Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of Oracle Corporation (NYSE:ORCL)

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of Oracle Corporation (NYSE:ORCL). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $1,001 and $15,000 in Oracle stock on February 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 Thermon Group (NYSE:THR) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Uber Technologies (NYSE:UBER) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Champion Homes (NYSE:SKY) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of The Descartes Systems Group (NASDAQ:DSGX) on 2/18/2026.

Oracle Price Performance

Shares of NYSE:ORCL opened at $163.30 on Thursday. The company has a market capitalization of $469.18 billion, a P/E ratio of 29.32, a P/E/G ratio of 1.32 and a beta of 1.66. Oracle Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The firm’s 50 day simple moving average is $167.26 and its two-hundred day simple moving average is $219.04. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, beating the consensus estimate of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 68.09%. The firm had revenue of $17.19 billion for the quarter, compared to the consensus estimate of $16.91 billion. During the same period last year, the firm earned $1.47 EPS. The company’s revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Research analysts expect that Oracle Corporation will post 5 EPS for the current fiscal year.

Oracle Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Thursday, April 9th will be issued a dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.2%. Oracle’s payout ratio is currently 35.91%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Meadowbrook Advisors Group LLC bought a new stake in Oracle in the fourth quarter worth $1,091,000. DUTCH ASSET Corp bought a new position in Oracle during the fourth quarter valued at $1,515,000. Green Ridge Wealth Planning LLC purchased a new position in shares of Oracle in the 4th quarter worth $750,000. PeakShares LLC bought a new stake in shares of Oracle in the 4th quarter worth about $1,265,000. Finally, Corient Private Wealth LLC raised its position in shares of Oracle by 26.7% during the 4th quarter. Corient Private Wealth LLC now owns 1,208,733 shares of the enterprise software provider’s stock valued at $235,782,000 after buying an additional 254,437 shares in the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Q3 beat and stronger guidance: Oracle posted Q3 revenue of $17.19B and adjusted EPS $1.79 (beat), raised FY2027 revenue guidance to $90B and gave Q4 EPS guidance of $1.96–2.00 — a clear catalyst for the rally. PR Newswire
• Positive Sentiment: AI/cloud momentum: Cloud revenue surged ~44% (OCI infrastructure +84%), and remaining performance obligations/backlog jumped to ~$553B — bolstering investors’ view that Oracle is capturing durable AI infrastructure demand. PR Newswire
• Positive Sentiment: Street response: Multiple firms upgraded ratings or raised targets (e.g., JPMorgan upgraded to overweight), and analysts broadly raised estimates — supporting further upside and heavier trading/option activity. Seeking Alpha
• Neutral Sentiment: TikTok US stake disclosure: A filing values Oracle’s stake in the U.S. TikTok JV at roughly $2B — a modest non-core asset signal that has limited immediate earnings impact but affects overall asset mix. Reuters
• Neutral Sentiment: Dividend declared: Oracle announced a $0.50 quarterly dividend (record Apr 9) — supports income investors but is not the main driver of the rally. MarketBeat / Earnings Release
• Negative Sentiment: Heavy capex & cash-flow pressure: Oracle is executing a multiyear ~$50B AI/data-center buildout; free cash flow has turned sharply negative in the near term (reports cite a large cash burn), which raises financing and execution risks. Fortune
• Negative Sentiment: Shareholder litigation: Multiple law firms have filed or are soliciting plaintiffs for securities class actions tied to prior disclosure periods (lead-plaintiff deadlines forthcoming) — legal risk that can distract management and create potential liabilities. Newsfile / Rosen Law
• Negative Sentiment: Project setbacks and financing questions: Reports note at least one canceled/paused data-center expansion with OpenAI and ongoing scrutiny over debt levels — these items keep execution and financing risk on the table despite strong bookings. InsiderMonkey

Wall Street Analyst Weigh In

ORCL has been the topic of a number of recent analyst reports. BMO Capital Markets decreased their price target on Oracle from $205.00 to $200.00 and set an “outperform” rating on the stock in a report on Wednesday. Mizuho set a $400.00 target price on Oracle in a research report on Monday, December 15th. Cantor Fitzgerald reissued an “overweight” rating and issued a $229.00 price target on shares of Oracle in a report on Wednesday. Jefferies Financial Group dropped their price target on Oracle from $400.00 to $320.00 and set a “buy” rating for the company in a research note on Thursday, March 5th. Finally, HSBC reiterated a “buy” rating and set a $382.00 price objective on shares of Oracle in a research report on Wednesday, November 26th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $267.77.

Insider Buying and Selling

In related news, Director Naomi O. Seligman sold 2,223 shares of the firm’s stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the sale, the director directly owned 25,596 shares in the company, valued at $5,032,429.56. This trade represents a 7.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total transaction of $6,821,150.00. Following the completion of the sale, the executive vice president directly owned 33,638 shares in the company, valued at approximately $6,555,709.82. This represents a 50.99% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 72,223 shares of company stock worth $13,689,064. 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.

Oracle Company Profile

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.