Alphabet Inc. $GOOGL Shares Purchased by Moment Partners LLC

Moment Partners LLC raised its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 40.4% during the third quarter, Holdings Channel.com reports. The firm owned 8,276 shares of the information services provider’s stock after purchasing an additional 2,380 shares during the quarter. Alphabet makes up 0.4% of Moment Partners LLC’s investment portfolio, making the stock its 21st largest position. Moment Partners LLC’s holdings in Alphabet were worth $2,012,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the business. Norges Bank acquired a new stake in Alphabet in the second quarter valued at $21,944,208,000. Laurel Wealth Advisors LLC increased its holdings in shares of Alphabet by 17,667.7% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 15,245,075 shares of the information services provider’s stock valued at $2,686,640,000 after purchasing an additional 15,159,273 shares in the last quarter. Franklin Resources Inc. lifted its stake in shares of Alphabet by 51.7% in the second quarter. Franklin Resources Inc. now owns 31,817,684 shares of the information services provider’s stock valued at $5,607,232,000 after purchasing an additional 10,843,853 shares during the period. Vanguard Group Inc. boosted its holdings in Alphabet by 1.3% during the second quarter. Vanguard Group Inc. now owns 516,559,609 shares of the information services provider’s stock worth $91,033,300,000 after buying an additional 6,733,278 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its holdings in Alphabet by 201.3% during the second quarter. Arrowstreet Capital Limited Partnership now owns 6,547,250 shares of the information services provider’s stock worth $1,153,824,000 after buying an additional 4,374,542 shares in the last quarter. 40.03% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $19.00, for a total transaction of $35,060,852.00. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Sundar Pichai sold 32,500 shares of the firm’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 sale, the chief executive officer directly owned 2,211,872 shares in the company, valued at $723,945,705.60. This represents a 1.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 2,112,482 shares of company stock valued at $119,145,289. 11.64% of the stock is owned by corporate insiders.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google struck a multibillion-dollar deal to rent its Tensor Processing Units to Meta, validating TPU demand and directly boosting Google Cloud/infra revenue potential. Google signs multibillion-dollar AI chip deal with Meta
• Positive Sentiment: Analyst coverage highlights accelerating Google Cloud growth, heavy AI-driven demand and a large backlog (~$240B cited), supporting faster revenue expansion and margin leverage from cloud services. AI Push Provides a Boost to GOOGL’s Cloud Business
• Positive Sentiment: Google launched Nano Banana 2, an upgraded AI image generator with faster speeds and better text rendering — another visible product that drives user engagement and showcases Gemini-era AI improvements. Google launches Nano Banana 2
• Positive Sentiment: Longer-term optionality from stakes and partnerships: coverage points to Alphabet’s meaningful Anthropic stake (equity upside + Google Cloud infra revenue) and other private holdings that could materially boost valuation if monetized. Alphabet’s Quiet Edge: The Hidden Assets Powering Its Run
• Positive Sentiment: Waymo is expanding testing to Chicago and Charlotte as it scales autonomous ride‑hailing — a revenue diversification story that supports the long-term “Other Bets” growth narrative. Waymo to begin testing in Chicago and Charlotte
• Neutral Sentiment: Alphabet folded robotics software unit Intrinsic into Google — operational consolidation that may speed commercialization but has limited near-term revenue impact. Former Alphabet ‘moonshot’ robotics company Intrinsic is folding into Google
• Neutral Sentiment: Google reported disruption of a China-linked hacker network — positive for security posture and enterprise trust but unlikely to move near-term fundamentals. Google disrupts Chinese-linked hackers
• Negative Sentiment: EU regulatory pressure: Google is testing a new search layout to show rivals’ vertical results more prominently in Europe to try to avoid a fine — a change that could reduce some direct monetization in affected result types if broadly adopted. Google to test changes to search results as EU fine looms
• Negative Sentiment: Minor regional/legal friction: a small Russian fine was reported for distributing VPN apps — reputational/regulatory noise but immaterial to global results. Russia fines Google for distributing VPN services
• Negative Sentiment: Market signals: there were reports of insider selling and mixed analyst flows (price-target moves), which can prompt short-term profit-taking after a long GOOGL run. Alphabet Shares Down After Insider Selling

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on GOOGL shares. Guggenheim reiterated a “buy” rating and set a $375.00 price target (up from $330.00) on shares of Alphabet in a research report on Monday, December 1st. New Street Research lifted their price objective on Alphabet from $330.00 to $380.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Loop Capital boosted their target price on Alphabet from $320.00 to $355.00 and gave the stock a “buy” rating in a research report on Monday. Daiwa Securities Group raised their price target on Alphabet from $333.00 to $380.00 and gave the company a “buy” rating in a research report on Tuesday, February 10th. Finally, Moffett Nathanson lifted their price target on Alphabet from $305.00 to $350.00 and gave the stock a “buy” rating in a research note on Thursday, February 5th. Three investment analysts have rated the stock with a Strong Buy rating, forty-three have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $366.57.

Alphabet Stock Performance

NASDAQ:GOOGL opened at $307.38 on Friday. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. The firm has a market cap of $3.72 trillion, a PE ratio of 28.43, a P/E/G ratio of 1.84 and a beta of 1.09. The firm has a 50 day simple moving average of $320.89 and a 200-day simple moving average of $281.45. Alphabet Inc. has a 1-year low of $140.53 and a 1-year high of $349.00.

Alphabet (NASDAQ:GOOGL) last released its earnings results on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, topping the consensus estimate of $2.57 by $0.25. The firm had revenue of $113.83 billion during 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, equities analysts expect that Alphabet Inc. will post 8.9 EPS for the current year.

Alphabet Announces Dividend

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

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.