Beacon Financial Advisory LLC Has $2.95 Million Stock Position in Alphabet Inc. $GOOGL

Beacon Financial Advisory LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 19.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 12,130 shares of the information services provider’s stock after purchasing an additional 1,953 shares during the quarter. Alphabet makes up approximately 0.7% of Beacon Financial Advisory LLC’s holdings, making the stock its 22nd biggest holding. Beacon Financial Advisory LLC’s holdings in Alphabet were worth $2,949,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Vanguard Group Inc. increased its stake in Alphabet by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 516,559,609 shares of the information services provider’s stock worth $91,033,300,000 after purchasing an additional 6,733,278 shares in the last quarter. State Street Corp boosted its holdings in shares of Alphabet by 1.8% in the second quarter. State Street Corp now owns 229,954,269 shares of the information services provider’s stock valued at $40,524,841,000 after buying an additional 4,008,374 shares during the period. Geode Capital Management LLC increased its position in shares of Alphabet by 3.1% during the second quarter. Geode Capital Management LLC now owns 141,615,284 shares of the information services provider’s stock worth $24,857,017,000 after acquiring an additional 4,224,497 shares in the last quarter. Norges Bank acquired a new stake in shares of Alphabet during the second quarter worth $21,944,208,000. Finally, Invesco Ltd. lifted its position in Alphabet by 1.2% in the 2nd quarter. Invesco Ltd. now owns 44,151,820 shares of the information services provider’s stock valued at $7,780,875,000 after acquiring an additional 503,306 shares in the last quarter. 40.03% of the stock is owned by institutional investors.

Insider Activity at Alphabet

In other news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of Alphabet stock in a transaction on Friday, January 30th. The stock was sold at an average price of $19.00, for a total transaction of $35,060,852.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider John Kent Walker sold 17,829 shares of the business’s stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $314.89, for a total transaction of $5,614,173.81. Following the completion of the sale, the insider directly owned 42,972 shares of the company’s stock, valued at approximately $13,531,453.08. The trade was a 29.32% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 2,067,707 shares of company stock valued at $103,627,383 over the last three months. Company insiders own 11.64% of the company’s stock.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google rolled out Project Genie, an AI model that can generate fully rendered, interactive 3D worlds from simple prompts — a direct competitive advantage for Google in AI content creation that pressured gaming rivals (a potential long-term revenue and platform win for Alphabet). Videogame stocks slide on Google’s AI model that turns prompts into playable worlds
• Positive Sentiment: Project Genie coverage specifically names Unity and Roblox as being hurt by the announcement, underscoring that Google’s tech could displace parts of the gaming content creation stack — bullish for Alphabet’s AI moat and cloud/AI services demand. Google’s Project Genie Hammers Gaming Stocks. Unity Software and Roblox Sink.
• Positive Sentiment: Google disrupted a large residential proxy network (IPIDEA), claiming it removed millions of devices from abuse — a reputational and security win that reduces fraud and could lower costs/risks for Google services. Google disrupts large residential proxy network, reducing devices used by ‘millions’
• Positive Sentiment: Waymo expanded airport robotaxi service in San Francisco — a commercial growth milestone for Alphabet’s autonomous-vehicle unit that supports long-term service monetization. Waymo Opens Up Airport Service in San Francisco. Everything to Know About the Robotaxi
• Neutral Sentiment: Analysts and outlets are prepping for Alphabet’s upcoming Q4 results; estimate-driven coverage (Zacks) focuses attention on key metrics and could amplify post-earnings moves. Ahead of Alphabet (GOOGL) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Industry write-ups compare Alphabet to rivals in AI infrastructure (CoreWeave, Amazon) and note that Amazon/Google moves are chipping at Nvidia’s exclusivity in AI chips — a mixed competitive backdrop for cloud/AI spend. CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?
• Neutral Sentiment: Coverage noting Amazon and Google eating into Nvidia’s chip dominance signals broader industry capex and partnership shifts — relevant to Alphabet’s cloud/TPU strategy but not an immediate stock catalyst. Amazon and Google Eat Into Nvidia’s A.I. Chip Supremacy
• Negative Sentiment: A federal jury found former Google engineer Linwei Ding guilty of stealing trade secrets and uploading internal AI materials to personal cloud accounts — a headline that highlights IP risk and could trigger internal reviews, compliance costs or client concerns. Former Google engineer found guilty of espionage and theft of AI tech
• Negative Sentiment: Waymo reported an incident where a robotaxi struck a child near a school and the NHTSA opened an investigation — a regulatory and PR risk for Alphabet’s AV program that could delay rollouts or invite additional oversight. A Waymo hit a child near an elementary school. The NHTSA is investigating

Analysts Set New Price Targets

A number of equities analysts have issued reports on GOOGL shares. KeyCorp reiterated an “overweight” rating and set a $360.00 target price (up previously from $330.00) on shares of Alphabet in a report on Monday, January 26th. UBS Group reiterated a “neutral” rating and set a $345.00 price objective (up from $306.00) on shares of Alphabet in a report on Tuesday, January 20th. Barclays restated an “overweight” rating and issued a $315.00 target price (up previously from $250.00) on shares of Alphabet in a research note on Thursday, October 30th. Wedbush raised their price target on shares of Alphabet from $350.00 to $360.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 21st. Finally, Stifel Nicolaus set a $346.00 price objective on shares of Alphabet and gave the stock a “buy” rating in a research report on Friday, January 23rd. Four analysts have rated the stock with a Strong Buy rating, forty-two have assigned a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $334.60.

Alphabet Stock Performance

Shares of NASDAQ GOOGL opened at $338.00 on Friday. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 0.06. The company has a market capitalization of $4.08 trillion, a P/E ratio of 33.33, a P/E/G ratio of 1.86 and a beta of 1.08. Alphabet Inc. has a 12 month low of $140.53 and a 12 month high of $342.29. The stock has a 50 day moving average of $320.23 and a 200-day moving average of $265.57.

Alphabet (NASDAQ:GOOGL) last announced its quarterly earnings results on Wednesday, October 29th. The information services provider reported $2.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.29 by $0.58. Alphabet had a return on equity of 35.00% and a net margin of 32.23%.The business had revenue of $102.35 billion during the quarter, compared to the consensus estimate of $99.90 billion. As a group, equities research analysts predict that Alphabet Inc. will post 8.9 EPS for the current year.

Alphabet Company Profile

Alphabet Inc is the holding company created in 2015 to organize Google and a portfolio of businesses developing technologies beyond Google’s core internet services. Its principal operations are led by Google, which builds and operates consumer-facing products such as Google Search, YouTube, Android, Chrome, Gmail, Google Maps and Google Workspace, as well as advertising platforms (Google Ads and AdSense) that historically generate the majority of its revenue. Google also develops consumer hardware (Pixel phones, Nest smart-home devices, Chromecast) and developer and distribution platforms such as Google Play.

Beyond Google’s consumer and advertising businesses, Alphabet invests in enterprise and infrastructure offerings through Google Cloud, which provides cloud computing, data analytics and productivity services to businesses and institutions.