Tred Avon Family Wealth LLC Acquires Shares of 13,381 Alphabet Inc. $GOOGL

Tred Avon Family Wealth LLC acquired a new position in Alphabet Inc. (NASDAQ:GOOGL) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 13,381 shares of the information services provider’s stock, valued at approximately $3,253,000. Alphabet makes up about 1.1% of Tred Avon Family Wealth LLC’s investment portfolio, making the stock its 17th biggest position.

A number of other hedge funds and other institutional investors also recently made changes to their positions in GOOGL. Financial Gravity Companies Inc. bought a new position in shares of Alphabet in the 2nd quarter valued at about $31,000. CarsonAllaria Wealth Management Ltd. lifted its holdings in Alphabet by 36.4% in the second quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock valued at $44,000 after buying an additional 67 shares during the period. Corsicana & Co. bought a new position in Alphabet in the third quarter valued at approximately $54,000. Vermillion & White Wealth Management Group LLC boosted its stake in Alphabet by 37.9% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock valued at $57,000 after acquiring an additional 89 shares during the last quarter. Finally, S&T Bank PA raised its position in shares of Alphabet by 40.2% during the 2nd quarter. S&T Bank PA now owns 345 shares of the information services provider’s stock valued at $61,000 after acquiring an additional 99 shares during the last quarter. 40.03% of the stock is currently owned by institutional investors and hedge funds.

Alphabet Stock Down 0.1%

Alphabet stock opened at $338.00 on Friday. The company has a 50 day moving average of $320.23 and a 200-day moving average of $265.57. 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 twelve month low of $140.53 and a twelve month high of $342.29. The stock has a market capitalization of $4.08 trillion, a PE ratio of 33.33, a price-to-earnings-growth ratio of 1.86 and a beta of 1.08.

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

Insider Transactions at Alphabet

In other Alphabet news, insider John Kent Walker sold 17,829 shares of Alphabet stock in a transaction dated Tuesday, December 30th. The stock was sold at an average price of $314.89, for a total value of $5,614,173.81. Following the sale, the insider owned 42,972 shares of the company’s stock, valued at $13,531,453.08. This trade represents a 29.32% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Sundar Pichai sold 32,500 shares of the business’s stock in a transaction dated Wednesday, November 5th. The shares were sold at an average price of $283.48, for a total value of $9,213,100.00. Following the completion of the sale, the chief executive officer owned 2,337,119 shares in the company, valued at approximately $662,526,494.12. This trade represents a 1.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,067,707 shares of company stock worth $103,627,383 in the last 90 days. Company insiders own 11.64% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. China Renaissance raised their price target on Alphabet from $207.00 to $330.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. JMP Securities reissued a “market outperform” rating and issued a $290.00 target price on shares of Alphabet in a research note on Wednesday, October 22nd. HSBC boosted their target price on Alphabet from $335.00 to $370.00 and gave the stock a “buy” rating in a research report on Tuesday, December 2nd. Needham & Company LLC reiterated a “buy” rating and issued a $330.00 price target on shares of Alphabet in a research report on Monday, January 26th. Finally, Robert W. Baird lifted their price objective on shares of Alphabet from $310.00 to $350.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 20th. Four research analysts have rated the stock with a Strong Buy rating, forty-two have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Alphabet currently has an average rating of “Moderate Buy” and a consensus target price of $334.60.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google rolled out Project Genie, an AI model that can generate fully rendered, interactive 3D worlds from simple prompts — a direct competitive advantage for Google in AI content creation that pressured gaming rivals (a potential long-term revenue and platform win for Alphabet). Videogame stocks slide on Google’s AI model that turns prompts into playable worlds
• Positive Sentiment: Project Genie coverage specifically names Unity and Roblox as being hurt by the announcement, underscoring that Google’s tech could displace parts of the gaming content creation stack — bullish for Alphabet’s AI moat and cloud/AI services demand. Google’s Project Genie Hammers Gaming Stocks. Unity Software and Roblox Sink.
• Positive Sentiment: Google disrupted a large residential proxy network (IPIDEA), claiming it removed millions of devices from abuse — a reputational and security win that reduces fraud and could lower costs/risks for Google services. Google disrupts large residential proxy network, reducing devices used by ‘millions’
• Positive Sentiment: Waymo expanded airport robotaxi service in San Francisco — a commercial growth milestone for Alphabet’s autonomous-vehicle unit that supports long-term service monetization. Waymo Opens Up Airport Service in San Francisco. Everything to Know About the Robotaxi
• Neutral Sentiment: Analysts and outlets are prepping for Alphabet’s upcoming Q4 results; estimate-driven coverage (Zacks) focuses attention on key metrics and could amplify post-earnings moves. Ahead of Alphabet (GOOGL) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Industry write-ups compare Alphabet to rivals in AI infrastructure (CoreWeave, Amazon) and note that Amazon/Google moves are chipping at Nvidia’s exclusivity in AI chips — a mixed competitive backdrop for cloud/AI spend. CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?
• Neutral Sentiment: Coverage noting Amazon and Google eating into Nvidia’s chip dominance signals broader industry capex and partnership shifts — relevant to Alphabet’s cloud/TPU strategy but not an immediate stock catalyst. Amazon and Google Eat Into Nvidia’s A.I. Chip Supremacy
• Negative Sentiment: A federal jury found former Google engineer Linwei Ding guilty of stealing trade secrets and uploading internal AI materials to personal cloud accounts — a headline that highlights IP risk and could trigger internal reviews, compliance costs or client concerns. Former Google engineer found guilty of espionage and theft of AI tech
• Negative Sentiment: Waymo reported an incident where a robotaxi struck a child near a school and the NHTSA opened an investigation — a regulatory and PR risk for Alphabet’s AV program that could delay rollouts or invite additional oversight. A Waymo hit a child near an elementary school. The NHTSA is investigating

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.