Alphabet Inc. $GOOGL is Joel Isaacson & Co. LLC’s 6th Largest Position

Joel Isaacson & Co. LLC grew its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 0.5% during the third quarter, HoldingsChannel.com reports. The fund owned 480,339 shares of the information services provider’s stock after buying an additional 2,497 shares during the quarter. Alphabet accounts for about 4.2% of Joel Isaacson & Co. LLC’s portfolio, making the stock its 6th biggest position. Joel Isaacson & Co. LLC’s holdings in Alphabet were worth $116,770,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Financial Gravity Companies Inc. bought a new stake in shares of Alphabet in the second quarter worth $31,000. Corsicana & Co. bought a new position in Alphabet in the third quarter valued at about $54,000. CarsonAllaria Wealth Management Ltd. boosted its position in Alphabet by 36.4% in the second quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock worth $44,000 after purchasing an additional 67 shares during the last quarter. Vermillion & White Wealth Management Group LLC grew its stake in shares of Alphabet by 37.9% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock valued at $57,000 after purchasing an additional 89 shares during the period. Finally, S&T Bank PA grew its stake in shares of Alphabet by 40.2% during the 2nd quarter. S&T Bank PA now owns 345 shares of the information services provider’s stock valued at $61,000 after purchasing an additional 99 shares during the period. 40.03% of the stock is currently owned by institutional investors.

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

Insider Activity at Alphabet

In other news, insider John Kent Walker sold 17,829 shares of Alphabet stock in a transaction that occurred on 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 in the company, valued at $13,531,453.08. This trade represents a 29.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Sundar Pichai sold 32,500 shares of the business’s stock in a transaction on 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 $723,945,705.60. This trade represents a 1.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 2,066,753 shares of company stock worth $103,358,040 in the last three months. Corporate insiders own 11.55% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on GOOGL shares. Wolfe Research increased their price objective on shares of Alphabet from $380.00 to $390.00 and gave the stock an “outperform” rating in a research note on Friday, January 23rd. Loop Capital upgraded shares of Alphabet from a “hold” rating to a “buy” rating and increased their price target for the stock from $260.00 to $320.00 in a research report on Tuesday, November 18th. Wedbush boosted their price objective on shares of Alphabet from $350.00 to $360.00 and gave the company an “outperform” rating in a research report on Wednesday, January 21st. BNP Paribas Exane began coverage on Alphabet in a research note on Monday, November 24th. They issued an “outperform” rating and a $355.00 price objective for the company. Finally, Raymond James Financial upgraded Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Thursday, January 22nd. Four equities research analysts have rated the stock with a Strong Buy rating, forty-two have given a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, Alphabet has an average rating of “Moderate Buy” and an average price target of $335.90.

Alphabet Price Performance

Shares of Alphabet stock opened at $343.69 on Tuesday. The company has a market capitalization of $4.15 trillion, a price-to-earnings ratio of 33.89, a PEG 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. The stock’s 50-day simple moving average is $320.73 and its 200-day simple moving average is $267.28. Alphabet Inc. has a 52 week low of $140.53 and a 52 week high of $344.83.

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.