ORCL at a glance
Oracle Corporation (ORCL, SEC CIK 1341439) filed its latest 10-K annual report on June 22, 2026, a 10-Q quarterly report on September 11, 2026, an 8-K current report on September 14, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended May 31, 2026 (FY2026), Oracle Corporation (ORCL) reported revenue of $67.4 billion (up 17.3% from FY2025) and net income of $17.1 billion. Diluted EPS was $5.83.
- As of June 30, 2026, 69 institutional investment managers tracked by SignalX reported holding Oracle Corporation (ORCL) shares worth $94.8 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by RUSCKOWSKI STEPHEN H on September 29, 2026 of 25,000 shares at $139.35 per share.
- In the last 90 days, ORCL insiders reported 1 open-market purchase ($3.5M) and 3 open-market sales ($5.3M) on Form 4, a net sale of $1.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $67.4B
- +17.3% vs prior year
- Insiders · 90 days
- 1 buy · 3 sells
- Net −$1.9M
- 13F holders
- 69 funds
- $94.8B · +2 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended May 31, 2026
Risk Factors
- AI regulatory compliance risk from evolving U.S. federal/state laws and EU AI Act phased through 2030, could restrict Oracle’s AI product offerings and increase costs
- Geopolitical exposure: Middle East conflicts, Russia-Ukraine war, China-Taiwan tensions impact Europe and supply chain reliability
- Data center capacity risk: $129.5B debt-financed expansion dependent on scarce power, permits, and GPUs, risk of overcommitment or downtime
- Competitive pressure from Microsoft Azure, AWS, Google Cloud multicloud strategies may reduce Oracle Cloud revenues and customer retention
- High leverage risk with $129.5B debt maturing 2026-2066, refinancing risks, variable interest rates, and potential credit rating downgrades
Business Overview
- Core business model: Enterprise IT products and services encompassing cloud applications (OCA), cloud infrastructure (OCI), software licenses, hardware, and support services with embedded AI capabilities
- New emphasis: Expanded AI integration including generative AI and agentic AI capabilities, advanced OCI AI infrastructure offerings, and introduction of OCI Sovereign Cloud for regulated industries
- Strategic shift: Accelerated migration focus from on-premise products to Oracle Cloud; cloud revenues rose to 51% of total in FY 2026 from 43% in FY 2025
- Quantitative highlight: R&D investment increased to $10.3 billion in FY 2026 from $9.9 billion in FY 2025; total employee count approx. 141,000 with 43,000 in R&D
- Noteworthy fact: New dual CEO structure implemented in September 2025, with Clayton M. Magouyrk and Michael D. Sicilia appointed as co-Chief Executive Officers
Management Discussion & Analysis
- Total revenue $67.4B, up 17% YoY; cloud and software revenue $58.5B, up 19% YoY (+$9.3B), driven by cloud growth
- Operating margin 31% flat YoY; cloud and software segment margin 59% down from 63% due to higher infrastructure costs
- Best performing segment: Cloud and software revenue $58.5B (+19%), margin 59%; worst: Services margin 27%, though services margin rose from 19%
- Net cash from operations $32.0B (+54% YoY); capital expenditures $55.7B (up $34.4B) mainly for data center expansion; dividends $5.8B; common stock repurchase $95M
- Management expects continued revenue growth in cloud and software; ongoing investments in cloud infrastructure; risks include inflation, tariffs, geopolitical conditions, and tax uncertainties
AI summary of the ORCL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 31, 2026
Risk Factors
- No “Risk Factors” section or quarter-over-quarter risk updates provided in the supplied excerpt
- Insider-trading compliance risk: Lawrence J. Ellison adopted a plan permitting sales of up to 50 million shares by October 24, 2026
- Capital-allocation risk: $6.3 billion remained authorized for repurchases as of August 31, 2026
- Liquidity risk: Future repurchases depend on working capital, capital expenditures, acquisitions, dividends, and debt obligations
AI summary of the ORCL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Larry Ellison cancelled his 10b5-1 Oracle stock-sale plan on September 12, 2026
- No Oracle shares were sold under the plan before termination
Item 2.02: Results of Operations and Financial Condition
- Oracle reported fiscal Q1 2026 results for the quarter ended August 31, 2026
- Press release furnished as Exhibit 99.1 contains the financial figures and management commentary
Item 8.01: Other Events
- Mandatory Convertible Preferred Stock dividend: $1,625 per share, payable October 15, 2026
- Preferred dividend record date: October 1, 2026
Item EX-99.1: Item EX-99.1
- Q1 FY27 revenue $19.345B, up 30%, with cloud revenue $11.607B, up 62%
- Cloud infrastructure revenue $7.388B, up 121%, establishing AI capacity as Oracle’s primary growth engine
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q4 2026 results covered the quarter ended May 31, 2026
- Oracle issued the earnings press release June 10, 2026
Item 8.01: Other Events
- Mandatory Convertible Preferred Stock dividend: $1,625 per share, payable July 15, 2026
- Preferred-stock record date: July 1, 2026
AI summaries of ORCL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ORCL
Don't miss the next ORCL filing
- Alerts as it files. A push when ORCL files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ORCL, by share count.
- Ask anything. An AI agent that reads every ORCL filing and answers with sources.
