Rep. Nancy Pelosi Sells Alphabet Inc. (NASDAQ:GOOGL) Stock

Representative Nancy Pelosi (D-California) recently sold shares of Alphabet Inc. (NASDAQ:GOOGL). In a filing disclosed on January 23rd, the Representative disclosed that they had sold between $1,000,001 and $5,000,000 in Alphabet stock on December 30th.

Representative Nancy Pelosi also recently made the following trade(s):

• Purchased $250,001 – $500,000 in shares of NVIDIA (NASDAQ:NVDA) on 1/16/2026.
• Purchased $500,001 – $1,000,000 in shares of Amazon.com (NASDAQ:AMZN) on 1/16/2026.
• Purchased $500,001 – $1,000,000 in shares of Alphabet (NASDAQ:GOOGL) on 1/16/2026.
• Purchased $100,001 – $250,000 in shares of Vistra (NYSE:VST) on 1/16/2026.
• Sold $5,000,001 – $25,000,000 in shares of Apple (NASDAQ:AAPL) on 12/30/2025.
• Sold $1,000,001 – $5,000,000 in shares of Walt Disney (NYSE:DIS) on 12/30/2025.
• Sold $250,001 – $500,000 in shares of PayPal (NASDAQ:PYPL) on 12/30/2025.
• Sold $5,000,001 – $25,000,000 in shares of Apple (NASDAQ:AAPL) on 12/24/2025.
• Sold $1,000,001 – $5,000,000 in shares of Amazon.com (NASDAQ:AMZN) on 12/24/2025.
• Sold $1,000,001 – $5,000,000 in shares of NVIDIA (NASDAQ:NVDA) on 12/24/2025.

Alphabet Stock Down 0.1%

Shares of GOOGL traded down $0.25 during trading hours on Friday, hitting $338.00. The company had a trading volume of 30,971,820 shares, compared to its average volume of 29,528,128. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 0.06. The company has a market capitalization of $4.08 trillion, a PE ratio of 33.33, a price-to-earnings-growth ratio of 1.86 and a beta of 1.08. Alphabet Inc. has a one year low of $140.53 and a one year high of $342.29. The company’s fifty day moving average price is $320.23 and its two-hundred day moving average price is $264.99.

Alphabet (NASDAQ:GOOGL) last posted its earnings results on Wednesday, October 29th. The information services provider reported $2.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.29 by $0.58. The company had revenue of $102.35 billion for 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%. As a group, equities analysts forecast that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, insider John Kent Walker sold 17,829 shares of the business’s stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $314.89, for a total value of $5,614,173.81. Following the completion of the sale, the insider directly 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 legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Amie Thuener O’toole sold 2,778 shares of the business’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $312.30, for a total value of $867,569.40. Following the completion of the sale, the chief accounting officer directly owned 8,962 shares of the company’s stock, valued at $2,798,832.60. The trade was a 23.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 2,067,707 shares of company stock valued at $103,627,383. 11.64% of the stock is owned by insiders.

