Sarasin & Partners LLP Has $636.15 Million Stock Holdings in Alphabet Inc. $GOOGL

Sarasin & Partners LLP lifted its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 3.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,780,093 shares of the information services provider’s stock after acquiring an additional 55,171 shares during the quarter. Alphabet makes up approximately 7.5% of Sarasin & Partners LLP’s holdings, making the stock its 2nd largest holding. Sarasin & Partners LLP’s holdings in Alphabet were worth $636,152,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the business. Norges Bank bought a new stake in shares of Alphabet during the fourth quarter worth $30,534,239,000. Cardano Risk Management B.V. raised its holdings in shares of Alphabet by 855.3% in the fourth quarter. Cardano Risk Management B.V. now owns 14,525,280 shares of the information services provider’s stock valued at $4,546,413,000 after buying an additional 13,004,828 shares during the last quarter. Vanguard Group Inc. raised its holdings in shares of Alphabet by 2.4% in the fourth quarter. Vanguard Group Inc. now owns 528,969,322 shares of the information services provider’s stock valued at $165,567,398,000 after buying an additional 12,531,695 shares during the last quarter. Capital World Investors lifted its position in Alphabet by 28.0% during the 3rd quarter. Capital World Investors now owns 53,107,572 shares of the information services provider’s stock worth $12,910,542,000 after buying an additional 11,605,785 shares in the last quarter. Finally, Diamant Asset Management Inc. grew its holdings in Alphabet by 28,950.0% during the 1st quarter. Diamant Asset Management Inc. now owns 9,291,926 shares of the information services provider’s stock worth $2,671,986,000 after acquiring an additional 9,259,940 shares during the last quarter. 40.03% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

GOOGL has been the subject of a number of research analyst reports. Mizuho boosted their target price on shares of Alphabet from $420.00 to $460.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 6th. Phillip Securities raised Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research note on Monday, July 27th. Zacks Research cut Alphabet from a “strong-buy” rating to a “hold” rating in a report on Tuesday. Freedom Capital upgraded Alphabet from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 23rd. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Alphabet in a report on Tuesday, April 28th. Five analysts have rated the stock with a Strong Buy rating, forty-four have assigned a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $419.86.

Alphabet Stock Up 0.8%

NASDAQ:GOOGL opened at $346.36 on Friday. The company has a quick ratio of 2.64, a current ratio of 2.72 and a debt-to-equity ratio of 0.16. Alphabet Inc. has a 12-month low of $196.60 and a 12-month high of $408.61. The stock’s fifty day simple moving average is $354.11 and its 200-day simple moving average is $341.06. The firm has a market capitalization of $4.24 trillion, a P/E ratio of 17.40, a P/E/G ratio of 0.96 and a beta of 1.24.

Alphabet (NASDAQ:GOOGL) last released its quarterly earnings data on Wednesday, July 22nd. The information services provider reported $9.11 EPS for the quarter, beating analysts’ consensus estimates of $2.89 by $6.22. Alphabet had a return on equity of 51.32% and a net margin of 54.77%.The business had revenue of $119.80 billion during the quarter, compared to the consensus estimate of $117.07 billion. Equities research analysts expect that Alphabet Inc. will post 20.51 earnings per share for the current year.

Alphabet Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, September 14th. Investors of record on Monday, September 7th will be given a $0.22 dividend. This represents a $0.88 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Friday, September 4th. Alphabet’s dividend payout ratio (DPR) is currently 4.42%.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet disclosed that it still owns a substantial stake in SpaceX, an investment that has reportedly generated an exceptional return since 2015. The holding could provide significant balance-sheet value, although it does not directly improve Alphabet’s operating earnings. Google Parent Alphabet Just Revealed How Many SpaceX Shares It Owns
• Positive Sentiment: Google launched Gemini 3.7 Flash, targeting software coding and automated business workflows. The release supports Alphabet’s effort to monetize Gemini through enterprise and developer use, though investors noted that Google provided no timing for its flagship Pro model. Google unveils Gemini 3.7 Flash AI model
• Positive Sentiment: A new partnership with Zocdoc will allow users to book healthcare appointments directly through the Gemini app. The initiative adds a practical, potentially commercial use case for Gemini while emphasizing data privacy. Gemini and Zocdoc launch AI doctor booking
• Positive Sentiment: Ryanair signed a five-year Google Cloud agreement covering Gemini, DeepMind and Workspace across approximately 35,000 employees. The contract adds evidence of enterprise demand for Google’s cloud and AI offerings. Ryanair signs five-year Google Cloud deal
• Neutral Sentiment: Google unveiled Pixel 11 devices, Pixel Watch 5 and a $29 Pixel Tag, with Gemini integration as the main product theme. The launches strengthen Alphabet’s consumer ecosystem, but limited hardware changes make their sales impact uncertain. Google unveils Pixel 11 lineup
• Negative Sentiment: Zacks Research downgraded Alphabet from “strong buy” to “hold,” citing the stock’s pullback, heavy AI spending and pressure on cash flow despite strong Cloud growth and a reported $514 billion backlog. GOOGL down from 52-week high
• Negative Sentiment: Prediction-market odds for an imminent Gemini Pro launch collapsed, raising concerns that Google may be moving slower than expected in the frontier-AI race. Separately, Nvidia’s major financing and chip initiative could intensify competition with Alphabet’s custom AI hardware. Traders slash odds on imminent Gemini Pro launch
• Negative Sentiment: Pomerantz LLP said it is investigating potential claims on behalf of Alphabet investors. The announcement does not establish wrongdoing, but adds legal and headline risk. Pomerantz investor alert

Insider Activity

In other Alphabet news, major shareholder 2019 Gp L.L.C. Gv sold 118,138 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $18.90, for a total value of $2,232,808.20. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider John Kent Walker sold 8,998 shares of the stock in a transaction on Monday, June 29th. The stock was sold at an average price of $349.29, for a total transaction of $3,142,911.42. Following the completion of the sale, the insider owned 75,290 shares in the company, valued at approximately $26,298,044.10. This trade represents a 10.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 451,945 shares of company stock valued at $12,382,714. Insiders own 11.61% of the company’s stock.

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.