Citizens National Bank Trust Department lifted its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 80.9% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 3,581 shares of the information services provider’s stock after acquiring an additional 1,601 shares during the period. Citizens National Bank Trust Department’s holdings in Alphabet were worth $871,000 as of its most recent filing with the Securities & Exchange Commission.
Several other large investors also recently bought and sold shares of GOOGL. Financial Gravity Companies Inc. purchased a new stake in shares of Alphabet during the second quarter valued at $31,000. CarsonAllaria Wealth Management Ltd. lifted its position in Alphabet by 36.4% during the 2nd quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock worth $44,000 after acquiring an additional 67 shares during the period. Corsicana & Co. acquired a new stake in Alphabet during the 3rd quarter worth about $54,000. Vermillion & White Wealth Management Group LLC grew its stake in Alphabet by 37.9% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock valued at $57,000 after purchasing an additional 89 shares during the last quarter. Finally, S&T Bank PA increased its holdings in shares of Alphabet by 40.2% in the second quarter. S&T Bank PA now owns 345 shares of the information services provider’s stock valued at $61,000 after purchasing an additional 99 shares during the period. Hedge funds and other institutional investors own 40.03% of the company’s stock.
Insider Transactions at Alphabet
In related news, Director Frances Arnold sold 102 shares of the business’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $313.45, for a total value of $31,971.90. Following the completion of the sale, the director owned 18,205 shares of the company’s stock, valued at approximately $5,706,357.25. The trade was a 0.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider John Kent Walker sold 17,829 shares of the company’s stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $314.89, for a total transaction of $5,614,173.81. Following the transaction, the insider owned 42,972 shares of the company’s stock, valued at $13,531,453.08. This represents a 29.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 189,909 shares of company stock worth $57,927,282 in the last ninety days. Company insiders own 11.55% of the company’s stock.
Key Alphabet News
- Positive Sentiment: Market cap milestone and AI positioning — reports note Alphabet entered the roughly $4 trillion club as investor enthusiasm around its AI investments and platform advantages has accelerated interest in the stock. Alphabet Enters the $4 Trillion Club as AI Bets Reshape Big Tech
- Positive Sentiment: Google Cloud as a high‑growth profit driver — analysis highlights that AI demand could more than double Google Cloud’s net income and drive toward a ~$20B income run rate, supporting margin expansion and valuation. Will Alphabet’s Cloud Division Fuel $20 Billion in Income?
- Positive Sentiment: Analyst/partnership upgrades — coverage notes Bank of America revamped its view after Google announced two partnerships, a near‑term catalyst that can support upside via stronger revenue/strategic positioning. Bank of America revamps Alphabet stock after Google enters two key partnerships
- Positive Sentiment: Ad market competitiveness — industry comparisons argue Alphabet still holds the edge over newer players (e.g., Reddit) thanks to AI-driven ad tools and scale, supporting ad revenue resilience. RDDT vs. GOOGL: Which Digital Advertising Stock Has an Edge Now?
- Neutral Sentiment: Investor buy lists emphasize long‑term AI exposure — several investor publications included Alphabet on “stocks to buy” lists for 2026 based on AI and cloud exposure; positive sentiment but broad and not an immediate catalyst. 2 Stocks to Buy in 2026 and Hold Forever
- Neutral Sentiment: Quantum and long‑term tech bets — multiple pieces revisit Alphabet’s leadership in quantum and AI research; important for long‑term optionality but unlikely to move near‑term earnings. 3 Top Quantum Computing Stocks to Buy in 2026
- Negative Sentiment: Competition risk in ads — analysis warns OpenAI’s push into the ad market could pose a structural threat to Google’s core ad business, a clear downside risk to growth and multiple. Warning Bells For Alphabet As OpenAI Enters Ad Market
- Negative Sentiment: Sector rotation / dispersion risk — coverage notes the “Magnificent Seven” are diverging and some AI darlings are now trailing the market, which can exacerbate volatility and pressure multiples if sentiment cools. The Magnificent Seven Drove Markets. Now They’re Pulling in Different Directions.
Alphabet Price Performance
NASDAQ:GOOGL opened at $330.00 on Tuesday. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 0.06. Alphabet Inc. has a 52 week low of $140.53 and a 52 week high of $340.49. The stock’s 50-day moving average price is $312.13 and its 200-day moving average price is $256.45. The stock has a market capitalization of $3.98 trillion, a PE ratio of 32.54, a price-to-earnings-growth ratio of 1.82 and a beta of 1.08.
Alphabet (NASDAQ:GOOGL – Get Free Report) last issued its quarterly 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. The company had revenue of $102.35 billion for the quarter, compared to the consensus estimate of $99.90 billion. Alphabet had a return on equity of 35.00% and a net margin of 32.23%. As a group, equities analysts expect that Alphabet Inc. will post 8.9 EPS for the current fiscal year.
Wall Street Analyst Weigh In
A number of equities research analysts recently commented on the company. BMO Capital Markets lifted their target price on Alphabet from $340.00 to $343.00 and gave the stock an “outperform” rating in a report on Tuesday, December 16th. Weiss Ratings reissued a “buy (b)” rating on shares of Alphabet in a research report on Wednesday, October 8th. Citizens Jmp lifted their price objective on shares of Alphabet from $340.00 to $385.00 and gave the company a “market outperform” rating in a research note on Wednesday, December 31st. Needham & Company LLC upped their price objective on shares of Alphabet from $260.00 to $330.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Finally, Stifel Nicolaus set a $333.00 target price on shares of Alphabet in a report on Thursday, October 30th. Three analysts have rated the stock with a Strong Buy rating, forty-five have given a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Alphabet currently has a consensus rating of “Moderate Buy” and an average price target of $326.31.
View Our Latest Stock Report on GOOGL
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.
See Also
- Five stocks we like better than Alphabet
- Trump’s AI Secret: 100X Faster Than Nvidia
- NEW LAW: Congress Approves Setup For Digital Dollar?
- Do not delete, read immediately
- How a Family Trust May Be Able To Help Preserve Your Wealth
- This is the Exact Moment the AI Boom Will End
Want to see what other hedge funds are holding GOOGL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Alphabet Inc. (NASDAQ:GOOGL – Free Report).
Receive News & Ratings for Alphabet Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Alphabet and related companies with MarketBeat.com's FREE daily email newsletter.
