Rep. Gilbert Ray Cisneros, Jr. Sells Oracle Corporation (NYSE:ORCL) Stock

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of Oracle Corporation (NYSE:ORCL). In a filing disclosed on January 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in Oracle stock on December 24th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Schneider Electric S.E. (OTCMKTS:SBGSF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 12/30/2025.
• Purchased $50,001 – $100,000 in shares of Campbell’s (NASDAQ:CPB) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 12/26/2025.
• Sold $1,001 – $15,000 in shares of Bloom Energy (NYSE:BE) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Coinbase Global (NASDAQ:COIN) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 12/24/2025.

Oracle Stock Down 4.3%

Shares of NYSE:ORCL opened at $193.53 on Thursday. The firm has a market cap of $556.05 billion, a P/E ratio of 36.38, a P/E/G ratio of 1.79 and a beta of 1.65. Oracle Corporation has a 12-month low of $118.86 and a 12-month high of $345.72. The business has a fifty day simple moving average of $205.28 and a 200 day simple moving average of $241.86. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 EPS for the quarter, beating analysts’ consensus estimates of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The firm had revenue of $16.06 billion for the quarter, compared to analyst estimates of $16.19 billion. During the same quarter in the previous year, the company posted $1.47 EPS. The business’s revenue was up 14.2% on a year-over-year basis. Analysts predict that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Investors of record on Friday, January 9th will be issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Friday, January 9th. Oracle’s dividend payout ratio is presently 37.59%.

Analysts Set New Price Targets

A number of analysts have weighed in on ORCL shares. Barclays set a $310.00 target price on shares of Oracle in a research report on Thursday, December 11th. Wells Fargo & Company initiated coverage on shares of Oracle in a research note on Wednesday, December 3rd. They issued an “overweight” rating and a $280.00 price objective on the stock. Baird R W upgraded shares of Oracle to a “strong-buy” rating in a research report on Wednesday, October 8th. Erste Group Bank lowered shares of Oracle from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and set a $400.00 price target on shares of Oracle in a research report on Monday, January 5th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, ten have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $305.50.

Institutional Investors Weigh In On Oracle

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Winnow Wealth LLC acquired a new position in Oracle during the 2nd quarter worth approximately $28,000. FSA Wealth Management LLC acquired a new stake in Oracle in the third quarter valued at approximately $28,000. Kilter Group LLC bought a new stake in shares of Oracle during the second quarter valued at approximately $30,000. Darwin Wealth Management LLC lifted its holdings in shares of Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 65 shares in the last quarter. Finally, Investors Research Corp lifted its holdings in shares of Oracle by 465.5% in the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider’s stock worth $32,000 after purchasing an additional 135 shares in the last quarter. 42.44% of the stock is owned by institutional investors.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Analysts and bulls still point to meaningful upside based on Oracle’s cloud/AI positioning and recent upgrades — some firms view the post‑selloff valuation as attractive and have raised targets. Top Analyst Sees 48% Upside
• Positive Sentiment: Support for the bull case: Oracle’s large AI backlog, cross‑cloud footprint, and recent commercial wins (including the TikTok-related deal and potential hyperscaler business) are cited as drivers that could reaccelerate revenue and justify higher multiples. 2 Big Reasons Oracle Can Climb
• Neutral Sentiment: Mixed analyst commentary — some warn Oracle’s AI‑driven valuation and debt‑fueled capex create execution and timing risk even as others remain bullish; this keeps sentiment and targets wide. Meta Compute Reaffirms Bullish Thesis
• Negative Sentiment: Immediate catalyst for the drop: bondholders sued, alleging Oracle made false or misleading statements in the offering documents for the Sept. 25 $18B note/bond sale tied to its AI infrastructure — the suit claims Oracle failed to disclose it would need to sell substantial additional debt. Reuters: Oracle sued by bondholders
• Negative Sentiment: Legal and financing risk: the proposed class action increases the chance of settlement costs, management/time distraction, and could lift perceived credit risk — a meaningful concern given Oracle’s elevated leverage and recent debt‑funded capex. Why Oracle Stock Dropped Today (Fool)

Insiders Place Their Bets

In other news, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the completion of the sale, the insider directly owned 234,077 shares of the company’s stock, valued at $46,087,420.53. The trade was a 6.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the company’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $192.52, for a total transaction of $1,925,200.00. Following the completion of the sale, the chief executive officer owned 144,030 shares in the company, valued at $27,728,655.60. This represents a 6.49% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 126,588 shares of company stock worth $33,155,596 in the last quarter. Insiders own 40.90% of the company’s stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About Oracle

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle’s product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.