Winnow Wealth LLC Has $1.18 Million Position in Alphabet Inc. $GOOGL

Winnow Wealth LLC increased its position in shares of Alphabet Inc. (NASDAQ:GOOGL) by 287.8% in the third quarter, HoldingsChannel reports. The firm owned 4,847 shares of the information services provider’s stock after purchasing an additional 3,597 shares during the period. Alphabet makes up approximately 0.9% of Winnow Wealth LLC’s investment portfolio, making the stock its 22nd biggest holding. Winnow Wealth LLC’s holdings in Alphabet were worth $1,183,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in GOOGL. Brighton Jones LLC grew its holdings in shares of Alphabet by 3.9% during the fourth quarter. Brighton Jones LLC now owns 110,330 shares of the information services provider’s stock worth $20,886,000 after purchasing an additional 4,110 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Alphabet by 3.5% in the fourth quarter. Revolve Wealth Partners LLC now owns 14,930 shares of the information services provider’s stock valued at $2,826,000 after buying an additional 506 shares during the last quarter. Hutchens & Kramer Investment Management Group LLC lifted its position in Alphabet by 9.6% during the 2nd quarter. Hutchens & Kramer Investment Management Group LLC now owns 4,900 shares of the information services provider’s stock worth $862,000 after buying an additional 431 shares in the last quarter. High Note Wealth LLC grew its holdings in Alphabet by 1.7% during the 2nd quarter. High Note Wealth LLC now owns 50,138 shares of the information services provider’s stock worth $8,836,000 after acquiring an additional 836 shares during the last quarter. Finally, First Financial Group Corp increased its position in Alphabet by 6.9% in the 2nd quarter. First Financial Group Corp now owns 2,261 shares of the information services provider’s stock valued at $399,000 after acquiring an additional 145 shares in the last quarter. 40.03% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on GOOGL shares. JPMorgan Chase & Co. reissued a “buy” rating on shares of Alphabet in a report on Monday, February 9th. Robert W. Baird boosted their price target on shares of Alphabet from $310.00 to $350.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 20th. Royal Bank Of Canada raised their price objective on shares of Alphabet from $375.00 to $400.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. Argus lifted their target price on shares of Alphabet from $365.00 to $385.00 and gave the stock a “buy” rating in a report on Friday, February 6th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Alphabet in a research note on Wednesday, January 21st. Three research analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $361.64.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Q4 beat and AI/cloud growth — Alphabet exceeded EPS and revenue expectations, Cloud revenue jumped ~48% and backlog expanded materially, supporting longer-term revenue and monetization from AI products. Alphabet’s Pullback: A Second Chance for Long-Term Investors?
• Positive Sentiment: Analyst optimism — Several firms raised price targets on GOOGL (noted lifts to $375 and $380), reflecting continued confidence in growth and upside vs. the recent pullback. Price Target Raised to $375 Price Target Raised to $380
• Positive Sentiment: Waymo expansion — Waymo is deploying next‑gen Ojai robotaxis and using gig workers for door-closing operations, signaling commercial progress in autonomous mobility (long-term revenue optionality). Waymo begins deploying next-gen Ojai robotaxis
• Neutral Sentiment: Strong bond demand—but guardrails questioned — Alphabet’s recent global bond sale drew very strong demand (underscoring investor confidence), while commentary noted limited contractual protections for bondholders on a long‑dated issuance. This is liquidity/market-confidence positive but raises structural concerns for fixed‑income holders. Alphabet bonds’ lack of guardrails highlights investor confidence
• Neutral Sentiment: Century‑bond debate — Heavy demand for a 100‑year sterling bond signals long-duration appetite (positive for funding flexibility) but prompts caution about untested long‑dated issuance. Why Alphabet’s 100-year sterling bond is raising new fears Bond investors are betting on another 100 years of Google
• Neutral Sentiment: Short‑interest data appears unreliable — Reports show sudden increases but list zero shares and NaN changes (likely a data glitch); not a confirmed signal of rising short pressure. (internal short‑interest entries)
• Negative Sentiment: EU antitrust probe into search ad auctions — European regulators are investigating Google’s ad-auction practices and pricing, which could lead to fines, operational constraints in Europe, or forced changes to ad platform mechanics. Google targeted by EU over its search advertising auction practices Google hit by fresh EU antitrust probe
• Negative Sentiment: CapEx and AI arms‑race fears — Alphabet’s large 2026 CapEx outlook (~$175–185B) and the broader AI infrastructure spend among hyperscalers have raised investor concern about free‑cash‑flow strain and near‑term margin/return pressures; that theme contributed to short‑term selling after earnings. Alphabet Drops 7% Post Q4 Earnings Mag 7 AI Arms Race: Heavy CapEx, FCF Strain
• Negative Sentiment: Broader tech weakness — Coverage notes that several mega‑cap tech names have softened (Magnificent Seven pressure), which amplifies selloffs in high‑multiple names like GOOGL even when fundamentals remain strong. Amazon Joins Microsoft in Bear Market

Insiders Place Their Bets

In related news, CEO Sundar Pichai sold 32,500 shares of the stock in a transaction that occurred on Wednesday, January 7th. The stock was sold at an average price of $321.21, for a total transaction of $10,439,325.00. Following the completion of the sale, the chief executive officer directly owned 2,244,372 shares of the company’s stock, valued at approximately $720,914,730.12. This represents a 1.43% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider John Kent Walker sold 17,829 shares of Alphabet stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $314.89, for a total transaction of $5,614,173.81. Following the completion of the transaction, the insider directly owned 42,972 shares in the company, valued at approximately $13,531,453.08. The trade was a 29.32% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 2,067,086 shares of company stock valued at $105,184,255 over the last 90 days. 11.64% of the stock is owned by company insiders.

Alphabet Price Performance

Shares of GOOGL stock opened at $305.72 on Friday. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11. Alphabet Inc. has a 12-month low of $140.53 and a 12-month high of $349.00. The firm has a fifty day moving average of $321.19 and a 200-day moving average of $274.40. The firm has a market capitalization of $3.69 trillion, a price-to-earnings ratio of 28.28, a price-to-earnings-growth ratio of 1.81 and a beta of 1.09.

Alphabet (NASDAQ:GOOGL) last posted its 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 firm had revenue of $113.83 billion for the quarter, compared to analyst estimates of $111.24 billion. On average, equities research analysts forecast that Alphabet Inc. will post 8.9 earnings per share for the current year.

Alphabet Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 9th will be given a $0.21 dividend. The ex-dividend date is Monday, March 9th. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. Alphabet’s payout ratio is currently 7.77%.

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.