprise software provider’s stock worth $48,813,000 after purchasing an additional 126,985 shares during the period. Finally, Miura Global Management LLC purchased a new position in shares of Oracle in the third quarter worth about $1,704,000. Institutional investors and hedge funds own 42.44% of the company’s stock.

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.