Alphabet Inc. $GOOGL Shares Bought by Johnson Financial Group LLC

Johnson Financial Group LLC raised its stake in Alphabet Inc. (NASDAQ:GOOGL) by 96.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,941 shares of the information services provider’s stock after buying an additional 1,936 shares during the quarter. Johnson Financial Group LLC’s holdings in Alphabet were worth $958,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the stock. Financial Gravity Companies Inc. acquired a new stake in shares of Alphabet during the 2nd quarter worth approximately $31,000. CarsonAllaria Wealth Management Ltd. grew its position in Alphabet by 36.4% in the second quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock worth $44,000 after acquiring an additional 67 shares during the period. Corsicana & Co. acquired a new stake in Alphabet during the third quarter worth $54,000. Vermillion & White Wealth Management Group LLC raised its position in Alphabet by 37.9% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock valued at $57,000 after purchasing an additional 89 shares during the period. Finally, S&T Bank PA lifted its stake in shares of Alphabet by 40.2% in the 2nd quarter. S&T Bank PA now owns 345 shares of the information services provider’s stock valued at $61,000 after purchasing an additional 99 shares during the last quarter. Hedge funds and other institutional investors own 40.03% of the company’s stock.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet beat Q4 estimates (EPS $2.82; revenue ~$113.8B), showing strong search, YouTube and Cloud momentum that supports multiple revenue streams and longer‑term earnings power. CNBC: Google beats on revenue, projects significant AI spending increase
• Positive Sentiment: Google Cloud continues to win enterprise deals (five‑year Liberty Global partnership) and customer proofs (Humana using Agent Assist), indicating AI monetization traction for Cloud. Reuters: Google Cloud, Liberty Global strike five-year AI partnership
• Positive Sentiment: Waymo’s $16B fundraising reduces Alphabet’s near‑term funding burden for autonomous driving and validates the unit’s standalone value. CNBC: Waymo fundraising
• Neutral Sentiment: Analysts are mixed but generally constructive — several price targets were raised (Jefferies, Bernstein adjustments) which can amplify intraday swings. MarketScreener: Bernstein target change
• Neutral Sentiment: Broadcom and Nvidia traded higher after Alphabet’s capex ramp news, reflecting supplier and AI‑hardware beneficiary dynamics — a sector rotation effect rather than a company‑specific improvement. CNBC: Broadcom, Nvidia shares rise
• Neutral Sentiment: Minor insider selling was reported (CAO sold 933 shares); small transactions can create short‑term noise but are not a structural red flag. InsiderTrades: Amie Thuener O’Toole sale
• Negative Sentiment: Alphabet guided to a huge 2026 capital expenditure range ($175B–$185B), which spooked investors worried about cash deployment, margins and the timing of returns from AI infrastructure. Reuters: Alphabet forecasts sharp surge in 2026 capital spending
• Negative Sentiment: Management declined to address certain partnership details (e.g., Google‑Apple AI tie‑ups) on the earnings call, and regulatory/legal headlines (Waymo safety hearing, a $135M Android settlement) add execution and reputational risk. TechCrunch: Alphabet won’t discuss Google-Apple AI deal Reuters: Waymo to defend safety record MSN: Android settlement

Analysts Set New Price Targets

Several analysts recently issued reports on GOOGL shares. Canaccord Genuity Group set a $390.00 price objective on shares of Alphabet and gave the company a “buy” rating in a report on Wednesday, January 7th. BMO Capital Markets boosted their price target 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. Citic Securities upped their price objective on shares of Alphabet from $230.00 to $310.00 and gave the stock a “buy” rating in a report on Monday, November 3rd. Barclays reiterated an “overweight” rating on shares of Alphabet in a report on Thursday. Finally, Stifel Nicolaus set a $346.00 price target on Alphabet and gave the stock a “buy” rating in a research note on Friday, January 23rd. Four equities research analysts have rated the stock with a Strong Buy rating, forty-two have issued a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $336.60.

Insider Buying and Selling

In related news, CAO Amie Thuener O’toole sold 933 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $336.55, for a total value of $314,001.15. Following the transaction, the chief accounting officer owned 9,916 shares of the company’s stock, valued at $3,337,229.80. This represents a 8.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director John L. Hennessy sold 600 shares of Alphabet stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $337.52, for a total value of $202,512.00. Following the sale, the director directly owned 21,224 shares of the company’s stock, valued at $7,163,524.48. This trade represents a 2.75% 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 2,035,186 shares of company stock worth $94,458,941. Corporate insiders own 11.64% of the company’s stock.

Alphabet Price Performance

GOOGL stock opened at $333.04 on Thursday. The business’s 50-day moving average is $321.32 and its two-hundred day moving average is $268.82. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.75 and a quick ratio of 1.75. The firm has a market capitalization of $4.02 trillion, a P/E ratio of 32.84, a P/E/G ratio of 2.05 and a beta of 1.09. Alphabet Inc. has a 1 year low of $140.53 and a 1 year high of $349.00.

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 $2.59 by $0.23. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. Analysts anticipate that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

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.