Oracle (NYSE:ORCL) Shares Unloaded Rep. Jared Moskowitz

Key Points

• Representative Jared Moskowitz disclosed he sold between $15,001 and $50,000 of Oracle (ORCL) stock on March 23 in his "MORGAN STANLEY ACTIVE ASSETS (1)" account.
• Oracle shares rallied (up ~6.6%) after a quarterly EPS beat ($1.79 vs. $1.71) with 21.7% revenue growth, Q4 2026 guidance of 1.96–2.00 EPS, and a recently declared $0.50 quarterly dividend.
• Senior insiders also executed sizable sales — CEO Clayton Magouyrk sold 10,000 shares (~$1.55M) and EVP Stuart Levey sold 15,000 shares (~$2.64M, via a Rule 10b5‑1 plan) — while institutional investors own roughly 42% and insiders about 41% of 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 Trading Up 6.6%

Shares of ORCL opened at $172.12 on Friday. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The firm's fifty day moving average is $154.96 and its two-hundred day moving average is $189.80. The stock has a market cap of $495.02 billion, a PE ratio of 30.90, a price-to-earnings-growth ratio of 1.54 and a beta of 1.55.

Oracle (NYSE:ORCL - Get Free Report) last announced its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company had revenue of $17.19 billion for the quarter, compared to analysts' expectations of $16.91 billion. During the same quarter in the previous year, the company posted $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. Research analysts forecast that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Announces Dividend

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

Oracle News Summary

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

Institutional Trading of Oracle

A number of hedge funds and other institutional investors have recently modified their holdings of ORCL. Brighton Jones LLC raised its holdings in Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock valued at $25,593,000 after buying an additional 100,494 shares during the period. Revolve Wealth Partners LLC raised its holdings 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 buying an additional 404 shares during the period. Sivia Capital Partners LLC raised its holdings in Oracle by 21.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock valued at $951,000 after buying an additional 768 shares during the period. United Bank raised its holdings in Oracle by 6.8% in the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock valued at $3,288,000 after buying an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. raised its holdings in Oracle by 19.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock valued at $11,556,000 after buying an additional 8,530 shares during the period. 42.44% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have issued reports on ORCL. Cantor Fitzgerald reaffirmed an "overweight" rating and set a $229.00 target price on shares of Oracle in a research note on Wednesday, March 11th. Morgan Stanley cut their target price on Oracle from $213.00 to $207.00 and set an "equal weight" rating for the company in a research note on Thursday, April 23rd. Melius Research set a $160.00 target price on Oracle in a research note on Monday, February 9th. BMO Capital Markets cut their target price on Oracle from $205.00 to $200.00 and set an "outperform" rating for the company in a research note on Wednesday, March 11th. Finally, JPMorgan Chase & Co. raised Oracle from a "neutral" rating to an "overweight" rating and cut their target price for the stock from $230.00 to $210.00 in a research note on Wednesday, March 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $259.56.

Insider Activity

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the business's stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the sale, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. The trade was a 6.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Stuart Levey sold 15,000 shares of the firm's stock in a transaction dated 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 transaction, the executive vice president owned 3,429 shares of the company's stock, valued at $604,155.51. This trade represents a 81.39% decrease in their ownership of the stock. 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 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.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.