Alphabet Inc. $GOOGL Shares Acquired by Americana Partners LLC

Americana Partners LLC lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 9.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 193,644 shares of the information services provider’s stock after purchasing an additional 16,320 shares during the period. Alphabet comprises 1.4% of Americana Partners LLC’s investment portfolio, making the stock its 17th biggest position. Americana Partners LLC’s holdings in Alphabet were worth $47,075,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC increased its stake in shares of Alphabet by 3.9% in the 4th quarter. Brighton Jones LLC now owns 110,330 shares of the information services provider’s stock worth $20,886,000 after acquiring an additional 4,110 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Alphabet by 3.5% in the fourth quarter. Revolve Wealth Partners LLC now owns 14,930 shares of the information services provider’s stock valued at $2,826,000 after purchasing an additional 506 shares during the period. LexAurum Advisors LLC grew its holdings in shares of Alphabet by 1.6% in the second quarter. LexAurum Advisors LLC now owns 9,539 shares of the information services provider’s stock valued at $1,681,000 after purchasing an additional 152 shares during the period. Raleigh Capital Management Inc. increased its position in Alphabet by 27.7% during the second quarter. Raleigh Capital Management Inc. now owns 15,816 shares of the information services provider’s stock worth $2,787,000 after purchasing an additional 3,430 shares during the last quarter. Finally, Northwest Wealth Management LLC raised its stake in Alphabet by 22.0% during the second quarter. Northwest Wealth Management LLC now owns 3,659 shares of the information services provider’s stock worth $645,000 after purchasing an additional 659 shares during the period. 40.03% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Alphabet

In related news, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $327.30, for a total value of $10,637,250.00. Following the completion of the transaction, the chief executive officer owned 2,211,872 shares in the company, valued at approximately $723,945,705.60. The trade was a 1.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Frances Arnold sold 102 shares of the company’s stock in a transaction that occurred on Thursday, January 29th. The stock was sold at an average price of $340.00, for a total transaction of $34,680.00. Following the sale, the director directly owned 18,307 shares in the company, valued at approximately $6,224,380. The trade was a 0.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 2,066,753 shares of company stock valued at $103,358,040. 11.55% of the stock is 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 Price Performance

GOOGL stock opened at $343.69 on Tuesday. The business’s fifty day moving average price is $320.73 and its 200 day moving average price is $267.28. Alphabet Inc. has a 12-month low of $140.53 and a 12-month high of $344.83. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 0.06. The company has a market capitalization of $4.15 trillion, a PE ratio of 33.89, a P/E/G ratio of 1.86 and a beta of 1.09.

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. Piper Sandler reissued an “overweight” rating and issued a $365.00 price target (up previously from $330.00) on shares of Alphabet in a research note on Thursday, December 11th. President Capital increased their price objective on Alphabet from $258.00 to $323.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Weiss Ratings reissued a “buy (b)” rating on shares of Alphabet in a research note on Wednesday, January 21st. HSBC lifted their target price on Alphabet from $335.00 to $370.00 and gave the company a “buy” rating in a research report on Tuesday, December 2nd. Finally, BMO Capital Markets increased their price target on Alphabet from $340.00 to $343.00 and gave the stock an “outperform” rating in a report on Tuesday, December 16th. Four analysts have rated the stock with a Strong Buy rating, forty-two have assigned a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $335.90.

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.