One Wealth Advisors LLC Lowers Stock Position in Alphabet Inc. $GOOGL

One Wealth Advisors LLC cut its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 16.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 12,214 shares of the information services provider’s stock after selling 2,366 shares during the quarter. Alphabet makes up approximately 0.5% of One Wealth Advisors LLC’s holdings, making the stock its 19th biggest position. One Wealth Advisors LLC’s holdings in Alphabet were worth $4,365,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Maridea Wealth Management LLC raised its stake in Alphabet by 21.3% during the 2nd quarter. Maridea Wealth Management LLC now owns 9,015 shares of the information services provider’s stock worth $3,222,000 after acquiring an additional 1,585 shares during the period. Libra Wealth LLC lifted its holdings in Alphabet by 11.0% during the second quarter. Libra Wealth LLC now owns 3,440 shares of the information services provider’s stock valued at $1,229,000 after purchasing an additional 340 shares in the last quarter. Ridgecrest Wealth Partners LLC boosted its position in shares of Alphabet by 43.9% in the second quarter. Ridgecrest Wealth Partners LLC now owns 63,336 shares of the information services provider’s stock worth $22,634,000 after purchasing an additional 19,318 shares during the period. Blue Bell Private Wealth Management LLC increased its stake in shares of Alphabet by 1.4% in the second quarter. Blue Bell Private Wealth Management LLC now owns 4,170 shares of the information services provider’s stock worth $1,490,000 after purchasing an additional 59 shares in the last quarter. Finally, SMART Wealth LLC increased its stake in shares of Alphabet by 14.2% in the second quarter. SMART Wealth LLC now owns 6,627 shares of the information services provider’s stock worth $2,368,000 after purchasing an additional 824 shares in the last quarter. 40.03% of the stock is owned by hedge funds and other institutional investors.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google is testing Gemini 3.8 Flash internally, suggesting a near-term launch of a faster, lower-cost AI model that could strengthen Alphabet’s competitive position and improve AI product monetization. Google employees are already testing the next Gemini Flash AI model
• Positive Sentiment: Google expanded AI Mode with flight-price tracking, hotel booking assistance and loyalty-point comparisons. The additions could increase user engagement and protect Google’s role in travel-related advertising and transactions. Google’s AI Mode can now track flight prices, help book hotels, and more
• Positive Sentiment: Analyst commentary remains favorable, citing approximately 14.4% advertising growth in the second quarter, AI-enhanced Search and YouTube tools, diversified revenue and a lower valuation than some large technology peers. GOOGL Rides on Strong Advertising Revenues
• Positive Sentiment: Berkshire Hathaway reportedly increased its Alphabet position by 83% to about $37.8 billion, providing a high-profile vote of confidence in Alphabet’s search, cloud and AI growth prospects. Berkshire Boosts Its Bet
• Positive Sentiment: Barret Zoph, a prominent AI researcher and Thinking Machines co-founder, is joining Google as a research vice president. The hire may help address concerns about Google’s recent loss of senior AI talent. Barret Zoph is now at Google
• Neutral Sentiment: Google joined more than 100 technology companies calling for coordinated defenses against AI-related cyber threats. The initiative supports responsible AI adoption but has limited immediate financial impact. Companies call for action against rogue AI
• Negative Sentiment: The FTC is reportedly nearing a potential lawsuit over YouTube account suspensions and alleged consumer-protection violations, adding regulatory uncertainty around the platform. FTC probes YouTube over social media policies
• Negative Sentiment: Google agreed to pay £260 million, or about $353 million, to settle a UK lawsuit brought by app developers, highlighting continuing legal exposure related to its app-distribution practices. Google agrees to settle UK app developers’ lawsuit
• Negative Sentiment: Multiple law firms announced investigations into possible securities-law violations involving Alphabet, which could increase headline risk despite the notices containing no finding of wrongdoing. Pomerantz investor alert
• Negative Sentiment: Alphabet’s AI infrastructure spending remains a concern: servers represented roughly 60% of technical infrastructure investment, while Nvidia-based server prices may rise more than 15%, potentially pressuring capital efficiency and free cash flow. Alphabet infrastructure spending and Nvidia server prices

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. DZ Bank upgraded shares of Alphabet to a “strong-buy” rating in a research report on Thursday, July 23rd. Piper Sandler reiterated an “overweight” rating and issued a $395.00 price target (down from $445.00) on shares of Alphabet in a research note on Thursday, July 23rd. Sanford C. Bernstein reissued a “market perform” rating and set a $390.00 price target (up from $345.00) on shares of Alphabet in a report on Thursday, April 30th. UBS Group decreased their price target on Alphabet from $400.00 to $379.00 and set a “neutral” rating on the stock in a report on Thursday, July 23rd. Finally, Loop Capital boosted their price objective on Alphabet from $355.00 to $490.00 and gave the company a “buy” rating in a research report on Friday, May 15th. Six equities research analysts have rated the stock with a Strong Buy rating, forty-four have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average price target of $420.19.

Alphabet Price Performance

GOOGL stock opened at $340.65 on Friday. Alphabet Inc. has a 52 week low of $206.20 and a 52 week high of $408.61. The firm has a market capitalization of $4.17 trillion, a P/E ratio of 17.11, a price-to-earnings-growth ratio of 0.96 and a beta of 1.24. The company has a fifty day simple moving average of $350.06 and a two-hundred day simple moving average of $341.71. 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 (NASDAQ:GOOGL) last posted its earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.89 by $6.22. The firm had revenue of $119.80 billion for the quarter, compared to the consensus estimate of $117.07 billion. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. Analysts anticipate that Alphabet Inc. will post 20.5 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

The business 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. The ex-dividend date is Friday, September 4th. This represents a $0.88 annualized dividend and a yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is currently 4.42%.

Insider Buying and Selling

In other Alphabet news, major shareholder 2019 Gp L.L.C. Gv sold 118,138 shares of the business’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $18.90, for a total transaction of $2,232,808.20. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider John Kent Walker sold 8,998 shares of the company’s stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $349.29, for a total value of $3,142,911.42. Following 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 451,843 shares of company stock valued at $12,343,852. 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.