Constitution Capital LLC Grows Stock Position in Alphabet Inc. $GOOGL

Constitution Capital LLC increased its stake in Alphabet Inc. (NASDAQ:GOOGL) by 36.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,187 shares of the information services provider’s stock after buying an additional 2,735 shares during the quarter. Alphabet comprises approximately 1.2% of Constitution Capital LLC’s holdings, making the stock its 22nd largest holding. Constitution Capital LLC’s holdings in Alphabet were worth $2,476,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Truist Financial Corp boosted its holdings in shares of Alphabet by 2.3% in the 2nd quarter. Truist Financial Corp now owns 2,546,012 shares of the information services provider’s stock valued at $448,684,000 after buying an additional 56,295 shares in the last quarter. Alaethes Wealth LLC raised its stake in shares of Alphabet by 1.1% during the 1st quarter. Alaethes Wealth LLC now owns 7,646 shares of the information services provider’s stock worth $1,182,000 after acquiring an additional 84 shares in the last quarter. Moment Partners LLC lifted its position in Alphabet by 9.3% during the second quarter. Moment Partners LLC now owns 5,896 shares of the information services provider’s stock valued at $1,039,000 after acquiring an additional 504 shares during the last quarter. Welch Group LLC boosted its stake in Alphabet by 4.0% in the second quarter. Welch Group LLC now owns 64,262 shares of the information services provider’s stock valued at $11,325,000 after acquiring an additional 2,467 shares in the last quarter. Finally, Brooktree Capital Management acquired a new stake in Alphabet in the second quarter valued at approximately $352,000. Institutional investors own 40.03% of the company’s stock.

Analyst Upgrades and Downgrades

GOOGL has been the topic of a number of recent analyst reports. BNP Paribas started coverage on Alphabet in a research report on Monday, November 24th. They set an “outperform” rating and a $355.00 price target on the stock. Wedbush reaffirmed an “outperform” rating and set a $350.00 target price (up from $320.00) on shares of Alphabet in a research report on Friday, December 19th. New Street Research raised their price target on Alphabet from $275.00 to $295.00 in a report on Friday, October 24th. Daiwa Capital Markets boosted their price target on Alphabet from $233.00 to $333.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. Finally, BNP Paribas Exane started coverage on shares of Alphabet in a report on Monday, November 24th. They set an “outperform” rating and a $355.00 price objective on the stock. Four research analysts have rated the stock with a Strong Buy rating, forty-two have given a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, Alphabet has a consensus rating of “Moderate Buy” and an average price target of $320.12.

Insider Activity at Alphabet

In related news, CAO Amie Thuener O’toole sold 2,778 shares of the company’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $288.26, for a total value of $800,786.28. Following the completion of the transaction, the chief accounting officer owned 11,739 shares of the company’s stock, valued at approximately $3,383,884.14. This represents a 19.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider John Kent Walker sold 17,829 shares of the business’s stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $314.89, for a total transaction of $5,614,173.81. Following the completion of the sale, the insider directly owned 42,972 shares of the company’s stock, valued at approximately $13,531,453.08. The trade was a 29.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 192,687 shares of company stock worth $56,255,711 in the last three months. Company insiders own 11.64% of the company’s stock.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Argus raised its price target on Alphabet to $365 and maintained a “buy” rating, citing stronger upside vs. prior guidance — a direct analyst catalyst that can attract additional buying and support the stock’s valuation recovery. Argus adjusts price target on Alphabet to $365
• Positive Sentiment: Samsung plans to double the number of mobile devices running Google’s Gemini to ~800 million units this year — a major distribution and adoption boost for Alphabet’s AI stack that can increase usage of cloud/AI services, strengthen Gemini’s ecosystem, and create monetization opportunities. Samsung to double devices powered by Google’s Gemini
• Positive Sentiment: MarketBeat highlights Alphabet as a top upgraded stock heading into 2026, noting dozens of analyst bullish revisions, a sharp rise in consensus price targets, and $140B of institutional inflows — all signaling sustained buy-side conviction and potential for further multiple expansion. Alphabet leader in upgraded stocks
• Positive Sentiment: Retail sentiment also favors Alphabet (ranked among top retail picks), reflecting alignment between Main Street and Wall Street — retail interest can amplify momentum and trading volume, particularly around AI narratives and product launches. 5 Stocks Retail Investors Are Betting on for 2026
• Positive Sentiment: High-profile endorsements and narratives (e.g., coverage noting Berkshire Hathaway’s regret at not owning Google) reinforce Alphabet’s long-term quality perception, supporting demand from buy-and-hold investors. Berkshire on missing Google
• Negative Sentiment: Indonesian prosecutors filed graft charges related to laptop procurement involving a former minister; while this implicates local procurement and public-sector processes rather than Alphabet directly, it could create short-term headline risk and localized reputational/legal scrutiny. Ex-Indonesian minister faces graft charges over Google laptop procurement

Alphabet Stock Up 0.4%

NASDAQ:GOOGL opened at $316.54 on Tuesday. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.75 and a quick ratio of 1.75. The company’s fifty day moving average price is $302.47 and its 200-day moving average price is $245.49. Alphabet Inc. has a 1-year low of $140.53 and a 1-year high of $328.83. The firm has a market capitalization of $3.82 trillion, a P/E ratio of 31.22, a PEG ratio of 1.74 and a beta of 1.08.

Alphabet (NASDAQ:GOOGL) last posted its earnings results on Wednesday, October 29th. The information services provider reported $2.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.29 by $0.58. The company 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%. As a group, equities research analysts anticipate that Alphabet Inc. will post 8.9 EPS for the current year.

Alphabet Announces Dividend

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

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.