Arvest Investments Inc. Acquires 4,963 Shares of Alphabet Inc. $GOOGL

Arvest Investments Inc. grew its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 19.8% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 30,077 shares of the information services provider’s stock after buying an additional 4,963 shares during the quarter. Alphabet accounts for approximately 1.0% of Arvest Investments Inc.’s holdings, making the stock its 26th biggest holding. Arvest Investments Inc.’s holdings in Alphabet were worth $7,312,000 at the end of the most recent quarter.

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

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analyst and retail outlets continue to list Alphabet as a core long-term AI holding, highlighting its stakes across Search, Cloud and other AI niches — reinforcing the narrative that GOOGL is a durable beneficiary of multi‑trillion-dollar AI opportunity. Buy and Hold: 5 Artificial Intelligence (AI) Stocks to Own Through 2035
• Positive Sentiment: Comparisons with Adobe emphasize Alphabet’s AI momentum in Search and Cloud, suggesting GOOGL has a competitive edge in AI-driven enterprise and ad products — a vindication for investors focused on durable revenue growth. ADBE vs. GOOGL: Which AI-Driven Tech Stock Has an Edge Now?
• Positive Sentiment: Cloud coverage groups Alphabet with Amazon and Microsoft as key plays for an AI-driven cloud/data-center cycle in 2026 — supporting upside to Cloud revenue and infrastructure spending forecasts. 3 Cloud Computing Stocks to Buy Before 2026 as Digital Demand Soars
• Neutral Sentiment: MarketBeat’s week-in-review notes Alphabet’s strong 2025 performance and frames the recent pullback as a potential “buy‑the‑dip” setup supported by institutional conviction — useful for tactical buyers but not a catalyst by itself. MarketBeat Week in Review – 12/22 – 12/26 (GOOGL)
• Neutral Sentiment: Product signals: Google is testing a Gmail feature to let users change addresses without losing data (first visible in Hindi guidance), showing ongoing product innovation that supports user engagement but is not material to near‑term revenue. Google is rolling out a new feature allowing users to change their Gmail address
• Neutral Sentiment: Coverage on quantum computing places Alphabet among legacy players getting closer to useful quantum tech — a constructive long‑term story but unlikely to move quarters of revenue in the near term. 3 Genius Quantum Computing Stocks to Buy for 2026
• Negative Sentiment: A Reuters report about a San Francisco power outage that left Waymo robotaxis stranded raises operational and PR concerns for Alphabet’s autonomous‑vehicle ambitions (Waymo sits under Alphabet’s Other Bets), highlighting execution and emergency‑readiness risks that can pressure sentiment on the “moonshot” side of the business. Waymo’s San Francisco outage raises doubts over robotaxi readiness during crises

Insider Activity

In other news, CAO Amie Thuener O’toole sold 2,778 shares of the firm’s stock in a transaction on Wednesday, October 15th. The stock was sold at an average price of $250.05, for a total value of $694,638.90. Following the transaction, the chief accounting officer directly owned 14,516 shares in the company, valued at $3,629,725.80. This trade represents a 16.06% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider John Kent Walker sold 17,816 shares of Alphabet stock in a transaction on Monday, September 29th. The stock was sold at an average price of $247.42, for a total value of $4,408,034.72. Following the sale, the insider directly owned 42,985 shares of the company’s stock, valued at approximately $10,635,348.70. This trade represents a 29.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 226,128 shares of company stock valued at $63,183,331 in the last 90 days. 11.64% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. The Goldman Sachs Group raised their price target on Alphabet from $288.00 to $330.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Canaccord Genuity Group increased their target price on Alphabet from $270.00 to $330.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. JPMorgan Chase & Co. raised their target price on Alphabet from $340.00 to $385.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. China Renaissance lifted their price target on Alphabet from $207.00 to $330.00 and gave the company a “buy” rating in a report on Friday, October 31st. Finally, Jefferies Financial Group upped their price target on shares of Alphabet from $285.00 to $320.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Four investment analysts have rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $315.90.

Alphabet Stock Down 0.2%

Shares of NASDAQ GOOGL opened at $313.51 on Friday. Alphabet Inc. has a 1 year low of $140.53 and a 1 year high of $328.83. The firm’s 50-day moving average is $295.59 and its 200-day moving average is $239.17. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 0.06. The firm has a market capitalization of $3.78 trillion, a PE ratio of 30.92, a price-to-earnings-growth ratio of 1.80 and a beta of 1.07.

Alphabet (NASDAQ:GOOGL) last posted its quarterly earnings results on Wednesday, October 29th. The information services provider reported $2.87 earnings per share for the quarter, topping analysts’ consensus estimates of $2.29 by $0.58. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. The business had revenue of $102.35 billion during the quarter, compared to the consensus estimate of $99.90 billion. Equities analysts expect that Alphabet Inc. will post 8.9 EPS for the current year.

Alphabet Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 8th were given a dividend of $0.21 per share. The ex-dividend date was Monday, December 8th. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. Alphabet’s payout ratio is presently 8.28%.

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.