Alphabet Inc. $GOOGL Position Lifted by First American Bank

First American Bank raised its position in Alphabet Inc. (NASDAQ:GOOGL) by 1.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 283,883 shares of the information services provider’s stock after buying an additional 3,199 shares during the quarter. Alphabet makes up approximately 4.3% of First American Bank’s portfolio, making the stock its 5th biggest position. First American Bank’s holdings in Alphabet were worth $69,012,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of GOOGL. Brighton Jones LLC grew its stake in shares of Alphabet by 3.9% in the 4th quarter. Brighton Jones LLC now owns 110,330 shares of the information services provider’s stock valued at $20,886,000 after purchasing an additional 4,110 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Alphabet by 3.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 14,930 shares of the information services provider’s stock worth $2,826,000 after purchasing an additional 506 shares during the period. Kovitz Investment Group Partners LLC grew its position in Alphabet by 32.2% in the 1st quarter. Kovitz Investment Group Partners LLC now owns 1,932,813 shares of the information services provider’s stock valued at $298,890,000 after buying an additional 470,367 shares during the last quarter. AAF Wealth Management LLC increased its stake in Alphabet by 4.0% in the 1st quarter. AAF Wealth Management LLC now owns 4,283 shares of the information services provider’s stock valued at $662,000 after buying an additional 164 shares during the period. Finally, Empowered Funds LLC raised its position in Alphabet by 24.2% during the 1st quarter. Empowered Funds LLC now owns 286,057 shares of the information services provider’s stock worth $44,236,000 after buying an additional 55,755 shares during the last quarter. 40.03% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Alphabet

In other news, CAO Amie Thuener O’toole sold 2,778 shares of the business’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $288.26, for a total value of $800,786.28. Following the completion of the transaction, the chief accounting officer directly owned 11,739 shares of the company’s stock, valued at $3,383,884.14. The trade was a 19.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider John Kent Walker sold 17,829 shares of the company’s stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $314.89, for a total value of $5,614,173.81. Following the completion of the sale, the insider owned 42,972 shares in the company, valued at $13,531,453.08. This represents a 29.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 192,687 shares of company stock valued at $56,255,711 in the last ninety days. Corporate insiders own 11.55% of the company’s stock.

Wall Street Analysts Forecast Growth

GOOGL has been the subject of several analyst reports. JMP Securities reissued a “market outperform” rating and set a $290.00 price target on shares of Alphabet in a report on Wednesday, October 22nd. Sanford C. Bernstein increased their target price on Alphabet from $260.00 to $305.00 and gave the stock a “market perform” rating in a research note on Thursday, October 30th. CICC Research lifted their price target on Alphabet from $240.00 to $303.00 and gave the company an “outperform” rating in a research note on Friday, October 31st. The Goldman Sachs Group upped their price objective on Alphabet from $288.00 to $330.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Finally, Roth Capital raised their target price on Alphabet from $210.00 to $265.00 and gave the company a “buy” rating in a report on Thursday, October 16th. Four research analysts have rated the stock with a Strong Buy rating, forty-two have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $320.12.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Strong AI hardware strategy and sentiment shift — Coverage argues Alphabet’s custom AI chip/TPU roadmap and clearer monetization plans are reshaping investor expectations and could drive a breakout toward new highs as AI spending accelerates. Alphabet Stock Eyes Breakout Above All-Time High
• Positive Sentiment: Cloud + Gemini monetization pickup — Analysts and commentators highlight that Google Cloud’s AI product rollout (Gemini integration, Overviews, enterprise AI services) is reaching an inflection point, improving revenue mix and margins for 2026. Alphabet’s AI Cloud Moment May Finally Be Here
• Positive Sentiment: Distribution scale via partners — Samsung plans to double the number of devices running Google’s Gemini features to ~800M units this year, a large-scale distribution win that supports mobile AI adoption and ad/Cloud engagement. Samsung to double mobile devices powered by Google’s Gemini
• Positive Sentiment: Analyst upgrades and price‑target lifts — Argus raised its price target to $365 (buy), and MarketBeat/other outlets show broad bullish analyst revisions heading into 2026, supporting upside expectations and institutional inflows. Argus adjusts price target on Alphabet to $365
• Positive Sentiment: Broader bullish repositioning into AI leaders — MarketBeat pieces highlight Alphabet among the most‑upgraded/rewired tech names for 2026, reflecting momentum in analyst sentiment and flows that favor AI/cloud leaders. 5 Stocks Wall Street Repriced Higher Heading Into 2026
• Neutral Sentiment: Defense and energy partnerships alter investment profile — Coverage notes Alphabet’s Pentagon‑backed AI work and an Intersect Power deal, which can broaden revenue sources but also adds defense exposure and ESG/government contracting complexity. Impact is mixed for multiples and investor cohorts. How Alphabet’s Pentagon‑Backed AI Push and Intersect Power Deal Has Changed Its Investment Story
• Negative Sentiment: Local legal/regulatory noise — Indonesian prosecutors filed graft charges linked to laptop procurement tied to Google; while not a company‑level financial shock, such cases add regional legal risk and headline volatility that can sap risk appetite short‑term. Ex-Indonesian minister faces graft charges over Google laptop

Alphabet Stock Down 0.7%

Alphabet stock opened at $314.43 on Wednesday. Alphabet Inc. has a fifty-two week low of $140.53 and a fifty-two week high of $328.83. The firm has a market capitalization of $3.79 trillion, a price-to-earnings ratio of 31.01, a price-to-earnings-growth ratio of 1.75 and a beta of 1.08. The stock’s fifty day moving average is $303.41 and its two-hundred day moving average is $246.53. 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 released its quarterly earnings data on Wednesday, October 29th. The information services provider reported $2.87 EPS for the quarter, topping the consensus estimate of $2.29 by $0.58. The business had revenue of $102.35 billion for the quarter, compared to analyst estimates of $99.90 billion. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. Analysts predict that Alphabet Inc. will post 8.9 EPS for the current fiscal year.

Alphabet Announces Dividend

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

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.