Alerian MLP ETF Maintains 61 Quarters of Distributions with 8.1% Yield
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Should l Buy ORCL?
Source: NASDAQ.COM
- Consistent Distribution Record: The Alerian MLP ETF has paid distributions for 61 consecutive quarters, demonstrating its ability to provide attractive yields without leverage, which enhances investor confidence.
- High Yield: The ETF boasts a 30-day SEC yield of 8.1%, with a distribution yield just below 8% over the past 12 months, making it a favored choice among income investors, particularly in the midstream energy sector.
- Growth Drivers: The boom in data center construction is a key growth driver for the MLP stocks in the ETF, with Energy Transfer LP signing agreements to supply natural gas to multiple data centers, further solidifying its market position.
- Capital Project Investments: Enterprise Products Partners LP has $5.1 billion in capital projects under construction, indicating that investments in liquefied natural gas and artificial intelligence will significantly boost U.S. natural gas demand over the next five years.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 151.560
Low
180.00
Averages
309.59
High
400.00
Current: 151.560
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Revenue Growth Expectations: Analysts anticipate Oracle's Q3 revenue to reach $16.9 billion, a 19% increase from $14.13 billion in the same quarter last year, indicating the company's ongoing expansion in the cloud computing sector and strong market demand.
- Strong Profitability: Despite Oracle missing revenue estimates in 8 of the last 10 quarters, its profit performance has been robust, exceeding earnings expectations in the last three quarters, demonstrating effective strategies in cost control and profit enhancement.
- Cloud Services Contract: Oracle secured a deal with the Centers for Medicare & Medicaid Services to migrate critical systems to its cloud platform, further solidifying its position in the government cloud services market while adhering to strict federal security standards.
- Defense Contract Expansion: Oracle won an $88 million task order from the U.S. Air Force to provide cloud services for highly sensitive workloads, showcasing the company's competitiveness and market confidence in securing government and enterprise infrastructure contracts.
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- Data Center Progress: Oracle confirmed that its flagship AI data center in Abilene, Texas, is operational with 200MW, and despite challenges with the expansion plans alongside OpenAI, the company asserts that progress is on track, alleviating market concerns about the future of its data centers.
- Financial Expectations: Analysts anticipate Oracle's third-quarter revenue to rise nearly 20% to $16.9 billion, marking the best growth rate in three years, although the company faces increasing debt and risks associated with reliance on a small group of customers.
- Debt Pressure: Oracle is piling on massive debt to fund new data center builds, planning to raise up to $50 billion this year through debt and equity financing, which has raised investor concerns, particularly given the company's performance is heavily reliant on a single customer.
- Market Reaction: Despite Oracle's stock price dropping over 53% since September 10, 32 out of 43 analysts still rate it as 'Buy' or higher, indicating cautious optimism in the market regarding its future growth, especially in the context of AI-driven revenue acceleration.
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- Earnings Expectations: Oracle is projected to report an EPS of $1.69 for the quarter, reflecting a 15% increase, while revenue is expected to rise by 19.7% to $16.91 billion, indicating effective investments in cloud and AI infrastructure.
- Peer Comparison: Within the systems software sector, Oracle holds an A- EPS revision grade, tied with Microsoft (MSFT), showcasing strong analyst earnings revision momentum and indicating market confidence in its future performance.
- Competitor Performance: Leading the pack is Zscaler (ZS) with an A+ EPS revision grade, highlighting its robust market performance, while Oracle's rating underscores its solid standing among tech giants, further solidifying its competitive edge.
- Market Focus: As the earnings report approaches, Wall Street is keenly focused on Oracle's performance in cloud business and capital spending, especially in light of Barclays' 26% price target cut, which raises questions about future growth expectations.
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- Market Expectation Analysis: Traders are pricing in a 77% chance that Oracle will beat the EPS consensus, and despite exceeding EPS expectations in 8 of the last 10 quarters, the stock fell 10.83% after last quarter's revenue miss, indicating high market sensitivity to revenue figures.
- Stargate Project Stagnation: The $500 billion Stargate venture, announced alongside SoftBank and Oracle, has stalled due to a lack of dedicated teams and clear operational roles, with disagreements over leadership and financial responsibilities causing gridlock, potentially impacting investor confidence.
- OpenAI Partnership Outlook: Oracle has secured a separate $30 billion-per-year deal with OpenAI for computing capacity, indicating the company's ability to build its compute infrastructure outside the Stargate framework, which could support future growth despite the stagnation of the Stargate project.
- Surge in Performance Obligations: Oracle's remaining performance obligations reached $523 billion last quarter, up 438% year-over-year, yet the company has missed analyst revenue estimates in 8 of the last 10 quarters, highlighting the challenge of converting these obligations into actual revenue.
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- Oil Price Fluctuations: The IEA met with G7 Energy Ministers in Paris, leading to a drop in oil prices below $80 as the agency announced an emergency meeting to assess supply security, which could impact market sentiment and investment decisions in the short term.
- Emergency Stockpiles: The IEA reported that its member countries hold over 1.2 billion barrels of public emergency oil stocks and an additional 600 million barrels of industry inventories under government obligation, providing short-term support to mitigate supply disruptions and potentially easing market tensions.
- Microsoft Rating Downgrade: Due to Jim Cramer's concerns regarding Microsoft's AI business and cloud computing unit, the investment club downgraded its rating from 1 to 2, even though the stock trades at around 21 times its estimated fiscal 2027 earnings, indicating it is relatively cheap compared to its 10-year average of 23.5 times.
- Boeing 737 MAX Delivery Delays: Boeing announced delays in the delivery of some 737 MAX planes due to a wiring issue, although fixes are expected to be completed in days without affecting current production rates, this news may still have a short-term negative impact on market confidence.
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- AI Model Expansion: Google announced the introduction of the Agent Designer tool on the Defense Department's GenAI.mil platform, enabling over 3 million military and civilian personnel to create custom AI assistants, which is expected to significantly enhance administrative task efficiency.
- No-Code Tool Application: The new tool will assist users in automating tasks such as drafting meeting notes, creating action items, and breaking down large projects into step-by-step plans, initially operating on unclassified networks with potential future expansion to classified environments, thereby enhancing the Department's operational capabilities.
- Strengthened Partnership: The DOD's technology chief expressed high confidence in Google's collaboration across all networks, indicating an increasing influence of Google in military applications while reflecting a shift in the DOD's partnerships with other AI providers.
- Industry Tensions: Amid rising tensions in the tech industry regarding military AI usage, Google's AI chief and other employees have backed Anthropic's legal action against the Pentagon, highlighting growing internal concerns and dissent regarding military collaborations.
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