Oracle Corporation management check
ORCL · Information Technology · Application Software · CEO Messrs. Magouyrk and Sicilia
Filings as of
4 good · 2 to watch · 1 flagged, across the seven questions below.
- Good
Have owners done well?
Beat its chosen peers$100 invested at the start of fiscal 2022 grew to $207, against $190 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.80 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Flag
What does the CEO cost owners?
3.7% of net income$627.5m of reported pay in fiscal 2026, against $17.0bn of net income.
- Good
Do they own the stock?
Insiders are buyingThe CEO holds 258,297.279 shares, directly or through trusts (unvested awards not counted): about 0.1 years of pay. 1 insider bought $3.5m on the open market in the last six months, with their own money, near the lows. Sales: $69.0m.
- Watch
Are owners being diluted?
Share count growingDiluted shares changed +1.6% a year over the last three fiscal years. Stock-based pay was 7.1% of revenue in the latest year.
- Watch
Is leadership stable?
2 CEOs in the pay tableCEOs in the pay table: Ms. Catz, Messrs. Magouyrk and Sicilia. 9 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Information Technology.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 61 | 33 | |
| Pay for performance | 90 | 87 | |
| CEO cost | 3 | 35 | |
| Skin in the game | 20 | 47 | |
| Dilution | 30 | 56 | |
| Stable leadership | 40 | 85 | |
| Clean books | 100 | 100 |
Closest peers
Others in Application Software, by management score. Oracle Corporation is 61st of 73 in its sector.
- 72PLTRPalantir Technologies78
- 186FICOFair Isaac70
- 202CRMSalesforce68
- 264ADBEAdobe Inc.64
- 343DDOGDatadog59
- 350INTUIntuit58
- 405TYLTyler Technologies52
- 430ORCLOracle Corporation49
- 445CDNSCadence Design Systems47
- 456ADSKAutodesk44
Pay versus performance
From the proxy statement filed September 25, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2026 | Messrs. Magouyrk and Sicilia | $627.5m | $413.0m | $52.9m | $207 | $190 | $17.0bn |
| 2025 | Ms. Catz | $1.1m | $461.8m | $11.3m | $232 | $172 | $12.4bn |
| 2024 | Ms. Catz | $6.5m | $94.3m | $13.2m | $132 | $137 | $10.5bn |
| 2023 | Ms. Catz | $5.3m | $304.1m | $12.5m | $107 | $69 | $8.5bn |
| 2022 | Ms. Catz | $138.2m | $139.2m | $58.5m | $38 | $42 | $6.7bn |
The board says pay is tied most to Non-GAAPOperatingIncomeGrowth. Its other key measures: Non-GAAP Operating Income Growth, Fiscal 2028 Non-GAAP Total Revenues, Total Non-GPU Infrastructure Bookings, GPU Bookings, Total SaaS Bookings Growth, Non-GAAP Software Revenue Growth.
Insiders and the CEO's stake
Michael D. Sicilia (Chief Executive Officer) held 258,297.279 shares directly after their latest Form 4 on Sep 22, 2026, roughly $39.2m at that filing's price.
1 insider bought $3.5m on the open market in the last six months, with their own money, near the lows. Sales: $69.0m.
- BoughtStephen H RusckowskiDirector$3.5mSep 29, 2026
- SoldJeffrey HenleyVice Chairman · 10b5-1 plan$63.7mJun 24, 2026
- SoldMichael D. SiciliaChief Executive Officer · 10b5-1 plan$4.9mSep 22, 2026
- SoldMaria SmithEVP, Chief Accounting Officer$399kSep 22, 2026
Leadership and governance on file
- May 12, 2026Leadership change8-K 5.02
- Apr 6, 2026Leadership change8-K 5.02
- Jan 9, 2026Leadership change8-K 5.02
- Nov 21, 2025Leadership change8-K 5.02
- Oct 6, 2025Leadership change8-K/A 5.02
- Sep 22, 2025Leadership change8-K 5.02
- Feb 26, 2025Leadership change8-K/A 5.02
- Jan 13, 2025Leadership change8-K 5.02
- Nov 17, 2023Leadership change8-K 5.02
- Oct 7, 2022Leadership change8-K 5.02
- Jul 1, 2022Leadership change8-K 5.02
- Mar 24, 2022Leadership change8-K 5.02
Latest shareholder vote results: Nov 21, 2025, including the say-on-pay vote.
Where the money went
Over 2021–2025: $41.5bn returned to owners in buybacks and dividends, 75% of net income, and $19.6bn of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $42.4bn | $50.0bn | $53.0bn | $57.4bn | $67.4bn |
| Net income | $6.7bn | $8.5bn | $10.5bn | $12.4bn | $17.0bn |
| Stock-based pay | $2.6bn | $3.5bn | $4.0bn | $4.7bn | $4.8bn |
| Buybacks | $16.2bn | $1.3bn | $1.2bn | $600.0m | $95.0m |
| Dividends | $3.5bn | $3.7bn | $4.4bn | $4.7bn | $5.8bn |
| Diluted shares | 2786m | 2766m | 2823m | 2866m | 2914m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.