Stockpolly
Search
ORCL · NYSE · Software - Infrastructure

Oracle

Builds enterprise databases, cloud infrastructure, business applications, and healthcare software.

$150.95
After-hours close+0.26 (+0.17%)
At close$150.69(−0.82%)
Loading prices…

Something off on this page? Send us feedback.

Profile

Oracle CorporationORCLInformation Technology

Sells cloud infrastructure, databases, enterprise applications, healthcare software, hardware, and implementation services through subscriptions, usage-based fees, licenses, support, and projects. An integrated cloud-to-on-premise stack and large installed base make cloud services and license support the recurring foundation, while OCI growth requires extensive data-center capacity.

Builds and supports enterprise IT through Oracle Cloud Infrastructure (OCI), Oracle AI Database, Fusion Cloud Applications, NetSuite, and Oracle Health. OCI supplies compute, storage, networking, database, and AI capacity; Fusion and NetSuite automate finance, supply chain, human resources, customer operations, and commerce; Oracle Health serves clinical workflows. Engineered systems, servers, storage, software licenses, support, consulting, and implementation extend the portfolio across cloud, on-premise, hybrid, and multicloud deployments.

Sells worldwide to businesses, governments, educational institutions, and resellers, with most revenue generated in the Americas. A common database-and-infrastructure stack links applications with customer data and supports deployment across Oracle facilities, customer sites, and other public clouds. Cloud subscriptions and license support create recurring revenue, while OCI expansion depends on data-center capacity, reliable power, AI accelerators, third-party suppliers, and customer contract performance.

Company facts

CEOClayton M. Magouyrk and Michael D. Sicilia
ListedMar 12, 1986
ExchangeNYSE
HeadquartersAustin, TX
CountryUnited States
Employees141,000
CIK0001341439
ISINUS68389X1054

Categories

Key statistics

Market cap$434.14B
EPS (ttm)$5.83
P/E (ttm)25.85
ROE50.6%
P/B10.20
P/S6.45
Dividend yield1.33%
Beta2.04vs XLK 1.57

Year to date −23.0% · Average volume (30d) 27.8M

Analysts

Price target, next 12 months$241.00+59.9%Median of 86 analysts · vs the Aug 28 close
ConsensusBuy56 of 86 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionRatingPrior targetTarget
Aug 12, 2026BernsteinReiterateOutperform$325$95
Aug 6, 2026UBSReiterateBuy$285$245
Jul 20, 2026CLSAInitiateHold$145
Jun 11, 2026DA DavidsonReiterateBuy$180$225
Jun 11, 2026WedbushReiterateOutperform$275$240

Earnings

EPS

Estimate$1.73
ReportedDue Sep 8, 2026

Revenue

Estimate$19.13B
ReportedDue Sep 8, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jun 10, 2026Q4 FY26$1.96$2.11+7.7%$19.10B$19.18B+0.4%−8.53%
Mar 10, 2026Q3 FY26$1.70$1.79+5.3%$16.93B$17.19B+1.6%+9.18%
Dec 10, 2025Q2 FY26$1.64$2.26+37.8%$16.19B$16.06B−0.8%−10.83%
Sep 9, 2025Q1 FY26$1.48$1.47−0.7%$15.04B$14.93B−0.8%+35.95%
View details

Financial highlights

12 quartersQ3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26
Revenue$14.13B$15.90B$14.93B$16.06B$17.19B$19.18B
Gross profit$9.94B$11.16B$10.04B$10.68B$11.10B$12.51B
Operating income$4.36B$5.11B$4.28B$4.73B$5.64B$6.13B
Net income$2.94B$3.43B$2.93B$6.14B$3.72B$4.30B
Diluted EPS$1.02$1.19$1.01$2.10$1.27$1.45
Gross margin70.3%70.2%67.3%66.5%64.6%65.2%
Operating margin30.8%32.1%28.7%29.5%32.8%32.0%

Fiscal years (4-quarter sums)FY22 $42.44B · FY23 $49.95B · FY24 $52.96B · FY25 $57.40B · FY26 $67.36B

