Alphabet Inc. $GOOGL is Generali Asset Management SPA SGR’s 4th Largest Position

Generali Asset Management SPA SGR lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 0.9% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 497,788 shares of the information services provider’s stock after acquiring an additional 4,615 shares during the period. Alphabet makes up 2.6% of Generali Asset Management SPA SGR’s holdings, making the stock its 4th biggest holding. Generali Asset Management SPA SGR’s holdings in Alphabet were worth $121,012,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of GOOGL. Brighton Jones LLC grew its stake in shares of Alphabet by 3.9% during the fourth quarter. Brighton Jones LLC now owns 110,330 shares of the information services provider’s stock valued at $20,886,000 after acquiring an additional 4,110 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in Alphabet by 3.5% in the fourth quarter. Revolve Wealth Partners LLC now owns 14,930 shares of the information services provider’s stock valued at $2,826,000 after purchasing an additional 506 shares during the last quarter. Jones Financial Companies Lllp boosted its holdings in Alphabet by 36.8% in the first quarter. Jones Financial Companies Lllp now owns 1,814,959 shares of the information services provider’s stock valued at $280,190,000 after purchasing an additional 488,549 shares during the last quarter. Howe & Rusling Inc. grew its stake in Alphabet by 9.3% during the 1st quarter. Howe & Rusling Inc. now owns 5,855 shares of the information services provider’s stock valued at $905,000 after purchasing an additional 500 shares in the last quarter. Finally, AdviceOne Advisory Services LLC increased its holdings in Alphabet by 13.7% during the 1st quarter. AdviceOne Advisory Services LLC now owns 1,465 shares of the information services provider’s stock worth $226,000 after purchasing an additional 177 shares during the last quarter. 40.03% of the stock is owned by institutional investors and hedge funds.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: AI & advertising momentum: Analysts and media posit that Alphabet’s Gemini/AI-search progress and a strong advertising engine are driving a renewed rally and expectations that the company can join the $4 trillion market-cap group. Prediction: This Artificial Intelligence Stock Will Become a Member of the $4 Trillion Club in 2026
• Positive Sentiment: Market-cap milestone: Alphabet has overtaken Apple to become the world’s second-most valuable public company — a status shift that can attract index/ETF flows and underpins momentum. Google Claims Apple’s Spot on Most-Valuable-Companies List
• Positive Sentiment: Wall Street upgrades: Multiple analysts have raised price targets and issued bullish notes heading into 2026, reinforcing institutional demand and supporting higher valuations. Analyst revises Google stock price target for the next 12 months
• Neutral Sentiment: Wiz acquisition pending EU decision: The EU will decide on Alphabet’s $32B Wiz buy by Feb. 10 — resolution will remove a major overhang but could bring remedies or conditions. EU antitrust regulators to decide on Google’s Wiz deal by February 10
• Neutral Sentiment: Lawsuit settlements on AI chatbots: Alphabet and Character.AI settled suits tied to minors’ harm, which reduces immediate legal uncertainty but keeps reputational and regulatory scrutiny active. Google and Character.AI to Settle Lawsuit Over Teenager’s Death
• Negative Sentiment: App-store pressure from U.S. senators: Three Democratic senators urged Apple and Google to suspend Elon Musk’s X and Grok apps after allegations that Grok-enabled image generation facilitated sexualized images of minors — this directly implicates Google’s Play Store and could invite political/regulatory attention. Grok and X should be suspended from Apple, Google app stores, Democratic senators say
• Negative Sentiment: Insider selling: CEO Sundar Pichai sold 32,500 shares (SEC filing). The sale is small relative to his holdings but can be viewed negatively by some market participants. Sundar Pichai stock sale filing
• Negative Sentiment: Talent poaching: Nvidia hired a senior Google marketing executive as CMO — a signal that top talent is mobile amid fierce AI competition, which could concern investors about retention. Nvidia Hires Google Veteran as Its First Chief Marketing Officer

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. Robert W. Baird increased their target price on Alphabet from $215.00 to $275.00 and gave the company an “outperform” rating in a research note on Monday, September 22nd. Wedbush reaffirmed an “outperform” rating and issued a $350.00 price target (up from $320.00) on shares of Alphabet in a report on Friday, December 19th. Cantor Fitzgerald upgraded shares of Alphabet from a “neutral” rating to an “overweight” rating and increased their price objective for the company from $310.00 to $370.00 in a research note on Thursday. HSBC raised their price objective on shares of Alphabet from $335.00 to $370.00 and gave the stock a “buy” rating in a report on Tuesday, December 2nd. Finally, 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. Three investment analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $323.19.

Alphabet Trading Up 1.0%

NASDAQ GOOGL opened at $328.57 on Friday. 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 Inc. has a one year low of $140.53 and a one year high of $330.83. The company has a 50-day simple moving average of $306.19 and a 200-day simple moving average of $249.31. The firm has a market capitalization of $3.96 trillion, a PE ratio of 32.40, a price-to-earnings-growth ratio of 1.81 and a beta of 1.08.

Alphabet (NASDAQ:GOOGL) last issued its 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 net margin of 32.23% and a return on equity of 35.00%. The firm had revenue of $102.35 billion for the quarter, compared to analysts’ expectations of $99.90 billion. On average, equities analysts forecast that Alphabet Inc. will post 8.9 earnings per share for the current year.

Alphabet Dividend Announcement

The business also recently disclosed 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 was Monday, December 8th. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. Alphabet’s payout ratio is currently 8.28%.

Insider Buying and Selling

In other Alphabet news, CAO Amie Thuener O’toole sold 2,778 shares of the 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 sale, the chief accounting officer directly owned 11,739 shares of the company’s stock, valued at $3,383,884.14. This trade represents a 19.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider John Kent Walker sold 17,829 shares of the firm’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. The trade was a 29.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 225,187 shares of company stock worth $66,695,036 in the last three months. 11.64% of the stock is owned by 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.