FNY Investment Advisers LLC Makes New Investment in Alphabet Inc. $GOOGL

FNY Investment Advisers LLC acquired a new position in shares of Alphabet Inc. (NASDAQ:GOOGL) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor acquired 4,511 shares of the information services provider’s stock, valued at approximately $1,096,000.

Other large investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in Alphabet by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 516,559,609 shares of the information services provider’s stock valued at $91,033,300,000 after buying an additional 6,733,278 shares during the period. State Street Corp boosted its stake in shares of Alphabet by 1.8% during the 2nd quarter. State Street Corp now owns 229,954,269 shares of the information services provider’s stock valued at $40,524,841,000 after buying an additional 4,008,374 shares during the period. Geode Capital Management LLC boosted its stake in shares of Alphabet by 3.1% during the 2nd quarter. Geode Capital Management LLC now owns 141,615,284 shares of the information services provider’s stock valued at $24,857,017,000 after buying an additional 4,224,497 shares during the period. Norges Bank purchased a new position in shares of Alphabet during the 2nd quarter valued at $21,944,208,000. Finally, Capital World Investors grew its holdings in shares of Alphabet by 28.0% during the 3rd quarter. Capital World Investors now owns 53,107,572 shares of the information services provider’s stock valued at $12,910,542,000 after acquiring an additional 11,605,785 shares in the last quarter. 40.03% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. BNP Paribas Exane assumed coverage on Alphabet in a research note on Monday, November 24th. They set an “outperform” rating and a $355.00 price target for the company. Roth Mkm boosted their price target on Alphabet from $365.00 to $395.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Deutsche Bank Aktiengesellschaft increased their price objective on Alphabet from $370.00 to $390.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Loop Capital lifted their target price on shares of Alphabet from $320.00 to $355.00 and gave the company a “buy” rating in a research note on Monday, February 23rd. Finally, New Street Research boosted their target price on shares of Alphabet from $330.00 to $380.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Three equities research analysts have rated the stock with a Strong Buy rating, forty-three have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $367.18.

Alphabet Trading Down 2.0%

Shares of GOOGL stock opened at $301.00 on Friday. The firm has a market capitalization of $3.64 trillion, a P/E ratio of 27.84, a price-to-earnings-growth ratio of 1.80 and a beta of 1.10. Alphabet Inc. has a 1 year low of $140.53 and a 1 year high of $349.00. The firm’s fifty day simple moving average is $317.62 and its 200 day simple moving average is $292.57. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.11.

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

Alphabet Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Monday, March 9th were given a $0.21 dividend. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Monday, March 9th. Alphabet’s dividend payout ratio is 7.77%.

Insider Buying and Selling

In other news, insider John Kent Walker sold 47,574 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $301.45, for a total value of $14,341,182.30. Following the sale, the insider owned 13,227 shares of the company’s stock, valued at approximately $3,987,279.15. This represents a 78.25% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director John L. Hennessy sold 1,050 shares of the company’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $303.41, for a total transaction of $318,580.50. Following the sale, the director directly owned 4,631 shares in the company, valued at $1,405,091.71. This represents a 18.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 2,110,165 shares of company stock valued at $118,134,117. 11.64% of the stock is owned by insiders.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: DeepMind hired Jasjeet Sekhon, Bridgewater’s chief scientist, as chief strategy officer — a high‑profile talent win that reinforces Alphabet’s DeepMind AI bench and long‑term product roadmap. Exclusive: Bridgewater’s chief scientist Sekhon to join Google’s DeepMind AI unit
• Positive Sentiment: High‑profile endorsement: Elon Musk tweeted that Google will “win the AI race in the West,” a bullish signal for market perception of Alphabet’s AI leadership. Elon Musk Says China Will Win The AI Race, But Here’s Where SpaceX Will Win
• Positive Sentiment: Product momentum: Google’s new “Stitch” AI design features are pressuring rivals (e.g., Figma’s stock fell), underscoring expanding addressable market for Google’s AI tools. Figma’s stock drops 11% in two days after Google releases ‘vibe design’ product
• Positive Sentiment: Market commentary highlights Alphabet’s operational strength (consecutive earnings beats, Cloud acceleration), supporting the bullish analyst consensus and relative outperformance among mega‑caps. 2 Tech Giants Holding Their Ground While the Market Slides
• Neutral Sentiment: Insider sales disclosed: CEO Sundar Pichai sold ~32,500 shares (~$10M) and Director John Hennessy sold a small stake — notable but small relative to total insider holdings; monitor if these continue. Insider filing: Sundar Pichai sale
• Neutral Sentiment: Short‑interest data in the feeds appears anomalous/zero and provides no clear signal (no days‑to‑cover build reported).
• Neutral Sentiment: Competitive takes: Analysts compare Snowflake and Alphabet on cloud analytics — SNOW’s momentum is notable but doesn’t negate Google Cloud’s growth trajectory. Snowflake vs Alphabet: Which Cloud Analytics Stock Has an Edge Now?
• Negative Sentiment: Investor concern about massive hyperscaler AI spending — analysts flag $410B+ capex across hyperscalers and question near‑term returns, a theme that can pressure tech multiples including GOOGL. Forget the War Headlines: This Is the Real Reason Tech Stocks Are Struggling
• Negative Sentiment: Valuation debate persists: coverage notes shifting investment story as AI deals and capex raise questions about near‑term upside despite solid fundamentals. How The Alphabet (GOOGL) Investment Story Is Shifting With AI Deals And Valuation Questions

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.