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

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Oracle Corporation (NYSE:ORCL). In a filing disclosed on February 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Oracle stock on January 30th. 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):

• Purchased $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Banco Santander (NYSE:SAN) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Leonardo (OTCMKTS:FINMF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Costco Wholesale (NASDAQ:COST) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Cloudflare (NYSE:NET) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of AutoZone (NYSE:AZO) on 1/30/2026.

Oracle Price Performance

ORCL stock traded down $8.54 during midday trading on Friday, reaching $148.00. 29,351,024 shares of the company’s stock traded hands, compared to its average volume of 29,164,948. The company has a 50-day simple moving average of $178.15 and a two-hundred day simple moving average of $227.87. 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 Corporation has a 1-year low of $118.86 and a 1-year high of $345.72. The company has a market cap of $425.23 billion, a price-to-earnings ratio of 27.82, a PEG ratio of 1.37 and a beta of 1.64.

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

Oracle Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were given a dividend of $0.50 per share. The ex-dividend date was Friday, January 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. Oracle’s dividend payout ratio is 37.59%.

Analyst Ratings Changes

ORCL has been the topic of a number of analyst reports. Wells Fargo & Company initiated coverage on Oracle in a research note on Wednesday, December 3rd. They issued an “overweight” rating and a $280.00 price target on the stock. Erste Group Bank lowered Oracle from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Citigroup restated a “market outperform” rating on shares of Oracle in a research report on Wednesday, December 17th. DA Davidson raised Oracle from a “neutral” rating to a “buy” rating and set a $180.00 price target for the company in a research note on Monday, February 9th. Finally, JPMorgan Chase & Co. reduced their price objective on shares of Oracle from $270.00 to $230.00 and set a “neutral” rating on the stock in a research note on Thursday, December 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Oracle has a consensus rating of “Moderate Buy” and a consensus target price of $290.97.

Institutional Investors Weigh In On Oracle

Hedge funds and other institutional investors have recently made changes to their positions in the stock. HFM Investment Advisors LLC boosted its position in shares of Oracle by 290.9% during the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after buying an additional 96 shares during the period. Basepoint Wealth LLC acquired a new position in Oracle during the 4th quarter worth approximately $26,000. Winnow Wealth LLC bought a new position in shares of Oracle during the 2nd quarter worth approximately $28,000. Cornerstone Financial Management LLC acquired a new stake in shares of Oracle in the fourth quarter valued at approximately $28,000. Finally, FSA Wealth Management LLC acquired a new stake in shares of Oracle in the third quarter valued at approximately $28,000. 42.44% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle is winning cloud deals that validate its AI infrastructure strategy — the Centers for Medicare & Medicaid Services selected Oracle Cloud Infrastructure for a modernization project, a concrete commercial win that supports OCI revenue momentum. Oracle Cloud Infrastructure Gains Momentum With CMS Selection
• Neutral Sentiment: Some software peers (e.g., RingCentral, Five9) are rallying on better-than-expected results, showing mixed sentiment across AI-exposed software names — this helps explain sector rotation but doesn’t remove Oracle‑specific concerns. Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
• Negative Sentiment: Multiple law firms have launched or are soliciting plaintiffs for securities‑fraud class actions covering the June–Dec 2025 period; proliferation of suits raises legal and reputational risk and increases uncertainty for shareholders. ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Fraud Lawsuit
• Negative Sentiment: Market commentary ties today’s sell‑off to Nvidia/OpenAI funding dynamics: traders are treating Oracle as a proxy for OpenAI’s ability to raise capital and for Oracle’s ability to support contracted AI workloads — funding clarity is needed to calm sentiment. Here’s Why Oracle Stock Slumped Today (Hint: It’s Nvidia Related, But Not How You Might Think)
• Negative Sentiment: Analyst/social‑media threads flag heavy AI capex (estimates of up to ~$50B), higher debt issuance and insider selling — financing/dilution worries and rising short interest are pressuring the stock. Oracle Stock (ORCL) Opinions on Q2 Earnings and AI Capex Plans
• Negative Sentiment: Intraday commentary and trade reports note a sharp slide in ORCL versus broader indexes today — momentum selling and higher volume amplify the move until the market gets clearer answers on funding, capex pacing and legal exposure. Why Are Oracle Shares Sliding On Friday?

Insider Buying and Selling at Oracle

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