Stonehage Fleming Financial Services Holdings Ltd trimmed its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 11.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 178,959 shares of the information services provider’s stock after selling 22,425 shares during the quarter. Alphabet makes up 1.7% of Stonehage Fleming Financial Services Holdings Ltd’s holdings, making the stock its 16th biggest holding. Stonehage Fleming Financial Services Holdings Ltd’s holdings in Alphabet were worth $56,014,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors also recently made changes to their positions in GOOGL. PMV Capital Advisers LLC acquired a new stake in Alphabet during the 4th quarter worth approximately $38,000. iSAM Funds UK Ltd bought a new stake in Alphabet during the 3rd quarter worth approximately $53,000. Pilgrim Partners Asia Pte Ltd acquired a new position in Alphabet in the 3rd quarter valued at approximately $53,000. Corsicana & Co. acquired a new position in Alphabet in the 3rd quarter valued at approximately $54,000. Finally, Sellwood Investment Partners LLC bought a new position in shares of Alphabet during the third quarter valued at $63,000. 40.03% of the stock is currently owned by institutional investors.
Alphabet News Roundup
Here are the key news stories impacting Alphabet this week:
- Positive Sentiment: Google rolled out Veo 3.1 Lite, a lower‑cost video AI model aimed at broadening developer adoption by delivering similar speed at under half the cost versus premium models — a direct product push that could expand AI usage and cloud/compute revenue. Google Unveils Cheaper AI Video Model to Expand Adoption
- Positive Sentiment: Market reaction was aided by a geopolitical tailwind: shares jumped after reports President Trump signaled a willingness to end the multi‑week conflict with Iran, reducing risk‑off pressure on mega‑cap tech stocks. Alphabet (GOOGL) Stock Trades Up, Here Is Why
- Positive Sentiment: Needham reiterated a Buy on GOOGL with a $400 price target, reinforcing bullish analyst sentiment and providing an upside anchor for investors. Needham Reiterates Buy on Alphabet Inc. (GOOGL) With $400 Price Target
- Positive Sentiment: Reports show high‑profile investors adding to positions (e.g., Stanley Druckenmiller), and coverage that highlights Alphabet as a core AI/cloud compounder — both support demand and sentiment. Billionaire Stanley Druckenmiller Piled Into 2 of the Hottest AI Stocks for a Second Consecutive Quarter
- Neutral Sentiment: Alphabet remains featured in thematic AI/cloud roundups (cloud backlog growth and strong Q4 cloud revenue cited), underscoring long‑term structural demand even as near‑term volatility persists. 5 Cloud and AI Infrastructure Stocks Powering the Next Wave of AI
- Neutral Sentiment: Alphabet issued very long‑dated debt (100‑year issuance), a financing move that locks cheap funding long‑term but has mixed near‑term implications for capital allocation. Alphabet Taps Debt Markets With 100-Year Issuance
- Neutral Sentiment: Product/UX updates around Gmail and crypto wallet integrations were highlighted in recent coverage; this flags product complexity in crypto flows but is not yet a clear revenue catalyst. New Gmail update highlights major crypto wallet struggle
- Negative Sentiment: Regulatory risk: Indonesia summoned Google over non‑compliance with new child social media curbs, highlighting widening global regulatory scrutiny that could increase compliance costs or product restrictions abroad. Indonesia summons Meta and Google over non-compliance with child social media curbs, minister says
- Negative Sentiment: Publishers such as Future PLC blamed recent Google search changes for pressure on higher‑margin ad revenues, a reminder that platform shifts can disrupt partners and attract criticism/regulatory attention. Future shares flop on profit warning as Google search changes hit ad revenues
Wall Street Analysts Forecast Growth
Check Out Our Latest Stock Analysis on Alphabet
Alphabet Price Performance
Shares of NASDAQ GOOGL opened at $287.56 on Wednesday. Alphabet Inc. has a twelve month low of $140.53 and a twelve month high of $349.00. The firm has a fifty day simple moving average of $311.25 and a 200 day simple moving average of $295.96. The company has a market capitalization of $3.48 trillion, a PE ratio of 26.60, a P/E/G ratio of 1.60 and a beta of 1.10. 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 (NASDAQ:GOOGL – Get Free Report) last issued its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, beating analysts’ consensus estimates of $2.57 by $0.25. The business had revenue of $113.83 billion for the quarter, compared to analysts’ expectations of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. On average, sell-side analysts forecast that Alphabet Inc. will post 8.9 EPS for the current year.
Alphabet Dividend Announcement
The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 9th were paid a $0.21 dividend. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, March 9th. Alphabet’s payout ratio is currently 7.77%.
Insider Buying and Selling
In other Alphabet news, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $303.92, for a total value of $9,877,400.00. Following the completion of the sale, the chief executive officer directly owned 2,818,524 shares in the company, valued at approximately $856,605,814.08. The trade was a 1.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider John Kent Walker sold 47,574 shares of Alphabet stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $301.45, for a total value of $14,341,182.30. Following the completion of the sale, the insider owned 13,227 shares of the company’s stock, valued at approximately $3,987,279.15. The trade was a 78.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 2,092,234 shares of company stock worth $112,487,971 over the last three months. Insiders own 11.55% of the company’s stock.
Alphabet Profile
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.
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