Oracle (ORCL) reported fiscal first-quarter revenue of $19.345 billion for the three months ended August 31, 2026, up 30% from a year earlier. GAAP net income was $4.760 billion, while diluted GAAP earnings per share were $1.56.
Cloud revenue rose 62% to $11.607 billion, including a 121% increase in cloud infrastructure revenue to $7.388 billion. Oracle reported remaining performance obligations of $664 billion.
- GAAP basic EPS was $1.58; diluted EPS was $1.56.
- GAAP operating income increased 57% to $6.728 billion.
- Operating cash flow rose 184% to $23.103 billion, while free cash flow was negative $5.396 billion.
- Oracle completed the sale of $20 billion of common stock before commissions through its at-the-market equity program during the quarter.
- For fiscal 2027, Oracle expects total revenue of at least $90 billion and non-GAAP EPS of $8.10.
- The board declared a quarterly cash dividend of $0.50 per share, payable October 23, 2026.
$ORCL Insider Trading Activity
$ORCL insiders have traded $ORCL stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $ORCL stock by insiders over the last 6 months:
- JEFFREY HENLEY (Vice Chairman) has made 0 purchases and 11 sales selling 400,000 shares for an estimated $63,664,039.
- STUART LEVEY (EVP, Chief Legal Officer) sold 15,000 shares for an estimated $2,642,850
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ORCL Hedge Fund Activity
We have seen 1,777 institutional investors add shares of $ORCL stock to their portfolio, and 1,872 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 22,899,905 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,355,981,077
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 10,531,224 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,543,350,877
- SG AMERICAS SECURITIES, LLC added 8,909,995 shares (+637.9%) to their portfolio in Q2 2026, for an estimated $1,305,759,767
- BANK OF AMERICA CORP /DE/ added 8,570,333 shares (+55.7%) to their portfolio in Q2 2026, for an estimated $1,255,982,301
- CAPITAL RESEARCH GLOBAL INVESTORS added 7,606,983 shares (+23.7%) to their portfolio in Q2 2026, for an estimated $1,114,803,358
- GOLDMAN SACHS GROUP INC added 6,281,871 shares (+41.9%) to their portfolio in Q2 2026, for an estimated $920,608,195
- COATUE MANAGEMENT LLC removed 4,440,008 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $634,876,743
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ORCL Congressional Stock Trading
Members of Congress have traded $ORCL stock 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $ORCL stock by members of Congress over the last 6 months:
- SENATOR SHELDON WHITEHOUSE sold up to $50,000 on 05/07.
- SENATOR ALAN ARMSTRONG purchased up to $50,000 on 03/27.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
