Mirabella Financial Services LLP Acquires 51,319 Shares of Alphabet Inc. $GOOGL

Mirabella Financial Services LLP increased its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 110.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 97,678 shares of the information services provider’s stock after acquiring an additional 51,319 shares during the period. Alphabet comprises about 2.0% of Mirabella Financial Services LLP’s holdings, making the stock its 8th largest holding. Mirabella Financial Services LLP’s holdings in Alphabet were worth $23,702,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of GOOGL. Brighton Jones LLC grew its position in Alphabet by 3.9% during the fourth quarter. Brighton Jones LLC now owns 110,330 shares of the information services provider’s stock valued at $20,886,000 after purchasing an additional 4,110 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in Alphabet by 3.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 14,930 shares of the information services provider’s stock worth $2,826,000 after buying an additional 506 shares in the last quarter. Matrix Asset Advisors Inc. NY lifted its position in Alphabet by 17.6% in the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 3,888 shares of the information services provider’s stock worth $685,000 after buying an additional 581 shares in the last quarter. Sequoia Financial Advisors LLC boosted its stake in shares of Alphabet by 11.2% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 485,486 shares of the information services provider’s stock valued at $85,557,000 after buying an additional 48,805 shares during the period. Finally, United Bank boosted its stake in shares of Alphabet by 6.9% during the 2nd quarter. United Bank now owns 48,204 shares of the information services provider’s stock valued at $8,495,000 after buying an additional 3,120 shares during the period. 40.03% of the stock is currently owned by institutional investors and hedge funds.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: DeepMind hired Jasjeet Sekhon, Bridgewater’s chief scientist, as chief strategy officer — a high‑profile talent win that reinforces Alphabet’s DeepMind AI bench and long‑term product roadmap. Exclusive: Bridgewater’s chief scientist Sekhon to join Google’s DeepMind AI unit
• Positive Sentiment: High‑profile endorsement: Elon Musk tweeted that Google will “win the AI race in the West,” a bullish signal for market perception of Alphabet’s AI leadership. Elon Musk Says China Will Win The AI Race, But Here’s Where SpaceX Will Win
• Positive Sentiment: Product momentum: Google’s new “Stitch” AI design features are pressuring rivals (e.g., Figma’s stock fell), underscoring expanding addressable market for Google’s AI tools. Figma’s stock drops 11% in two days after Google releases ‘vibe design’ product
• Positive Sentiment: Market commentary highlights Alphabet’s operational strength (consecutive earnings beats, Cloud acceleration), supporting the bullish analyst consensus and relative outperformance among mega‑caps. 2 Tech Giants Holding Their Ground While the Market Slides
• Neutral Sentiment: Insider sales disclosed: CEO Sundar Pichai sold ~32,500 shares (~$10M) and Director John Hennessy sold a small stake — notable but small relative to total insider holdings; monitor if these continue. Insider filing: Sundar Pichai sale
• Neutral Sentiment: Short‑interest data in the feeds appears anomalous/zero and provides no clear signal (no days‑to‑cover build reported).
• Neutral Sentiment: Competitive takes: Analysts compare Snowflake and Alphabet on cloud analytics — SNOW’s momentum is notable but doesn’t negate Google Cloud’s growth trajectory. Snowflake vs Alphabet: Which Cloud Analytics Stock Has an Edge Now?
• Negative Sentiment: Investor concern about massive hyperscaler AI spending — analysts flag $410B+ capex across hyperscalers and question near‑term returns, a theme that can pressure tech multiples including GOOGL. Forget the War Headlines: This Is the Real Reason Tech Stocks Are Struggling
• Negative Sentiment: Valuation debate persists: coverage notes shifting investment story as AI deals and capex raise questions about near‑term upside despite solid fundamentals. How The Alphabet (GOOGL) Investment Story Is Shifting With AI Deals And Valuation Questions

Insider Activity

In related news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of Alphabet stock in a transaction on Friday, January 30th. The shares were sold at an average price of $19.00, for a total value of $35,060,852.00. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider John Kent Walker sold 47,574 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $301.45, for a total transaction of $14,341,182.30. Following the transaction, the insider directly owned 13,227 shares of the company’s stock, valued at approximately $3,987,279.15. This represents a 78.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 2,110,165 shares of company stock worth $118,134,117. Insiders own 11.64% of the company’s stock.

Wall Street Analyst Weigh In

GOOGL has been the topic of a number of research reports. Wolfe Research upped their price target on shares of Alphabet from $380.00 to $390.00 and gave the stock an “outperform” rating in a research note on Friday, January 23rd. Truist Financial set a $385.00 price objective on Alphabet in a research report on Thursday, February 5th. Wells Fargo & Company set a $354.00 target price on Alphabet and gave the company an “equal weight” rating in a research note on Thursday, February 5th. China Renaissance upped their target price on Alphabet from $330.00 to $400.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Finally, HSBC raised their price target on Alphabet from $335.00 to $370.00 and gave the stock a “buy” rating in a research note on Tuesday, December 2nd. Three investment analysts have rated the stock with a Strong Buy rating, forty-three have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $367.18.

Alphabet Stock Down 2.0%

GOOGL opened at $301.00 on Friday. The firm has a market cap of $3.64 trillion, a P/E ratio of 27.84, a price-to-earnings-growth ratio of 1.80 and a beta of 1.10. The company has a debt-to-equity ratio of 0.11, a quick ratio of 2.01 and a current ratio of 2.01. The business has a 50 day moving average price of $317.62 and a 200 day moving average price of $292.57. Alphabet Inc. has a twelve month low of $140.53 and a twelve month high of $349.00.

Alphabet (NASDAQ:GOOGL) last announced its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, beating the consensus estimate of $2.57 by $0.25. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The company had revenue of $113.83 billion for the quarter, compared to the consensus estimate of $111.24 billion. Research analysts forecast that Alphabet Inc. will post 8.9 EPS for the current year.

Alphabet Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Monday, March 9th were paid a $0.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. Alphabet’s dividend payout ratio (DPR) 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.