Oracle (NYSE:ORCL) Shares Unloaded Rep. Gilbert Ray Cisneros, Jr.

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 Performance

Shares of NYSE ORCL traded down $8.76 during trading hours on Wednesday, reaching $193.53. 22,443,087 shares of the stock were exchanged, compared to its average volume of 21,026,910. The firm has a market capitalization of $556.05 billion, a price-to-earnings ratio of 36.38, a P/E/G ratio of 1.79 and a beta of 1.65. The stock’s fifty day simple moving average is $205.28 and its 200 day simple moving average is $241.86. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. Oracle Corporation has a 52 week low of $118.86 and a 52 week high of $345.72.

Oracle (NYSE:ORCL) last issued its quarterly earnings data 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 period in the prior year, the firm posted $1.47 EPS. The company’s revenue for the quarter was up 14.2% on a year-over-year basis. Sell-side analysts predict that Oracle Corporation will post 5 EPS for the current year.

Oracle Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Friday, January 9th will be given a $0.50 dividend. The ex-dividend date of this dividend is Friday, January 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. Oracle’s dividend payout ratio is presently 37.59%.

Analyst Upgrades and Downgrades

ORCL has been the topic of a number of analyst reports. TD Cowen decreased their target price on shares of Oracle from $400.00 to $350.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Cowen reissued a “buy” rating on shares of Oracle in a research report on Thursday, December 4th. Robert W. Baird lowered their price objective on Oracle from $365.00 to $315.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 18th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Oracle in a research report on Monday, December 29th. Finally, Scotiabank decreased their price target on Oracle from $360.00 to $260.00 and set a “sector outperform” rating on the stock in a research report on Thursday, December 11th. Four analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $305.50.

Key Oracle News

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)

Insider Buying and Selling at Oracle

In other news, Director Naomi O. Seligman sold 2,223 shares of Oracle stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total transaction of $437,064.03. Following the transaction, the director owned 25,596 shares in the company, valued at approximately $5,032,429.56. The trade was a 7.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the business’s stock in a transaction on 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 directly owned 144,030 shares in the company, valued at approximately $27,728,655.60. This represents a 6.49% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 126,588 shares of company stock worth $33,155,596 over the last quarter. Insiders own 40.90% of the company’s stock.

Hedge Funds Weigh In On Oracle

A number of institutional investors have recently added to or reduced their stakes in the stock. Kampmann Melissa S. lifted its stake in shares of Oracle by 0.3% in the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider’s stock valued at $3,350,000 after acquiring an additional 35 shares during the last quarter. McLean Asset Management Corp raised its position in Oracle by 0.7% in the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider’s stock valued at $1,551,000 after purchasing an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. boosted its stake in shares of Oracle by 0.7% during the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider’s stock valued at $1,485,000 after purchasing an additional 36 shares in the last quarter. Voisard Asset Management Group Inc. grew its holdings in shares of Oracle by 3.4% during the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider’s stock worth $317,000 after purchasing an additional 37 shares during the last quarter. Finally, Avion Wealth increased its stake in shares of Oracle by 16.6% in the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider’s stock valued at $73,000 after buying an additional 37 shares during the period. 42.44% of the stock is currently owned by institutional investors and hedge funds.

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.