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

Representative Gilbert Ray Cisneros, Jr. (D-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 Stock Down 3.4%

Shares of NYSE:ORCL traded down $5.40 during midday trading on Tuesday, hitting $154.74. 11,421,703 shares of the company’s stock traded hands, compared to its average volume of 27,197,451. The firm’s fifty day moving average price is $182.52 and its two-hundred day moving average price is $230.25. 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 twelve month low of $118.86 and a twelve month high of $345.72. The company has a market cap of $444.60 billion, a PE ratio of 29.02, a P/E/G ratio of 1.40 and a beta of 1.64.

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

Oracle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were given a $0.50 dividend. The ex-dividend date of this dividend was Friday, January 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.3%. Oracle’s dividend payout ratio is presently 37.59%.

Insider Activity

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction that occurred on 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 transaction, the chief executive officer owned 134,030 shares of the company’s stock, valued at $20,805,476.90. This trade represents a 6.94% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00. Following the transaction, the insider owned 234,077 shares of the company’s stock, valued at approximately $46,087,420.53. The trade was a 6.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 72,223 shares of company stock worth $13,689,064. Insiders own 40.90% of the company’s stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle won an $88 million firm-fixed-price task order from the U.S. Air Force, a tangible revenue/contract win that supports Oracle Cloud and government cloud momentum. The United States Department of the Air Force Awards Oracle Corporation (ORCL) $88 Million Firm-fixed Price Task Order
• Positive Sentiment: Bullish commentary argues the recent sell-off is emotion-driven and creates a buying opportunity given a large AI-related backlog and near-term catalysts (upcoming earnings/guidance). This supports a potential relief rally if Oracle posts strong guidance. Oracle’s Emotion-Driven Sell-Off Sets Up Generational Opportunity
• Neutral Sentiment: Sector context: analysts compare Oracle with peers (e.g., Salesforce) as AI spending reshapes winners/losers — useful for positioning but not an immediate company-specific catalyst. Salesforce vs. Oracle: Which Cloud Software Stock Is the Better Bet?
• Neutral Sentiment: Broader software sell-off narrative: Oracle is grouped with beaten-down software names; this creates valuation opportunities but also ongoing volatility tied to AI adoption questions. 5 Software Stocks That Look Too Cheap to Ignore
• Negative Sentiment: Multiple securities class-action filings and law-firm reminders (filed/announced in the past 48 hours) allege misstatements tied to Oracle’s disclosures during the June–Dec 2025 window; these filings increase legal uncertainty and can damp institutional appetite. Representative notices include filings and lead-plaintiff reminders from Glancy Prongay, Schall, Kessler Topaz and others. Deadline Alert: Oracle Corporation (ORCL) Shareholders Urged To Contact Glancy Prongay Wolke & Rotter LLP Kessler Topaz Meltzer & Check ANNOUNCES FILING
• Negative Sentiment: Debt and capex concerns: coverage and commentary highlight Oracle’s large, debt-funded AI/data-center expansion and investor questions about timing/returns — a primary driver of recent multiple compression and selling pressure. Oracle (NYSE:ORCL) Valuation Check As Massive AI Data Center Funding Plan Raises New Questions

Hedge Funds Weigh In On Oracle

Institutional investors have recently modified their holdings of the stock. Brighton Jones LLC raised its position in shares of Oracle by 189.3% during the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider’s stock worth $25,593,000 after purchasing an additional 100,494 shares during the period. Revolve Wealth Partners LLC lifted its stake in Oracle by 8.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider’s stock valued at $903,000 after purchasing an additional 404 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Oracle by 21.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider’s stock worth $951,000 after acquiring an additional 768 shares during the last quarter. Moran Wealth Management LLC raised its stake in Oracle by 19.6% in the 2nd quarter. Moran Wealth Management LLC now owns 14,369 shares of the enterprise software provider’s stock valued at $3,141,000 after acquiring an additional 2,358 shares during the period. Finally, Alta Capital Management LLC grew its stake in Oracle by 90.1% in the 2nd quarter. Alta Capital Management LLC now owns 51,124 shares of the enterprise software provider’s stock valued at $11,177,000 after buying an additional 24,226 shares during the last quarter. 42.44% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the stock. Citizens Jmp dropped their price target on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating on the stock in a research report on Thursday, February 5th. Wells Fargo & Company initiated coverage on Oracle in a research report on Wednesday, December 3rd. They set an “overweight” rating and a $280.00 price objective for the company. HSBC reiterated a “buy” rating and set a $382.00 price target on shares of Oracle in a report on Wednesday, November 26th. Weiss Ratings lowered shares of Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, January 23rd. Finally, Melius Research set a $160.00 price target on shares of Oracle in a report on Monday, February 9th. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $292.43.

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.