Oracle Corporation's Stock Analysis

Oracle Issues 100 Million Deposit Shares of Preferred Stock

Oracle Corporation has entered into an underwriting agreement to issue and sell 100 million depositary shares, each representing a 1/2,000th interest in its 6.50% Series D Mandatory Convertible Preferred Stock. The offering closed on February 5, 2026, and was made under a shelf registration statement filed with the SEC. A certificate of designations was also filed to establish the rights associated with the Mandatory Convertible Preferred Stock, which includes provisions regarding dividends and conversion into common stock.

The Mandatory Convertible Preferred Stock will accumulate dividends at an annual rate of 6.50%, payable quarterly starting April 15, 2026. Each share of this preferred stock will automatically convert into a specified number of shares of Oracle's common stock by January 15, 2029, based on the stock's average price over a defined period. In the event of liquidation, holders of the preferred stock will receive a liquidation preference of $100,000 per share plus any accumulated dividends before any distribution is made to common stockholders.

Feb 05, 2026 16:01:31

Oracle Announces $20 Billion Equity Distribution and $25 Billion Notes Offering

Oracle Corporation has entered into an equity distribution agreement with multiple sales agents to sell up to $20 billion in common stock through an at-the-market offering program. The sales will be conducted based on Oracle’s instructions and are subject to various conditions. The sales agents will receive a commission of up to 0.50% from the gross proceeds of each sale, and Oracle retains the right to suspend or terminate the agreement at any time.

Additionally, Oracle has completed the issuance of $25 billion in various notes with different maturity dates and interest rates, including floating rate notes and fixed-rate notes. The proceeds from this notes offering will be used for general corporate purposes, which may encompass capital expenditures, debt repayment, and stock repurchases. The notes are being offered under a registration statement and related prospectus supplements filed with the SEC.

Feb 04, 2026 17:20:31

Oracle Directors George Conrades and Naomi Seligman Retire

George H. Conrades has retired from his position as a director at Oracle Corporation, effective January 5, 2026, after 18 years of service. Naomi O. Seligman also retired as a director on January 7, 2026, after serving for 20 years. Both retirements were not related to any disputes or disagreements regarding the company’s operations or policies.

Jan 09, 2026 16:31:11

Oracle Reports Q2 Fiscal 2026 Earnings and Dividend Announcement

Oracle Corporation announced its financial results for the fiscal second quarter ending November 30, 2025, reporting total revenue of $16.1 billion, a 14% increase year-over-year. Cloud revenue reached $8.0 billion, up 34% in USD, with significant growth in Cloud Infrastructure revenue at 68%. GAAP earnings per share rose by 91% to $2.10, while non-GAAP earnings per share increased by 54% to $2.26. The company's Remaining Performance Obligations surged to $523 billion, reflecting a 438% increase in USD compared to the previous year.

Additionally, Oracle's Board of Directors declared a cash dividend of $0.50 per share, payable on January 23, 2026, to stockholders of record as of January 9, 2026. The company highlighted its strategic shift towards chip neutrality and the embedding of AI in its software products, emphasizing its commitment to maintaining a competitive edge in cloud services and AI technology. Oracle's operating cash flow for the past twelve months was reported at $22.3 billion, marking a 10% increase.

Dec 10, 2025 16:14:38

Oracle Elects New Director and Holds Annual Stockholders Meeting

Oracle Corporation has elected Stephen Rusckowski to its Board of Directors, effective November 18, 2025. Rusckowski, the former CEO of Quest Diagnostics, will receive restricted stock units and standard cash compensation for non-employee directors. This decision expands the Board to 14 members, with Rusckowski's experience in healthcare expected to benefit Oracle's operations in that sector.

During the 2025 Annual Meeting of Stockholders, shareholders approved the election of directors, an advisory vote on the compensation of named executive officers, and the ratification of Ernst & Young LLP as the independent registered public accounting firm for the fiscal year ending May 31, 2026. The advisory vote on executive compensation received 1,922,942,188 shares in favor, while the ratification of Ernst & Young was backed by 2,549,762,065 shares.

Nov 21, 2025 16:26:49

Oracle Issues $18 Billion in New Notes for Corporate Use

Oracle Corporation has completed the issuance of $18 billion in aggregate principal amount of various notes with differing maturity dates and interest rates, ranging from 4.450% due in 2030 to 6.100% due in 2065. This issuance was facilitated through an underwriting agreement with several financial institutions and is part of Oracle's ongoing capital management strategy.

