Alpha Cubed Investments LLC Increases Stake in Oracle Corporation $ORCL

Key Points

• Alpha Cubed Investments LLC boosted its stake in Oracle by 156.0% in Q4, adding 69,917 shares to hold 114,742 shares worth about $22.36 million.
• A wave of positive catalysts — notably a reported win of a classified AI contract with the U.S. Defense Department, secured financing (about $16B) for the Michigan data‑center buildout, and analyst support — has helped lift sentiment and the stock price.
• At the same time, insiders have been selling (EVP Stuart Levey sold 15,000 shares at ~$176.19 and CEO Clayton Magouyrk sold 10,000 shares at ~$155.23), though company insiders still own roughly 40.9% of Oracle.

Alpha Cubed Investments LLC increased its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 156.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 114,742 shares of the enterprise software provider's stock after purchasing an additional 69,917 shares during the quarter. Alpha Cubed Investments LLC's holdings in Oracle were worth $22,364,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. FSA Wealth Management LLC acquired a new stake in Oracle in the 3rd quarter valued at about $28,000. Joseph Group Capital Management acquired a new stake in shares of Oracle during the 4th quarter worth about $29,000. Investors Research Corp boosted its stake in shares of Oracle by 465.5% during the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock worth $32,000 after purchasing an additional 135 shares during the last quarter. Mpwm Advisory Solutions LLC boosted its stake in shares of Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after purchasing an additional 50 shares during the last quarter. Finally, YANKCOM Partnership boosted its stake in shares of Oracle by 304.7% during the 4th quarter. YANKCOM Partnership now owns 174 shares of the enterprise software provider's stock worth $34,000 after purchasing an additional 131 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company's stock.

Insider Buying and Selling

In other Oracle news, EVP Stuart Levey sold 15,000 shares of Oracle stock in a transaction 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 of the company's stock, valued at $604,155.51. The trade was a 81.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Clayton M. Magouyrk sold 10,000 shares of Oracle stock in a transaction on Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the completion of the transaction, the chief executive officer directly owned 134,030 shares of the company's stock, valued at approximately $20,805,476.90. This represents a 6.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 40.90% of the stock is currently owned by company insiders.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Reported win of a classified AI contract with the U.S. Defense Department — investors see validation for Oracle’s government AI strategy and recurring, high‑value demand from a stable buyer. Oracle secures classified AI deal with US Defense Department
• Positive Sentiment: Wedbush reaffirmed an Outperform on ORCL with a $225 price target and called recent pullbacks “noise,” supporting the view that AI demand and cloud contracts will sustain growth. Analyst backing likely helped buying interest. Wedbush Brushes Off AI Concerns, Sticks With Oracle Corporation (ORCL)
• Positive Sentiment: Financing for Oracle’s Michigan data‑center buildout appears wrapped (a $16B funding package anchored by a large bond sale), reducing short‑term execution and funding uncertainty for the hyperscale build. That improves visibility on the company’s infrastructure push. Oracle (ORCL) Secures Financing for Data Center in Michigan
• Positive Sentiment: Construction partner Walbridge confirmed the massive Michigan campus build for Oracle/OpenAI, underlining demand and multi‑year capital deployment that could translate into long-term revenue for Oracle’s cloud and infrastructure services. Walbridge Is Building the Largest Project in Its 110-Year History -- Right Here in Michigan
• Positive Sentiment: Project Jupiter — Oracle’s move to on‑site Bloom Energy fuel cells and a microgrid for its New Mexico campus — reduces long‑run power risk and signals innovation in data‑center operating cost strategy. Oracle Project Jupiter Puts AI Power Costs And Valuation In Focus
• Neutral Sentiment: PR partnership: Oracle is supporting the Africa Clinical Research Network and launched a first trial — positive for ESG/healthcare positioning but immaterial to near‑term earnings. Oracle Supports Africa Clinical Research Network (ACRN) to Advance a New Era of Clinical Research, Launches First Trial
• Negative Sentiment: OpenAI’s reported missed targets and broader worries about the AI customer concentration have pressured sentiment — reminders that Oracle’s cloud narrative is partly tied to one large AI customer. What Oracle Investors Need to Know About OpenAI's Struggles
• Negative Sentiment: Media pieces on layoffs and the “train your replacement” backlash highlight reputational and regulatory risks around mass tech workforce cuts tied to AI investments — a potential long‑term PR and political headwind. The Backlash to “Train Your Replacement” Begins
• Negative Sentiment: Third‑party supplier headlines (e.g., Super Micro legal and contract worries) have raised questions about supply‑chain and vendor execution related to AI hardware deployments; these are indirect but can feed short‑term uncertainty. Super Micro Computer (SMCI) Earnings Report: Key Issues Beyond The Numbers

Oracle Trading Up 2.8%

ORCL opened at $185.42 on Wednesday. The firm has a market capitalization of $533.29 billion, a P/E ratio of 33.29, a P/E/G ratio of 1.72 and a beta of 1.55. The firm's 50 day moving average is $155.71 and its 200-day moving average is $187.37. Oracle Corporation has a 52-week low of $134.57 and a 52-week high of $345.72. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66.

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

Oracle Announces Dividend

The business 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 of this dividend was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. Oracle's dividend payout ratio (DPR) is presently 35.91%.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on ORCL shares. JPMorgan Chase & Co. raised shares of Oracle from a "neutral" rating to an "overweight" rating and decreased their target price for the stock from $230.00 to $210.00 in a research report on Wednesday, March 11th. Melius Research set a $160.00 target price on shares of Oracle in a research report on Monday, February 9th. Monness Crespi & Hardt reissued a "hold" rating on shares of Oracle in a research report on Wednesday, March 11th. Cantor Fitzgerald restated an "overweight" rating and issued a $229.00 price target on shares of Oracle in a report on Wednesday, March 11th. Finally, Sanford C. Bernstein set a $313.00 price target on shares of Oracle in a report on Monday, February 9th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $259.56.

Oracle 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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