Scratch Capital LLC Buys New Stake in Alphabet Inc. $GOOGL

Scratch Capital LLC bought a new stake in shares of Alphabet Inc. (NASDAQ:GOOGL) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 2,265 shares of the information services provider’s stock, valued at approximately $551,000.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Truist Financial Corp boosted its holdings in Alphabet by 2.3% in the second quarter. Truist Financial Corp now owns 2,546,012 shares of the information services provider’s stock worth $448,684,000 after purchasing an additional 56,295 shares in the last quarter. Bridgeway Capital Management LLC lifted its position in shares of Alphabet by 17.9% in the first quarter. Bridgeway Capital Management LLC now owns 88,187 shares of the information services provider’s stock worth $13,637,000 after buying an additional 13,371 shares during the last quarter. Alaethes Wealth LLC lifted its position in shares of Alphabet by 1.1% in the first quarter. Alaethes Wealth LLC now owns 7,646 shares of the information services provider’s stock worth $1,182,000 after buying an additional 84 shares during the last quarter. Moment Partners LLC boosted its stake in shares of Alphabet by 9.3% during the 2nd quarter. Moment Partners LLC now owns 5,896 shares of the information services provider’s stock worth $1,039,000 after acquiring an additional 504 shares in the last quarter. Finally, Welch Group LLC increased its holdings in shares of Alphabet by 4.0% during the 2nd quarter. Welch Group LLC now owns 64,262 shares of the information services provider’s stock valued at $11,325,000 after acquiring an additional 2,467 shares during the last quarter. Institutional investors own 40.03% of the company’s stock.

Insider Activity

In other news, CAO Amie Thuener O’toole sold 2,778 shares of Alphabet stock in a transaction that occurred on Wednesday, October 15th. The stock was sold at an average price of $250.05, for a total transaction of $694,638.90. Following the sale, the chief accounting officer owned 14,516 shares of the company’s stock, valued at approximately $3,629,725.80. This trade represents a 16.06% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $283.48, for a total value of $9,213,100.00. Following the completion of the transaction, the chief executive officer owned 2,337,119 shares of the company’s stock, valued at $662,526,494.12. The trade was a 1.37% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 208,209 shares of company stock worth $58,750,254 over the last 90 days. Corporate insiders own 11.55% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the company. Evercore ISI boosted their target price on Alphabet from $300.00 to $325.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. CICC Research lifted their price target on shares of Alphabet from $240.00 to $303.00 and gave the company an “outperform” rating in a research report on Friday, October 31st. Stifel Nicolaus set a $333.00 price objective on shares of Alphabet in a research note on Thursday, October 30th. JMP Securities reaffirmed a “market outperform” rating and set a $290.00 price objective on shares of Alphabet in a report on Wednesday, October 22nd. Finally, President Capital lifted their target price on shares of Alphabet from $258.00 to $323.00 and gave the stock a “buy” rating in a report on Thursday, November 6th. Four research analysts have rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, Alphabet presently has an average rating of “Moderate Buy” and an average target price of $315.90.

Alphabet Price Performance

NASDAQ:GOOGL opened at $313.51 on Tuesday. The stock has a market cap of $3.78 trillion, a P/E ratio of 30.92, a PEG ratio of 1.80 and a beta of 1.07. Alphabet Inc. has a one year low of $140.53 and a one year high of $328.83. The company has a fifty day moving average price of $296.73 and a 200 day moving average price of $240.58. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.75 and a quick ratio of 1.75.

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

Alphabet Dividend Announcement

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

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: MarketBeat names Alphabet the most-upgraded stock of 2025 with analysts projecting at least ~20% upside (some targets to $385). The upgrades cite Gemini 3 adoption, Google Cloud strength and proprietary chip-driven monetization as the core catalysts. The 5 Most Upgraded Stocks from 2025
• Positive Sentiment: Analyst and market commentary points to a “validation flywheel” for Gemini: rising user traction and partner integrations are accelerating monetization expectations for ads, Workspace and Cloud AI services. That momentum is a near-term earnings and multiple expansion catalyst. Alphabet: Validation Flywheel Accelerating For Gemini
• Positive Sentiment: Alphabet completed a strategic renewable-energy acquisition (Intersect) for $4.75B to secure power for its data centers — reducing long-term energy risk/costs for AI infrastructure and supporting cloud/data-center expansion plans. Google buys renewable energy project developer Intersect
• Neutral Sentiment: Coverage pieces note Alphabet’s broader role as a hyperscaler consuming huge power for AI, highlighting infrastructure and energy demand as both a cost and a growth enabler — informative for capital expenditure and margin modeling. 2 Under-the-Radar Energy Stocks to Watch
• Neutral Sentiment: Product updates (e.g., new Gmail handle option) and positive media commentary (Jim Cramer, other outlets) keep the narrative of user growth and engagement positive but are unlikely to move fundamentals materially on their own. Alphabet gives users new Gmail handle option
• Negative Sentiment: Report says the DOJ is probing Alphabet (and others) over DEI policies under a fraud-law angle — any escalation could introduce regulatory/legal risk and headline volatility even if the business impact is unclear today. Trump’s Justice Department probes Google
• Negative Sentiment: Analysts and commentators are also scrutinizing heavy AI-related capex across the hyperscalers — sustained high spending could pressure near-term free cash flow and margins if revenue/margin conversion lags expectations. Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?

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.