Alphabet (NASDAQ:GOOGL) Shares Unloaded Rep. Nancy Pelosi

Representative Nancy Pelosi (D-California) recently sold shares of Alphabet Inc. (NASDAQ:GOOGL). In a filing disclosed on January 23rd, the Representative disclosed that they had sold between $1,000,001 and $5,000,000 in Alphabet stock on December 30th.

Representative Nancy Pelosi also recently made the following trade(s):

• Purchased $250,001 – $500,000 in shares of NVIDIA (NASDAQ:NVDA) on 1/16/2026.
• Purchased $500,001 – $1,000,000 in shares of Amazon.com (NASDAQ:AMZN) on 1/16/2026.
• Purchased $500,001 – $1,000,000 in shares of Alphabet (NASDAQ:GOOGL) on 1/16/2026.
• Purchased $100,001 – $250,000 in shares of Vistra (NYSE:VST) on 1/16/2026.
• Sold $5,000,001 – $25,000,000 in shares of Apple (NASDAQ:AAPL) on 12/30/2025.
• Sold $1,000,001 – $5,000,000 in shares of Walt Disney (NYSE:DIS) on 12/30/2025.
• Sold $250,001 – $500,000 in shares of PayPal (NASDAQ:PYPL) on 12/30/2025.
• Sold $5,000,001 – $25,000,000 in shares of Apple (NASDAQ:AAPL) on 12/24/2025.
• Sold $1,000,001 – $5,000,000 in shares of Amazon.com (NASDAQ:AMZN) on 12/24/2025.
• Sold $1,000,001 – $5,000,000 in shares of NVIDIA (NASDAQ:NVDA) on 12/24/2025.

Alphabet Trading Up 1.6%

Shares of NASDAQ:GOOGL opened at $333.26 on Tuesday. Alphabet Inc. has a 1 year low of $140.53 and a 1 year high of $340.49. The firm has a fifty day moving average price of $316.62 and a 200 day moving average price of $261.78. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 0.06. The stock has a market capitalization of $4.02 trillion, a PE ratio of 32.87, a P/E/G ratio of 1.81 and a beta of 1.08.

Alphabet (NASDAQ:GOOGL) last released its quarterly earnings results on Wednesday, October 29th. The information services provider reported $2.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.29 by $0.58. The company had revenue of $102.35 billion during 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%. Analysts expect that Alphabet Inc. will post 8.9 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on GOOGL shares. Wells Fargo & Company restated a “positive” rating and issued a $350.00 target price (up from $268.00) on shares of Alphabet in a report on Monday, January 12th. Jefferies Financial Group restated a “buy” rating and issued a $365.00 price objective (up from $320.00) on shares of Alphabet in a research note on Monday, January 5th. President Capital raised their target price on shares of Alphabet from $258.00 to $323.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. Moffett Nathanson lifted their target price on shares of Alphabet from $305.00 to $315.00 and gave the stock a “buy” rating in a report on Tuesday, November 25th. Finally, New Street Research upped their price target on shares of Alphabet from $275.00 to $295.00 in a report on Friday, October 24th. Four investment analysts have rated the stock with a Strong Buy rating, forty-two have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $332.60.

Institutional Investors Weigh In On Alphabet

Several hedge funds have recently made changes to their positions in GOOGL. Brighton Jones LLC raised 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 buying an additional 4,110 shares in the last quarter. Revolve Wealth Partners LLC increased its stake 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 acquiring an additional 506 shares during the period. Narus Financial Partners LLC raised its position in Alphabet by 1.2% in the second quarter. Narus Financial Partners LLC now owns 13,445 shares of the information services provider’s stock worth $2,369,000 after purchasing an additional 157 shares in the last quarter. Painted Porch Advisors LLC lifted its stake in Alphabet by 23.2% during the second quarter. Painted Porch Advisors LLC now owns 5,438 shares of the information services provider’s stock worth $958,000 after purchasing an additional 1,025 shares during the period. Finally, Farmers & Merchants Investments Inc. boosted its holdings in Alphabet by 7.6% during the second quarter. Farmers & Merchants Investments Inc. now owns 191,940 shares of the information services provider’s stock valued at $33,826,000 after purchasing an additional 13,589 shares in the last quarter. Institutional investors own 40.03% of the company’s stock.

