Alphabet Inc. $GOOG Shares Purchased by Americana Partners LLC

Americana Partners LLC increased its position in shares of Alphabet Inc. (NASDAQ:GOOG) by 61.9% during the third quarter, Holdings Channel reports. The fund owned 49,604 shares of the information services provider’s stock after acquiring an additional 18,956 shares during the quarter. Americana Partners LLC’s holdings in Alphabet were worth $12,081,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the business. Norges Bank acquired a new stake in shares of Alphabet in the second quarter worth approximately $4,298,572,000. Vanguard Group Inc. increased its position in Alphabet by 1.3% during the second quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider’s stock worth $73,927,821,000 after purchasing an additional 5,182,111 shares during the last quarter. Assenagon Asset Management S.A. raised its stake in Alphabet by 73.5% during the third quarter. Assenagon Asset Management S.A. now owns 9,808,152 shares of the information services provider’s stock worth $2,388,775,000 after purchasing an additional 4,154,929 shares during the period. Laurel Wealth Advisors LLC raised its stake in Alphabet by 17,547.9% during the second quarter. Laurel Wealth Advisors LLC now owns 4,122,727 shares of the information services provider’s stock worth $731,331,000 after purchasing an additional 4,099,366 shares during the period. Finally, Arrowstreet Capital Limited Partnership boosted its holdings in shares of Alphabet by 330.4% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,989,463 shares of the information services provider’s stock valued at $707,691,000 after purchasing an additional 3,062,590 shares during the last quarter. 27.26% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Alphabet

In other news, Director John L. Hennessy sold 600 shares of the stock in a transaction that occurred on Tuesday, January 13th. The stock was sold at an average price of $337.52, for a total transaction of $202,512.00. Following the sale, the director directly owned 21,224 shares in the company, valued at approximately $7,163,524.48. This represents a 2.75% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Amie Thuener O’toole sold 2,778 shares of the business’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $312.30, for a total transaction of $867,569.40. Following the transaction, the chief accounting officer directly owned 8,962 shares of the company’s stock, valued at approximately $2,798,832.60. This trade represents a 23.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 225,187 shares of company stock worth $69,365,318. 12.99% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on GOOG shares. Scotiabank reiterated an “outperform” rating and issued a $375.00 target price (up previously from $336.00) on shares of Alphabet in a report on Friday, January 9th. KeyCorp restated an “overweight” rating and issued a $360.00 price objective on shares of Alphabet in a report on Monday. Truist Financial set a $350.00 price objective on Alphabet in a research note on Friday, December 5th. BNP Paribas Exane started coverage on shares of Alphabet in a research report on Monday, November 24th. They set an “outperform” rating for the company. Finally, Barclays raised their price target on shares of Alphabet from $250.00 to $315.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. Eight research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Alphabet currently has an average rating of “Buy” and a consensus target price of $327.13.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Mirae Asset added roughly 319,164 shares of GOOGL (~$100M), signaling institutional buying interest into Alphabet. Fund Update: Mirae Asset Global Investments Co., Ltd. Just Disclosed New Holdings
• Positive Sentiment: Needham/Laura Martin reaffirmed a Buy rating and maintained a ~$330 price target, giving Wall Street validation for continued upside. Alphabet’s Enduring Ad Moat: Why OpenAI’s Emerging Ad Model Supports a Buy Rating on GOOGL
• Positive Sentiment: MarketBeat coverage of Pelosi’s portfolio shows continued bullish, leveraged exposure to Alphabet (via LEAPS), which is a signal of long-term conviction from a high-profile investor. Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends
• Positive Sentiment: YouTube is now cited as a top social-media source for AI model training, reinforcing Alphabet’s data advantage for AI products and ads (long-term growth driver). Google’s (GOOGL) YouTube Surpasses Reddit as Top Social Media Source for AI Models
• Neutral Sentiment: Daily market recaps report Alphabet shares trading higher versus the broader market, reflecting the net effect of the items below rather than fresh company-specific catalysts. Alphabet Inc. (GOOG) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: Alphabet’s VC arm participated in AI ecosystem financings (e.g., Synthesia), which supports long-term AI strategy but is peripheral to near-term earnings. Nvidia and Alphabet VC arms back AI startup Synthesia at $4 billion valuation
• Neutral Sentiment: Alphabet CEO stock sales were reported; such disclosures often trigger short-term attention but are frequently routine or pre-scheduled. Alphabet (NASDAQ:GOOG) CEO Sells $10,637,250.00 in Stock
• Negative Sentiment: Google agreed to a preliminary $68 million settlement over claims Google Assistant unlawfully recorded users — reputational and legal headwinds, though the payout is small versus Alphabet’s size; judge approval is pending. Google pays $68 million to settle claims its voice assistant spied on users
• Negative Sentiment: Emerging ad models from rivals (e.g., OpenAI/ChatGPT ad initiatives) and continued product launches from hyperscalers (Microsoft’s Maia 200 chip) increase competitive pressure on ad and cloud margins over time. ChatGPT Ad Model’s Potential to Shatter META & GOOGL Duopoly

Alphabet Trading Up 1.6%

GOOG opened at $333.59 on Tuesday. The stock has a market capitalization of $4.03 trillion, a PE ratio of 32.90, a P/E/G ratio of 1.81 and a beta of 1.09. The firm’s fifty day moving average price is $317.29 and its 200 day moving average price is $262.47. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.75 and a quick ratio of 1.75. Alphabet Inc. has a 12-month low of $142.66 and a 12-month high of $341.20.

Alphabet (NASDAQ:GOOG) last issued its earnings results on Thursday, October 30th. The information services provider reported $2.87 EPS for the quarter, topping the consensus estimate of $2.29 by $0.58. The company had revenue of $102.35 billion during the quarter, compared to analyst estimates of $99.90 billion. Alphabet had a return on equity of 35.00% and a net margin of 32.23%.The business’s revenue was up 15.9% on a year-over-year basis. During the same quarter last year, the firm earned $2.12 EPS. As a group, research analysts expect that Alphabet Inc. will post 8.89 EPS for the current fiscal year.

Alphabet Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 8th were issued a $0.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. Alphabet’s payout ratio is 8.28%.

Alphabet Company Profile

Alphabet Inc (NASDAQ: GOOG) is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as “Other Bets.” Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company’s history.

Alphabet’s core business centers on internet search and advertising, with Google Search and the company’s ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.