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Larry Ellison cancels plan to sell Oracle stock - Finance news and analysis from Global Banking & Finance Review
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Larry Ellison cancels plan to sell Oracle stock

Published by Global Banking & Finance Review

Posted on September 12, 2026

2 min read

· Last updated: September 12, 2026

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Larry Ellison Cancels Oracle Stock Sale as Company Eyes Cloud Growth

Oracle's Strategic Moves and Financial Outlook

Larry Ellison's Stock Sale Decision

Sept 12 (Reuters) - Oracle Executive Chairman Larry Ellison has canceled his plan to sell 50 million shares of Oracle stock, the company said on Saturday.

"No Oracle stock was sold under that plan, and he has no other plans to sell any of his Oracle stock," the company said.

 This comes a day after Ellison said that a trading plan would allow him to sell up to 50 million shares of Oracle common stock.

Cloud Infrastructure Expansion Plans

Funding and Capacity Building Initiatives

Oracle in February said it expects to raise $45 billion to $50 billion in 2026 in a combination of debt and stock to build additional capacity for its cloud infrastructure and meet demand from customers including AMD, Meta, Nvidia, OpenAI, TikTok and xAI.

The company said it plans to raise $40 billion through debt and equity financing in the current fiscal year, including the $20 billion stock sale completed in the first quarter.

Restructuring and Cost Management

In a regulatory filing on Friday, the firm said restructuring costs, part of a plan that includes job cuts, will rise by about $700 million as it navigates a volatile stretch for its stock, with investors seemingly split between confidence in its AI-driven growth and concern over how it is funding that growth.

Market Reaction and Financial Performance

Share Price Fluctuations

Oracle's shares rose as much as 7.8% on Friday after a $26 billion increase in its revenue backlog eased some concerns about its debt-fueled spending spree. The stock later reversed course to close about 2% lower, as analysts said a recovery in cash flow remains some way off.

Improving Financial Health

Recovery from Underperformance

That, coupled with upbeat first-quarter earnings and an improving balance sheet, helped Oracle's shares recover from a spell of underperformance.

(Reporting by Sumedha Mukherjee and Preetika Parashuraman in Bengaluru; Editing by Will Dunham and Chizu Nomiyama )

Key Takeaways

  • Larry Ellison’s trading plan to sell up to 50 million shares (adopted June 22, 2026) was canceled before any shares were sold; no shares were executed and no further sales are planned.
  • Oracle is executing its 2026 financing strategy—raising $45–50 billion through a mix of equity and debt—to fund its cloud infrastructure expansion for customers like AMD, Meta, OpenAI, TikTok, xAI and Nvidia.
  • Investor scrutiny remains intense: while recent backlog gains lifted the stock briefly, concerns persist over mounting AI spending, balance sheet health, and cash flow recovery.

Frequently Asked Questions

Why did Larry Ellison cancel the plan to sell Oracle stock?
Larry Ellison canceled his plan to sell 50 million Oracle shares and currently has no other plans to sell any Oracle stock, according to the company.
How does Oracle plan to fund its cloud infrastructure expansion?
Oracle aims to raise $45-50 billion by 2026 through a mix of debt and stock to expand cloud capacity for clients like AMD, Meta, Nvidia, and OpenAI.
What impact did the stock sale news have on Oracle's share price?
Oracle's shares initially rose by 7.8% after the news but closed about 2% lower as analyst concerns remained over cash flow recovery.
What are Oracle's restructuring plans?
Oracle's restructuring plans include job cuts and rising costs, which are expected to increase by $700 million as the company adapts to market volatility.
What drove recent investor sentiment on Oracle stock?
Investor sentiment was influenced by a $26 billion increase in Oracle's revenue backlog, strong earnings, and an improving balance sheet.

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