The combination of strong financial performance and hiring a high-caliber CFO with industrial/tech finance experience suggests Oracle is well-positioned to manage its rapid cloud growth. Monitor upcoming earnings for sustained >20% growth trends.
Price Chart
Executive Summary
Oracle appointed Hilary Maxson as CFO, replacing Douglas Kehring, and disclosed strong recent performance with over 20% growth in revenue and non-GAAP EPS. Maxson receives a $26M equity package and $950K base salary.
Key Facts
- Hilary Maxson appointed CFO effective April 6, 2026, succeeding Douglas Kehring
- Maxson receives $950,000 annual base salary, $2.5M target bonus, and $26M equity grant ($20.8M time-based, $5.2M performance-based)
- Company reports strongest performance in over 15 years with >20% growth in organic total revenue and non-GAAP EPS
- Demand driven by AI training/inferencing, multicloud database, and cloud applications
Financial Impact
CFO compensation package valued at $26M equity plus $950K salary and $2.5M bonus target; company reporting >20% revenue and earnings growth
Risk Factors
- Large equity grant could dilute shareholders if performance targets are not met
- Integration risk with new CFO during period of rapid growth
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-142939 |
| Document: d132760dex991.htm | 0001193125-26-142939 |
| Document: 0001193125-26-142939-index-headers.html | 0001193125-26-142939 |
| Document: 0001193125-26-142939-index.html | 0001193125-26-142939 |
| Document: 0001193125-26-142939.txt | 0001193125-26-142939 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | 8-K | $144.79 $148.56 | ▲ +2.60% | ▲ +2.50% | $142.19 (−1.80%) |
Aug 25, 2026 5w ago | GOVT-CONTRACT | $144.76 $141.32 | ▼ −2.38% | ▼ −1.84% | $142.19 (−1.78%) |
Jul 20, 2026 10w ago | ANALYST-UPGRADE | $121.38 $114.99 | ▲ +5.26% | ▲ +4.84% | $142.19 (−17.14%) |
Jun 24, 2026 14w ago | 144 | $152.46 $142.50 | ▼ −6.53% | ▼ −8.09% | $142.19 (−6.74%) |
Jun 10, 2026 16w ago | 8-K | $54.86 $54.20 | ▼ −1.20% | ▼ −2.42% | $142.19 (+159.19%) |
May 12, 2026 20w ago | 8-K | $56.38 $54.07 | ▼ −4.10% | ▼ −2.94% | $142.19 (+152.20%) |
Apr 24, 2026 22w ago | ANALYST-UPGRADE | $173.27 $161.39 | ▼ −6.85% | ▼ −7.76% | $142.19 (−17.94%) |
Apr 21, 2026 23w ago | Court Ruling | $181.17 $165.96 | ▼ −8.40% | ▼ −9.48% | $142.19 (−21.52%) |
Apr 6, 2026 25w ago | 8-K | $45.02 $47.84 | ▲ +6.26% | ▲ +2.13% | $142.19 (+215.84%) |
Mar 30, 2026 26w ago | Court Ruling | $138.79 $142.81 | ▲ +2.90% | ▼ −1.40% | $142.19 (+2.45%) |
US Market Status
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