Oracle Corporation (NYSE:ORCL) Receives $287.94 Consensus Target Price from Analysts

Shares of Oracle Corporation (NYSE:ORCL) have earned a consensus rating of “Moderate Buy” from the thirty-nine brokerages that are covering the firm, MarketBeat reports. One analyst has rated the stock with a sell recommendation, nine have assigned a hold recommendation, twenty-six have given a buy recommendation and three have assigned a strong buy recommendation to the company. The average 12 month target price among analysts that have updated their coverage on the stock in the last year is $282.9429.

ORCL has been the subject of a number of research reports. Jefferies Financial Group reiterated a “buy” rating and issued a $320.00 price objective on shares of Oracle in a report on Thursday. Barclays reissued an “overweight” rating on shares of Oracle in a research report on Monday, February 2nd. JPMorgan Chase & Co. cut their price objective on shares of Oracle from $270.00 to $230.00 and set a “neutral” rating on the stock in a report on Thursday, December 11th. Cantor Fitzgerald dropped their price target on Oracle from $400.00 to $320.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. Finally, Sanford C. Bernstein set a $313.00 price objective on Oracle in a research report on Monday, February 9th.

Oracle Price Performance

Shares of NYSE ORCL opened at $154.87 on Friday. Oracle has a 1 year low of $118.86 and a 1 year high of $345.72. The stock has a market capitalization of $444.96 billion, a P/E ratio of 29.11, a P/E/G ratio of 1.34 and a beta of 1.66. The company’s 50-day moving average is $170.62 and its 200 day moving average is $221.48. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91.

Oracle (NYSE:ORCL) last issued its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, topping the consensus estimate of $1.64 by $0.62. The business had revenue of $16.06 billion during the quarter, compared to analyst estimates of $16.19 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. Oracle’s quarterly revenue was up 14.2% compared to the same quarter last year. During the same period last year, the business posted $1.47 earnings per share. On average, sell-side analysts expect that Oracle will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Friday, January 9th. Oracle’s dividend payout ratio is 37.59%.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle launched an AI‑powered Construction and Engineering Advisor for Safety to help construction firms predict and prevent incidents—adds a new, monetizable AI use case for Oracle Cloud. Oracle Launches AI Tool To Predict Construction Safety Risks
• Positive Sentiment: Expanded Oracle Red Bull Racing alliance highlights high‑visibility AI & cloud work that can showcase OCI performance to enterprise customers. Oracle Red Bull Racing Alliance Puts AI Spotlight On Oracle Valuation
• Positive Sentiment: Oppenheimer and other analysts have recently upgraded/outlooked Oracle as an AI/cloud beneficiary, supporting sentiment despite volatility. Analysts Split on Oracle Corporation (ORCL)
• Neutral Sentiment: Oracle is due to report fiscal Q3 results on March 10—investors are positioning ahead of guidance on cloud/AI revenue and margins. Oracle Is About to Report Q3 Earnings
• Neutral Sentiment: Analyst price‑target movements are mixed (Citigroup lowered a PT but kept a buy rating; RBC trimmed its PT), keeping analyst views divergent and adding to intraday volatility. Analyst Price Target Moves
• Negative Sentiment: Multiple reports say Oracle plans to cut thousands of jobs to free cash for a major AI data‑center buildout—costs and cash‑flow concerns from funding OpenAI, xAI and Meta contracts are weighing on sentiment. Oracle is cutting thousands of jobs to pay for the AI infrastructure boom it bet everything on
• Negative Sentiment: Several law firms have filed or are soliciting plaintiffs for securities‑class actions linked to Oracle’s disclosures about AI spending and financing—adds legal risk and potential settlements/costs. Investor Alert: Pomerantz Law Firm Reminds Investors
• Negative Sentiment: Coverage reminds investors of Oracle’s elevated leverage and heavy capital needs for AI infrastructure—these fundamentals are cited in articles questioning whether the recent pullback is a buying opportunity. Down 24% in 2026, Should You Buy the Dip in Oracle Stock?

Insider Activity

In other Oracle news, Director Naomi O. Seligman sold 2,223 shares of Oracle stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the transaction, the director directly owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. The trade was a 7.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the sale, the executive vice president owned 33,638 shares in the company, valued at approximately $6,555,709.82. The trade was a 50.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 72,223 shares of company stock valued at $13,689,064 in the last quarter. 40.90% of the stock is owned by company insiders.

Institutional Investors Weigh In On Oracle

Several institutional investors have recently modified their holdings of ORCL. Kampmann Melissa S. grew its stake in shares of Oracle by 0.3% in the third quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock worth $3,350,000 after acquiring an additional 35 shares during the period. McLean Asset Management Corp boosted its holdings in Oracle by 0.7% in the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock worth $1,551,000 after purchasing an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. grew its position in Oracle by 0.7% in the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock worth $1,485,000 after purchasing an additional 36 shares during the period. Voisard Asset Management Group Inc. raised its stake in Oracle by 3.4% during the 3rd quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock valued at $317,000 after buying an additional 37 shares during the last quarter. Finally, Avion Wealth boosted its stake in shares of Oracle by 16.6% in the 3rd quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock worth $73,000 after buying an additional 37 shares during the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

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.