Analysts Set Oracle Corporation (NYSE:ORCL) Price Target at $260.71

Shares of Oracle Corporation (NYSE:ORCL) have been assigned an average recommendation of “Moderate Buy” from the forty ratings firms that are currently covering the company, MarketBeat reports. One research analyst has rated the stock with a sell rating, nine have given a hold rating, twenty-seven have issued a buy rating and three have assigned a strong buy rating to the company. The average 1 year price objective among analysts that have issued a report on the stock in the last year is $260.7143.

Several equities research analysts have recently issued reports on the stock. Morgan Stanley lowered their price objective on shares of Oracle from $320.00 to $213.00 and set an “equal weight” rating on the stock in a research note on Friday, January 23rd. Melius Research set a $160.00 price objective on shares of Oracle in a research note on Monday, February 9th. Stifel Nicolaus lowered their price objective on shares of Oracle from $275.00 to $220.00 and set a “buy” rating on the stock in a research note on Wednesday, March 11th. Sanford C. Bernstein set a $313.00 price objective on shares of Oracle in a research note on Monday, February 9th. Finally, Jefferies Financial Group lowered their price objective on shares of Oracle from $400.00 to $320.00 and set a “buy” rating on the stock in a research note on Thursday, March 5th.

Oracle Trading Up 3.5%

Shares of ORCL stock opened at $187.50 on Friday. The business’s 50 day moving average is $153.54 and its two-hundred day moving average is $194.21. The company has a market cap of $539.26 billion, a PE ratio of 33.66, a price-to-earnings-growth ratio of 1.73 and a beta of 1.60. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. Oracle has a 12 month low of $130.99 and a 12 month high of $345.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.71 by $0.08. The business had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. Oracle’s quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter last year, the company posted $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities analysts predict that Oracle will post 6.07 EPS for the current year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be paid a $0.50 dividend. The ex-dividend date is Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.1%. Oracle’s dividend payout ratio (DPR) is presently 35.91%.

Insider Buying and Selling at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction on 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 owned 134,030 shares in the company, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Stuart Levey sold 15,000 shares of the firm’s stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the transaction, the executive vice president directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in Oracle by 3.5% in the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock worth $34,070,674,000 after purchasing an additional 5,841,584 shares during the period. State Street Corp lifted its position in Oracle by 4.4% in the fourth quarter. State Street Corp now owns 76,527,759 shares of the enterprise software provider’s stock worth $14,916,026,000 after purchasing an additional 3,216,915 shares during the period. Geode Capital Management LLC lifted its position in Oracle by 1.8% in the fourth quarter. Geode Capital Management LLC now owns 37,734,944 shares of the enterprise software provider’s stock worth $7,328,754,000 after purchasing an additional 665,374 shares during the period. Capital Research Global Investors lifted its position in Oracle by 29.3% in the fourth quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider’s stock worth $5,874,070,000 after purchasing an additional 6,826,299 shares during the period. Finally, Morgan Stanley lifted its position in Oracle by 1.9% in the fourth quarter. Morgan Stanley now owns 27,125,099 shares of the enterprise software provider’s stock worth $5,286,953,000 after purchasing an additional 495,146 shares during the period. 42.44% of the stock is owned by institutional investors.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle expanded Oracle AI Database@Google Cloud with a Gemini Enterprise agent that enables natural‑language access to Oracle data — a product tie that makes it easier for enterprise customers to operationalize AI on Oracle data and Google Cloud. Read More.
• Positive Sentiment: Oracle launched new “agentic” AI tools intended to extend its cloud/AI product moat — a capability set analysts say supports higher cloud engagement and recurring revenue. Read More.
• Positive Sentiment: Customer and partner momentum: Veritone selected Oracle Cloud as its preferred AI platform, signaling real customer migration into OCI for AI workloads. Customer wins help validate Oracle’s go‑to‑market for AI workloads. Read More.
• Positive Sentiment: Power/infrastructure demand tied to Oracle’s AI cloud push surfaced in partner news (Bloom Energy expansion tied to Oracle data‑centre power), underscoring multi‑year infrastructure needs that support Oracle’s cloud growth. Read More.
• Neutral Sentiment: Comparative analyst pieces (Nebius vs. Oracle) highlight different entry points into AI cloud — useful framing for investors assessing relative valuation and growth trajectories but not an Oracle‑specific catalyst. Read More.
• Neutral Sentiment: Pyth Network (an Oracle‑backed price‑feed project) was chosen by Kalshi for commodities settlement — a niche win for Oracle’s broader ecosystem, but unlikely to move ORCL materially on its own. Read More.
• Neutral Sentiment: Oracle Financial Services Software (OFSS) reported FY26 growth and a dividend — positive for that unit’s shareholders but only indirectly relevant to ORCL equity performance. Read More.
• Negative Sentiment: Insider selling: EVP Stuart Levey sold 15,000 shares under a 10b5‑1 plan; continued insider sales across the company are being tracked and can create negative optics for some investors. Read More.
• Negative Sentiment: Layoff and governance concerns: reports about large workforce reductions and algorithmic selection methods have raised employee‑relations and execution risk questions that could weigh on sentiment. Read More.
• Negative Sentiment: Compensation optics: the newly appointed CFO received a large equity award (~$26M), which has drawn scrutiny given recent cuts — a short‑term reputational headwind for sentiment. Read More.

About Oracle

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.