Dynasty Wealth Management LLC lifted its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 207.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 55,663 shares of the information services provider’s stock after purchasing an additional 37,575 shares during the period. Dynasty Wealth Management LLC’s holdings in Alphabet were worth $13,532,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank acquired a new position in shares of Alphabet in the 2nd quarter valued at $21,944,208,000. Laurel Wealth Advisors LLC lifted its stake in Alphabet by 17,667.7% during the second quarter. Laurel Wealth Advisors LLC now owns 15,245,075 shares of the information services provider’s stock valued at $2,686,640,000 after buying an additional 15,159,273 shares in the last quarter. Franklin Resources Inc. lifted its stake in Alphabet by 51.7% during the second quarter. Franklin Resources Inc. now owns 31,817,684 shares of the information services provider’s stock valued at $5,607,232,000 after buying an additional 10,843,853 shares in the last quarter. Vanguard Group Inc. boosted its holdings in shares of Alphabet by 1.3% in the second quarter. Vanguard Group Inc. now owns 516,559,609 shares of the information services provider’s stock worth $91,033,300,000 after buying an additional 6,733,278 shares during the period. Finally, Arrowstreet Capital Limited Partnership increased its position in shares of Alphabet by 201.3% in the second quarter. Arrowstreet Capital Limited Partnership now owns 6,547,250 shares of the information services provider’s stock worth $1,153,824,000 after acquiring an additional 4,374,542 shares in the last quarter. 40.03% of the stock is currently owned by institutional investors.
Wall Street Analyst Weigh In
Several equities research analysts recently commented on the stock. HSBC upped their price target on shares of Alphabet from $335.00 to $370.00 and gave the company a “buy” rating in a research report on Tuesday, December 2nd. Wall Street Zen upgraded Alphabet from a “hold” rating to a “buy” rating in a report on Saturday, November 1st. New Street Research raised their target price on Alphabet from $275.00 to $295.00 in a research report on Friday, October 24th. Citizens Jmp lifted their price target on Alphabet from $340.00 to $385.00 and gave the company a “market outperform” rating in a report on Wednesday, December 31st. Finally, Jefferies Financial Group increased their price objective on Alphabet from $365.00 to $400.00 and gave the stock a “buy” rating in a research note on Monday. Four investment 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, the company presently has a consensus rating of “Moderate Buy” and an average price target of $335.90.
Insider Buying and Selling at Alphabet
In related news, Director Frances Arnold sold 102 shares of the firm’s stock in a transaction that occurred on Thursday, January 29th. The shares were sold at an average price of $340.00, for a total transaction of $34,680.00. Following the transaction, the director owned 18,307 shares of the company’s stock, valued at approximately $6,224,380. This trade represents a 0.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider John Kent Walker sold 17,829 shares of Alphabet stock in a transaction that occurred on 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 owned 42,972 shares of the company’s stock, valued at $13,531,453.08. This trade represents a 29.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 2,066,753 shares of company stock worth $103,358,040 over the last quarter. Insiders own 11.55% of the company’s stock.
Key Headlines Impacting Alphabet
Here are the key news stories impacting Alphabet this week:
- Positive Sentiment: Waymo raised $16 billion in a financing that values the Alphabet self?driving unit at about $126 billion — a material de?risk / value?creation event for Alphabet that could crystallize value in a high?growth AI/robotics segment. Waymo fundraising
- Positive Sentiment: Google Cloud signed a five?year strategic deal with Liberty Global to deploy Gemini models and cloud tools across its European operations — a tangible commercial win for Google Cloud and proof of enterprise demand for Gemini that supports revenue growth for one of Alphabet’s fastest?growing segments. Cloud partnership
- Positive Sentiment: Google is embedding more Gemini AI features into Chrome, broadening end?user reach for Gemini and increasing monetization opportunities across search, ads and consumer products. This deepens the AI moat and supports assumptions of higher ad/engagement monetization. Gemini in Chrome
- Positive Sentiment: High?profile bullish commentary (Jim Cramer) suggests Alphabet may be capturing more AI?driven revenue than peers like Meta — a market?narrative tailwind that can attract momentum flows into the stock. Cramer on AI revenue
- Positive Sentiment: Jefferies raised its price target to $400 and kept a Buy rating — a bullish analyst move that can support further upside and fund flows into GOOGL. Jefferies PT raise
- Neutral Sentiment: Alphabet reports Q4 after the close; traders expect a sizable move — this event creates short?term volatility risk but could validate the AI/revenue narrative if results beat. Earnings move expectation
- Neutral Sentiment: Sanford Bernstein raised its price target to $335 but maintained a “market perform” rating — mixed signal (higher PT but conservative stance), so watch guidance and margins for conviction. Bernstein note
- Neutral Sentiment: Analyst and media pieces highlight strong AI/search/cloud momentum but caution on rising costs and competition — useful framing for investors ahead of earnings. Zacks analysis
- Negative Sentiment: Alphabet agreed to pay $135 million to resolve an Android data?transfer lawsuit — a modest but tangible legal cost and reminder of regulatory/legal exposure. Android settlement
- Negative Sentiment: Insider selling of roughly $35M was reported — while not uncommon at large caps, insiders selling can weigh on sentiment if it accelerates. Insider sale
Alphabet Price Performance
GOOGL opened at $343.69 on Tuesday. The stock has a fifty day moving average price of $320.73 and a 200 day moving average price of $267.28. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 0.06. Alphabet Inc. has a 1 year low of $140.53 and a 1 year high of $344.83. The stock has a market cap of $4.15 trillion, a price-to-earnings ratio of 33.89, a PEG ratio of 1.86 and a beta of 1.09.
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.
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