Fidelis Capital Partners LLC Buys 7,673 Shares of Alphabet Inc. $GOOGL

Fidelis Capital Partners LLC increased its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 7.6% in the third quarter, Holdings Channel reports. The firm owned 108,194 shares of the information services provider’s stock after buying an additional 7,673 shares during the quarter. Alphabet accounts for approximately 2.1% of Fidelis Capital Partners LLC’s holdings, making the stock its 7th biggest holding. Fidelis Capital Partners LLC’s holdings in Alphabet were worth $26,302,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the stock. Flossbach Von Storch SE boosted its holdings in Alphabet by 2.2% during the third quarter. Flossbach Von Storch SE now owns 6,812,930 shares of the information services provider’s stock worth $1,656,222,000 after buying an additional 147,231 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC raised its position in shares of Alphabet by 58.3% in the 3rd quarter. Annis Gardner Whiting Capital Advisors LLC now owns 34,284 shares of the information services provider’s stock valued at $8,334,000 after acquiring an additional 12,621 shares during the period. Investor s Fiduciary Advisor Network LLC boosted its stake in Alphabet by 1.8% during the 3rd quarter. Investor s Fiduciary Advisor Network LLC now owns 4,477 shares of the information services provider’s stock worth $1,088,000 after acquiring an additional 80 shares during the last quarter. TD Waterhouse Canada Inc. grew its holdings in Alphabet by 11.5% during the third quarter. TD Waterhouse Canada Inc. now owns 666,489 shares of the information services provider’s stock valued at $163,332,000 after purchasing an additional 68,729 shares during the period. Finally, Crumly & Associates Inc. increased its stake in Alphabet by 19.3% in the third quarter. Crumly & Associates Inc. now owns 6,685 shares of the information services provider’s stock valued at $1,625,000 after purchasing an additional 1,082 shares in the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on GOOGL. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Alphabet from $370.00 to $390.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. Canaccord Genuity Group set a $415.00 target price on Alphabet in a report on Thursday, February 5th. Robert W. Baird increased their price target on Alphabet from $310.00 to $350.00 and gave the stock an “outperform” rating in a report on Tuesday, January 20th. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of Alphabet in a research report on Monday. Finally, Guggenheim reiterated a “buy” rating and issued a $375.00 price objective (up from $330.00) on shares of Alphabet in a research report on Monday, December 1st. Three analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $361.64.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analysts lifted targets — Arete and New Street recently raised price targets (to $405 and $380 respectively), underscoring continued buy-side conviction around Alphabet’s AI and cloud leadership. Arete Research Adjusts Price Target on Alphabet
• Positive Sentiment: Google Cloud monetization and AI demand remain strong — recent coverage highlights robust Cloud revenue growth and improving profitability from AI workstreams, supporting longer‑term revenue trajectory. Google Cloud Is Turning AI Demand Into Profits
• Positive Sentiment: Waymo product rollout advances — Waymo began deploying sixth‑generation Ojai robotaxis, which the company says are lower‑cost and more weather‑capable, a tangible execution milestone for Alphabet’s autonomous‑vehicle unit. Waymo Begins Deploying Next‑Gen Ojai Robotaxis
• Positive Sentiment: Institutional support — Some major firms (e.g., JPMorgan) are reiterating buy views, which can help stabilize sentiment after short‑term weakness. JPMorgan Chase Reiterates Buy Rating for Alphabet
• Neutral Sentiment: Century bond drew strong demand — Alphabet’s rare 100‑year bond saw heavy uptake (pension buyers), providing low‑cost financing for AI capex but raising debate about long‑dated debt risks. Investors view this as both a funding positive and a longer‑term leverage concern. Why Alphabet’s 100‑Year Bond Is Raising New Fears
• Negative Sentiment: EU antitrust probe into search ad auctions — Regulators in Europe have opened inquiries into Google’s sale of search ads, a regulatory risk that could pressure ad economics or require product changes if enforcement follows. Google Targeted by EU Over Search Ad Auction Practices
• Negative Sentiment: Heavy 2026 capex plan fuels profit‑and‑monetization fears — Coverage highlights a $175B–$185B capex plan for AI infrastructure; that large spend profile is creating near‑term free‑cash‑flow and margin anxiety, which has been cited as a reason for recent share weakness. Alphabet Drops 7% Post Q4 Earnings

Insider Activity

In other Alphabet news, insider John Kent Walker sold 17,829 shares of the business’s stock in a transaction that occurred 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. The trade was a 29.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $19.00, for a total value of $35,060,852.00. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,067,086 shares of company stock valued at $105,184,255 in the last ninety days. Corporate insiders own 11.64% of the company’s stock.

Alphabet Price Performance

Shares of NASDAQ GOOGL opened at $309.00 on Friday. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. The business has a 50-day moving average of $321.51 and a 200-day moving average of $273.62. The stock has a market capitalization of $3.73 trillion, a price-to-earnings ratio of 28.58, a PEG ratio of 1.83 and a beta of 1.09. Alphabet Inc. has a fifty-two week low of $140.53 and a fifty-two week high of $349.00.

Alphabet (NASDAQ:GOOGL) last issued its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, beating the consensus estimate of $2.57 by $0.25. The firm had revenue of $113.83 billion during the quarter, compared to analysts’ expectations of $111.24 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%. As a group, sell-side analysts predict that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 9th will be issued a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Monday, March 9th. Alphabet’s payout ratio is presently 7.77%.

Alphabet Company 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.