Epoch Investment Partners Inc. Sells 40,120 Shares of Alphabet Inc. $GOOG

Posted by Brian Himes on Jul 28th, 2026

Epoch Investment Partners Inc. reduced its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 11.6% during the 1st quarter, Holdings Channel reports. The fund owned 304,918 shares of the information services provider’s stock after selling 40,120 shares during the quarter. Epoch Investment Partners Inc.’s holdings in Alphabet were worth $87,469,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Sustainable Insight Capital Management LLC increased its holdings in Alphabet by 51.0% during the 1st quarter. Sustainable Insight Capital Management LLC now owns 29,000 shares of the information services provider’s stock valued at $8,319,000 after purchasing an additional 9,800 shares in the last quarter. Sentinel Advisory Group LLC acquired a new position in Alphabet in the first quarter worth $330,000. Healthcare of Ontario Pension Plan Trust Fund boosted its stake in Alphabet by 23.9% in the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 1,973,424 shares of the information services provider’s stock worth $566,096,000 after purchasing an additional 381,180 shares in the last quarter. Renaissance Technologies LLC grew its holdings in shares of Alphabet by 96.9% during the first quarter. Renaissance Technologies LLC now owns 201,002 shares of the information services provider’s stock worth $57,660,000 after purchasing an additional 98,921 shares during the last quarter. Finally, Bollard Group LLC grew its holdings in shares of Alphabet by 0.6% during the first quarter. Bollard Group LLC now owns 427,725 shares of the information services provider’s stock worth $122,697,000 after purchasing an additional 2,753 shares during the last quarter. 27.26% of the stock is currently owned by institutional investors.

Insider Activity at Alphabet

In other news, Director John L. Hennessy sold 1,050 shares of Alphabet stock in a transaction on Monday, June 15th. The shares were sold at an average price of $368.63, for a total transaction of $387,061.50. Following the transaction, the director directly owned 1,481 shares of the company’s stock, valued at $545,941.03. This trade represents a 41.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Frances Arnold sold 112 shares of the company’s stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $351.28, for a total transaction of $39,343.36. Following the completion of the sale, the director owned 18,833 shares of the company’s stock, valued at approximately $6,615,656.24. This represents a 0.59% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 159,415 shares of company stock valued at $7,672,279. 12.99% of the stock is owned by corporate insiders.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

Positive Sentiment: Alphabet reported a strong second quarter, with revenue up 24% year over year to $119.8 billion and earnings of $9.11 per share, well above estimates. Google Cloud growth, reported at approximately 82%, and continued strength in Search and YouTube reinforced the company’s AI monetization story. Alphabet Stock Is Gaining Monday: What’s Going On?
Positive Sentiment: Analysts and portfolio managers largely continue to support Alphabet’s long-term outlook. Bullish arguments point to enterprise AI adoption, a roughly $514 billion Cloud backlog, improving Cloud margins and early evidence that AI features can strengthen Search and other services. Berkshire Hathaway’s substantial Alphabet position also provides a notable vote of confidence. Alphabet Q2 Strength Reinforces the Bullish Case
Positive Sentiment: YouTube reached a multiyear agreement with NBCUniversal to include Peacock content for U.S. YouTube Premium subscribers beginning in 2027. The deal could improve subscription value, engagement and YouTube’s competitive position in streaming. NBCUniversal and YouTube Ink Peacock Deal

Analyst Ratings Changes

GOOG has been the topic of several research reports. DA Davidson reduced their price target on shares of Alphabet from $375.00 to $350.00 and set a “neutral” rating on the stock in a research report on Thursday, July 23rd. Zacks Research upgraded shares of Alphabet from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, July 7th. DZ Bank raised shares of Alphabet to a “strong-buy” rating in a research note on Thursday, July 23rd. The Goldman Sachs Group reiterated a “buy” rating and set a $450.00 target price on shares of Alphabet in a research report on Thursday, May 21st. Finally, Freedom Capital raised shares of Alphabet from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 23rd. Six analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $410.09.

Read Our Latest Report on GOOG

Alphabet Stock Performance

Shares of Alphabet stock opened at $326.57 on Tuesday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.64 and a current ratio of 2.72. The stock has a market capitalization of $3.96 trillion, a price-to-earnings ratio of 16.40, a PEG ratio of 1.08 and a beta of 1.23. The firm has a fifty day moving average of $359.30 and a two-hundred day moving average of $337.61. Alphabet Inc. has a 52 week low of $188.70 and a 52 week high of $404.47.

Alphabet (NASDAQ:GOOG – Get Free Report) last announced its quarterly earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share for the quarter, beating analysts’ consensus estimates of $2.87 by $6.24. The business had revenue of $119.80 billion for the quarter, compared to the consensus estimate of $116.53 billion. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. Alphabet’s revenue for the quarter was up 24.2% on a year-over-year basis. During the same period last year, the company posted $2.31 EPS. As a group, equities research analysts predict that Alphabet Inc. will post 17.25 EPS for the current year.

Alphabet Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, September 14th. Shareholders of record on Monday, September 7th will be issued a $0.22 dividend. The ex-dividend date is Friday, September 4th. This represents a $0.88 annualized dividend and a yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is 4.42%.

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.