Arlington Partners LLC Decreases Stock Position in Alphabet Inc. $GOOGL

Arlington Partners LLC cut its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 19.6% during the third quarter, HoldingsChannel reports. The firm owned 18,883 shares of the information services provider’s stock after selling 4,604 shares during the quarter. Arlington Partners LLC’s holdings in Alphabet were worth $4,590,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in GOOGL. Truist Financial Corp lifted its holdings in shares of Alphabet by 2.3% in the second quarter. Truist Financial Corp now owns 2,546,012 shares of the information services provider’s stock valued at $448,684,000 after buying an additional 56,295 shares during the period. Moment Partners LLC lifted its position in shares of Alphabet by 9.3% in the 2nd quarter. Moment Partners LLC now owns 5,896 shares of the information services provider’s stock valued at $1,039,000 after acquiring an additional 504 shares in the last quarter. Welch Group LLC boosted its stake in Alphabet by 4.0% in the 2nd quarter. Welch Group LLC now owns 64,262 shares of the information services provider’s stock worth $11,325,000 after purchasing an additional 2,467 shares during the period. Brooktree Capital Management purchased a new position in shares of Alphabet during the second quarter valued at $352,000. Finally, Griffin Asset Management Inc. raised its position in Alphabet by 13.9% during the third quarter. Griffin Asset Management Inc. now owns 58,731 shares of the information services provider’s stock valued at $14,277,000 after buying an additional 7,180 shares during the period. Institutional investors own 40.03% of the company’s stock.

Analysts Set New Price Targets

GOOGL has been the topic of a number of research analyst reports. Oppenheimer boosted their price objective on shares of Alphabet from $270.00 to $300.00 and gave the company an “outperform” rating in a research report on Monday, October 20th. Arete Research raised their price objective on Alphabet from $300.00 to $380.00 and gave the company a “buy” rating in a research note on Tuesday, December 2nd. Piper Sandler restated an “overweight” rating and set a $365.00 price objective (up from $330.00) on shares of Alphabet in a research report on Thursday, December 11th. Evercore ISI lifted their price objective on Alphabet from $300.00 to $325.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. Finally, Phillip Securities upgraded shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research note on Friday, November 7th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-two have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, Alphabet currently has a consensus rating of “Moderate Buy” and a consensus price target of $334.60.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analyst upgrades and bullish notes support near‑term sentiment — Needham and RBC reiterated/issued buy ratings and recent coverage called for earnings upside into the next report, helping lift conviction in shares. Alphabet Earns Buy Rating from Needham RBC Reiterates Buy
• Positive Sentiment: Google and Amazon’s push into AI chips reduces reliance on Nvidia and signals growing in‑house/cloud hardware capabilities — positive for Google Cloud margins and capex leverage. Amazon and Google Eat Into Nvidia’s A.I. Chip Supremacy
• Positive Sentiment: Product momentum: Chrome adds AI image generation and a side‑panel assistant, and Alphabet is pushing AI into Search — supports ad/search revenue upside and user engagement. Google adds AI image generation to Chrome Zacks: AI Push to Boost Search Growth
• Positive Sentiment: Security actions: Google disrupted a large residential proxy network (IPIDEA) tied to abuse, which reduces fraud risk and is a reputational win for its platforms. That supports enterprise trust and regulatory relations. Google disrupts large residential proxy network Google Disrupts Network That Allowed Bad Actors
• Neutral Sentiment: Competitive landscape pieces compare CoreWeave and Alphabet for AI infrastructure — highlights both opportunity and execution risk as GOOGL competes on hardware, software and cloud pricing. CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?
• Neutral Sentiment: Short interest data in the feed is noisy/zeroed and not informative — no clear short‑squeeze signal from the provided entry. (No link — data summary.)
• Negative Sentiment: Waymo safety incident: a Waymo driverless vehicle struck a child near a Santa Monica elementary school; NHTSA has opened an investigation. This raises regulatory and liability risk for the autonomous driving unit and could pressure sentiment around Waymo‑related capex and commercialization timelines. Waymo Robotaxi Hits Child, Prompting NHTSA Investigation CNBC: A Waymo hit a child near an elementary school
• Negative Sentiment: Regulatory/legal pressure: the U.K. CMA is proposing rules to let publishers opt out of AI overviews and new conduct requirements; Alphabet also agreed to a ~$135M U.S. settlement over cellular data handling — potential modest earnings/headline risk and ongoing compliance costs. U.K. Competition Watchdog Plans New Rules Google to Pay $135 Million to Settle Lawsuit

Insider Buying and Selling at Alphabet

In other Alphabet news, insider John Kent Walker sold 17,829 shares of the firm’s stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $314.89, for a total transaction of $5,614,173.81. Following the sale, the insider directly owned 42,972 shares in the company, valued at approximately $13,531,453.08. This trade represents a 29.32% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $283.48, for a total transaction of $9,213,100.00. Following the completion of the transaction, the chief executive officer owned 2,337,119 shares of the company’s stock, valued at $662,526,494.12. This trade represents a 1.37% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 222,297 shares of company stock valued at $68,531,851. Company insiders own 11.64% of the company’s stock.

Alphabet Trading Up 0.7%

NASDAQ:GOOGL opened at $338.25 on Friday. The firm has a market capitalization of $4.08 trillion, a price-to-earnings ratio of 33.36, a PEG ratio of 1.85 and a beta of 1.08. Alphabet Inc. has a 1-year low of $140.53 and a 1-year high of $342.29. The business’s 50-day moving average price is $319.46 and its two-hundred day moving average price is $263.90. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 0.06.

Alphabet (NASDAQ:GOOGL) last issued its quarterly earnings data on Wednesday, October 29th. The information services provider reported $2.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.29 by $0.58. The firm had revenue of $102.35 billion during the quarter, compared to analysts’ expectations of $99.90 billion. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. On average, equities analysts expect that Alphabet Inc. will post 8.9 earnings per share for the current year.

Alphabet 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.