Hedge Funds Weigh In On Alphabet

Several hedge funds and other institutional investors have recently added to or reduced their stakes in GOOGL. Financial Gravity Companies Inc. acquired a new stake in Alphabet during the second quarter worth $31,000. PMV Capital Advisers LLC purchased a new stake in Alphabet during the fourth quarter worth about $38,000. CarsonAllaria Wealth Management Ltd. increased its stake in Alphabet by 36.4% during the 2nd quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock worth $44,000 after buying an additional 67 shares during the period. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of Alphabet in the third quarter valued at $53,000. Finally, Kentucky Trust Co grew its position in shares of Alphabet by 142.9% during the fourth quarter. Kentucky Trust Co now owns 170 shares of the information services provider’s stock worth $53,000 after buying an additional 100 shares in the last quarter. 40.03% of the stock is owned by hedge funds and other institutional investors.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google rolled out Project Genie, an AI model that can generate fully rendered, interactive 3D worlds from simple prompts — a direct competitive advantage for Google in AI content creation that pressured gaming rivals (a potential long-term revenue and platform win for Alphabet). Videogame stocks slide on Google’s AI model that turns prompts into playable worlds
• Positive Sentiment: Project Genie coverage specifically names Unity and Roblox as being hurt by the announcement, underscoring that Google’s tech could displace parts of the gaming content creation stack — bullish for Alphabet’s AI moat and cloud/AI services demand. Google’s Project Genie Hammers Gaming Stocks. Unity Software and Roblox Sink.
• Positive Sentiment: Google disrupted a large residential proxy network (IPIDEA), claiming it removed millions of devices from abuse — a reputational and security win that reduces fraud and could lower costs/risks for Google services. Google disrupts large residential proxy network, reducing devices used by ‘millions’
• Positive Sentiment: Waymo expanded airport robotaxi service in San Francisco — a commercial growth milestone for Alphabet’s autonomous-vehicle unit that supports long-term service monetization. Waymo Opens Up Airport Service in San Francisco. Everything to Know About the Robotaxi
• Neutral Sentiment: Analysts and outlets are prepping for Alphabet’s upcoming Q4 results; estimate-driven coverage (Zacks) focuses attention on key metrics and could amplify post-earnings moves. Ahead of Alphabet (GOOGL) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Industry write-ups compare Alphabet to rivals in AI infrastructure (CoreWeave, Amazon) and note that Amazon/Google moves are chipping at Nvidia’s exclusivity in AI chips — a mixed competitive backdrop for cloud/AI spend. CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?
• Neutral Sentiment: Coverage noting Amazon and Google eating into Nvidia’s chip dominance signals broader industry capex and partnership shifts — relevant to Alphabet’s cloud/TPU strategy but not an immediate stock catalyst. Amazon and Google Eat Into Nvidia’s A.I. Chip Supremacy
• Negative Sentiment: A federal jury found former Google engineer Linwei Ding guilty of stealing trade secrets and uploading internal AI materials to personal cloud accounts — a headline that highlights IP risk and could trigger internal reviews, compliance costs or client concerns. Former Google engineer found guilty of espionage and theft of AI tech
• Negative Sentiment: Waymo reported an incident where a robotaxi struck a child near a school and the NHTSA opened an investigation — a regulatory and PR risk for Alphabet’s AV program that could delay rollouts or invite additional oversight. A Waymo hit a child near an elementary school. The NHTSA is investigating

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on GOOGL shares. Piper Sandler restated an “overweight” rating and issued a $365.00 price target (up from $330.00) on shares of Alphabet in a report on Thursday, December 11th. BMO Capital Markets raised their target price on shares of Alphabet from $340.00 to $343.00 and gave the company an “outperform” rating in a research note on Tuesday, December 16th. Evercore ISI upped their price target on Alphabet from $300.00 to $325.00 and gave the stock an “outperform” rating in a research report on Thursday, October 30th. Cantor Fitzgerald cut Alphabet from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 20th. Finally, Bank of America boosted their target price on Alphabet from $335.00 to $370.00 and gave the stock a “buy” rating in a research note on Tuesday, January 13th. Four analysts have rated the stock with a Strong Buy rating, forty-two have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Alphabet currently has an average rating of “Moderate Buy” and an average target price of $334.60.

About Representative Pelosi

Nancy Pelosi (Democratic Party) is a member of the U.S. House, representing California’s 11th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

Pelosi (Democratic Party) is running for re-election to the U.S. House to represent California’s 11th Congressional District. She declared candidacy for the 2026 election.[source]

Pelosi is the first and only woman to serve as speaker of the House. Pelosi was first elected to the U.S. House in a special election in 1987 to represent California’s 5th Congressional District, which she represented until her election to California’s 8th Congressional District in 2012. In 2002, she was elected minority leader, becoming the highest-ranking congresswoman of either party in U.S. history. When Democrats took control of the House in 2007, Pelosi made history again with her election as speaker of the House.

Pelosi was re-elected speaker of the House in 2019, following the 2018 midterm elections. She served in that role until January 3, 2023.

Notable legislation passed during her speakership includes the Affordable Care Act, the American Recovery and Reinvestment Act, the Dodd-Frank Wall Street Reform and Consumer Protection Act, the Lilly Ledbetter Fair Pay Act, and the Don’t Ask, Don’t Tell Repeal Act.

Pelosi is also a prominent Democratic fundraiser, raising more than $700 million for the Democratic Party since becoming a party leader in 2002.

Nancy Pelosi was born in Baltimore, Maryland. Pelosi graduated from the Institute of Notre Dame in 1958. She earned a bachelor’s degree from Trinity College in 1962. Pelosi served as the chair of the California State Democratic Party and the finance chairwoman of the Democratic Senatorial Campaign Committee.

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.