Alphabet Inc. $GOOGL Shares Bought by Eldred Rock Partners LLC

Eldred Rock Partners LLC lifted its position in shares of Alphabet Inc. (NASDAQ:GOOGL) by 12.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 102,399 shares of the information services provider’s stock after acquiring an additional 11,272 shares during the period. Alphabet comprises approximately 6.2% of Eldred Rock Partners LLC’s holdings, making the stock its 2nd largest holding. Eldred Rock Partners LLC’s holdings in Alphabet were worth $24,893,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in GOOGL. Financial Gravity Companies Inc. acquired a new position in Alphabet during the 2nd quarter valued at approximately $31,000. CarsonAllaria Wealth Management Ltd. increased its stake in Alphabet by 36.4% during the 2nd quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock valued at $44,000 after buying an additional 67 shares during the period. Corsicana & Co. bought a new stake in Alphabet during the third quarter worth approximately $54,000. Vermillion & White Wealth Management Group LLC raised its stake in shares of Alphabet by 37.9% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock worth $57,000 after buying an additional 89 shares in the last quarter. Finally, Christopher J. Hasenberg Inc raised its position in Alphabet by 77.6% in the second quarter. Christopher J. Hasenberg Inc now owns 348 shares of the information services provider’s stock worth $61,000 after acquiring an additional 152 shares in the last quarter. 40.03% of the stock is currently owned by institutional investors.

Insider Transactions at Alphabet

In other Alphabet news, CAO Amie Thuener O’toole sold 2,778 shares of the firm’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $312.30, for a total value of $867,569.40. Following the sale, the chief accounting officer directly owned 8,962 shares in the company, valued at $2,798,832.60. This trade represents a 23.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Frances Arnold sold 102 shares of the business’s stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $313.45, for a total transaction of $31,971.90. Following the transaction, the director owned 18,205 shares in the company, valued at approximately $5,706,357.25. The trade was a 0.56% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 225,187 shares of company stock worth $66,695,036. 11.64% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

GOOGL has been the subject of several analyst reports. Deutsche Bank Aktiengesellschaft upped their target price on Alphabet from $260.00 to $340.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Melius Research boosted their target price on Alphabet from $220.00 to $255.00 in a research note on Thursday, September 25th. China Renaissance upped their target price on Alphabet from $207.00 to $330.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. DZ Bank reiterated a “buy” rating on shares of Alphabet in a report on Thursday, November 20th. Finally, Wedbush restated an “outperform” rating and set a $350.00 price target (up previously from $320.00) on shares of Alphabet in a research note on Friday, December 19th. Three research analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $323.19.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: AI & advertising momentum: Analysts and media posit that Alphabet’s Gemini/AI-search progress and a strong advertising engine are driving a renewed rally and expectations that the company can join the $4 trillion market-cap group. Prediction: This Artificial Intelligence Stock Will Become a Member of the $4 Trillion Club in 2026
• Positive Sentiment: Market-cap milestone: Alphabet has overtaken Apple to become the world’s second-most valuable public company — a status shift that can attract index/ETF flows and underpins momentum. Google Claims Apple’s Spot on Most-Valuable-Companies List
• Positive Sentiment: Wall Street upgrades: Multiple analysts have raised price targets and issued bullish notes heading into 2026, reinforcing institutional demand and supporting higher valuations. Analyst revises Google stock price target for the next 12 months
• Neutral Sentiment: Wiz acquisition pending EU decision: The EU will decide on Alphabet’s $32B Wiz buy by Feb. 10 — resolution will remove a major overhang but could bring remedies or conditions. EU antitrust regulators to decide on Google’s Wiz deal by February 10
• Neutral Sentiment: Lawsuit settlements on AI chatbots: Alphabet and Character.AI settled suits tied to minors’ harm, which reduces immediate legal uncertainty but keeps reputational and regulatory scrutiny active. Google and Character.AI to Settle Lawsuit Over Teenager’s Death
• Negative Sentiment: App-store pressure from U.S. senators: Three Democratic senators urged Apple and Google to suspend Elon Musk’s X and Grok apps after allegations that Grok-enabled image generation facilitated sexualized images of minors — this directly implicates Google’s Play Store and could invite political/regulatory attention. Grok and X should be suspended from Apple, Google app stores, Democratic senators say
• Negative Sentiment: Insider selling: CEO Sundar Pichai sold 32,500 shares (SEC filing). The sale is small relative to his holdings but can be viewed negatively by some market participants. Sundar Pichai stock sale filing
• Negative Sentiment: Talent poaching: Nvidia hired a senior Google marketing executive as CMO — a signal that top talent is mobile amid fierce AI competition, which could concern investors about retention. Nvidia Hires Google Veteran as Its First Chief Marketing Officer

Alphabet Trading Up 1.0%

Alphabet stock opened at $328.57 on Friday. Alphabet Inc. has a 52 week low of $140.53 and a 52 week high of $330.83. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.75 and a current ratio of 1.75. The firm has a market capitalization of $3.96 trillion, a PE ratio of 32.40, a PEG ratio of 1.80 and a beta of 1.08. The business’s 50-day simple moving average is $306.19 and its 200-day simple moving average is $248.74.

Alphabet (NASDAQ:GOOGL) last released 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 firm had revenue of $102.35 billion for the quarter, compared to analyst estimates of $99.90 billion. Alphabet had a return on equity of 35.00% and a net margin of 32.23%. Equities research analysts forecast that Alphabet Inc. will post 8.9 earnings per share for the current year.

Alphabet Dividend Announcement

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

About Alphabet

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.