Sowell Financial Services LLC Purchases 2,081 Shares of Alphabet Inc. $GOOG

Sowell Financial Services LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOG) by 2.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 76,695 shares of the information services provider’s stock after buying an additional 2,081 shares during the period. Alphabet comprises approximately 0.7% of Sowell Financial Services LLC’s portfolio, making the stock its 22nd largest position. Sowell Financial Services LLC’s holdings in Alphabet were worth $26,133,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in GOOG. BlackRock Inc. lifted its holdings in shares of Alphabet by 1.4% during the second quarter. BlackRock Inc. now owns 369,922,502 shares of the information services provider’s stock worth $130,704,718,000 after purchasing an additional 5,164,200 shares during the period. State Street Corp grew its stake in shares of Alphabet by 2.8% in the second quarter. State Street Corp now owns 190,923,442 shares of the information services provider’s stock worth $67,458,980,000 after purchasing an additional 5,208,690 shares during the last quarter. Amundi increased its holdings in Alphabet by 22.9% in the first quarter. Amundi now owns 21,922,379 shares of the information services provider’s stock valued at $6,288,654,000 after purchasing an additional 4,083,758 shares during the period. Deutsche Bank AG increased its holdings in Alphabet by 5.6% in the second quarter. Deutsche Bank AG now owns 17,313,729 shares of the information services provider’s stock valued at $6,117,460,000 after purchasing an additional 913,666 shares during the period. Finally, Wellington Management Group LLP increased its holdings in Alphabet by 24.9% in the second quarter. Wellington Management Group LLP now owns 17,209,454 shares of the information services provider’s stock valued at $6,080,616,000 after purchasing an additional 3,432,287 shares during the period. 27.26% of the stock is owned by institutional investors.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: AI and cloud growth remain key positives. Analysts highlight accelerating Google Cloud growth, expanding operating margins, rising subscriptions and Alphabet’s distribution advantage for Gemini. Google Cloud also announced general availability of an Anthropic-managed deployment option for Claude models, potentially broadening enterprise AI adoption. Alphabet: Gemini 4 Argon Is Coming For ChatGPT’s Lunch
• Positive Sentiment: Several longer-term growth opportunities support the stock. Articles point to Alphabet’s proprietary AI chips, which could become a major business, as well as a reported quantum-computing error-reduction breakthrough. Analysts also raised an Alphabet FY2027 EPS estimate modestly, reinforcing the view that earnings potential remains strong. Google’s AI chip could become a $75 billion business
• Neutral Sentiment: Q3 earnings are the next major catalyst. Preview articles expect investors to focus on advertising, Google Cloud growth, AI adoption, capital expenditures and margins. Results could determine whether Alphabet’s heavy AI investment is viewed as generating sufficient returns. Alphabet’s Q3 Could Change the Narrative on Its AI Spending
• Negative Sentiment: AI execution concerns are the primary negative catalyst. Reports allege that Gemini 3.5 Pro was delayed or behind schedule and that investors were not adequately informed about development setbacks. The allegations contributed to a sharp prior sell-off and have prompted multiple securities-fraud class-action notices. Google Investor Alert: Alphabet Inc. Securities Class Action Notice
• Negative Sentiment: Litigation headlines add reputational and financial uncertainty. Several law firms are seeking lead plaintiffs for lawsuits covering investors who purchased Alphabet securities between May 19 and July 16, 2026, with deadlines around November 30 or December 1. The notices largely repeat the same allegations, so they may amplify sentiment risk more than they introduce new information. Kaplan Fox Alphabet Class Action Notice
• Negative Sentiment: Investors remain concerned about AI capital intensity. Large compute commitments, data-center spending and higher interest rates are raising questions about whether future returns will justify the investment. Broader AI-stock selling and ETF net selling have added pressure to Alphabet’s valuation. Google Is Paying SpaceX $11 Billion a Year for Compute

Insider Transactions at Alphabet

In related news, CAO Marsida Saraci sold 449 shares of the stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $333.20, for a total transaction of $149,606.80. Following the transaction, the chief accounting officer directly owned 27,386 shares of the company’s stock, valued at $9,125,015.20. This represents a 1.61% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Frances Arnold sold 83 shares of the stock in a transaction on Wednesday, September 30th. The stock was sold at an average price of $340.45, for a total transaction of $28,257.35. Following the transaction, the director directly owned 19,076 shares in the company, valued at approximately $6,494,424.20. This represents a 0.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 315,765 shares of company stock valued at $6,297,980 in the last quarter. 12.99% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

GOOG has been the topic of several recent research reports. Citigroup reaffirmed a “market outperform” rating on shares of Alphabet in a report on Friday, October 9th. Sanford C. Bernstein reduced their price target on Alphabet from $390.00 to $385.00 and set a “market perform” rating on the stock in a research report on Thursday, July 23rd. Arete Research increased their price target on Alphabet from $425.00 to $450.00 in a research note on Monday, July 6th. Phillip Securities upgraded Alphabet from a “moderate buy” rating to a “strong-buy” rating and lowered their price objective for the stock from $450.00 to $425.00 in a research report on Monday, July 27th. Finally, Morgan Stanley cut their price objective on Alphabet from $415.00 to $400.00 and set an “overweight” rating on the stock in a research note on Thursday, July 23rd. Six investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $421.85.

Alphabet Stock Down 1.1%

Shares of NASDAQ:GOOG opened at $317.28 on Friday. Alphabet Inc. has a 1 year low of $256.10 and a 1 year high of $404.47. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.72 and a quick ratio of 2.64. The business’s 50-day moving average is $339.42 and its 200-day moving average is $350.21. The company has a market capitalization of $3.88 trillion, a price-to-earnings ratio of 15.94, a P/E/G ratio of 0.92 and a beta of 1.19.

Alphabet (NASDAQ:GOOG) last posted its quarterly earnings results on Thursday, July 23rd. The information services provider reported $9.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.87 by $6.24. The firm had revenue of $119.80 billion for the quarter, compared to analysts’ expectations of $116.53 billion. Alphabet had a return on equity of 51.32% and a net margin of 54.77%. The company’s revenue for the quarter was up 24.2% compared to the same quarter last year. During the same period in the prior year, the business earned $2.31 EPS. Equities research analysts predict that Alphabet Inc. will post 20.60 earnings per share for the current year.

About Alphabet

Alphabet Inc is a technology holding company best known as the parent organization of Google. Founded in 2015 through a corporate restructuring, Alphabet oversees Google and a collection of businesses focused on technology, online services, communications, artificial intelligence, and other emerging areas.

Google’s principal products and services include its internet search engine, digital advertising platforms, YouTube, Android, Chrome, Google Maps, Google Play, and Google Workspace. The company also provides cloud computing, data storage, cybersecurity, productivity, and artificial intelligence services through Google Cloud.