AEGON ASSET MANAGEMENT UK Plc Sells 16,430 Shares of Alphabet Inc. $GOOG

Posted by Geri Gentry on Feb 3rd, 2026

AEGON ASSET MANAGEMENT UK Plc trimmed its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 799,616 shares of the information services provider’s stock after selling 16,430 shares during the quarter. Alphabet accounts for 2.3% of AEGON ASSET MANAGEMENT UK Plc’s portfolio, making the stock its 9th largest position. AEGON ASSET MANAGEMENT UK Plc’s holdings in Alphabet were worth $194,698,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. BankPlus Wealth Management LLC grew its stake in shares of Alphabet by 1.2% during the 3rd quarter. BankPlus Wealth Management LLC now owns 3,143 shares of the information services provider’s stock worth $766,000 after acquiring an additional 37 shares in the last quarter. Cedar Mountain Advisors LLC lifted its stake in Alphabet by 11.8% in the third quarter. Cedar Mountain Advisors LLC now owns 370 shares of the information services provider’s stock valued at $90,000 after acquiring an additional 39 shares during the last quarter. Higgins & Schmidt Wealth Strategies LLC lifted its stake in Alphabet by 2.2% in the 3rd quarter. Higgins & Schmidt Wealth Strategies LLC now owns 1,818 shares of the information services provider’s stock valued at $443,000 after purchasing an additional 40 shares during the last quarter. Hartmann Taylor Wealth Management LLC lifted its position in shares of Alphabet by 2.3% in the third quarter. Hartmann Taylor Wealth Management LLC now owns 1,813 shares of the information services provider’s stock valued at $442,000 after buying an additional 40 shares during the last quarter. Finally, Riverbend Wealth Management LLC lifted its holdings in Alphabet by 1.0% during the 3rd quarter. Riverbend Wealth Management LLC now owns 4,198 shares of the information services provider’s stock valued at $1,023,000 after purchasing an additional 41 shares during the last quarter. Institutional investors and hedge funds own 27.26% of the company’s stock.

Alphabet Trading Up 1.9%

Shares of GOOG stock opened at $344.90 on Tuesday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.75 and a current ratio of 1.75. Alphabet Inc. has a fifty-two week low of $142.66 and a fifty-two week high of $345.17. The stock has a 50 day simple moving average of $321.44 and a two-hundred day simple moving average of $267.95. The company has a market cap of $4.16 trillion, a P/E ratio of 34.01, a PEG ratio of 1.86 and a beta of 1.10.

Alphabet Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 8th were given a $0.21 dividend. This represents a $0.84 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend was Monday, December 8th. Alphabet’s payout ratio is presently 8.28%.

Analyst Ratings Changes

GOOG has been the subject of several research reports. Truist Financial set a $350.00 price target on Alphabet in a report on Friday, December 5th. Scotiabank reissued an “outperform” rating and issued a $375.00 target price (up from $336.00) on shares of Alphabet in a report on Friday, January 9th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $375.00 price target on shares of Alphabet in a research note on Thursday, January 15th. Wolfe Research lifted their price target on shares of Alphabet from $290.00 to $350.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. Finally, Guggenheim restated a “buy” rating and set a $375.00 price objective on shares of Alphabet in a research report on Monday, December 1st. Eight research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, three have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $330.83.

View Our Latest Stock Analysis on Alphabet

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

Positive Sentiment: Google Cloud landed a five‑year AI partnership with Liberty Global to deploy Gemini models and cloud tools across the cable operator’s European business — a meaningful commercial win for Cloud and Gemini adoption that supports recurring revenue growth. Google Cloud, Liberty Global strike five-year AI partnership
Positive Sentiment: Waymo raised $16 billion in a round that values the unit near $126 billion — this large external financing both recognizes Waymo’s standalone value and de‑risks Alphabet’s capital commitment while preserving upside from a high‑value autonomous‑vehicle asset. Waymo announces $16 billion fundraising round
Positive Sentiment: Alphabet scored a legal win when a judge rejected a bid to force a $2.36B penalty — easing a sizeable regulatory/legal overhang. Google (GOOGL) Dodges $2.36B Class Action Penalty in Major Court Win
Positive Sentiment: Analysts and commentators continue to point to AI‑driven strength in Search, YouTube and Cloud as the main drivers for expected strong Q4 results, supporting investor optimism heading into earnings. Alphabet (GOOGL) Stock: What Wall Street Expects from Earnings Wednesday
Neutral Sentiment: Options market pricing and analysts expect a sizable post‑earnings move (the options market is pricing notable volatility), meaning the stock can swing sharply after the Q4 report. Alphabet (GOOGL) Q4 Earnings on Deck: Options Market Braces for a 6.18% Swing
Neutral Sentiment: Competition in generative AI (reports of an imminent Claude 5 launch) keeps the product landscape dynamic — a potential headwind or stimulus depending on execution and partnerships. Claude 5 Will Probably Launch In Q1
Neutral Sentiment: Short‑interest data in the latest print is uninformative (shows effectively zero days of short interest), indicating little visible short pressure but also potential data noise — not a clear driver either way.
Negative Sentiment: Several institutional 13F filings show managers trimming GOOG positions and at least one major shareholder sale was reported (~$35M), signaling some profit‑taking after the stock’s strong run. Fund Update: PROVIDENT TRUST CO Just Disclosed New Holdings Alphabet Major Shareholder Sells
Negative Sentiment: Critical commentary warns AI could create structural risks for ad models if monetization lags; plus a reported $110M hit to Disney from a YouTube TV carriage dispute underscores distribution/friction risks around media partners. Disney said it took a $110 million hit from its fight with YouTube TV Mag 7’s “Commitment” to Data Centers & GOOGL “Existential Crisis”

Insider Activity

In related news, insider John Kent Walker sold 17,829 shares of the firm’s stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $314.89, for a total value of $5,614,173.81. Following the transaction, the insider owned 42,972 shares of the company’s stock, valued at approximately $13,531,453.08. This trade represents a 29.32% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John L. Hennessy sold 600 shares of the firm’s stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $337.52, for a total value of $202,512.00. Following the completion of the transaction, the director owned 21,224 shares in the company, valued at $7,163,524.48. This represents a 2.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 2,069,531 shares of company stock valued at $104,158,826. Corporate insiders own 12.99% of the company’s stock.

Alphabet Profile

(Free Report)

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.