Albert D Mason Inc. Makes New Investment in Alphabet Inc. $GOOGL

Albert D Mason Inc. acquired a new position in shares of Alphabet Inc. (NASDAQ:GOOGL) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 1,757 shares of the information services provider’s stock, valued at approximately $427,000.

Other hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. boosted its position in Alphabet by 1.3% in the second 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 during the last quarter. State Street Corp lifted its stake in Alphabet by 1.8% during 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 acquiring an additional 4,008,374 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Alphabet by 3.1% in the 2nd quarter. Geode Capital Management LLC now owns 141,615,284 shares of the information services provider’s stock valued at $24,857,017,000 after acquiring an additional 4,224,497 shares during the last quarter. Norges Bank acquired a new stake in shares of Alphabet in the second quarter worth $21,944,208,000. Finally, Invesco Ltd. raised 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 purchasing an additional 503,306 shares during the last quarter. 40.03% of the stock is owned by institutional investors and hedge funds.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: MarketBeat names Alphabet the most-upgraded stock of 2025 with analysts projecting at least ~20% upside (some targets to $385). The upgrades cite Gemini 3 adoption, Google Cloud strength and proprietary chip-driven monetization as the core catalysts. The 5 Most Upgraded Stocks from 2025
• Positive Sentiment: Analyst and market commentary points to a “validation flywheel” for Gemini: rising user traction and partner integrations are accelerating monetization expectations for ads, Workspace and Cloud AI services. That momentum is a near-term earnings and multiple expansion catalyst. Alphabet: Validation Flywheel Accelerating For Gemini
• Positive Sentiment: Alphabet completed a strategic renewable-energy acquisition (Intersect) for $4.75B to secure power for its data centers — reducing long-term energy risk/costs for AI infrastructure and supporting cloud/data-center expansion plans. Google buys renewable energy project developer Intersect
• Neutral Sentiment: Coverage pieces note Alphabet’s broader role as a hyperscaler consuming huge power for AI, highlighting infrastructure and energy demand as both a cost and a growth enabler — informative for capital expenditure and margin modeling. 2 Under-the-Radar Energy Stocks to Watch
• Neutral Sentiment: Product updates (e.g., new Gmail handle option) and positive media commentary (Jim Cramer, other outlets) keep the narrative of user growth and engagement positive but are unlikely to move fundamentals materially on their own. Alphabet gives users new Gmail handle option
• Negative Sentiment: Report says the DOJ is probing Alphabet (and others) over DEI policies under a fraud-law angle — any escalation could introduce regulatory/legal risk and headline volatility even if the business impact is unclear today. Trump’s Justice Department probes Google
• Negative Sentiment: Analysts and commentators are also scrutinizing heavy AI-related capex across the hyperscalers — sustained high spending could pressure near-term free cash flow and margins if revenue/margin conversion lags expectations. Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?

Analyst Upgrades and Downgrades

Several research firms have commented on GOOGL. DZ Bank reaffirmed a “buy” rating on shares of Alphabet in a report on Thursday, November 20th. Susquehanna boosted their price objective on Alphabet from $225.00 to $350.00 and gave the company a “positive” rating in a report on Thursday, October 30th. Wells Fargo & Company raised their target price on Alphabet from $236.00 to $268.00 and gave the stock an “equal weight” rating in a report on Thursday, October 30th. Roth Capital lifted their price target on Alphabet from $210.00 to $265.00 and gave the company a “buy” rating in a research report on Thursday, October 16th. Finally, Citigroup boosted their price target on Alphabet from $343.00 to $350.00 and gave the company a “buy” rating in a report on Friday, December 19th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-one have issued a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, Alphabet currently has a consensus rating of “Moderate Buy” and a consensus target price of $315.90.

Alphabet Stock Performance

GOOGL opened at $313.51 on Tuesday. The firm’s fifty day simple moving average is $296.73 and its two-hundred day simple moving average is $240.58. Alphabet Inc. has a 52-week low of $140.53 and a 52-week high of $328.83. The company has a market cap of $3.78 trillion, a price-to-earnings ratio of 30.92, a PEG ratio of 1.80 and a beta of 1.07. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 0.06.

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

Alphabet Announces Dividend

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

Insider Activity at Alphabet

In other Alphabet 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 owned 14,516 shares in the company, valued at approximately $3,629,725.80. This trade represents a 16.06% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction on Wednesday, November 5th. The stock was sold at an average price of $283.48, for a total transaction of $9,213,100.00. Following the sale, the chief executive officer directly owned 2,337,119 shares in the company, valued at approximately $662,526,494.12. This trade represents a 1.37% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 208,209 shares of company stock worth $58,750,254. Company insiders own 11.55% of the company’s stock.

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.