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

Posted by Jessica Moore on Mar 12th, 2026

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 Trading Down 2.5%

Oracle stock traded down $4.03 during trading hours on Thursday, reaching $159.09. 36,879,583 shares of the company’s stock traded hands, compared to its average volume of 28,618,615. The firm has a market capitalization of $457.09 billion, a price-to-earnings ratio of 28.56, a PEG ratio of 1.32 and a beta of 1.66. 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 fifty-two week low of $118.86 and a fifty-two week high of $345.72. The firm’s 50 day moving average is $167.26 and its 200-day moving average is $219.04.

Oracle (NYSE:ORCL – Get Free Report) last posted its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 68.09%. The business had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. During the same period in the previous year, the firm posted $1.47 earnings per share. Oracle’s revenue for the quarter was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. On average, analysts predict that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Dividend Announcement

The company also recently disclosed 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. This represents a $2.00 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Thursday, April 9th. Oracle’s payout ratio is currently 35.91%.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of ORCL. Swiss National Bank lifted its position in shares of Oracle by 7.6% in the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock valued at $1,113,526,000 after buying an additional 360,000 shares during the last quarter. Patton Fund Management Inc. increased its holdings in shares of Oracle by 626.1% during the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock worth $3,245,000 after acquiring an additional 9,948 shares during the last quarter. Ironwood Investment Counsel LLC raised its stake in Oracle by 45.3% in the 2nd quarter. Ironwood Investment Counsel LLC now owns 3,723 shares of the enterprise software provider’s stock valued at $814,000 after acquiring an additional 1,161 shares during the period. Meeder Advisory Services Inc. raised its stake in Oracle by 8.4% in the 3rd quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider’s stock valued at $11,516,000 after acquiring an additional 3,184 shares during the period. Finally, Decker Retirement Planning Inc. acquired a new stake in Oracle during the 3rd quarter valued at $689,000. 42.44% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Oracle

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Q3 beat and upgraded long‑term guidance — Oracle reported $17.19B revenue and $1.79 non‑GAAP EPS, cloud and AI infrastructure grew sharply and management lifted FY2027 revenue guidance, a core reason shares ran higher after the print. Q3 results
Positive Sentiment: Large contracted backlog and TikTok stake disclosed — Oracle disclosed a $553B remaining performance obligation (backlog) and filings show its ~15% stake in the U.S. TikTok JV is worth roughly $2.0–$2.2B, supporting the company’s AI revenue runway and asset value. TikTok stake value
Neutral Sentiment: Mixed analyst moves — Wall Street reactions are mixed: several firms raised ratings/targets and upgraded after the beat (JPMorgan, Citigroup, Oppenheimer among positives) while others trimmed targets or cut upside assumptions (Baird, Stifel, Piper Sandler). That creates offsetting flows rather than a one‑way catalyst. Analyst note (example)
Neutral Sentiment: Non‑related ticker note — News that “ORCL” (Oracle Commodity Holding Corp., TSXV) plans a small private placement circulated today; this is a different company and ticker collision can create short‑term noise for screens and newsfeeds. Private placement (different ORCL)
Negative Sentiment: Class‑action and investor‑rights suits piling up — Multiple firms have filed or are soliciting lead plaintiffs over alleged disclosures in the June–Dec 2025 period; ongoing litigation risk can pressure the stock and deter some buyers. Class action notice
Negative Sentiment: Restructuring reserve and cash‑flow/CapEx concerns — Oracle allocated an extra ~$500M for restructuring costs and the company is still in the middle of a capital‑intensive AI data‑center buildout; articles highlighting negative free cash flow and debt/capex risk are weighing on sentiment. Restructuring reserve

Insider Activity at Oracle

In other Oracle news, EVP Douglas A. Kehring sold 35,000 shares of the company’s stock in a transaction on 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 transaction, the executive vice president directly owned 33,638 shares in the company, valued at $6,555,709.82. The trade was a 50.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the completion of the transaction, the chief executive officer directly owned 134,030 shares in the company, valued at $20,805,476.90. The trade was a 6.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 72,223 shares of company stock valued at $13,689,064 in the last ninety days. Company insiders own 40.90% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on ORCL. Jefferies Financial Group reduced their price target on Oracle from $400.00 to $320.00 and set a “buy” rating on the stock in a research report on Thursday, March 5th. Robert W. Baird cut their target price on Oracle from $300.00 to $200.00 and set an “outperform” rating on the stock in a research note on Tuesday. DA Davidson increased their price target on shares of Oracle from $180.00 to $200.00 and gave the company a “buy” rating in a research report on Wednesday. HSBC reaffirmed a “buy” rating and issued a $382.00 target price on shares of Oracle in a research note on Wednesday, November 26th. Finally, KeyCorp dropped their price objective on Oracle from $350.00 to $300.00 and set an “overweight” 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-seven have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $268.06.

Read Our Latest Stock Report on ORCL

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

(Get Free Report)

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.