Nippon Life Global Investors Americas Inc. Has $43.25 Million Stock Position in Alphabet Inc. $GOOG

Nippon Life Global Investors Americas Inc. lessened its stake in Alphabet Inc. (NASDAQ:GOOG) by 26.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 177,600 shares of the information services provider’s stock after selling 63,090 shares during the quarter. Alphabet comprises 1.8% of Nippon Life Global Investors Americas Inc.’s investment portfolio, making the stock its 17th biggest position. Nippon Life Global Investors Americas Inc.’s holdings in Alphabet were worth $43,254,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of GOOG. IFS Advisors LLC lifted its holdings in shares of Alphabet by 400.0% during the 2nd quarter. IFS Advisors LLC now owns 150 shares of the information services provider’s stock worth $27,000 after acquiring an additional 120 shares during the period. Robbins Farley raised its position in Alphabet by 60.0% during the second quarter. Robbins Farley now owns 160 shares of the information services provider’s stock valued at $28,000 after purchasing an additional 60 shares in the last quarter. WestEnd Advisors LLC lifted its stake in Alphabet by 58.7% during the second quarter. WestEnd Advisors LLC now owns 165 shares of the information services provider’s stock worth $29,000 after purchasing an additional 61 shares during the last quarter. Fairman Group LLC lifted its stake in Alphabet by 121.3% during the second quarter. Fairman Group LLC now owns 177 shares of the information services provider’s stock worth $31,000 after purchasing an additional 97 shares during the last quarter. Finally, University of Illinois Foundation acquired a new stake in shares of Alphabet in the 2nd quarter valued at $31,000. Institutional investors own 27.26% of the company’s stock.

Insider Transactions at Alphabet

In related news, CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $327.30, for a total value of $10,637,250.00. Following the sale, the chief executive officer directly owned 2,211,872 shares in the company, valued at $723,945,705.60. This represents a 1.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Frances Arnold sold 102 shares of the stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $313.45, for a total transaction of $31,971.90. Following the sale, the director directly owned 18,205 shares of the company’s stock, valued at $5,706,357.25. This represents a 0.56% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 225,187 shares of company stock worth $69,365,318. 12.99% of the stock is currently owned by insiders.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Major analyst upgrade and higher price targets highlight AI-driven upside — Raymond James raised GOOG to “Strong Buy” and boosted its price target (street chatter also shows multiple firms lifting targets), supporting investor confidence in Alphabet’s AI strategy and Google Cloud momentum. Article Title
• Positive Sentiment: Big investors adding shares — Baillie Gifford disclosed adding ~1.19M GOOGL shares in the latest 13F filing, a sign of continued institutional accumulation that can underpin price support. Article Title
• Positive Sentiment: Strong AI ecosystem wins — Apple reportedly will use Google’s Gemini to power the next Siri, expanding Gemini’s distribution and reinforcing Alphabet’s AI moat and monetization pathways. Article Title
• Neutral Sentiment: Analyst and media coverage remains focused on AI and technicals — Several outlets and analysts are publishing bullish previews and technical trading ideas (including MarketBeat, Zacks, TipRanks), which keeps interest high but doesn’t guarantee near-term moves. Article Title
• Neutral Sentiment: Waymo expansion vs. scrutiny — Waymo launched robotaxis in Miami (expansion signal), which can drive future growth for Alphabet’s autonomy segment but also raises operational/legal exposure as deployment scales. Article Title
• Negative Sentiment: NTSB opens probe into Waymo after robotaxis passed stopped school buses — A federal safety investigation into repeated illegal passes in Austin (reported incidents across states) creates regulatory and reputational risk for Waymo and, by extension, Alphabet. That headline is the clearest near-term negative catalyst. Article Title
• Negative Sentiment: Antitrust litigation risk persists — A federal judge allowed a consumer antitrust lawsuit over Google Search to proceed, keeping legal exposure and potential remedies on the radar for investors assessing longer-term regulatory risk. Article Title

Analysts Set New Price Targets

A number of equities analysts have recently commented on GOOG shares. Barclays boosted their price target on Alphabet from $250.00 to $315.00 and gave the stock an “overweight” rating in a report on Thursday, October 30th. Scotiabank reissued an “outperform” rating and set a $375.00 target price (up previously from $336.00) on shares of Alphabet in a research note on Friday, January 9th. Morgan Stanley raised their price target on shares of Alphabet from $210.00 to $270.00 and gave the company an “overweight” rating in a research note on Thursday, October 2nd. Guggenheim reaffirmed a “buy” rating and set a $375.00 price target on shares of Alphabet in a report on Monday, December 1st. Finally, Canaccord Genuity Group increased their price objective on shares of Alphabet from $330.00 to $390.00 and gave the company a “buy” rating in a research note on Wednesday, January 7th. Eight equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $326.13.

Alphabet Stock Down 0.7%

NASDAQ:GOOG opened at $328.55 on Friday. Alphabet Inc. has a one year low of $142.66 and a one year high of $341.20. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.75 and a quick ratio of 1.75. The company has a market cap of $3.96 trillion, a PE ratio of 32.40, a P/E/G ratio of 1.81 and a beta of 1.09. The firm’s 50 day simple moving average is $316.33 and its 200 day simple moving average is $260.79.

Alphabet (NASDAQ:GOOG) last released its quarterly earnings results on Thursday, October 30th. The information services provider reported $2.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.29 by $0.58. The firm had revenue of $102.35 billion during the quarter, compared to the consensus estimate of $99.90 billion. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. The company’s revenue for the quarter was up 15.9% on a year-over-year basis. During the same quarter last year, the firm earned $2.12 earnings per share. On average, research analysts anticipate that Alphabet Inc. will post 8.89 earnings per share for the current year.

Alphabet Dividend Announcement

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

Alphabet Profile

Alphabet Inc (NASDAQ: GOOG) is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as “Other Bets.” Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company’s history.

Alphabet’s core business centers on internet search and advertising, with Google Search and the company’s ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.