Analysts Set Oracle Corporation (NYSE:ORCL) Target Price at $260.11

Shares of Oracle Corporation (NYSE:ORCL) have earned a consensus recommendation of “Moderate Buy” from the forty-two analysts that are covering the company, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell rating, nine have given a hold rating, twenty-nine have given a buy rating and three have given a strong buy rating to the company. The average twelve-month price objective among brokers that have issued a report on the stock in the last year is $261.4595.

ORCL has been the subject of a number of research analyst reports. JPMorgan Chase & Co. raised Oracle from a “neutral” rating to an “overweight” rating and lowered their price target for the stock from $230.00 to $210.00 in a report on Wednesday, March 11th. Stephens reiterated an “equal weight” rating and set a $254.00 price target on shares of Oracle in a report on Tuesday, April 7th. Jefferies Financial Group lowered their price target on shares of Oracle from $400.00 to $320.00 and set a “buy” rating for the company in a report on Thursday, March 5th. Weiss Ratings downgraded shares of Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, January 23rd. Finally, Piper Sandler lowered their price target on shares of Oracle from $240.00 to $210.00 and set an “overweight” rating for the company in a report on Wednesday, March 11th.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: 24/7 Wall St. reiterated a bullish view on Oracle (ORCL), setting a 12-month price target of about $245 and pointing to strong backlog growth and accelerating cloud infrastructure economics as key upside drivers.
• Positive Sentiment: Wedbush said Oracle is building a durable position for the next phase of the AI cycle, suggesting the market may be underestimating its role in future AI demand.
• Positive Sentiment: Coverage focused on Oracle’s “AI heavyweight” status as investors increasingly view its legacy software base, cloud expansion, and AI infrastructure exposure as a major advantage. Oracle Went From Tech Dinosaur to AI Heavyweight
• Positive Sentiment: Oracle also drew attention for expanding its agentic AI push through U.S. defense partnerships, reinforcing the idea that its AI platform is gaining traction in high-value government and enterprise use cases. Oracle Expands Its Agentic AI Push Through U.S. Defense Partnerships
• Neutral Sentiment: Oracle added Cleveland Clinic CEO Tomislav Mihaljevic to its board, which may support its healthcare strategy but is unlikely to be an immediate stock-moving catalyst. Oracle adds Cleveland Clinic CEO to board of directors

Oracle Price Performance

Oracle stock opened at $193.13 on Wednesday. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. Oracle has a 52 week low of $134.57 and a 52 week high of $345.72. The stock has a market capitalization of $555.44 billion, a P/E ratio of 34.67, a price-to-earnings-growth ratio of 1.87 and a beta of 1.55. The stock has a fifty day moving average of $162.96 and a 200-day moving average of $182.92.

Oracle (NYSE:ORCL) last posted its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The company had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. During the same quarter in the previous year, the firm earned $1.47 EPS. Oracle’s revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, sell-side analysts expect that Oracle will post 6.08 earnings per share for the current fiscal year.

Oracle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were issued a dividend of $0.50 per share. The ex-dividend date was Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. Oracle’s dividend payout ratio is 35.91%.

Insider Activity

In other news, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the transaction, the executive vice president directly owned 3,429 shares in the company, valued at approximately $604,155.51. This represents a 81.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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 institutional investors have recently modified their holdings of ORCL. Decker Retirement Planning Inc. bought a new stake in Oracle during the third quarter valued at $689,000. Xponance Inc. boosted its position in Oracle by 1.8% during the third quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock valued at $114,336,000 after acquiring an additional 7,320 shares during the last quarter. Stonegate Investment Group LLC boosted its position in Oracle by 3.2% during the third quarter. Stonegate Investment Group LLC now owns 99,400 shares of the enterprise software provider’s stock valued at $27,955,000 after acquiring an additional 3,065 shares during the last quarter. Migdal Insurance & Financial Holdings Ltd. boosted its position in Oracle by 62.1% during the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 483,000 shares of the enterprise software provider’s stock valued at $135,839,000 after acquiring an additional 184,996 shares during the last quarter. Finally, DDD Partners LLC bought a new stake in Oracle during the fourth quarter valued at $1,677,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

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.