Revenue by product · Q3 FY26

Cloud And License Business$15.03B · 87%
Services Business$1.44B · 8%
Hardware Business$714.0M · 4%

Revenue by geography · Q3 FY26

Americas$11.36B · 66%
E M E a$3.96B · 23%
Asia Pacific$1.87B · 11%

Balance sheet, May 31, 2026Cash & short-term investments $31.89B · Total debt $156.19B · Total assets $261.76B · Shareholders' equity $42.51B

Dividends

Next ex-date
Oct 10, 2026
estimated · in 42 days
Annual dividend
$2.00
per share
Dividend yield
1.33%
Schedule
Quarterly
4 payments a year

Raised for 15 straight years — most recently to $0.50 from $0.40 in Apr 2025. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Jul 10, 2026Jul 10Jul 24$0.50
Apr 9, 2026Apr 9Apr 24$0.50
Jan 9, 2026Jan 9Jan 23$0.50
Oct 9, 2025Oct 9Oct 23$0.50
Jul 10, 2025Jul 10Jul 24$0.50
Apr 10, 2025Apr 10Apr 23$0.50raised from $0.40
Jan 10, 2025Jan 10Jan 23$0.40
Oct 10, 2024Oct 10Oct 24$0.40
View details

Ownership

Institutions 58.27%1.68B sharesInsiders 40.13%1.16B sharesOther 1.60%45.90M shares

Shares outstanding 2.88B · Float 1.71B · 59.5% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Lawrence Joseph Ellison · director, 10 percent owner, officer, other: Executive Chairman1.15B40.04%Form 4Jul 17, 2025
BlackRock, Inc.145.35M5.05%13FAug 7, 2026
Vanguard Capital Management LLC111.79M3.88%13FAug 13, 2026
State Street Corp78.65M2.73%13FAug 7, 2026
Vanguard Portfolio Management LLC57.29M1.99%13FAug 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 24, 2026Jeffrey Henleydirector, officer: Vice Chairman−400,000$159.16
Apr 16, 2026Stuart Leveyofficer: EVP, Chief Legal Officer−15,000$176.19
Feb 9, 2026Clayton M. Magouyrkofficer: Chief Executive Officer−10,000$155.23
Jan 15, 2026Douglas A. Kehringofficer: EVP, Principal Financial Offcr−35,000$194.89
Dec 24, 2025Mark Huraofficer: Pres., Global Field Operations−15,000$196.89
View details

Peers

  • Microsoft

    Broadest rival: Azure vs OCI, SQL Server vs DB, Dynamics 365 vs Fusion.

  • Amazon

    AWS: IaaS market leader, pressing OCI with managed DB and AI compute.

  • SAP (ADR)

    Most direct ERP rival: S/4HANA vs Oracle Fusion, SuccessFactors vs Oracle HCM.

  • Salesforce

    CRM market leader (20.7% share) contesting Oracle CX and marketing cloud.

  • Alphabet Class A

    Google Cloud: AI-first rival on IaaS and analytics vs OCI.

  • Workday

    Cloud-native HCM rival displacing Oracle HCM in large-enterprise HR.

  • Snowflake

    Cloud data warehouse disruptor against Oracle Autonomous DW and Exadata.

  • Veeva Systems

    Life sciences cloud leader vs Oracle Health Sciences in eClinical and PV.

CompareAfter-hours close

CompanyPriceChange
Oracle$150.95+0.17%$434.14B25.918.76.4+20.6%
Microsoft$513.06−0.06%$3.81T28.626.211.5+17.8%
Amazon$266.10−0.11%$2.87T21.428.53.7+19.6%
SAP (ADR)$220.80−0.39%$258.15B28.123.95.8+5.8%
Salesforce$256.48+0.16%$209.66B23.417.64.8+10.8%
Alphabet Class A$346.00−0.14%$4.19T17.425.89.4+24.2%
Workday$204.25−0.23%$53.62B41.817.75.3+13.2%
Snowflake$329.00+0.32%$113.68B—153.922.6+33.5%
Veeva Systems$276.99+0.12%$44.95B45.529.213.0+17.6%
Median28.126.07.6+17.7%