Seizert Capital Partners LLC Acquires 29,888 Shares of Alphabet Inc. $GOOGL

Seizert Capital Partners LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 10.1% in the third quarter, Holdings Channel reports. The institutional investor owned 325,368 shares of the information services provider’s stock after acquiring an additional 29,888 shares during the quarter. Alphabet accounts for 3.4% of Seizert Capital Partners LLC’s holdings, making the stock its 2nd largest holding. Seizert Capital Partners LLC’s holdings in Alphabet were worth $79,097,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in shares of Alphabet by 1.3% in the second quarter. Vanguard Group Inc. now owns 516,559,609 shares of the information services provider’s stock worth $91,033,300,000 after acquiring an additional 6,733,278 shares during the last quarter. State Street Corp lifted its holdings in Alphabet by 1.8% in the 2nd quarter. State Street Corp now owns 229,954,269 shares of the information services provider’s stock valued at $40,524,841,000 after purchasing an additional 4,008,374 shares in the last quarter. Geode Capital Management LLC boosted its stake in Alphabet by 3.1% during the 2nd quarter. Geode Capital Management LLC now owns 141,615,284 shares of the information services provider’s stock worth $24,857,017,000 after purchasing an additional 4,224,497 shares during the last quarter. Norges Bank acquired a new stake in Alphabet during the 2nd quarter worth $21,944,208,000. Finally, Invesco Ltd. grew its holdings in shares of Alphabet by 1.2% during the second quarter. Invesco Ltd. now owns 44,151,820 shares of the information services provider’s stock worth $7,780,875,000 after buying an additional 503,306 shares in the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

Alphabet Price Performance

NASDAQ:GOOGL opened at $343.69 on Tuesday. Alphabet Inc. has a 52 week low of $140.53 and a 52 week high of $344.83. The stock’s fifty day moving average is $320.73 and its two-hundred day moving average is $267.28. The company has a market capitalization of $4.15 trillion, a P/E ratio of 33.89, a P/E/G ratio of 1.86 and a beta of 1.09. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 0.06.

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

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the stock. CICC Research raised their price target on shares of Alphabet from $240.00 to $303.00 and gave the stock an “outperform” rating in a research note on Friday, October 31st. UBS Group reissued a “neutral” rating and issued a $345.00 target price (up from $306.00) on shares of Alphabet in a research note on Tuesday, January 20th. Oppenheimer boosted their target price on Alphabet from $270.00 to $300.00 and gave the stock an “outperform” rating in a report on Monday, October 20th. Truist Financial set a $350.00 price target on Alphabet and gave the company a “buy” rating in a report on Friday, December 5th. Finally, Argus boosted their price objective on Alphabet from $330.00 to $365.00 and gave the stock a “buy” rating in a research note on Monday, January 5th. Four research analysts have rated the stock with a Strong Buy rating, forty-two have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $335.90.

Insider Activity at Alphabet

In other Alphabet news, CAO Amie Thuener O’toole sold 2,778 shares of the stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $312.30, for a total transaction of $867,569.40. Following the completion of the transaction, the chief accounting officer owned 8,962 shares of the company’s stock, valued at $2,798,832.60. This trade represents a 23.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider John Kent Walker sold 17,829 shares of Alphabet stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $314.89, for a total transaction of $5,614,173.81. Following the sale, the insider owned 42,972 shares of the company’s stock, valued at approximately $13,531,453.08. This represents a 29.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 2,066,753 shares of company stock worth $103,358,040. 11.55% of the stock is owned by corporate insiders.

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.