Insider Buying and Selling

In related news, CEO Sundar Pichai sold 32,500 shares of the firm’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 transaction of $10,637,250.00. Following the completion of the transaction, the chief executive officer owned 2,211,872 shares in the company, valued at $723,945,705.60. This trade represents a 1.45% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider John Kent Walker sold 17,829 shares of the business’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 directly owned 42,972 shares in the company, valued at approximately $13,531,453.08. This represents a 29.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 222,409 shares of company stock worth $68,564,532. Insiders own 11.55% of the company’s stock.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Multiple analyst actions and raised targets have lifted sentiment — RBC reaffirmed its “buy” rating, Needham kept a buy with a $330 target, Raymond James upgraded the stock, and at least one shop lifted its price target to $390, supporting higher valuations. MarketScreener: RBC remains its buy rating Alphabet Price Target Raised to $390
• Positive Sentiment: High-profile portfolio activity (the “Pelosi” filing) signaled continued conviction in large-cap tech/AI exposure via option-based leverage — a bullish sign that large investors are maintaining exposure to Alphabet while optimizing capital. Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends
• Positive Sentiment: Alphabet’s VC arm participated in a $200M funding round for AI video startup Synthesia, reinforcing the company’s continued strategic bets in the AI ecosystem and potential downstream product/partnership benefits for Google Cloud and AI services. Nvidia and Alphabet VC arms back Synthesia
• Neutral Sentiment: Ongoing Magnificent Seven coverage and bullish AI narratives continue to underpin market interest in large-cap AI leaders like Alphabet, but these are thematic tailwinds rather than company-specific catalysts. Seeking Alpha: Alphabet’s Big Rally
• Neutral Sentiment: Macro and calendar risks (Fed decision, major tech earnings this week) are creating market-wide volatility that could affect GOOGL’s near-term moves independent of fundamentals. Nasdaq futures in the red ahead of big week
• Negative Sentiment: Google agreed to a preliminary $68M settlement in a class-action suit alleging its Assistant improperly recorded users — a modest but negative headline that adds legal/PR noise ahead of earnings (judge approval required). Google Agrees to Settle Class Action Lawsuit
• Negative Sentiment: CEO Sundar Pichai sold roughly $10–11M of Alphabet shares recently (reported ahead of the Feb. 4 earnings date). Insider sales can be interpreted as routine diversification but may create short-term concern among some investors. Sundar Pichai Offloads Alphabet Shares

About Representative Pelosi

Nancy Pelosi (Democratic Party) is a member of the U.S. House, representing California’s 11th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

Pelosi (Democratic Party) is running for re-election to the U.S. House to represent California’s 11th Congressional District. She declared candidacy for the 2026 election.[source]

Pelosi is the first and only woman to serve as speaker of the House. Pelosi was first elected to the U.S. House in a special election in 1987 to represent California’s 5th Congressional District, which she represented until her election to California’s 8th Congressional District in 2012. In 2002, she was elected minority leader, becoming the highest-ranking congresswoman of either party in U.S. history. When Democrats took control of the House in 2007, Pelosi made history again with her election as speaker of the House.

Pelosi was re-elected speaker of the House in 2019, following the 2018 midterm elections. She served in that role until January 3, 2023.

Notable legislation passed during her speakership includes the Affordable Care Act, the American Recovery and Reinvestment Act, the Dodd-Frank Wall Street Reform and Consumer Protection Act, the Lilly Ledbetter Fair Pay Act, and the Don’t Ask, Don’t Tell Repeal Act.

Pelosi is also a prominent Democratic fundraiser, raising more than $700 million for the Democratic Party since becoming a party leader in 2002.

Nancy Pelosi was born in Baltimore, Maryland. Pelosi graduated from the Institute of Notre Dame in 1958. She earned a bachelor’s degree from Trinity College in 1962. Pelosi served as the chair of the California State Democratic Party and the finance chairwoman of the Democratic Senatorial Campaign Committee.

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.