Ninety One UK Ltd Sells 72,787 Shares of Alphabet Inc. $GOOG

Ninety One UK Ltd cut its holdings in Alphabet Inc. (NASDAQ:GOOG) by 37.9% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 119,337 shares of the information services provider’s stock after selling 72,787 shares during the quarter. Ninety One UK Ltd’s holdings in Alphabet were worth $29,065,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. RDA Financial Network increased its stake in Alphabet by 5.3% during the second quarter. RDA Financial Network now owns 11,094 shares of the information services provider’s stock worth $1,968,000 after acquiring an additional 554 shares during the last quarter. Bleakley Financial Group LLC boosted its holdings in shares of Alphabet by 1.4% in the 2nd quarter. Bleakley Financial Group LLC now owns 170,020 shares of the information services provider’s stock worth $30,160,000 after purchasing an additional 2,304 shares during the period. American National Bank of Texas bought a new position in shares of Alphabet during the 3rd quarter valued at approximately $900,000. Northwestern Mutual Wealth Management Co. raised its holdings in Alphabet by 3.7% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,164,341 shares of the information services provider’s stock valued at $206,542,000 after buying an additional 42,028 shares during the period. Finally, Oldfather Financial Services LLC purchased a new stake in Alphabet during the 2nd quarter valued at $213,000. Institutional investors own 27.26% of the company’s stock.

Analyst Ratings Changes

Several research firms have commented on GOOG. Canaccord Genuity Group reaffirmed a “buy” rating and set a $330.00 price objective on shares of Alphabet in a research note on Thursday, October 30th. Oppenheimer raised their target price on shares of Alphabet from $300.00 to $345.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. JPMorgan Chase & Co. upped their price target on shares of Alphabet from $260.00 to $300.00 and gave the company an “overweight” rating in a report on Monday, October 27th. Guggenheim reissued a “buy” rating and issued a $375.00 price objective on shares of Alphabet in a research report on Monday, December 1st. Finally, Barclays boosted their target price on Alphabet from $250.00 to $315.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $314.64.

Insider Transactions at Alphabet

In other Alphabet news, insider John Kent Walker sold 17,829 shares of the stock in a transaction dated 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 transaction, the insider directly owned 42,972 shares in the company, valued at $13,531,453.08. This represents a 29.32% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Sundar Pichai sold 32,500 shares of the firm’s stock in a transaction dated Wednesday, October 15th. The shares were sold at an average price of $250.15, for a total transaction of $8,129,875.00. Following the transaction, the chief executive officer directly owned 2,369,619 shares in the company, valued at $592,760,192.85. This trade represents a 1.35% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 195,465 shares of company stock valued at $57,056,497. 12.99% of the stock is currently owned by corporate insiders.

Alphabet Price Performance

Shares of GOOG stock opened at $317.32 on Tuesday. The company has a market capitalization of $3.83 trillion, a P/E ratio of 31.29, a P/E/G ratio of 1.74 and a beta of 1.09. The company’s 50-day simple moving average is $303.20 and its two-hundred day simple moving average is $246.23. Alphabet Inc. has a one year low of $142.66 and a one year high of $328.67. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.75 and a quick ratio of 1.75.

Alphabet (NASDAQ:GOOG) last announced its quarterly earnings results on Thursday, October 30th. The information services provider reported $2.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.29 by $0.58. Alphabet had a return on equity of 35.00% and a net margin of 32.23%.The firm had revenue of $102.35 billion during the quarter, compared to analyst estimates of $99.90 billion. During the same quarter in the previous year, the business earned $2.12 earnings per share. Alphabet’s quarterly revenue was up 15.9% on a year-over-year basis. As a group, equities analysts anticipate that Alphabet Inc. will post 8.89 EPS for the current 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 $0.21 dividend. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Monday, December 8th. Alphabet’s dividend payout ratio is currently 8.28%.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Jefferies raised its price target to $365 and reiterated Buy, citing Google Cloud’s strong growth trajectory and Alphabet’s “data moat” — an analyst move that often draws inflows and supports higher valuations. Alphabet (GOOGL) Stock: Jefferies Raises Price Target to $365 on Google Cloud Growth
• Positive Sentiment: Broad analyst upgrades and higher price targets (multiple firms raising outlooks) are boosting sentiment — Market and social chatter highlights Gemini AI, AI-driven ad upside and sustained Cloud expansion as the fundamental drivers. Alphabet Stock (GOOGL) Opinions on AI and Cloud Growth
• Positive Sentiment: Samsung plans to double devices using Google’s Gemini to ~800M units this year — a major distribution win that should drive user engagement with Gemini-powered features and strengthen Google’s platform reach. Samsung to double mobile devices powered by Google’s Gemini to 800 mln units this year
• Positive Sentiment: Alphabet is accelerating patent filings around its Tensor Processing Units (TPUs), signaling a push to capture more AI infrastructure demand and reduce reliance on rivals’ chips — a long‑term revenue/competitive positive if commercialized. Google (GOOGL) accelerates AI chip patents as Big Tech moves to cut Nvidia reliance
• Neutral Sentiment: Large institutional moves show both significant additions (UBS AM, Berkshire, FMR) and some trimming (Morgan Stanley). Institutional flows can amplify momentum but also mean profit‑taking risk — watch 13F updates and block trades. Alphabet Stock (GOOGL) Opinions on AI and Cloud Growth
• Neutral Sentiment: Media and retail lists rank Alphabet among top 2026 picks (reflecting strong momentum), but consensus price targets are mixed — upside is increasingly tied to continued Cloud and AI execution rather than ad recovery alone. MarketBeat coverage of Alphabet (GOOGL)
• Negative Sentiment: Insiders have sold heavily over the past six months (notably CEO Sundar Pichai), which can worry some investors about timing of sales and reduce confidence despite public-positive results. Alphabet Stock (GOOGL) Opinions on AI and Cloud Growth
• Negative Sentiment: Reuters reported corruption charges against an ex‑Indonesian minister tied to a Google laptop procurement matter — a reputational/legal headline that is regionally specific and unlikely to hit core U.S. revenue but still a near‑term negative headline. Ex-Indonesian minister faces graft charges over Google laptop procurement

Alphabet Profile

Alphabet Inc (NASDAQ: GOOG) is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as “Other Bets.” Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company’s history.

Alphabet’s core business centers on internet search and advertising, with Google Search and the company’s ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.