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

Key Points

• Rep. Jared Moskowitz disclosed he sold between $1,001 and $15,000 of Oracle (ORCL) stock on March 23 via his "MORGAN STANLEY ACTIVE ASSETS (5)" account.
• Oracle shares rallied ~6.6% after the company beat quarterly estimates (EPS $1.79 vs. $1.71; revenue $17.19B), provided Q4 2026 EPS guidance, and paid a $0.50 quarterly dividend (annualized yield ~1.2%).
• Senior insiders also sold shares recently (EVP Stuart Levey and CEO Clayton Magouyrk), while analysts remain broadly positive (average rating "Moderate Buy," avg. target ≈ $259) despite warnings about short‑term cash burn and volatility.

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 $1,001 and $15,000 in Oracle stock on March 23rd. The trade occurred in the Representative's "MORGAN STANLEY ACTIVE ASSETS (5)" 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 Up 6.6%

NYSE ORCL opened at $172.12 on Friday. The stock has a market cap of $495.02 billion, a PE ratio of 30.90, a P/E/G ratio of 1.54 and a beta of 1.55. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72. The business has a 50 day moving average price of $154.96 and a two-hundred day moving average price of $189.80. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66.

Oracle (NYSE:ORCL - Get Free Report) last released 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. The firm had revenue of $17.19 billion during the quarter, compared to analysts' expectations of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.Oracle's quarterly revenue was up 21.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, sell-side analysts predict that Oracle Corporation will post 6.08 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, April 24th. Shareholders of record on Thursday, April 9th were issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Thursday, April 9th. Oracle's dividend payout ratio is currently 35.91%.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Stifel Nicolaus decreased their price target on Oracle from $275.00 to $220.00 and set a "buy" rating for the company in a report on Wednesday, March 11th. Guggenheim restated a "buy" rating and issued a $400.00 price target on shares of Oracle in a report on Friday, March 13th. Melius Research set a $160.00 price target on Oracle in a report on Monday, February 9th. Wedbush assumed coverage on Oracle in a report on Friday, April 24th. They issued an "outperform" rating and a $225.00 price target for the company. Finally, Cantor Fitzgerald restated an "overweight" rating and issued a $229.00 price target on shares of Oracle in a report on Wednesday, March 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, Oracle presently has an average rating of "Moderate Buy" and an average 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 news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the transaction, the executive vice president owned 3,429 shares in the company, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle 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 transaction, the chief executive officer owned 134,030 shares of the company's stock, valued at approximately $20,805,476.90. The trade was a 6.94% decrease in their position. The SEC filing for this sale provides additional information. 40.90% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Oracle

A number of hedge funds have recently bought and sold shares of the business. Mine & Arao Wealth Creation & Management LLC. grew its stake in Oracle by 0.7% during the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock valued at $1,485,000 after purchasing an additional 36 shares in the last quarter. Avion Wealth grew its stake in Oracle by 16.6% during the 3rd quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock valued at $73,000 after purchasing an additional 37 shares in the last quarter. Keystone Wealth Services LLC grew its position in shares of Oracle by 2.0% in the 3rd quarter. Keystone Wealth Services LLC now owns 2,044 shares of the enterprise software provider's stock worth $575,000 after acquiring an additional 40 shares in the last quarter. Financial Partners Group Inc grew its position in shares of Oracle by 1.0% in the 3rd quarter. Financial Partners Group Inc now owns 4,168 shares of the enterprise software provider's stock worth $1,172,000 after acquiring an additional 41 shares in the last quarter. Finally, Allen Capital Group LLC grew its position in shares of Oracle by 1.3% in the 3rd quarter. Allen Capital Group LLC now owns 3,276 shares of the enterprise software provider's stock worth $921,000 after acquiring an additional 41 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock.

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.

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