UNIVEST FINANCIAL Corp Has $68.09 Million Holdings in Alphabet Inc. $GOOGL

UNIVEST FINANCIAL Corp lessened its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL) by 4.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 280,074 shares of the information services provider’s stock after selling 12,397 shares during the period. Alphabet accounts for about 3.8% of UNIVEST FINANCIAL Corp’s portfolio, making the stock its 6th largest position. UNIVEST FINANCIAL Corp’s holdings in Alphabet were worth $68,086,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in 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 in the last quarter. State Street Corp raised its position in shares of Alphabet by 1.8% during the second quarter. State Street Corp now owns 229,954,269 shares of the information services provider’s stock worth $40,524,841,000 after acquiring an additional 4,008,374 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of Alphabet by 3.1% during the second quarter. Geode Capital Management LLC now owns 141,615,284 shares of the information services provider’s stock valued at $24,857,017,000 after acquiring an additional 4,224,497 shares during the period. Norges Bank acquired a new position in shares of Alphabet during the second quarter valued at $21,944,208,000. Finally, Invesco Ltd. raised its holdings in Alphabet by 1.2% during the 2nd quarter. Invesco Ltd. now owns 44,151,820 shares of the information services provider’s stock worth $7,780,875,000 after purchasing an additional 503,306 shares during the last quarter. 40.03% of the stock is owned by institutional investors.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Q4 beat and milestone revenue — Alphabet reported EPS of $2.82 and $113.8B revenue, topped estimates, pushed full‑year revenue past $400B, and Google Cloud grew ~48% (strong fundamentals supporting long‑term growth). Alphabet Crushes Earnings Again, Reports 48% Cloud Revenue Growth
• Positive Sentiment: Heavy analyst optimism — Multiple firms raised price targets and reiterated buy/outperform calls after the quarter (JPMorgan, Deutsche, RBC, Mizuho, Needham, etc.), signaling continued institutional confidence. Analyst Price Target Coverage
• Positive Sentiment: AI traction and partner demand — Gemini MAUs and API token volumes, plus a surging cloud backlog ($240B), validate the company’s AI roadmap and create durable enterprise demand that should support revenue and monetization over time. Earnings Report Summary
• Neutral Sentiment: Dividend announced — Alphabet set a quarterly dividend of $0.21/share (small yield ~0.3%); a signal of capital return but not material to valuation. Dividend Announcement
• Neutral Sentiment: Marketing push for AI products — Google and peers are paying big to creators to promote AI offerings; helps awareness but short‑term ROI is uncertain. Google and Microsoft offer lucrative deals to promote AI
• Neutral Sentiment: Filing wording flagged by Michael Burry — A noted investor flagged language changes in Alphabet filings; impact is unclear and likely more headline than fundamental at this point. Michael Burry flags wording …
• Negative Sentiment: Massive 2026 capex spooked investors — Alphabet guided $175–$185B capex for 2026 (near‑doubling), which triggered a sharp post‑earnings selloff as markets fret about near‑term cash use and margin impacts despite long‑term strategic rationale. Alphabet forecasts sharp surge in 2026 capex
• Negative Sentiment: Insider selling — Reports of insider sales have added to near‑term selling pressure and investor caution. Shares Down After Insider Selling

Insider Buying and Selling

In related news, CEO Sundar Pichai sold 32,500 shares of the stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $327.30, for a total transaction of $10,637,250.00. Following the completion of the transaction, the chief executive officer directly owned 2,211,872 shares in the company, valued at approximately $723,945,705.60. This trade represents a 1.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Frances Arnold sold 102 shares of the business’s stock in a transaction that occurred on Thursday, January 29th. The shares were sold at an average price of $340.00, for a total value of $34,680.00. Following the completion of the sale, the director owned 18,307 shares in the company, valued at $6,224,380. The trade was a 0.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 2,035,186 shares of company stock valued at $94,458,941. Corporate insiders own 11.64% of the company’s stock.

Alphabet Stock Performance

GOOGL stock opened at $331.25 on Friday. Alphabet Inc. has a 1-year low of $140.53 and a 1-year high of $349.00. 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 firm has a market cap of $4.00 trillion, a PE ratio of 30.64, a P/E/G ratio of 2.01 and a beta of 1.09. The business’s 50-day moving average price is $321.54 and its two-hundred day moving average price is $269.25.

Alphabet (NASDAQ:GOOGL) last posted its earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.57 by $0.25. Alphabet had a return on equity of 36.21% and a net margin of 32.81%.The business had revenue of $113.83 billion during the quarter, compared to analysts’ expectations of $111.24 billion. As a group, research analysts forecast that Alphabet Inc. will post 8.9 earnings per share for the current year.

Alphabet Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 9th will be paid a $0.21 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. Alphabet’s dividend payout ratio is presently 7.77%.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. Wall Street Zen raised shares of Alphabet from a “hold” rating to a “buy” rating in a research note on Saturday, November 1st. JPMorgan Chase & Co. raised their price objective on shares of Alphabet from $385.00 to $395.00 and gave the company an “overweight” rating in a research note on Thursday. Piper Sandler reiterated an “overweight” rating and set a $395.00 target price (up previously from $365.00) on shares of Alphabet in a research report on Thursday. New Street Research increased their price target on Alphabet from $275.00 to $295.00 in a research note on Friday, October 24th. Finally, Guggenheim reaffirmed a “buy” rating and set a $375.00 price objective (up from $330.00) on shares of Alphabet in a research note on Monday, December 1st. Four equities research analysts have rated the stock with a Strong Buy rating, forty-three have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $354.86.

Alphabet Company 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.