Alphabet Inc. $GOOGL Stake Reduced by Hudson Value Partners LLC

Posted by Stanley Muller on Aug 20th, 2026

Hudson Value Partners LLC lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 71,952 shares of the information services provider’s stock after selling 1,970 shares during the quarter. Alphabet accounts for 6.5% of Hudson Value Partners LLC’s investment portfolio, making the stock its biggest position. Hudson Value Partners LLC’s holdings in Alphabet were worth $25,714,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently modified their holdings of GOOGL. Processus Wealth & Capital Management LLC boosted its position in shares of Alphabet by 1.0% in the second quarter. Processus Wealth & Capital Management LLC now owns 20,509 shares of the information services provider’s stock worth $7,329,000 after buying an additional 198 shares during the period. Heck Capital Advisors LLC raised its holdings in shares of Alphabet by 100.7% during the 2nd quarter. Heck Capital Advisors LLC now owns 34,698 shares of the information services provider’s stock valued at $12,400,000 after buying an additional 17,410 shares during the period. Tema ETFs LLC lifted its position in Alphabet by 10.4% during the 2nd quarter. Tema ETFs LLC now owns 37,097 shares of the information services provider’s stock worth $13,257,000 after acquiring an additional 3,480 shares in the last quarter. Haven Capital Group Inc. lifted its position in Alphabet by 0.9% during the 2nd quarter. Haven Capital Group Inc. now owns 24,330 shares of the information services provider’s stock worth $8,695,000 after acquiring an additional 218 shares in the last quarter. Finally, Rise Advisors LLC boosted its holdings in Alphabet by 5.2% in the 2nd quarter. Rise Advisors LLC now owns 1,693 shares of the information services provider’s stock worth $605,000 after acquiring an additional 83 shares during the period. Hedge funds and other institutional investors own 40.03% of the company’s stock.

Wall Street Analysts Forecast Growth

GOOGL has been the topic of a number of analyst reports. BMO Capital Markets set a $465.00 price objective on shares of Alphabet and gave the company an “outperform” rating in a research note on Thursday, July 23rd. Oppenheimer upped their target price on shares of Alphabet from $425.00 to $445.00 and gave the company an “outperform” rating in a research note on Friday, May 15th. Bank of America raised their price target on shares of Alphabet from $370.00 to $430.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Wedbush reaffirmed an “outperform” rating and set a $445.00 price target on shares of Alphabet in a research note on Thursday, July 23rd. Finally, DZ Bank raised shares of Alphabet to a “strong-buy” rating in a research note on Thursday, July 23rd. Five research analysts have rated the stock with a Strong Buy rating, forty-four have given a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, Alphabet currently has a consensus rating of “Buy” and an average price target of $419.86.

Read Our Latest Report on Alphabet

Insider Buying and Selling at Alphabet

In other Alphabet news, Director John L. Hennessy sold 1,050 shares of the 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 sale, the director directly owned 1,481 shares of the company’s stock, valued at approximately $545,941.03. This represents a 41.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Marsida Saraci sold 449 shares of the firm’s stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $333.20, for a total transaction of $149,606.80. Following the completion of the transaction, the chief accounting officer owned 27,386 shares in the company, valued at approximately $9,125,015.20. The trade was a 1.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 451,945 shares of company stock worth $12,382,714. Company insiders own 11.61% of the company’s stock.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

Positive Sentiment: Custom AI-chip partnership strengthens Alphabet’s infrastructure position. Marvell Technology issued Alphabet a warrant to purchase up to 58.97 million shares—roughly 6.7% of Marvell—at $206.58 per share, as part of a partnership to develop custom chips that connect to Google’s TPU ecosystem. The deal signals continued investment in internally tailored AI computing capacity and could reduce reliance on existing suppliers. Marvell Google AI chip deal
Positive Sentiment: Google Cloud remains a major growth engine. Cloud revenue reportedly rose 82% year over year to $24.8 billion in the second quarter, outpacing Microsoft Azure and Amazon Web Services. The growth reflects strong demand for AI workloads and supports the case that Alphabet’s substantial AI capital spending is generating customer revenue. Google Cloud growth
Positive Sentiment: Waymo expanded commercial access to cheaper robotaxis. Alphabet’s autonomous-driving unit opened its next-generation, lower-cost vehicles to all riders in Los Angeles, Phoenix, and San Francisco. Lower production, operating, and maintenance costs could improve Waymo’s long-term scalability. Waymo robotaxi expansion
Positive Sentiment: Investor sentiment was supported by institutional backing and favorable technical signals. Berkshire Hathaway reportedly increased its Alphabet position to approximately $37 billion, while Morgan Stanley identified Alphabet among large-cap technology stocks showing bullish momentum. Berkshire Alphabet investment
Neutral Sentiment: Alphabet raised about $3.9 billion through its inaugural Australian-dollar bond, supporting AI and data-center investment but also adding to concerns about rising borrowing across the AI industry. Alphabet Australian dollar bond
Negative Sentiment: Prediction markets indicate that Google’s next flagship Gemini Pro model is unlikely to launch before September, extending a delay that could weigh on competitive positioning in generative AI. Gemini launch delay

Alphabet Trading Up 0.2%

Shares of NASDAQ GOOGL opened at $344.72 on Thursday. The company has a quick ratio of 2.64, a current ratio of 2.72 and a debt-to-equity ratio of 0.16. The stock’s 50 day moving average price is $352.64 and its two-hundred day moving average price is $341.32. Alphabet Inc. has a 52-week low of $196.60 and a 52-week high of $408.61. The stock has a market capitalization of $4.22 trillion, a P/E ratio of 17.31, a PEG ratio of 0.97 and a beta of 1.24.

Alphabet (NASDAQ:GOOGL – Get Free Report) last issued its earnings results on Wednesday, July 22nd. The information services provider reported $9.11 EPS for the quarter, topping the consensus estimate of $2.89 by $6.22. Alphabet had a return on equity of 51.32% and a net margin of 54.77%.The company had revenue of $119.80 billion during the quarter, compared to analyst estimates of $117.07 billion. On average, analysts anticipate that Alphabet Inc. will post 20.51 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 14th. Investors of record on Monday, September 7th will be paid a dividend of $0.22 per share. 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 Company Profile

(Free Report)

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.