The net proceeds from this offering will be allocated for general corporate purposes, which may include capital expenditures, repayment of existing debt, future investments or acquisitions, and the payment of cash dividends or stock repurchases. The specific terms and conditions of the notes are documented in the related indentures and prospectus supplements filed with the relevant authorities.

Sep 26, 2025 16:05:13

Oracle Announces New CEOs and Leadership Changes Impacting Strategy

Oracle Corporation has appointed Clayton Magouyrk and Michael Sicilia as co-Chief Executive Officers effective September 22, 2025. Magouyrk, previously President of Oracle Cloud Infrastructure, and Sicilia, formerly President of Oracle Industries, will lead the company as it focuses on advancing its AI capabilities. Both executives will receive significant stock option grants as part of their promotions, with Magouyrk receiving options for $250 million in shares and Sicilia for $100 million, structured to incentivize performance and retention over several years.

Safra Catz, who served as CEO since 2014, will transition to the role of Executive Vice Chair of the Board, while Douglas Kehring has been promoted to Principal Financial Officer. The leadership changes come as Oracle aims to enhance its position in the AI and cloud markets, with a commitment to developing comprehensive industry applications. The company reaffirmed its financial guidance during this transition, indicating stability amidst the changes in management.

Sep 22, 2025 08:22:12

Oracle Reports Q1 Fiscal 2026 Financial Results and Dividend

Oracle Corporation announced its financial results for the first quarter of fiscal 2026, reporting total revenues of $14.9 billion, a 12% increase year-over-year. Cloud revenue reached $7.2 billion, up 28%, with significant growth in Cloud Infrastructure revenue, which rose 55%. GAAP earnings per share decreased by 2% to $1.01, while non-GAAP earnings per share increased by 6% to $1.47. The company also reported total Remaining Performance Obligations of $455 billion, marking a 359% increase from the previous year.

Additionally, Oracle's Board of Directors declared a cash dividend of $0.50 per share, payable on October 23, 2025, to stockholders of record as of October 9, 2025. The company highlighted its recent success in signing multi-billion-dollar contracts, contributing to a substantial backlog and anticipated growth in cloud services. Oracle's operating cash flow was reported at $21.5 billion for the last twelve months, reflecting a 13% increase.

Sep 09, 2025 16:13:19

Oracle Reports Q4 and FY2025 Financial Results with Revenue Growth

Oracle Corporation announced its financial results for the fourth quarter and full year of fiscal 2025. The company reported total revenue of $15.9 billion for Q4, reflecting an 11% increase year-over-year. Cloud revenue reached $6.7 billion in Q4, up 27%, with significant contributions from both Cloud Infrastructure and Cloud Applications. For the full fiscal year 2025, total revenue was $57.4 billion, an 8% increase compared to the previous year. GAAP earnings per share for Q4 were $1.19, while non-GAAP earnings per share were $1.70.

In addition to revenue growth, Oracle's remaining performance obligations increased by 41% to $138 billion. The company declared a quarterly cash dividend of $0.50 per share, payable to shareholders on July 24, 2025. Operating cash flow for the fiscal year was reported at $20.8 billion, a 12% increase. The results indicate a solid financial performance, with notable growth in cloud services and license support revenues, which rose by 14% in Q4.

Jun 11, 2025 16:12:02

Oracle Reports Q3 Fiscal 2025 Revenue and Performance Metrics

Oracle Corporation announced its fiscal 2025 third quarter results, reporting a total revenue of $14.1 billion, which reflects a 6% increase year-over-year in USD and an 8% increase in constant currency. Remaining Performance Obligations rose by 62% in USD to $130 billion, and GAAP earnings per share increased by 20% to $1.02. Notably, cloud revenue saw significant growth, with a 23% increase in USD, driven by a 49% rise in Cloud Infrastructure revenue.

However, the company experienced a decline in cloud license and on-premise license revenues, which fell by 10% in USD to $1.1 billion. Additionally, while total operating expenses grew by 3%, specific areas such as cloud services and license support expenses surged by 18%. The announcement also included a 25% increase in the quarterly cash dividend, reflecting a commitment to returning value to shareholders amidst mixed performance in certain segments.

Mar 10, 2025 16:13:09