Arvest Investments Inc. Has $7.31 Million Stock Position in Alphabet Inc. $GOOGL

Arvest Investments Inc. lifted its position in Alphabet Inc. (NASDAQ:GOOGL) by 19.8% in the third quarter, Holdings Channel.com reports. The institutional investor owned 30,077 shares of the information services provider’s stock after buying an additional 4,963 shares during the period. Alphabet makes up about 1.0% of Arvest Investments Inc.’s portfolio, making the stock its 26th largest position. Arvest Investments Inc.’s holdings in Alphabet were worth $7,312,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Jamison Private Wealth Management Inc. grew its position in shares of Alphabet by 1.1% in the 3rd quarter. Jamison Private Wealth Management Inc. now owns 6,708 shares of the information services provider’s stock valued at $1,631,000 after purchasing an additional 75 shares during the period. BlueSky Wealth Advisors LLC raised its holdings in Alphabet by 3.8% during the 3rd quarter. BlueSky Wealth Advisors LLC now owns 8,135 shares of the information services provider’s stock worth $1,978,000 after buying an additional 300 shares during the period. Matrix Asset Advisors Inc. NY lifted its stake in Alphabet by 1.5% in the third quarter. Matrix Asset Advisors Inc. NY now owns 3,947 shares of the information services provider’s stock valued at $960,000 after buying an additional 59 shares in the last quarter. Abner Herrman & Brock LLC acquired a new position in shares of Alphabet in the third quarter valued at approximately $568,000. Finally, AA Financial Advisors LLC increased its position in shares of Alphabet by 4.2% during the third quarter. AA Financial Advisors LLC now owns 8,843 shares of the information services provider’s stock worth $2,150,000 after acquiring an additional 353 shares in the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on GOOGL shares. CICC Research upped their target price 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. Daiwa Capital Markets upped their price objective on Alphabet from $233.00 to $333.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Truist Financial set a $350.00 target price on Alphabet and gave the company a “buy” rating in a research report on Friday, December 5th. 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. Finally, Citigroup raised their price target on shares of Alphabet from $343.00 to $350.00 and gave the stock a “buy” rating in a research note on Friday, December 19th. Four analysts have rated the stock with a Strong Buy rating, forty-one have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $315.90.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analyst and retail outlets continue to list Alphabet as a core long-term AI holding, highlighting its stakes across Search, Cloud and other AI niches — reinforcing the narrative that GOOGL is a durable beneficiary of multi‑trillion-dollar AI opportunity. Buy and Hold: 5 Artificial Intelligence (AI) Stocks to Own Through 2035
• Positive Sentiment: Comparisons with Adobe emphasize Alphabet’s AI momentum in Search and Cloud, suggesting GOOGL has a competitive edge in AI-driven enterprise and ad products — a vindication for investors focused on durable revenue growth. ADBE vs. GOOGL: Which AI-Driven Tech Stock Has an Edge Now?
• Positive Sentiment: Cloud coverage groups Alphabet with Amazon and Microsoft as key plays for an AI-driven cloud/data-center cycle in 2026 — supporting upside to Cloud revenue and infrastructure spending forecasts. 3 Cloud Computing Stocks to Buy Before 2026 as Digital Demand Soars
• Neutral Sentiment: MarketBeat’s week-in-review notes Alphabet’s strong 2025 performance and frames the recent pullback as a potential “buy‑the‑dip” setup supported by institutional conviction — useful for tactical buyers but not a catalyst by itself. MarketBeat Week in Review – 12/22 – 12/26 (GOOGL)
• Neutral Sentiment: Product signals: Google is testing a Gmail feature to let users change addresses without losing data (first visible in Hindi guidance), showing ongoing product innovation that supports user engagement but is not material to near‑term revenue. Google is rolling out a new feature allowing users to change their Gmail address
• Neutral Sentiment: Coverage on quantum computing places Alphabet among legacy players getting closer to useful quantum tech — a constructive long‑term story but unlikely to move quarters of revenue in the near term. 3 Genius Quantum Computing Stocks to Buy for 2026
• Negative Sentiment: A Reuters report about a San Francisco power outage that left Waymo robotaxis stranded raises operational and PR concerns for Alphabet’s autonomous‑vehicle ambitions (Waymo sits under Alphabet’s Other Bets), highlighting execution and emergency‑readiness risks that can pressure sentiment on the “moonshot” side of the business. Waymo’s San Francisco outage raises doubts over robotaxi readiness during crises

Alphabet Stock Performance

Shares of GOOGL stock opened at $313.51 on Friday. Alphabet Inc. has a 52 week low of $140.53 and a 52 week high of $328.83. The company has a market capitalization of $3.78 trillion, a price-to-earnings ratio of 30.92, a PEG ratio of 1.80 and a beta of 1.07. The company has a 50-day simple moving average of $295.59 and a 200 day simple moving average of $239.17. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.75 and a current ratio of 1.75.

Alphabet (NASDAQ:GOOGL) last issued its quarterly earnings data on Wednesday, October 29th. The information services provider reported $2.87 EPS for the quarter, beating 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 firm had revenue of $102.35 billion for the quarter, compared to analyst estimates of $99.90 billion. On average, sell-side analysts predict that Alphabet Inc. will post 8.9 earnings per share for the current year.

Alphabet Dividend Announcement

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

Insiders Place Their Bets

In other news, Director John L. Hennessy sold 600 shares of the business’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $308.19, for a total transaction of $184,914.00. Following the completion of the transaction, the director owned 3,916 shares of the company’s stock, valued at approximately $1,206,872.04. The trade was a 13.29% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Sundar Pichai sold 32,500 shares of the business’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $299.80, for a total value of $9,743,500.00. Following the transaction, the chief executive officer directly owned 2,239,619 shares of the company’s stock, valued at approximately $671,437,776.20. The trade was a 1.43% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 226,128 shares of company stock valued at $63,183,331 over the last ninety days. Company insiders own 11.64% of the company’s stock.

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.