1,936 Alphabet Inc. $GOOG Shares Acquired by Talbot Financial LLC

Posted by Francis Steltz on Oct 21st, 2026

Talbot Financial LLC lifted its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 217,674 shares of the information services provider’s stock after acquiring an additional 1,936 shares during the quarter. Alphabet accounts for 5.3% of Talbot Financial LLC’s portfolio, making the stock its 4th largest position. Talbot Financial LLC’s holdings in Alphabet were worth $74,170,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Readystate Asset Management LP bought a new position in Alphabet during the 2nd quarter valued at about $45,352,000. BlackRock Inc. lifted its stake in Alphabet by 1.4% in the second quarter. BlackRock Inc. now owns 369,922,502 shares of the information services provider’s stock worth $130,704,718,000 after purchasing an additional 5,164,200 shares during the last quarter. State Street Corp lifted its stake in Alphabet by 2.8% in the second quarter. State Street Corp now owns 190,923,442 shares of the information services provider’s stock worth $67,458,980,000 after purchasing an additional 5,208,690 shares during the last quarter. Amundi lifted its stake in Alphabet by 22.9% in the first quarter. Amundi now owns 21,922,379 shares of the information services provider’s stock worth $6,288,654,000 after purchasing an additional 4,083,758 shares during the last quarter. Finally, Deutsche Bank AG lifted its stake in Alphabet by 5.6% in the second quarter. Deutsche Bank AG now owns 17,313,729 shares of the information services provider’s stock worth $6,117,460,000 after purchasing an additional 913,666 shares during the last quarter. 27.26% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Alphabet news, major shareholder 2019 Gp L.L.C. Gv sold 196,931 shares of the firm’s stock in a transaction on Monday, July 27th. The stock was sold at an average price of $19.46, for a total transaction of $3,832,277.26. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Frances Arnold sold 83 shares of the firm’s stock in a transaction on Wednesday, September 30th. The stock was sold at an average price of $340.45, for a total value of $28,257.35. Following the transaction, the director owned 19,076 shares in the company, valued at $6,494,424.20. The trade was a 0.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 402,479 shares of company stock valued at $7,946,534 over the last quarter. 12.99% of the stock is owned by corporate insiders.

Alphabet Stock Performance

Shares of NASDAQ:GOOG opened at $336.40 on Wednesday. The firm’s 50 day simple moving average is $340.64 and its 200-day simple moving average is $350.00. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.64 and a current ratio of 2.72. Alphabet Inc. has a one year low of $244.67 and a one year high of $404.47. The firm has a market cap of $4.11 trillion, a PE ratio of 16.90, a price-to-earnings-growth ratio of 0.99 and a beta of 1.19.

Alphabet (NASDAQ:GOOG – Get Free Report) last announced its quarterly earnings results on Thursday, July 23rd. The information services provider reported $9.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.87 by $6.24. The firm had revenue of $119.80 billion during the quarter, compared to analyst estimates of $116.53 billion. Alphabet had a return on equity of 51.32% and a net margin of 54.77%. Alphabet’s quarterly revenue was up 24.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.31 earnings per share. As a group, equities analysts predict that Alphabet Inc. will post 20.55 EPS for the current year.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

Positive Sentiment: Cloud and AI-chip growth could support an earnings beat. Bank of America expects Alphabet’s third-quarter revenue and adjusted earnings to modestly exceed Wall Street forecasts, citing expanding Google Cloud capacity and strong demand for Alphabet’s custom TPU chips. Analysts remain broadly constructive, with several firms maintaining buy or overweight ratings. Alphabet’s Cloud Growth, TPU Sales Could Drive Q3 Upside
Positive Sentiment: Alphabet is expanding its AI ecosystem. Google released TorchTPU as an open-source PyTorch project, potentially making it easier for developers to use Google’s chips and reducing Nvidia’s software advantage. Google is also bringing a more personalized Gemini assistant to vehicles, which could deepen user engagement and ecosystem adoption. Google has joined Amazon in attacking Nvidia’s stronghold
Positive Sentiment: Waymo provides longer-term growth potential. Alphabet’s autonomous-driving unit plans to launch robotaxi service in Madrid in 2027 and reportedly aims to expand its fleet to 20,000 vehicles by the end of next year. The initiatives offer potential diversification beyond advertising and cloud services. Waymo to launch autonomous ride-hailing in Madrid
Neutral Sentiment: Alphabet’s valuation continues to attract investors. Commentators describe GOOG as one of the more reasonably valued “Magnificent Seven” stocks, while recent institutional filings show additional purchases by some large funds. These signals may support the shares but are not immediate earnings catalysts. Amazon vs Alphabet
Negative Sentiment: A Google Cloud outage disrupted U.K. banks and financial applications. Although services were largely restored, the incident highlights reliability and concentration risks as Google Cloud becomes more important to critical infrastructure. Google Cloud services largely back up in UK
Negative Sentiment: Investors remain concerned about AI capital spending. Expectations for heavier infrastructure investment, potentially weaker free cash flow and pressure on margins could overshadow strong revenue growth ahead of the October 28 earnings report. A broader AI-stock sell-off is adding to the pressure.
Negative Sentiment: Multiple law firms publicized a securities-fraud class action. The litigation alleges Alphabet misrepresented the timing or progress of its Gemini 3.5 Pro model. The announcements may weigh on sentiment, although the financial impact remains uncertain. Alphabet securities-fraud lawsuit

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. BMO Capital Markets restated an “outperform” rating and set a $480.00 target price on shares of Alphabet in a research report on Tuesday. Wolfe Research reaffirmed an “outperform” rating on shares of Alphabet in a research note on Thursday, August 27th. Wedbush initiated coverage on Alphabet in a report on Thursday, July 16th. They issued an “outperform” rating and a $445.00 price target on the stock. KeyCorp set a $410.00 price target on Alphabet in a report on Monday. Finally, Stifel Nicolaus set a $485.00 price target on Alphabet in a research note on Thursday, October 8th. Six investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $421.85.

Check Out Our Latest Stock Report on GOOG

Alphabet Profile

(Free Report)

Alphabet Inc is a technology holding company best known as the parent organization of Google. Founded in 2015 through a corporate restructuring, Alphabet oversees Google and a collection of businesses focused on technology, online services, communications, artificial intelligence, and other emerging areas.

Google’s principal products and services include its internet search engine, digital advertising platforms, YouTube, Android, Chrome, Google Maps, Google Play, and Google Workspace. The company also provides cloud computing, data storage, cybersecurity, productivity, and artificial intelligence services through Google Cloud.