Journey Advisory Group LLC Has $2.87 Million Holdings in Oracle Corporation $ORCL

Key Points

• Journey Advisory Group LLC trimmed its position in Oracle by 16.4%, selling 2,897 shares and ending the quarter with 14,714 shares valued at approximately $2.87 million.
• Oracle’s expanded AWS multicloud deal and robust cloud results (one report cites cloud revenue of $8.9B, +44% YoY) helped drive a sharp stock rally, and analysts maintain a consensus "Moderate Buy" with an average target of $260.71.
• While Oracle beat earnings estimates (Q: $1.79 EPS on $17.19B revenue, +21.7% YoY) and raised guidance, several outlets warn of structural risks—notably a very large debt load (reported >$120B) and revenue concentration—that could make the rally fragile.

Journey Advisory Group LLC trimmed its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 16.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,714 shares of the enterprise software provider's stock after selling 2,897 shares during the quarter. Journey Advisory Group LLC's holdings in Oracle were worth $2,868,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in ORCL. Brighton Jones LLC lifted its stake in Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock valued at $25,593,000 after acquiring an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Oracle by 8.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after purchasing an additional 404 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Oracle by 21.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock valued at $951,000 after purchasing an additional 768 shares in the last quarter. United Bank raised its holdings in shares of Oracle by 6.8% during the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock valued at $3,288,000 after purchasing an additional 963 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in shares of Oracle by 19.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock valued at $11,556,000 after purchasing an additional 8,530 shares during the last quarter. Institutional investors own 42.44% of the company's stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Expanded multicloud deal with AWS gives customers private, high‑speed connectivity between Oracle Cloud Infrastructure and AWS — seen as a major commercial win that directly supports Oracle’s AI/cloud growth thesis. Oracle and AWS Collaborate to Expand Multicloud Networking
• Positive Sentiment: Market reaction: multiple outlets report the AWS news and strong cloud metrics drove a sprint in the stock (one article links cloud revenue of $8.9B, +44% YoY) and large intraday gains as investors rotate into AI infrastructure plays. Oracle (ORCL) Stock Surges Almost 20% Following AWS Partnership and Cloud Growth
• Positive Sentiment: Oracle expanded its energy supply pact with Bloom Energy to support data‑center power for AI builds (up to 2.8 GW) — reduces supply risk and supports a faster, greener data‑center scale‑out. Bloom Energy Just Partnered With Oracle. Does That Make the Fuel Cell Energy Stock a Buy Here?
• Positive Sentiment: Analyst/market pieces are touting Oracle as a safer way to play AI infrastructure compared with high‑flyers, adding conviction for investors wanting AI exposure with enterprise recurring revenue. 3 Reasons to Buy Oracle Stock as the AI Trade Gets Riskier
• Neutral Sentiment: Broader tech rally and momentum headlines — CNBC, Investopedia and others note Oracle is catching a sector‑wide rebound that’s boosting many previously beaten‑down software names; this helps momentum but is macro‑driven. AMD, Oracle, Microsoft and the IGV lead a monster week for tech stocks
• Neutral Sentiment: Market momentum: coverage notes consecutive positive closes and a >30% weekly jump — positive for sentiment but increases volatility/short‑term profit‑taking risk. Oracle's Most Explosive Stock Run Of The Century — What Changed Overnight?
• Negative Sentiment: Structural risks flagged by several outlets: very large debt load (reports cite >$120B), revenue concentration and a valuation that assumes near‑perfect execution — warnings that the rally may be fragile and unsuitable for conservative investors. Oracle’s Week of Big Gains Masks a Huge Red Flag: Why Conservative Investors Should Look Elsewhere

Wall Street Analysts Forecast Growth

ORCL has been the topic of several analyst reports. Cantor Fitzgerald reissued an "overweight" rating and set a $229.00 target price on shares of Oracle in a research report on Wednesday, March 11th. Robert W. Baird decreased their price target on Oracle from $300.00 to $200.00 and set an "outperform" rating for the company in a research note on Tuesday, March 10th. Oppenheimer increased their price objective on Oracle from $185.00 to $210.00 and gave the company an "outperform" rating in a report on Wednesday, March 11th. Stephens reissued an "equal weight" rating and issued a $254.00 price objective on shares of Oracle in a research note on Tuesday, April 7th. Finally, Bank of America initiated coverage on Oracle in a report on Tuesday, March 24th. They issued a "buy" rating and a $200.00 target price for the company. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Oracle currently has a consensus rating of "Moderate Buy" and an average target price of $260.71.

Oracle Trading Up 0.0%

Oracle stock opened at $175.08 on Monday. Oracle Corporation has a 52 week low of $121.24 and a 52 week high of $345.72. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The firm has a market capitalization of $503.54 billion, a PE ratio of 31.43, a PEG ratio of 1.67 and a beta of 1.60. The business's 50-day simple moving average is $152.10 and its 200-day simple moving average is $195.79.

Oracle (NYSE:ORCL - Get Free Report) last announced its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating the consensus estimate of $1.71 by $0.08. The firm had revenue of $17.19 billion during the quarter, compared to the consensus estimate of $16.91 billion. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The firm's revenue for the quarter was up 21.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts forecast that Oracle Corporation will post 5 earnings per share for the current year.

Oracle Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Thursday, April 9th will be given a dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. Oracle's payout ratio is 35.91%.

Insider Transactions at Oracle

In related news, 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 completion of the transaction, the chief executive officer directly owned 134,030 shares in the company, valued at $20,805,476.90. This represents a 6.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Company insiders own 40.90% of the company's stock.

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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