Rep. Jared Moskowitz Sells Off Shares of Oracle Corporation (NYSE:ORCL)

Representative Jared Moskowitz (Democratic-Florida) recently sold shares of Oracle Corporation (NYSE:ORCL). In a filing disclosed on April 30th, the Representative disclosed that they had sold between $15,001 and $50,000 in Oracle stock on March 23rd. The trade occurred in the Representative’s “MORGAN STANLEY ACTIVE ASSETS (1)” account.

Representative Jared Moskowitz also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Palo Alto Networks (NASDAQ:PANW) on 3/31/2026.
• Purchased $1,001 – $15,000 in shares of Cencora (NYSE:COR) on 3/31/2026.
• Purchased $1,001 – $15,000 in shares of McDonald’s (NYSE:MCD) on 3/31/2026.
• Purchased $1,001 – $15,000 in shares of GE Aerospace (NYSE:GE) on 3/31/2026.
• Sold $15,001 – $50,000 in shares of Qualcomm (NASDAQ:QCOM) on 3/31/2026.
• Purchased $1,001 – $15,000 in shares of American Express (NYSE:AXP) on 3/31/2026.
• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 3/31/2026.
• Purchased $1,001 – $15,000 in shares of Chubb (NYSE:CB) on 3/31/2026.
• Sold $1,001 – $15,000 in shares of Cummins (NYSE:CMI) on 3/31/2026.
• Purchased $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 3/31/2026.

Oracle Stock Performance

NYSE:ORCL opened at $172.12 on Friday. The stock’s 50-day moving average is $154.96 and its 200-day moving average is $189.80. Oracle Corporation has a 1-year low of $134.57 and a 1-year high of $345.72. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock has a market cap of $495.02 billion, a P/E ratio of 30.90, a price-to-earnings-growth ratio of 1.54 and a beta of 1.55.

Oracle (NYSE:ORCL) last issued its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. During the same quarter last year, the business earned $1.47 EPS. The firm’s quarterly revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts anticipate that Oracle Corporation will post 6.08 earnings per share for the current year.

Oracle Announces Dividend

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

Hedge Funds Weigh In On Oracle

Several hedge funds and other institutional investors have recently bought and sold shares of ORCL. Meeder Advisory Services Inc. raised its holdings in shares of Oracle by 8.4% during the third quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider’s stock valued at $11,516,000 after purchasing an additional 3,184 shares during the period. Decker Retirement Planning Inc. acquired a new stake in shares of Oracle in the 3rd quarter valued at about $689,000. Xponance Inc. grew its stake in shares of Oracle by 1.8% in the 3rd quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock valued at $114,336,000 after buying an additional 7,320 shares during the period. Migdal Insurance & Financial Holdings Ltd. increased its position in Oracle by 62.1% in the 3rd quarter. Migdal Insurance & Financial Holdings Ltd. now owns 483,000 shares of the enterprise software provider’s stock valued at $135,839,000 after buying an additional 184,996 shares in the last quarter. Finally, Stonegate Investment Group LLC raised its stake in Oracle by 3.2% during the 3rd quarter. Stonegate Investment Group LLC now owns 99,400 shares of the enterprise software provider’s stock worth $27,955,000 after buying an additional 3,065 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the stock. Weiss Ratings downgraded shares of Oracle from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, January 23rd. JPMorgan Chase & Co. upgraded Oracle from a “neutral” rating to an “overweight” rating and decreased their price objective for the company from $230.00 to $210.00 in a report on Wednesday, March 11th. The Goldman Sachs Group raised Oracle to a “strong-buy” rating in a research report on Monday, January 12th. Wedbush started coverage on Oracle in a report on Friday, April 24th. They set an “outperform” rating and a $225.00 target price on the stock. Finally, Morgan Stanley reduced their price target on Oracle from $213.00 to $207.00 and set an “equal weight” rating on the stock in a research report on Thursday, April 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $259.56.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: OpenAI reassurance lifted investor confidence that Oracle will remain a strategic AI partner, helping ORCL’s rally as investors price in continued cloud and AI demand. Here’s Why Oracle Stock Popped Higher Today
• Positive Sentiment: Oracle signed a ~ $1.65 billion, six‑year supply agreement with Australian modular data‑center maker Datapod, boosting visibility on infrastructure revenue and capacity to support AI cloud buildouts. Oracle Corp. (ORCL) Inks $1.65 billion Supply Agreement
• Positive Sentiment: Analyst bullishness is supporting the stock — Wedbush reiterated an Outperform and Daniel Ives remains constructive (with a $225 target), and other coverage (Ives feature) highlights potential upside from Oracle’s AI positioning. Wedbush Reiterates Outperform on Oracle Why Dan Ives Is Betting on 35% Upside
• Positive Sentiment: Partner ecosystem news (e.g., Bloom Energy supplying power for AI data centers) reinforces the infrastructure narrative that supports Oracle’s cloud and data‑center expansion. Bloom Energy May Be Solving AI’s Biggest Power Problem (ORCL)
• Neutral Sentiment: Several long‑form pieces argue Oracle’s pullback creates a buying opportunity and that its large backlog and AI strategy make it a solid long‑term pick — these shape sentiment but are speculative and longer‑horizon. Oracle’s Recent Pullback Creates a Compelling Entry Point Oracle: Why The Market Ignores A $553 Billion Backlog
• Negative Sentiment: Wall Street warnings noted in coverage that Oracle is expected to burn significant cash before returning to positive cash flow, which keeps some investors cautious despite the AI narrative. Here’s Why Oracle Stock Popped Higher Today
• Negative Sentiment: Short‑term price pressure and volatility persist — recent daily drops and year‑to‑date weakness have some traders viewing the move as a partial unwind from the earlier AI‑driven surge. Oracle (ORCL) Falls More Steeply Than Broader Market

Insider Activity at Oracle

In other Oracle news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the sale, the chief executive officer owned 134,030 shares of the company’s stock, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Stuart Levey sold 15,000 shares of the business’s stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the sale, the executive vice president owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is currently owned by corporate insiders.

About Representative Moskowitz

Jared Evan Moskowitz (Democratic Party) is a member of the U.S. House, representing Florida’s 23rd Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Moskowitz (Democratic Party) is running for re-election to the U.S. House to represent Florida’s 23rd Congressional District. He declared candidacy for the 2026 election.

Jared Evan Moskowitz was born in Coral Springs, Florida. Moskowitz graduated from Marjory Stoneman Douglas High School. He earned a bachelor’s degree in political science and government from George Washington University in 2003 and a law degree from Nova Southeastern University in 2007. Moskowitz’s career experience includes working as the director of the Florida Division of Emergency Management and general counsel with AshBritt Inc.

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.