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 $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%

Oracle stock opened at $172.12 on Friday. The company has a 50-day simple moving average of $154.96 and a 200-day simple moving average of $189.80. The firm has a market capitalization of $495.02 billion, a P/E ratio of 30.90, a P/E/G ratio of 1.54 and a beta of 1.55. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 EPS for the quarter, topping the consensus estimate of $1.71 by $0.08. The business had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The company’s quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities analysts expect 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 given a dividend of $0.50 per share. The ex-dividend date was Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.2%. Oracle’s dividend payout ratio is currently 35.91%.

Oracle News Roundup

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

Hedge Funds Weigh In On Oracle

Large investors have recently made changes to their positions in the business. Meeder Advisory Services Inc. grew its position in Oracle by 8.4% during the 3rd quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider’s stock worth $11,516,000 after purchasing an additional 3,184 shares in the last quarter. Decker Retirement Planning Inc. purchased a new position in Oracle during the 3rd quarter worth approximately $689,000. Xponance Inc. grew its position in Oracle by 1.8% during the 3rd quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider’s stock worth $114,336,000 after purchasing an additional 7,320 shares in the last quarter. Migdal Insurance & Financial Holdings Ltd. grew its position in Oracle by 62.1% during the 3rd quarter. Migdal Insurance & Financial Holdings Ltd. now owns 483,000 shares of the enterprise software provider’s stock worth $135,839,000 after purchasing an additional 184,996 shares in the last quarter. Finally, Stonegate Investment Group LLC grew its position 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 purchasing an additional 3,065 shares in the last quarter. Institutional investors own 42.44% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the stock. Citizens Jmp lowered their target price on shares of Oracle from $342.00 to $285.00 and set a “market outperform” rating on the stock in a research note on Thursday, February 5th. Melius Research set a $160.00 price target on shares of Oracle in a research note on Monday, February 9th. Guggenheim reiterated a “buy” rating and issued a $400.00 price objective on shares of Oracle in a report on Friday, March 13th. Deutsche Bank Aktiengesellschaft lowered their price objective on shares of Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a research note on Monday, March 9th. Finally, 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 report on Wednesday, March 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $259.56.

Insider Activity at Oracle

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s 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 completion of the sale, the chief executive officer directly owned 134,030 shares in the company, valued at approximately $20,805,476.90. This trade represents a 6.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 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 transaction of $2,642,850.00. Following the transaction, the executive vice president directly owned 3,429 shares in the company, valued at $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% 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.