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Larry Ellison cancels plan to sell $7.5 billion in Oracle stock
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Larry Ellison cancels plan to sell $7.5 billion in Oracle stock

Sep 11, 2026

Oracle Chairman Larry Ellison canceled a trading plan to sell up to 50 million shares of Oracle stock, valued at $7.5 billion, just one day after the plan was publicly disclosed. Oracle confirmed on September 12, 2026, that no shares were sold under the plan and that Ellison has no further plans to divest his holdings. The reversal followed Oracle's recent quarterly report, which showed rising data center revenues but also margin compression from heavy artificial intelligence investments.

Ellison stock sale cancellation

  • ▪Oracle Chairman Larry Ellison canceled his plan to sell up to 50 million shares of Oracle stock, valued at approximately $7.5 billion, on September 12, 2026
  • ▪Oracle stated on September 12, 2026, that no stock was sold under Larry Ellison's trading plan and that he has no other plans to sell any of his Oracle stock

Oracle AI investment strategy

  • ▪Oracle reported a boost in revenue from its data center business in its quarterly earnings report released on September 10, 2026
  • ▪Oracle has pursued an investment strategy described by investors as an all-in bet on artificial intelligence

Margin pressure from AI

  • ▪Oracle experienced a slight dip in its share price following its quarterly earnings report on September 10, 2026, as investors cautioned that the company's profit margins continued to compress
  • ▪Investors cautioned that Oracle's profit margins were compressing due to the company's heavy investments in artificial intelligence

Trading plan disclosure timing

  • ▪Larry Ellison's canceled trading plan would have permitted the orderly sale of up to 50 million Oracle shares through late October 2026
  • ▪Oracle disclosed Larry Ellison's trading plan, which was established in late June 2026, in a regulatory filing on September 11, 2026

Debatable claims

  • ▪Regulators should restrict corporate executives from canceling pre-arranged stock trading plans
  • ▪Executive stock trading plans should be publicly disclosed immediately upon establishment

3 sources

Bloomberg
Larry Ellison Ends Plan to Sell Up to $7.5 Billion in Oracle Stock
View source article
The Wall Street Journal
Larry Ellison Scraps Plan to Sell Up to $7.5 Billion Worth of Oracle Stock
View source article
Financial Times
Larry Ellison to sell up to $7.5bn worth of Oracle stock
View source article

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Related entities

Larry EllisonOracle

Topics

Corporate governance