Insider Selling: Oracle (NYSE:ORCL) EVP Sells 2,631 Shares of Stock

September 24, 2026 by InsiderTrades.com

Key Points

Oracle CEO Michael Sicilia sold 22,562 shares at an average price of $151.59, generating approximately $3.42 million. The transaction reduced his direct holdings by 10.98% and was executed under a pre-arranged Rule 10b5-1 plan.
Oracle reported quarterly earnings of $1.92 per share, exceeding estimates by $0.18, while revenue rose 29.6% year over year to $19.34 billion.
The company declared a quarterly dividend of $0.50 per share, equivalent to an annualized $2.00 payout and a 1.4% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $252.58.

Oracle Corporation (NYSE:ORCL - Get Free Report) EVP Maria Smith sold 2,631 shares of the firm's stock in a transaction that occurred on Tuesday, September 22nd. The stock was sold at an average price of $151.70, for a total transaction of $399,122.70. Following the sale, the executive vice president directly owned 64,357 shares of the company's stock, valued at approximately $9,762,956.90. This trade represents a 3.93% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.

Oracle Stock Down 3.2%

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Oracle stock opened at $144.44 on Thursday. The company has a market capitalization of $436.75 billion, a PE ratio of 22.64, a PEG ratio of 1.06 and a beta of 1.74. Oracle Corporation has a 12-month low of $114.50 and a 12-month high of $322.54. The firm's fifty day moving average is $142.39 and its 200 day moving average is $160.34. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 1.89.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 EPS for the quarter, topping analysts' consensus estimates of $1.74 by $0.18. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The business had revenue of $19.34 billion during the quarter, compared to analysts' expectations of $19.13 billion. During the same period last year, the company posted $1.47 earnings per share. The business's quarterly revenue was up 29.6% on a year-over-year basis. Oracle has set its Q2 2027 guidance at 1.850-1.930 EPS and its FY 2027 guidance at 8.100-8.100 EPS. As a group, sell-side analysts predict that Oracle Corporation will post 6.67 EPS for the current fiscal year.

Oracle Announces Dividend

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The company also recently announced a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders of record on Friday, October 9th will be paid a $0.50 dividend. The ex-dividend date is Friday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle's dividend payout ratio (DPR) is currently 31.35%.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle expanded its Digital Assets Data Nexus, adding payment execution integrations, wallet and smart-contract controls, Swift Ledger integration, and AI-assisted risk oversight. The offering could help banks modernize digital-money operations and create additional demand for Oracle’s banking software. Oracle Expands Digital Assets Data Nexus
Positive Sentiment: New Oracle Health initiatives apply AI to oncology electronic health records, revenue-cycle management, and life-sciences research. These products may strengthen Oracle’s position in healthcare technology and support longer-term recurring cloud revenue. Oracle Oncology EHR
Positive Sentiment: Oracle is collaborating with the Buck Institute on aging research using Oracle Life Sciences Data Intelligence, while a Wipro partnership expands managed pharmacovigilance services. The deals support Oracle’s strategy of monetizing real-world healthcare data and specialized cloud workloads. Oracle and Buck Institute Collaboration
Neutral Sentiment: Oracle’s reported 50,000-GPU deployment and relationship with AMD highlight strong AI infrastructure demand, but investors are still assessing whether the resulting revenue and returns can justify the required capital spending. AMD and Oracle GPU Deployment
Negative Sentiment: Heavy debt issuance to fund data-center and AI expansion is reportedly carrying a 37-basis-point financing premium. Higher borrowing costs could pressure cash flow and reduce the near-term returns from Oracle’s cloud investments. Oracle AI Debt Financing Costs
Negative Sentiment: Reports of more than 500 layoffs in Oracle’s cloud infrastructure division, including engineers and data-center support staff, raise questions about operating efficiency, workforce requirements, and execution during rapid expansion. Oracle Cloud Layoffs

Analysts Set New Price Targets

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ORCL has been the subject of a number of research reports. Cantor Fitzgerald reissued an "overweight" rating and issued a $284.00 price objective on shares of Oracle in a research note on Friday, September 11th. Jefferies Financial Group decreased their price target on shares of Oracle from $320.00 to $290.00 and set a "buy" rating for the company in a research note on Wednesday, September 2nd. Moffett Nathanson set a $325.00 price objective on shares of Oracle in a research note on Thursday, June 11th. Freedom Broker reduced their price objective on shares of Oracle from $210.00 to $205.00 and set a "buy" rating for the company in a report on Monday, September 14th. Finally, Stephens restated an "equal weight" rating and issued a $175.00 target price on shares of Oracle in a report on Friday, September 11th. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $252.58.

Check Out Our Latest Stock Analysis on Oracle

Institutional Trading of Oracle

Several institutional investors have recently made changes to their positions in the company. Geode Capital Management LLC grew its position in Oracle by 1.8% in the 4th quarter. Geode Capital Management LLC now owns 37,734,944 shares of the enterprise software provider's stock worth $7,328,754,000 after purchasing an additional 665,374 shares in the last quarter. Capital Research Global Investors boosted its stake in shares of Oracle by 29.3% in the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider's stock worth $5,874,070,000 after buying an additional 6,826,299 shares during the last quarter. Norges Bank purchased a new position in shares of Oracle in the 4th quarter worth approximately $4,336,031,000. Janus Henderson Group PLC grew its holdings in shares of Oracle by 8.6% in the fourth quarter. Janus Henderson Group PLC now owns 14,539,366 shares of the enterprise software provider's stock valued at $2,815,242,000 after acquiring an additional 1,148,698 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of Oracle by 9.2% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 13,477,803 shares of the enterprise software provider's stock valued at $2,626,959,000 after acquiring an additional 1,137,264 shares in the last quarter. Institutional investors own 42.44% of the company's stock.

Oracle Company Profile

(Get Free Report)

Oracle Corporation is a global enterprise technology company that develops and provides database software, cloud infrastructure, business applications and related technology services. Its offerings help organizations manage data, run applications, support business operations and build technology environments across on-premises, hybrid and cloud-based settings.

The company's products include Oracle Database, MySQL, Java, Oracle Cloud Infrastructure and a broad portfolio of cloud applications for enterprise resource planning, financial management, human resources, supply chain management, customer experience and industry-specific operations.