Alphabet Inc. $GOOGL Shares Acquired by Americana Partners LLC

Americana Partners LLC increased its position in shares of Alphabet Inc. (NASDAQ:GOOGL) by 9.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 193,644 shares of the information services provider’s stock after buying an additional 16,320 shares during the period. Alphabet comprises about 1.4% of Americana Partners LLC’s portfolio, making the stock its 17th biggest position. Americana Partners LLC’s holdings in Alphabet were worth $47,075,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in GOOGL. Norges Bank acquired a new stake in shares of Alphabet during the 2nd quarter worth about $21,944,208,000. Laurel Wealth Advisors LLC increased its stake in Alphabet by 17,667.7% in the second 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 during the last quarter. Franklin Resources Inc. raised its holdings in Alphabet by 51.7% during the second quarter. Franklin Resources Inc. now owns 31,817,684 shares of the information services provider’s stock worth $5,607,232,000 after purchasing an additional 10,843,853 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Alphabet by 1.3% during the 2nd 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 during the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its position in shares of Alphabet by 201.3% during the 2nd 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 during the last quarter. Hedge funds and other institutional investors own 40.03% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on GOOGL shares. Wall Street Zen upgraded shares of Alphabet from a “hold” rating to a “buy” rating in a research note on Saturday, November 1st. Roth Mkm reaffirmed a “buy” rating and set a $365.00 price objective (up previously from $310.00) on shares of Alphabet in a report on Tuesday, January 27th. Rosenblatt Securities boosted their target price on Alphabet from $224.00 to $279.00 and gave the company a “neutral” rating in a report on Thursday, October 30th. Bank of America upped their target price on Alphabet from $335.00 to $370.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Finally, Moffett Nathanson lifted their price target on Alphabet from $305.00 to $315.00 and gave the stock a “buy” rating in a research report on Tuesday, November 25th. Four investment analysts have rated the stock with a Strong Buy rating, forty-two have issued a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $335.90.

Insider Buying and Selling

In related news, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $283.48, for a total value of $9,213,100.00. Following the transaction, the chief executive officer directly owned 2,337,119 shares in the company, valued at $662,526,494.12. This trade represents a 1.37% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CAO Amie Thuener O’toole sold 2,778 shares of the business’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $312.30, for a total transaction of $867,569.40. Following the completion of the transaction, the chief accounting officer directly owned 8,962 shares in the company, valued at $2,798,832.60. This represents a 23.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 2,066,753 shares of company stock worth $103,358,040. 11.55% of the stock is currently owned by company insiders.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Waymo raised $16 billion in a financing that values the Alphabet self‑driving unit at about $126 billion — a material de‑risk / value‑creation event for Alphabet that could crystallize value in a high‑growth AI/robotics segment. Waymo fundraising
• Positive Sentiment: Google Cloud signed a five‑year strategic deal with Liberty Global to deploy Gemini models and cloud tools across its European operations — a tangible commercial win for Google Cloud and proof of enterprise demand for Gemini that supports revenue growth for one of Alphabet’s fastest‑growing segments. Cloud partnership
• Positive Sentiment: Google is embedding more Gemini AI features into Chrome, broadening end‑user reach for Gemini and increasing monetization opportunities across search, ads and consumer products. This deepens the AI moat and supports assumptions of higher ad/engagement monetization. Gemini in Chrome
• Positive Sentiment: High‑profile bullish commentary (Jim Cramer) suggests Alphabet may be capturing more AI‑driven revenue than peers like Meta — a market‑narrative tailwind that can attract momentum flows into the stock. Cramer on AI revenue
• Positive Sentiment: Jefferies raised its price target to $400 and kept a Buy rating — a bullish analyst move that can support further upside and fund flows into GOOGL. Jefferies PT raise
• Neutral Sentiment: Alphabet reports Q4 after the close; traders expect a sizable move — this event creates short‑term volatility risk but could validate the AI/revenue narrative if results beat. Earnings move expectation
• Neutral Sentiment: Sanford Bernstein raised its price target to $335 but maintained a “market perform” rating — mixed signal (higher PT but conservative stance), so watch guidance and margins for conviction. Bernstein note
• Neutral Sentiment: Analyst and media pieces highlight strong AI/search/cloud momentum but caution on rising costs and competition — useful framing for investors ahead of earnings. Zacks analysis
• Negative Sentiment: Alphabet agreed to pay $135 million to resolve an Android data‑transfer lawsuit — a modest but tangible legal cost and reminder of regulatory/legal exposure. Android settlement
• Negative Sentiment: Insider selling of roughly $35M was reported — while not uncommon at large caps, insiders selling can weigh on sentiment if it accelerates. Insider sale

Alphabet Stock Performance

Shares of GOOGL stock opened at $343.69 on Tuesday. The stock’s 50-day moving average price is $320.73 and its 200 day moving average price is $267.28. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 0.06. The stock has a market capitalization of $4.15 trillion, a PE ratio of 33.89, a price-to-earnings-growth ratio of 1.86 and a beta of 1.09. Alphabet Inc. has a 52-week low of $140.53 and a 52-week high of $344.83.

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.