Alliance Wealth Advisors LLC UT Has $4.79 Million Stock Position in Oracle Corporation $ORCL

Key Points

• Alliance Wealth Advisors LLC UT cut its Oracle stake by 32.1% in Q4 and now holds 24,580 shares worth $4.79 million, about 1.0% of its portfolio and the firm's 17th largest holding.
• Oracle showed continued momentum—Q earnings beat ($1.79 vs. $1.71), revenue up 21.7% to $17.19B, and Q4 2026 guidance of $1.96–2.00 EPS—while closing a $16B financing for a Michigan data center and winning DoD AI work, supporting its AI infrastructure push but increasing capex/debt execution risk.
• Insider selling included EVP Stuart Levey (15,000 shares, via a 10b5‑1 plan) and CEO Clayton Magouyrk (10,000 shares); insiders nonetheless own 40.90% of the company while institutional investors hold about 42.44%.

Alliance Wealth Advisors LLC UT reduced its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 32.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,580 shares of the enterprise software provider's stock after selling 11,629 shares during the period. Oracle accounts for approximately 1.0% of Alliance Wealth Advisors LLC UT's portfolio, making the stock its 17th biggest holding. Alliance Wealth Advisors LLC UT's holdings in Oracle were worth $4,791,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Mine & Arao Wealth Creation & Management LLC. grew its position in Oracle by 0.7% during the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock worth $1,485,000 after buying an additional 36 shares in the last quarter. Avion Wealth grew its position in Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock worth $73,000 after buying an additional 37 shares in the last quarter. Keystone Wealth Services LLC grew its position in Oracle by 2.0% during the third quarter. Keystone Wealth Services LLC now owns 2,044 shares of the enterprise software provider's stock worth $575,000 after buying an additional 40 shares in the last quarter. Allen Capital Group LLC grew its position in Oracle by 1.3% during the third quarter. Allen Capital Group LLC now owns 3,276 shares of the enterprise software provider's stock worth $921,000 after buying an additional 41 shares in the last quarter. Finally, Noesis Capital Mangement Corp grew its position in Oracle by 1.3% during the third quarter. Noesis Capital Mangement Corp now owns 3,377 shares of the enterprise software provider's stock worth $950,000 after buying an additional 42 shares in the last quarter. 42.44% of the stock is currently owned by institutional investors.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle was named a technology partner for classified DoD AI workloads, reinforcing its role in secure government cloud and validating its AI infrastructure strategy. Oracle’s Defense AI Win Highlights Government Cloud Role And Valuation Gap
• Positive Sentiment: Bloomberg reports the $16B financing for Oracle’s Michigan data center closed (Bank of America anchored a $14B bond sale), reducing near‑term funding uncertainty for a major AI buildout. Oracle (ORCL) Secures Financing for Data Center in Michigan
• Positive Sentiment: Project Jupiter — Oracle’s move to on‑site Bloom Energy fuel cells at its New Mexico AI campus — signals a push to control power costs and improve reliability for power‑hungry AI workloads. Oracle Project Jupiter Puts AI Power Costs And Valuation In Focus
• Positive Sentiment: Wedbush publicly called the recent pullback “noise,” recommending buying ORCL on continued AI demand, contract growth and cloud momentum — a supportive analyst view that can stabilize sentiment. Ignore the OpenAI Panic and Keep Buying Oracle Stock, Says Wedbush
• Positive Sentiment: Sector analyses continue to list Oracle among infrastructure leaders positioned to benefit from the AI rollout, supporting the long‑term growth narrative for cloud/IaaS exposure. These Companies Have the Essential Ingredients Needed to Pull Ahead of the Pack in the AI Revolution
• Neutral Sentiment: Analysts and commentators say ORCL could surge if large AI deals materialize (a cited $300B opportunity), but note execution and cash‑flow strain from heavy capex and debt — high upside but high execution risk. Oracle Stock Could Soar If This $300 Billion AI Deal Pays Off
• Neutral Sentiment: Several bullish pieces argue ORCL may have bottomed after the pullback, but these are opinion pieces — useful for contrarian investors but not definitive catalysts. I'm Calling A Bottom For Oracle
• Neutral Sentiment: Coverage of Bloom Energy’s surge highlights the supplier side of Oracle’s energy strategy; positive for campus operations but indirect for ORCL’s revenue. Bloom Energy Stock (BE) Opinions on Q1 Earnings and Oracle Partnership
• Negative Sentiment: Reports that OpenAI missed revenue/target expectations triggered selling across AI and chip names and directly pressured Oracle shares as investors re‑price near‑term AI demand. What Oracle Investors Need to Know About OpenAI's Struggles
• Negative Sentiment: Premarket headlines citing OpenAI misses pushed ORCL and chip suppliers sharply lower, underscoring Oracle’s sensitivity to third‑party AI demand trends. Report Says OpenAI Misses Revenue Targets; Oracle Corporation (ORCL.US), Advanced Micro Devices, Inc. (AMD.US) Fall 7% Premarket, Leading Chip Stocks Lower
• Negative Sentiment: Critical commentary contrasts Oracle’s heavy infrastructure, debt‑funded approach with competitors' software‑first AI strategies, highlighting leverage and execution risk that could cap multiples. Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push
• Negative Sentiment: Broader stories about banks trying to offload data‑center debt remind investors that sector financing stress could increase funding costs or slow projects. Banks seek to offload risk to avoid ‘choking’ on data centre debt

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Morgan Stanley decreased their price objective on Oracle from $213.00 to $207.00 and set an "equal weight" rating on the stock in a report on Thursday, April 23rd. Stephens reaffirmed an "equal weight" rating and set a $254.00 price objective on shares of Oracle in a report on Tuesday, April 7th. BMO Capital Markets decreased their price objective on Oracle from $205.00 to $200.00 and set an "outperform" rating on the stock in a report on Wednesday, March 11th. Robert W. Baird decreased their price objective on Oracle from $300.00 to $200.00 and set an "outperform" rating on the stock in a report on Tuesday, March 10th. Finally, Melius Research set a $160.00 target price on shares of Oracle in a research note on Monday, February 9th. 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 given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $259.56.

Insider Activity at Oracle

In related news, 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 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 $604,155.51. The trade was a 81.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at 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 the company's stock in a transaction 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 sale, the chief executive officer owned 134,030 shares of the company's stock, valued at $20,805,476.90. The trade was a 6.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 40.90% of the company's stock.

Oracle Stock Performance

ORCL stock opened at $180.36 on Tuesday. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.35 and a quick ratio of 1.35. The company has a 50 day moving average price of $154.96 and a 200 day moving average price of $188.20. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72. The stock has a market capitalization of $518.72 billion, a PE ratio of 32.38, a price-to-earnings-growth ratio of 1.64 and a beta of 1.55.

Oracle (NYSE:ORCL - Get Free Report) last posted its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping the consensus estimate of $1.71 by $0.08. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The firm had revenue of $17.19 billion during the quarter, compared to analysts' expectations of $16.91 billion. During the same quarter in the previous year, the company posted $1.47 EPS. Oracle's revenue was up 21.7% on a year-over-year basis. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Analysts forecast that Oracle Corporation will post 6.08 EPS for the current year.

Oracle Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.1%. The ex-dividend date was Thursday, April 9th. Oracle's payout ratio is 35.91%.

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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