Alphabet Inc. $GOOGL Shares Bought by Milestones Administradora de Recursos Ltda.

Milestones Administradora de Recursos Ltda. boosted its position in Alphabet Inc. (NASDAQ:GOOGL) by 51.8% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 178,688 shares of the information services provider’s stock after acquiring an additional 61,004 shares during the period. Alphabet accounts for approximately 11.0% of Milestones Administradora de Recursos Ltda.’s portfolio, making the stock its 3rd largest holding. Milestones Administradora de Recursos Ltda.’s holdings in Alphabet were worth $61,483,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in GOOGL. Element Pointe Advisors LLC grew its stake in Alphabet by 0.3% in the 3rd quarter. Element Pointe Advisors LLC now owns 26,513 shares of the information services provider’s stock valued at $9,123,000 after buying an additional 85 shares in the last quarter. Guardian Partners Inc. lifted its position in shares of Alphabet by 0.5% during the third quarter. Guardian Partners Inc. now owns 50,544 shares of the information services provider’s stock worth $17,391,000 after acquiring an additional 232 shares in the last quarter. Sawyer & Company Inc purchased a new stake in shares of Alphabet during the third quarter worth $16,822,000. Sterling Manor Financial LLC bought a new position in shares of Alphabet in the third quarter worth $330,000. Finally, Fifth Third Securities Inc. bought a new position in shares of Alphabet in the third quarter worth $369,000. 40.03% of the stock is owned by hedge funds and other institutional investors.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Anthropic’s IPO filing disclosed approximately $114.5 billion in non-cancelable cloud commitments with Alphabet. The agreements could provide significant long-term revenue visibility for Google Cloud, although investors will focus on whether the business can convert that demand into higher margins and free cash flow. Anthropic’s IPO Filing Reveals a Massive Opportunity for AI Infrastructure Giants
• Positive Sentiment: Google Cloud reportedly grew sharply and its backlog reached about $514 billion, while the Gemini app expanded to roughly 950 million monthly users. These figures support the view that cloud and AI could become increasingly important growth engines alongside Search. Alphabet Has $514 Billion in Cloud Orders
• Neutral Sentiment: Options traders expect a sizable move following the October 28 earnings report. The key issues will be Search growth, Google Cloud margins, AI monetization, capital-expenditure guidance, and free cash flow. Alphabet has historically had mixed next-day earnings reactions. Here’s How Much Traders See Google Parent Alphabet’s Stock Moving After Earnings
• Negative Sentiment: Investors remain wary that heavy AI infrastructure spending could pressure margins and free cash flow, as happened after the prior quarterly report. An analyst also reduced the price target ahead of earnings, adding to caution. Alphabet Stock Slips After Citizens Cuts Price Target
• Negative Sentiment: Several law firms publicized securities class actions alleging Alphabet misled investors during the May 19–July 16 period. The filings are largely investor-solicitation notices rather than new operating developments, but they add reputational and potential financial risk. Alphabet Securities Fraud Class Action Deadline

Insiders Place Their Bets

In related news, CAO Marsida Saraci sold 449 shares of Alphabet 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 sale, the chief accounting officer owned 27,386 shares of the company’s stock, valued at approximately $9,125,015.20. This trade represents a 1.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Frances Arnold sold 83 shares of the business’s stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $340.45, for a total value of $28,257.35. Following the transaction, the director owned 19,076 shares of the company’s stock, valued at approximately $6,494,424.20. The trade was a 0.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 696 shares of company stock worth $232,894 in the last quarter. 11.61% of the stock is currently owned by company insiders.

Alphabet Stock Down 1.1%

Shares of NASDAQ:GOOGL opened at $316.80 on Tuesday. The firm has a fifty day moving average price of $342.94 and a two-hundred day moving average price of $340.66. The company has a market cap of $3.87 trillion, a price-to-earnings ratio of 15.91, a PEG ratio of 0.92 and a beta of 1.21. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.72 and a quick ratio of 2.64. Alphabet Inc. has a one year low of $264.28 and a one year high of $408.61.

Analyst Ratings Changes

Several brokerages have recently weighed in on GOOGL. DZ Bank upgraded Alphabet to a “strong-buy” rating in a research report on Thursday, July 23rd. Barclays reissued an “overweight” rating and set a $425.00 price objective (up from $405.00) on shares of Alphabet in a report on Thursday, July 23rd. Wall Street Zen downgraded Alphabet from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Benchmark restated a “buy” rating on shares of Alphabet in a research note on Thursday, October 1st. Finally, Wedbush reaffirmed an “outperform” rating and set a $445.00 target price on shares of Alphabet in a report on Thursday, July 23rd. Five analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $425.04.

Alphabet Company Profile

Alphabet Inc is a technology holding company best known for its Google subsidiary. Google operates a global internet-services business centered on online search, digital advertising, YouTube, Android, Chrome, Google Maps, Google Play, and a broad range of cloud-based productivity and collaboration tools.

Google Cloud provides infrastructure, data analytics, cybersecurity, artificial intelligence, and enterprise software services to businesses, governments, and other organizations. Alphabet also develops consumer hardware, including Pixel devices and products for connected homes, while investing in emerging businesses through its “Other Bets” segment, including autonomous transportation and life sciences initiatives.

Alphabet was established in 2015 as part of a corporate restructuring that made Google a subsidiary and provided a separate structure for its expanding portfolio of businesses.