Barlow Wealth Partners Inc. lessened its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 249,083 shares of the information services provider’s stock after selling 15,187 shares during the quarter. Alphabet comprises about 7.0% of Barlow Wealth Partners Inc.’s holdings, making the stock its largest holding. Barlow Wealth Partners Inc.’s holdings in Alphabet were worth $62,901,000 at the end of the most recent reporting period.
Other hedge funds also recently made changes to their positions in the company. IFS Advisors LLC lifted its holdings in Alphabet by 400.0% in the 2nd quarter. IFS Advisors LLC now owns 150 shares of the information services provider’s stock worth $27,000 after buying an additional 120 shares in the last quarter. WestEnd Advisors LLC increased its position in shares of Alphabet by 58.7% during the second quarter. WestEnd Advisors LLC now owns 165 shares of the information services provider’s stock worth $29,000 after acquiring an additional 61 shares during the last quarter. Fairman Group LLC lifted its stake in shares of Alphabet by 121.3% in the second quarter. Fairman Group LLC now owns 177 shares of the information services provider’s stock worth $31,000 after acquiring an additional 97 shares in the last quarter. University of Illinois Foundation purchased a new position in Alphabet in the second quarter valued at about $31,000. Finally, Manning & Napier Advisors LLC acquired a new stake in Alphabet during the 3rd quarter valued at approximately $32,000. Hedge funds and other institutional investors own 27.26% of the company’s stock.
Insiders Place Their Bets
In related news, CEO Sundar Pichai sold 32,500 shares of the business’s stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $327.30, for a total transaction of $10,637,250.00. Following the completion of the transaction, the chief executive officer owned 2,211,872 shares in the company, valued at $723,945,705.60. The trade was a 1.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, 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 completion of the sale, the chief accounting officer directly owned 9,916 shares in the company, valued at $3,337,229.80. This represents a 8.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 2,037,964 shares of company stock worth $95,259,727. 12.99% of the stock is currently owned by insiders.
Alphabet Price Performance
Alphabet Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 8th were given a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date was Monday, December 8th. Alphabet’s dividend payout ratio is presently 8.28%.
Analyst Ratings Changes
A number of equities analysts have issued reports on GOOG shares. Pivotal Research reaffirmed a “buy” rating and issued a $400.00 target price (up from $350.00) on shares of Alphabet in a research report on Friday, December 5th. DA Davidson set a $300.00 price target on shares of Alphabet in a report on Tuesday, November 25th. Sanford C. Bernstein increased their price objective on shares of Alphabet from $260.00 to $305.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Cantor Fitzgerald reissued a “neutral” rating on shares of Alphabet in a research report on Tuesday, January 20th. Finally, JPMorgan Chase & Co. upped their target price on shares of Alphabet from $260.00 to $300.00 and gave the company an “overweight” rating in a research note on Monday, October 27th. Eight analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $330.83.
View Our Latest Stock Report on GOOG
Key Stories Impacting Alphabet
Here are the key news stories impacting Alphabet this week:
- Positive Sentiment: Waymo’s $16 billion funding round and $126B valuation bolster Alphabet’s optionality in autonomous mobility and unlock value outside core ads — a major positive signal for long-term growth investors. Waymo valued at $126 billion in latest financing
- Positive Sentiment: Google Cloud is signing multi-year AI deals (Liberty Global) and commercial deployments (Humana), validating monetization of Gemini and enterprise AI adoption. Google Cloud, Liberty Global strike five-year AI partnership
- Positive Sentiment: Wall Street momentum: several analyst upgrades and raised price targets ahead of earnings reflect confidence in Search/Cloud/AI revenue leverage. Top Mizuho Analyst Raises Alphabet (GOOGL) Stock Price Target Ahead of Q4 Earnings
- Positive Sentiment: Institutional and thematic buyers (Crossmark, Sumitomo Mitsui, ARK additions) show continued allocation into Alphabet amid the AI thematic. Fund Update: Crossmark Global Holdings, Inc. Just Disclosed New Holdings
- Neutral Sentiment: Q4 earnings are due after the close Feb. 4 and options imply a sizable move — results and guidance will likely drive the next major direction. Alphabet (GOOGL) Stock: What Wall Street Expects from Earnings Wednesday
- Neutral Sentiment: Reported short-interest data in these feeds is noisy/zeroed (likely reporting artifacts) and currently provides no clear bearish signal.
- Negative Sentiment: Insider and some institutional selling: recent filings show the CAO sold shares and several funds trimmed positions — persistent insider sales can weigh on sentiment near costly valuations. SEC insider filing
- Negative Sentiment: Covers and worry pieces highlight high valuation and the risk of a near-term pullback if AI monetization or ad growth disappoints — investor expectations are elevated. Why Google Stock Faces A Near-Term Pullback
- Negative Sentiment: Collateral concerns: Disney disclosed a YouTube TV-related hit, a reminder of distribution and carriage risks for YouTube/TV businesses. Disney said it took a $110 million hit from its fight with YouTube TV
Alphabet Company Profile
Alphabet Inc (NASDAQ: GOOG) is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as “Other Bets.” Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company’s history.
Alphabet’s core business centers on internet search and advertising, with Google Search and the company’s ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.
Further Reading
- Five stocks we like better than Alphabet
- Your Bank Account Is No Longer Safe
- [No Brainer Gold Play]: “Show me a better investment.”
- This $15 Stock Could Go Down as the #1 Stock of 2026
- What a Former CIA Agent Knows About the Coming Collapse
- Ray Dalio Says Buy Gold. I Say Get Paid Every Month From It
Want to see what other hedge funds are holding GOOG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Alphabet Inc. (NASDAQ:GOOG – Free Report).
Receive News & Ratings for Alphabet Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Alphabet and related companies with MarketBeat.com's FREE daily email newsletter.
