Alphabet Inc. $GOOGL Shares Bought by Gallagher Capital Advisors LLC

Gallagher Capital Advisors LLC lifted its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 111.2% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 5,765 shares of the information services provider’s stock after purchasing an additional 3,036 shares during the quarter. Alphabet accounts for approximately 1.0% of Gallagher Capital Advisors LLC’s holdings, making the stock its 29th largest position. Gallagher Capital Advisors LLC’s holdings in Alphabet were worth $1,658,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Strategic Wealth Advisors LLC grew its position in Alphabet by 6.0% in the 1st quarter. Strategic Wealth Advisors LLC now owns 477 shares of the information services provider’s stock valued at $137,000 after buying an additional 27 shares in the last quarter. Midwest Professional Planners LTD. increased its stake in Alphabet by 1.2% during the 1st quarter. Midwest Professional Planners LTD. now owns 2,364 shares of the information services provider’s stock valued at $680,000 after buying an additional 29 shares during the period. Symmetry Partners LLC raised its position in shares of Alphabet by 0.4% during the 4th quarter. Symmetry Partners LLC now owns 7,912 shares of the information services provider’s stock worth $2,476,000 after buying an additional 30 shares in the last quarter. Private Wealth Management Group LLC raised its position in shares of Alphabet by 1.2% during the 1st quarter. Private Wealth Management Group LLC now owns 2,540 shares of the information services provider’s stock worth $730,000 after buying an additional 30 shares in the last quarter. Finally, SKY Mountain Capital Management Inc. lifted its stake in shares of Alphabet by 1.1% in the 1st quarter. SKY Mountain Capital Management Inc. now owns 2,791 shares of the information services provider’s stock worth $803,000 after acquiring an additional 30 shares during the period. 40.03% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet’s Q2 results showed strong underlying demand, including an 82% surge in Google Cloud revenue and continued growth in Search and YouTube, reinforcing that its core businesses are still expanding. Google Cloud CEO Kurian says customers are spending 50% more as segment blows away expectations
• Positive Sentiment: Analysts at Barclays argued that a TPU-as-a-service offering could materially lift Alphabet’s long-term profitability, suggesting the market may be underestimating future AI monetization. TPU-As-A-Service could boost Google’s 2028 profit by over 15%: Barclays
• Positive Sentiment: Verizon signed a more than $1 billion dark-fiber deal to support Google’s data centers, underscoring ongoing infrastructure demand tied to Alphabet’s AI and cloud expansion. Verizon signs deal with Google worth over $1 billion
• Neutral Sentiment: Alphabet was included in a momentum screen highlighting stocks with strong earnings and favorable price trends, which is supportive but not a major stock-specific catalyst. 3 High-Momentum Stocks to Buy Now Before They Surge
• Neutral Sentiment: Short-interest data showed no meaningful short position, so this does not appear to be a major driver of the move.
• Negative Sentiment: Investors are worried that Alphabet’s AI spending is becoming too large, with the company increasing 2026 capex guidance and reporting negative free cash flow for the first time in years. Alphabet earnings takeaways: Q2 revenue beats, GOOGL stock sinks on 2026 capex hike
• Negative Sentiment: Alphabet also faced fresh regulatory pressure after the European Commission fined Google about $1 billion under the Digital Markets Act. Google hit with $1 billion EU fine, first under landmark rules
• Negative Sentiment: Waymo reportedly may try to end its partnership with Uber, which could create uncertainty around one of Alphabet’s autonomous-driving distribution channels. Waymo reportedly mulling a breakup with Uber

Alphabet Stock Up 0.6%

GOOGL stock opened at $319.74 on Friday. Alphabet Inc. has a 12 month low of $187.82 and a 12 month high of $408.61. The firm has a market cap of $3.87 trillion, a PE ratio of 16.06, a P/E/G ratio of 1.31 and a beta of 1.24. The firm has a 50 day simple moving average of $362.93 and a 200 day simple moving average of $338.74. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.72 and a quick ratio of 1.92.

Alphabet (NASDAQ:GOOGL) last issued its earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.89 by $6.22. The firm had revenue of $119.80 billion during the quarter, compared to analysts’ expectations of $117.07 billion. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. Equities research analysts forecast that Alphabet Inc. will post 17.59 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, September 14th. Stockholders of record on Monday, September 7th will be paid a dividend of $0.22 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.88 annualized dividend and a dividend yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is currently 4.42%.

Analyst Upgrades and Downgrades

GOOGL has been the subject of several recent analyst reports. Citigroup reiterated an “outperform” rating on shares of Alphabet in a report on Monday, May 4th. Citizens Jmp reissued a “market outperform” rating and set a $515.00 target price on shares of Alphabet in a report on Wednesday. Stifel Nicolaus set a $420.00 target price on Alphabet and gave the stock a “buy” rating in a research report on Thursday, April 30th. Wedbush reaffirmed an “outperform” rating and set a $445.00 price target on shares of Alphabet in a research note on Thursday. Finally, Zacks Research upgraded Alphabet from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. Five investment analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $419.86.

Insider Buying and Selling at Alphabet

In other news, CAO Marsida Saraci sold 449 shares of the business’s stock in a transaction on Friday, June 26th. The stock was sold at an average price of $341.72, for a total transaction of $153,432.28. Following the sale, the chief accounting officer directly owned 27,348 shares of the company’s stock, valued at $9,345,358.56. The trade was a 1.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider John Kent Walker sold 8,998 shares of the company’s stock in a transaction on Monday, June 29th. The shares were sold at an average price of $349.29, for a total value of $3,142,911.42. Following the sale, the insider directly owned 75,290 shares of the company’s stock, valued at approximately $26,298,044.10. This represents a 10.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 159,415 shares of company stock worth $7,672,279. 11.61% of the stock is owned by insiders.

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.