Oracle

At a glance

Oracle reported 2025 revenue of $67.36B, up 17.3% from $57.4B in 2024. Over 4 years since 2021 ($42.44B), that is growth of about 12.2% a year. Operating margin was 30.6%, up from 25.7% in 2021. 2025 was the highest revenue year in this period.

In the last 12 months 9 insiders reported 1 open-market purchase ($3.5M) and 10 sales ($85.3M). 5 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $63.7M by Vice Chairman Jeffrey Henley on Jun 26, 2026. Net, insiders were sellers of $81.9M.

Oracle filed 12 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), officer or director change (4), material agreement (2) and regulation fd disclosure (1). The latest officer or director change was reported on May 12, 2026. It reported a material agreement or a completed acquisition or disposal 2 times.

4 of the 20 investors tracked here held Oracle at the last quarter end, worth $811.2M combined. It is the largest weight for Bridgewater Associates (0.9% of its portfolio), followed by Soros Fund Management (0.5%). New this quarter: Renaissance Technologies. Added: Soros Fund Management and National Pension Service (Korea). Reduced: Bridgewater Associates.

Annual results

Fiscal year ends May 31

Tracked investors holding (13F)

Weight is the share of each investor's portfolio, as of the quarter end.