Fjell Capital LLC Increases Stock Position in Alphabet Inc. $GOOGL

Fjell Capital LLC increased its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 21.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,304 shares of the information services provider’s stock after buying an additional 3,274 shares during the period. Alphabet accounts for 4.4% of Fjell Capital LLC’s holdings, making the stock its 5th largest position. Fjell Capital LLC’s holdings in Alphabet were worth $5,729,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. Norges Bank acquired a new position in Alphabet in the 2nd quarter valued at $21,944,208,000. Berkshire Hathaway Inc acquired a new stake in shares of Alphabet during the 3rd quarter worth $4,338,397,000. Laurel Wealth Advisors LLC grew its holdings in shares of Alphabet by 17,667.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 15,245,075 shares of the information services provider’s stock worth $2,686,640,000 after purchasing an additional 15,159,273 shares in the last quarter. Capital World Investors increased its position in shares of Alphabet by 28.0% in the third quarter. Capital World Investors now owns 53,107,572 shares of the information services provider’s stock worth $12,910,542,000 after purchasing an additional 11,605,785 shares during the period. Finally, Franklin Resources Inc. increased its position in shares of Alphabet by 51.7% in the second quarter. Franklin Resources Inc. now owns 31,817,684 shares of the information services provider’s stock worth $5,607,232,000 after purchasing an additional 10,843,853 shares during the period. 40.03% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

GOOGL has been the subject of several recent analyst reports. UBS Group set a $348.00 price objective on shares of Alphabet and gave the stock a “neutral” rating in a research report on Thursday, February 5th. DA Davidson raised their target price on shares of Alphabet from $300.00 to $310.00 and gave the company a “neutral” rating in a report on Thursday, February 5th. BMO Capital Markets reaffirmed an “outperform” rating and set a $400.00 price target on shares of Alphabet in a report on Thursday, February 5th. Robert W. Baird increased their price target on shares of Alphabet from $375.00 to $380.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Finally, KeyCorp set a $370.00 price objective on shares of Alphabet and gave the company an “overweight” rating in a research note on Thursday, February 5th. Three analysts have rated the stock with a Strong Buy rating, forty-four have given a Buy rating and four have given 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 $368.06.

Insider Transactions at Alphabet

In other news, CAO Amie Thuener O’toole sold 955 shares of the stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $298.00, for a total value of $284,590.00. Following the completion of the sale, the chief accounting officer owned 9,918 shares of the company’s stock, valued at approximately $2,955,564. This represents a 8.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Sundar Pichai sold 32,500 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $307.89, for a total value of $10,006,425.00. Following the transaction, the chief executive officer owned 1,642,060 shares of the company’s stock, valued at $505,573,853.40. This trade represents a 1.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 2,110,165 shares of company stock worth $118,134,117. 11.55% of the stock is currently owned by insiders.

Alphabet Price Performance

Alphabet stock opened at $274.34 on Monday. The stock has a 50-day moving average price of $313.07 and a two-hundred day moving average price of $295.40. Alphabet Inc. has a 12 month low of $140.53 and a 12 month high of $349.00. The company has a market capitalization of $3.32 trillion, a PE ratio of 25.38, a P/E/G ratio of 1.61 and a beta of 1.10. 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 quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, topping the consensus estimate of $2.57 by $0.25. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The company had revenue of $113.83 billion for the quarter, compared to analysts’ expectations of $111.24 billion. Analysts expect that Alphabet Inc. will post 8.9 EPS for the current year.

Alphabet Announces Dividend

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

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analyst upgrades and price-target raises reinforce bullish medium-term views — Wells Fargo raised its price target and kept an Overweight rating, and Needham reaffirmed its Buy with a $400 target; MarketBeat and other outlets note heavy analyst upgrading of GOOGL. These moves support upside expectations despite short-term weakness. Read More.
• Positive Sentiment: Alphabet’s AI innovation (TurboQuant / Gemini traction) is being framed as a competitive advantage — the company’s new compression research and Gemini adoption could lower AI operating costs and drive product differentiation, strengthening long-term revenue prospects. This is part of why some analysts lifted estimates and price targets. Read More.
• Positive Sentiment: Fundamentals remain solid: recent earnings beat, robust cloud growth and advertising resilience provide a valuation anchor and a reason many institutions view pullbacks as buying opportunities. Read More.
• Neutral Sentiment: Technical correction — the stock has moved below $300 and broken key short-term support, which can amplify volatility even if the longer-term trend stays intact; investors should watch $280–$260 support zones. Read More.
• Neutral Sentiment: Executive departure in India: Google’s top India counsel resigned amid ongoing regulatory challenges in a key market, a factor to monitor for regional regulatory execution but not an immediate earnings driver. Read More.
• Negative Sentiment: Landmark jury verdicts finding YouTube/Google liable in social-media addiction cases have created legal overhang and the possibility of broader litigation or regulatory exposure — courts and commentators compare potential fallout to past “Big Tobacco”-style settlements, increasing perceived legal risk for Alphabet. Read More.
• Negative Sentiment: New lawsuits allege Google’s search/AI features disclosed personal information of Jeffrey Epstein victims; such privacy/AI-related claims add another legal/regulatory headline that can pressure sentiment and increase potential litigation costs or product changes. Read More.
• Negative Sentiment: Broader tech selloff — geopolitical war worries and landmark Meta legal losses have sparked rotation out of large-cap tech this week, amplifying Alphabet’s decline despite company-specific strengths. Market risk sentiment is a near-term headwind. Read More.

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.