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ORACLE CORPORCL

Sector
Technology
Industry
Services-Prepackaged Software
Exchange
NYSE

Stock Price $ORCL

Latest filings

You are here#12 of 67 in Technology by market cap

Filing record · 2016–202610-K1110-Q328-K98

ORCL filed 11 annual reports (10-K), 32 quarterly reports (10-Q) and 98 current reports (8-K) between 2016 and 2026.

  1. FY2017 annual report10-K · Jun ’17Jun ’17
  2. Leadership change8-K · Dec ’19Dec ’19
  3. Deal closed8-K · Jun ’22Jun ’22
  4. Leadership change8-K · Nov ’25Nov ’25

01—Key figures

Share Class
Source: 10-KFY2026
Source: 10-KFY2026
Source: 10-KFY2026
Source: 10-KFY2026

Revenue Trend

Year-over-year comparison from 10-K annual reports

  19. $67.36B
YoY changeLargest recent move+17.7%in FY23Latest +17.3%

1 older move runs past ±20% (largest +32.8%); point at, tap or drag across the bars to read one.

Latest bar from 10-KFY2026Click a bar to open its SEC filing

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All ORCL Financial Metrics62 metrics

Income Statement17

Balance Sheet25

Cash Flow15

Per Share5

02—Overview

ORACLE CORP Financial Overview 2022–2026

Updated Jul 10, 2026

Oracle's capital expenditures surged 162% to an unprecedented $55.7 billiona in FY2026—a massive outlay that underscores the company's aggressive strategy to capture surging cloud and AI demand. The central investment thesis is clear: Oracle has decisively transformed from a legacy on-premise software provider into a high-growth cloud infrastructure heavyweight, weaponizing its balance sheet to fund relentless data center expansion.

The company's core cloud and software segment steadily expanded its footprint, growing from 85% of total revenues in FY2022 to 87% of total revenues in FY2026. During FY2026, total revenues jumped 17% to $67.4 billionb, heavily driven by 77% growth in its cloud infrastructure unit. Despite these aggressive capital outlays and a $1.8 billion restructuring charge, Oracle defended its profitability, holding its operating margin steady at 31%. However, the immense infrastructure build-out pushed free cash flow to a negative $(23.7) billion for the year, prompting the company to issue $43.0 billion in senior notes to sustain its operations and liquidity.

The market has enthusiastically endorsed this capital-intensive pivot. At the close of FY2025, Oracle commanded a $464.6 billion market capc, trading at a 38.1x P/E ratio with a stock price of $165.53. This valuation premium expanded further as shares climbed to $225.78 by the end of FY2026, reflecting deep investor conviction that the company's high-stakes bets on data center capacity will yield long-term market dominance.

Recent Developments (Q3 and Q4 2026)

Beyond Oracle's infrastructure build-out, the second half of FY2026 was defined by a significant executive transition and aggressive capital raising. On April 6, 2026, Hilary Maxson assumed the Chief Financial Officer role, inheriting a balance sheet newly fortified by a $20.0 billiond at-the-market equity program and $5.0 billion in mandatory convertible preferred stock. Operationally, quarterly growth remained exceptional; in Q3 2026, total revenues surged 22% to $17.19 billion, while cloud revenues jumped 24% to $15.03 billion and net income expanded to $3.72 billion.

Bulls argue this top-line acceleration easily justifies the premium pricing, with shares trading at 40.3x earnings as of June 22, 2026. Conversely, bears warn that a 20% spike in Q3 2026 operating expenses to $11.73 billione—coupled with impending equity dilution—could severely pressure per-share earnings if capacity outpaces near-term demand.

What to watch: financial strategy execution under the new Chief Financial Officer; potential equity dilution from the convertible preferred stock and at-the-market program.

03—Filings

Recent SEC Filings

  1. 8-KORACLE CORP 8-K Report, Corporate Update (Sep 14, 2026)Oracle Corporation (ORCL) filed an 8-K on September 14, 2026, to announce a significant development regarding its Executive Chair and Chief Technology Officer, Larry Ellison. Mr. Ellison has elected to cancel his previously established 10b5-1 trading plan for selling Oracle stock. This decision is noteworthy as no shares were actually sold under the plan before its termination. This announcement is crucial for investors as it signals a potential shift in Mr. Ellison's intentions regarding his personal holdings in Oracle. While 10b5-1 plans are typically set up to allow insiders to sell shares predictably and avoid concerns about insider trading, the cancellation can be interpreted in various ways. Investors will likely be looking for further clarity on the reasons behind this cancellation and what it might imply about Mr. Ellison's confidence in Oracle's future prospects, or potential alternative plans for his stake.
  2. 8-KORACLE CORP 8-K Report, Financial Results (Sep 10, 2026)Oracle Corporation has filed an 8-K report detailing its financial results for the fiscal first quarter ended August 31, 2026, as announced in a press release on September 10, 2026. While the full financial details are within the press release (Exhibit 99.1), the filing also discloses important capital allocation decisions by the Board of Directors. Investors should note the declaration of dividends for both Oracle's common stock and its Mandatory Convertible Preferred Stock. A dividend of $0.50 per share is set for common stockholders, payable on October 23, 2026. Additionally, a dividend of $1.625 per share is declared for the Mandatory Convertible Preferred Stock, payable on October 15, 2026. These dividend announcements provide a clear indication of the company's ongoing commitment to returning value to shareholders.
  3. 8-KORACLE CORP 8-K Report, Financial Results (Jun 10, 2026)Oracle Corporation has filed an 8-K report on June 10, 2026, primarily announcing its financial results for the fiscal fourth quarter ended May 31, 2026. While the full details of the financial performance are available in the furnished press release (Exhibit 99.1), the 8-K also discloses a significant event related to shareholder returns. Investors should consult the press release for specific revenue, profit, and guidance metrics.
  4. 8-KORACLE CORP 8-K Report, Executive Changes (May 12, 2026)Oracle Corporation (ORCL) has announced a key change to its Board of Directors through an 8-K filing dated May 12, 2026. The company has unanimously elected Dr. Tomislav Mihaljevic to serve as a director, effective immediately as of May 6, 2026. This appointment brings new expertise to the board, though Dr. Mihaljevic is not currently slated for any committee assignments. Dr. Mihaljevic's compensation as a non-employee director will align with Oracle's standard practices, including restricted stock units (RSUs) that vest after one year of service and standard cash compensation. His appointment is not contingent on any external agreements and he has no reportable related-party transactions or familial ties to existing directors or officers, indicating a clean integration into the board's governance structure. The company also confirmed entering into a standard indemnification agreement with Dr. Mihaljevic.
  5. 8-KORACLE CORP 8-K Report, Executive Changes (Apr 6, 2026)Oracle Corporation (ORCL) has announced a significant leadership change with the appointment of Hilary Maxson as its new Chief Financial Officer (CFO), effective April 6, 2026. Ms. Maxson brings extensive financial leadership experience from her previous role as Executive Vice President and Group CFO at Schneider Electric SE, where she was instrumental in capital allocation, business model transformation, and long-term value creation strategies. Her appointment signals a continued focus on strategic financial management and operational efficiency for Oracle. This appointment comes with a comprehensive compensation package designed to attract and retain top talent, including a substantial base salary, performance-based bonus targets, relocation assistance, and a significant equity grant valued at $26 million. The equity award is structured with both time-based and performance-based components, aligning Ms. Maxson's incentives with Oracle's long-term growth and revenue objectives. Concurrently, Douglas Kehring will transition from his role as Principal Financial Officer to focus on strategic initiatives as Executive Vice President, Operations.
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04—See also

Related Companies

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