Alphabet Inc. $GOOGL is Voya Investment Management LLC’s 7th Largest Position

Voya Investment Management LLC grew its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 37.1% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,710,295 shares of the information services provider’s stock after buying an additional 2,355,235 shares during the period. Alphabet accounts for 2.1% of Voya Investment Management LLC’s portfolio, making the stock its 7th biggest holding. Voya Investment Management LLC owned 0.07% of Alphabet worth $2,113,561,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Breakwater Investment Management increased its stake in shares of Alphabet by 1.0% in the third quarter. Breakwater Investment Management now owns 4,228 shares of the information services provider’s stock worth $1,028,000 after purchasing an additional 41 shares in the last quarter. Contravisory Investment Management Inc. boosted its holdings in Alphabet by 2.9% in the 3rd quarter. Contravisory Investment Management Inc. now owns 1,572 shares of the information services provider’s stock worth $382,000 after buying an additional 44 shares during the period. Towerpoint Wealth LLC increased its stake in Alphabet by 1.6% in the 3rd quarter. Towerpoint Wealth LLC now owns 3,037 shares of the information services provider’s stock worth $738,000 after buying an additional 47 shares in the last quarter. Beddow Capital Management Inc. raised its holdings in Alphabet by 2.0% during the second quarter. Beddow Capital Management Inc. now owns 2,510 shares of the information services provider’s stock valued at $445,000 after acquiring an additional 50 shares during the period. Finally, Trinity Financial Advisors LLC raised its holdings in Alphabet by 1.3% during the third quarter. Trinity Financial Advisors LLC now owns 3,833 shares of the information services provider’s stock valued at $932,000 after acquiring an additional 50 shares during the period. 40.03% of the stock is owned by hedge funds and other institutional investors.

Alphabet Price Performance

NASDAQ:GOOGL opened at $309.78 on Tuesday. The firm has a market capitalization of $3.74 trillion, a price-to-earnings ratio of 30.55, a PEG ratio of 1.77 and a beta of 1.07. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.75 and a quick ratio of 1.75. The business has a 50 day simple moving average of $290.50 and a 200-day simple moving average of $235.73. Alphabet Inc. has a 1 year low of $140.53 and a 1 year high of $328.83.

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

Alphabet Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 8th were paid a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, December 8th. Alphabet’s dividend payout ratio (DPR) is currently 8.28%.

Analysts Set New Price Targets

Several analysts recently issued reports on the company. Truist Financial set a $350.00 target price on Alphabet and gave the stock a “buy” rating in a research report on Friday, December 5th. Susquehanna raised their target price on shares of Alphabet from $225.00 to $350.00 and gave the company a “positive” rating in a research note on Thursday, October 30th. CICC Research boosted their price target on shares of Alphabet from $240.00 to $303.00 and gave the stock an “outperform” rating in a research note on Friday, October 31st. Deutsche Bank Aktiengesellschaft lifted their target price on Alphabet from $260.00 to $340.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Finally, DA Davidson reissued a “neutral” rating and set a $300.00 price target on shares of Alphabet in a research note on Tuesday, November 25th. Four investment analysts have rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $315.90.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet agreed to buy data?center and clean?energy developer Intersect for $4.75 billion to lock in power and buildout capacity for AI data centers — a strategic move to reduce energy/grid bottlenecks and accelerate AI deployments. Alphabet to Buy Data Center Partner Intersect for $4.75 Billion
• Positive Sentiment: Wedbush raised its price target on GOOGL to $350 and kept an outperform rating, providing near?term analyst support and signaling continued institutional confidence. Wedbush raises PT on Alphabet Inc. (GOOGL) to $350
• Positive Sentiment: MarketBeat and other analysts frame the recent pullback as consolidation after a big 2025 run, highlighting strong fundamentals (>$100B revenue quarter, cloud momentum) and institutional inflows — a constructive narrative for buy?and?hold investors. GOOGL’s Pullback After a BIG Year, Is This a Buy-the-Dip Moment?
• Neutral Sentiment: Multiple investment writeups (Fool, Investopedia) reiterate Alphabet’s leadership in generative AI, cloud and quantum initiatives — positive for long?term thesis but largely reiterative rather than news?driving in the near term. Nvidia vs Alphabet: Which Stock Will Outperform in 2026?
• Negative Sentiment: Waymo experienced stalls and a temporary service pause in San Francisco during a regional blackout; California regulators are reviewing the incident — an operational and PR risk for Alphabet’s autonomous?vehicle ambitions. California regulator reviews Waymo stalls during San Francisco power outage
• Negative Sentiment: A New York Times reporter filed suit alleging unauthorized use of copyrighted books to train chatbots, naming Google among defendants — potential legal and compliance risk that could create costs or policy constraints if lawsuits proliferate. New York Times reporter sues Google, xAI, OpenAI over chatbot training

Insider Activity at Alphabet

In other news, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction on Wednesday, November 5th. The stock was sold at an average price of $283.48, for a total transaction of $9,213,100.00. Following the completion of the sale, the chief executive officer directly owned 2,337,119 shares in the company, valued at approximately $662,526,494.12. This trade represents a 1.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Amie Thuener O’toole sold 2,778 shares of the company’s stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $250.05, for a total transaction of $694,638.90. Following the completion of the transaction, the chief accounting officer owned 14,516 shares in the company, valued at approximately $3,629,725.80. The trade was a 16.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 226,128 shares of company stock worth $63,183,331 in the last quarter. 11.55% of the stock is owned by company insiders.

About Alphabet

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.