Alphabet Inc. $GOOGL Position Raised by Ferguson Wellman Capital Management Inc.

Ferguson Wellman Capital Management Inc. lifted its stake in Alphabet Inc. (NASDAQ:GOOGL) by 0.6% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,228,522 shares of the information services provider’s stock after purchasing an additional 7,062 shares during the quarter. Alphabet comprises 5.0% of Ferguson Wellman Capital Management Inc.’s portfolio, making the stock its 5th biggest holding. Ferguson Wellman Capital Management Inc.’s holdings in Alphabet were worth $422,710,000 as of its most recent filing with the SEC.

Several other large investors have also recently modified their holdings of GOOGL. State Street Corp lifted its stake in Alphabet by 5.6% in the second quarter. State Street Corp now owns 238,977,259 shares of the information services provider’s stock worth $85,403,303,000 after purchasing an additional 12,718,127 shares during the last quarter. Invesco Ltd. raised its holdings in shares of Alphabet by 0.5% in the fourth quarter. Invesco Ltd. now owns 45,394,474 shares of the information services provider’s stock worth $14,208,470,000 after buying an additional 208,362 shares during the period. Fisher Asset Management LLC lifted its stake in shares of Alphabet by 1.6% during the 4th quarter. Fisher Asset Management LLC now owns 38,106,033 shares of the information services provider’s stock worth $11,927,189,000 after acquiring an additional 583,078 shares during the last quarter. Amundi increased its stake in Alphabet by 4.6% in the second quarter. Amundi now owns 33,203,350 shares of the information services provider’s stock worth $11,865,809,000 after purchasing an additional 1,457,371 shares during the period. Finally, Nuveen LLC lifted its position in shares of Alphabet by 1.7% during the fourth quarter. Nuveen LLC now owns 29,166,806 shares of the information services provider’s stock worth $9,129,210,000 after purchasing an additional 478,848 shares during the last quarter. Institutional investors own 40.03% of the company’s stock.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google unveiled Gemini 4 Argon, an enterprise-focused AI model designed to perform complex, multistep work in software engineering, cybersecurity, finance, and legal services. A stronger product could support Google Cloud growth, subscriptions, and competitive positioning against OpenAI and Anthropic. Tech Bytes: Google unveils Gemini 4 Argon as AI race shifts to autonomous work
• Positive Sentiment: Recent commentary highlights Google Cloud’s rapid expansion, a substantial backlog, and Alphabet’s ability to monetize AI through cloud contracts, advertising, and paid subscriptions. Alphabet’s operating income reportedly rose 30% year over year in both first-half 2026 quarters, supporting the bullish case for continued earnings growth. Prediction: Alphabet’s Profit Growth Carries It to $5 Trillion Before 2028
• Positive Sentiment: Alphabet’s investment in Anthropic could benefit shareholders if a potential IPO provides liquidity or increases Anthropic’s ability to purchase computing capacity, potentially benefiting Google Cloud and other AI infrastructure suppliers. 4 Major Winners From an Anthropic IPO
• Neutral Sentiment: Alphabet executives are scheduled to testify at a New York City Council hearing on AI risks. The event may increase visibility for Google’s AI efforts, but could also foreshadow additional compliance requirements. AI risks hearing
• Negative Sentiment: Alphabet’s capital expenditures reportedly doubled year over year to $44.92 billion in the second quarter, raising concerns that AI infrastructure spending could pressure free cash flow and shareholder returns before the investments generate sufficient profits. Alphabet Reported Negative Free Cash Flow
• Negative Sentiment: Google faces a proposed £1 billion U.K. consumer claim alleging that Play Store commissions of up to 30% violate competition law. An adverse outcome could create financial liability and add to Alphabet’s broader regulatory burden. Google faces UK Play Store legal claim

Insiders Place Their Bets

In other Alphabet news, major shareholder 2019 Gp L.L.C. Gv sold 118,138 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $18.90, for a total transaction of $2,232,808.20. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Marsida Saraci sold 449 shares of the firm’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $333.20, for a total transaction of $149,606.80. Following the completion of the transaction, the chief accounting officer directly owned 27,386 shares of the company’s stock, valued at approximately $9,125,015.20. This represents a 1.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 441,399 shares of company stock valued at $8,677,053. 11.61% of the stock is currently owned by corporate insiders.

Alphabet Stock Up 0.8%

Shares of Alphabet stock traded up $2.64 on Monday, reaching $346.14. The stock had a trading volume of 8,220,856 shares, compared to its average volume of 30,831,436. The company has a quick ratio of 2.64, a current ratio of 2.72 and a debt-to-equity ratio of 0.16. The stock has a market capitalization of $4.23 trillion, a P/E ratio of 17.35, a P/E/G ratio of 0.99 and a beta of 1.21. The company has a 50 day moving average price of $344.74 and a 200 day moving average price of $348.00. Alphabet Inc. has a 1 year low of $235.84 and a 1 year high of $408.61.

Alphabet (NASDAQ:GOOGL) last released its quarterly earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.89 by $6.22. The business had revenue of $119.80 billion for the quarter, compared to analyst estimates of $117.07 billion. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. As a group, equities research analysts forecast that Alphabet Inc. will post 20.55 EPS for the current year.

Alphabet Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, September 14th. Shareholders of record on Monday, September 7th were paid a $0.22 dividend. The ex-dividend date was Friday, September 4th. This represents a $0.88 dividend on an annualized basis and a yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is 4.42%.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on GOOGL shares. Cantor Fitzgerald reissued an “overweight” rating and set a $420.00 target price (down from $435.00) on shares of Alphabet in a research note on Thursday, July 23rd. Rosenblatt Securities reiterated a “buy” rating and set a $410.00 price objective on shares of Alphabet in a report on Thursday, September 3rd. Roth Capital restated a “buy” rating and issued a $440.00 target price (up from $435.00) on shares of Alphabet in a research note on Thursday, July 23rd. Pivotal Research reaffirmed a “buy” rating and set a $475.00 target price (up from $470.00) on shares of Alphabet in a research report on Thursday, July 23rd. Finally, Morgan Stanley set a $400.00 price target on shares of Alphabet and gave the company an “overweight” rating in a research note on Thursday, July 23rd. Five equities research analysts have rated the stock with a Strong Buy rating, forty-six have given a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Alphabet currently has an average rating of “Buy” and an average target price of $425.60.

Alphabet Company Profile

Alphabet Inc is a technology and internet services company best known as the parent company of Google. Its primary business, Google Services, includes online search, digital advertising, YouTube, Android, Chrome, Google Maps, Google Play, and a range of hardware and subscription products.

Alphabet also operates Google Cloud, which provides infrastructure, data analytics, cybersecurity, productivity software, and artificial intelligence services to businesses, governments, and other organizations.