ORCL alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| RUSCKOWSKI STEPHEN H | Buy | Sep 29, 2026 | 25,000 | $139.35 |
| Sicilia Michael D. | Sell | Sep 22, 2026 | 22,562 | $151.59 |
| Smith Maria | Sell | Sep 22, 2026 | 2,631 | $151.70 |
| Levey Stuart | F | Sep 21, 2026 | 10,245 | $147.61 |
| Sicilia Michael D. | F | Sep 21, 2026 | 17,311 | $147.61 |
| Smith Maria | F | Sep 21, 2026 | 2,875 | $147.61 |
| Smith Maria | F | Sep 21, 2026 | 6,230 | $147.61 |
| Sicilia Michael D. | F | Sep 21, 2026 | 35,495 | $147.61 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | $53.0B | $57.4B | $67.4B |
| Operating Income | $15.4B | $17.7B | $20.6B |
| Net Income | $10.5B | $12.4B | $17.1B |
| Op. Margin | 29.0% | 30.8% | 30.6% |
| Net Margin | 19.8% | 21.7% | 25.4% |
| Balance Sheet | |||
| Total Assets | - | $168.4B | $261.8B |
| Equity | - | $20.5B | $42.5B |
| ROE | - | 60.8% | 40.2% |
| Per Share | |||
| EPS | $3.71 | $4.34 | $5.83 |
| Cash Flow | |||
| Operating CF | - | $20.8B | $32.0B |
| CapEx | - | $21.2B | $55.7B |
Source: XBRL data in Oracle Corporation (ORCL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ORCL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 69 | $94.82B |
| Q1 2026 | 67 | $91.44B |
| Q4 2025 | 67 | $130.42B |
| Q3 2025 | 69 | $201.22B |
| Q2 2025 | 66 | $137.97B |
| Q1 2025 | 65 | $67.39B |
| Q4 2024 | 60 | $62.82B |
| Q3 2024 | 57 | $29.83B |
- Bank of America Corp+8.57M (+56%)
- Goldman Sachs Group+6.28M (+42%)
- FMR LLC (Fidelity)+3.15M (+14%)
- Citadel Advisors LLC+2.45M (+107%)
- State Street Corp+2.34M (+3%)
- JPMorgan Chase & Co−9.59M (-30%)
- Citigroup−232.5K (-5%)
- Ameriprise Financial−216.0K (-3%)
- BNY Mellon−204.8K (-2%)
- Invesco Ltd−181.3K (-3%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 520 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ORCL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 10-Q | Sep 11, 2026 | Aug 31, 2026 | Analysis | |
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 10-K | Jun 22, 2026 | May 31, 2026 | Analysis | |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - |
Related Information Technology companies
- DDD · 3D SYSTEMS CORPServices-Prepackaged Software
- ACIW · ACI WORLDWIDE, INC.Services-Prepackaged Software
- ADBE · Adobe Inc.Services-Prepackaged Software
- AISP · Airship AI Holdings, Inc.Services-Prepackaged Software
- ALRM · Alarm.com Holdings, Inc.Services-Prepackaged Software
- ALKT · ALKAMI TECHNOLOGY, INC.Services-Prepackaged Software
- AMPL · Amplitude, Inc.Services-Prepackaged Software
- APPN · APPIAN CORPServices-Prepackaged Software
ORCL SEC filings: frequently asked questions
Are ORCL insiders buying or selling?
In the last 90 days, Oracle Corporation (ORCL) officers, directors and 10% owners reported 1 open-market purchase worth $3.5 million by 1 insider and 3 open-market sales worth $5.3 million by 2 insiders on Form 4, a net sale of $1.9 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ORCL stock?
As of June 30, 2026, the largest Oracle Corporation (ORCL) holders among the 13F filers tracked by SignalX were BlackRock ($21.3 billion), Vanguard Capital Management LLC ($16.4 billion), State Street Corp ($11.5 billion), Vanguard Portfolio Management LLC ($8.4 billion), Morgan Stanley ($4.5 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ORCL's revenue in fiscal year 2026?
For the fiscal year ended May 31, 2026 (FY2026), Oracle Corporation (ORCL) reported revenue of $67.4 billion (up 17.3% from FY2025) and net income of $17.1 billion. Diluted EPS was $5.83. The figures come from the XBRL data in the 10-K.
What are the main risks in ORCL's latest 10-K?
In the 10-K filed June 22, 2026, Oracle Corporation (ORCL) flagged: AI regulatory compliance risk from evolving U.S. federal/state laws and EU AI Act phased through 2030, could restrict Oracle’s AI product offerings and increase costs. Geopolitical exposure: Middle East conflicts, Russia-Ukraine war, China-Taiwan tensions impact Europe and supply chain reliability. (AI summary of the Risk Factors section.)
What did ORCL report in its latest 8-K?
Oracle Corporation (ORCL) filed an 8-K on September 14, 2026 reporting Item 8.01 (Other Events). Larry Ellison cancelled his 10b5-1 Oracle stock-sale plan on September 12, 2026.
What are the latest ORCL SEC filings?
Oracle Corporation (ORCL) filed its latest 10-K annual report on June 22, 2026, a 10-Q quarterly report on September 11, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on October 1, 2026.
What is ORCL's SEC CIK number?
Oracle Corporation (ORCL)'s SEC Central Index Key (CIK) is 1341439. EDGAR lists every ORCL filing under that number.
Ask anything about ORCL
The research agent reads ORCL's filings, financials, insider trades and 13F holders, then answers with sources.