Alphabet Inc. $GOOGL is Glass Wealth Management Co LLC’s 5th Largest Position

Glass Wealth Management Co LLC increased its position in Alphabet Inc. (NASDAQ:GOOGL) by 8.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 40,293 shares of the information services provider’s stock after purchasing an additional 3,261 shares during the period. Alphabet accounts for 4.4% of Glass Wealth Management Co LLC’s portfolio, making the stock its 5th biggest position. Glass Wealth Management Co LLC’s holdings in Alphabet were worth $9,795,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Financial Gravity Companies Inc. bought a new stake in Alphabet during the second quarter worth about $31,000. CarsonAllaria Wealth Management Ltd. lifted its holdings in shares of Alphabet by 36.4% during the second quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock valued at $44,000 after purchasing an additional 67 shares during the last quarter. Corsicana & Co. bought a new stake in shares of Alphabet in the 3rd quarter worth approximately $54,000. Vermillion & White Wealth Management Group LLC grew 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 during the last quarter. Finally, Christopher J. Hasenberg Inc increased its position in Alphabet by 77.6% during the 2nd quarter. Christopher J. Hasenberg Inc now owns 348 shares of the information services provider’s stock valued at $61,000 after buying an additional 152 shares in the last quarter. Institutional investors own 40.03% of the company’s stock.

Insider Buying and Selling

In other news, CAO Amie Thuener O’toole sold 2,778 shares of the business’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $312.30, for a total transaction of $867,569.40. Following the completion of the sale, the chief accounting officer owned 8,962 shares of the company’s stock, valued at $2,798,832.60. The trade was a 23.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider John Kent Walker sold 17,829 shares of the company’s stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $314.89, for a total value of $5,614,173.81. Following the completion of the sale, the insider owned 42,972 shares of the company’s stock, valued at $13,531,453.08. This trade represents a 29.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 189,309 shares of company stock valued at $57,724,770. 11.55% of the stock is owned by insiders.

Alphabet Price Performance

Shares of GOOGL opened at $335.97 on Wednesday. The firm has a fifty day simple moving average of $308.32 and a two-hundred day simple moving average of $252.09. The firm has a market cap of $4.05 trillion, a PE ratio of 33.13, a P/E/G ratio of 1.83 and a beta of 1.08. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 0.06. Alphabet Inc. has a 1-year low of $140.53 and a 1-year high of $340.49.

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

Alphabet Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 8th were paid 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 8.28%.

Wall Street Analyst Weigh In

Several equities research analysts have commented on the company. Piper Sandler reissued an “overweight” rating and issued a $365.00 target price (up from $330.00) on shares of Alphabet in a report on Thursday, December 11th. DZ Bank reissued a “buy” rating on shares of Alphabet in a research report on Thursday, November 20th. Robert W. Baird upped their target price on shares of Alphabet from $215.00 to $275.00 and gave the stock an “outperform” rating in a research note on Monday, September 22nd. Cantor Fitzgerald upgraded shares of Alphabet from a “neutral” rating to an “overweight” rating and increased their price target for the company from $310.00 to $370.00 in a report on Thursday, January 8th. Finally, Melius Research boosted their price objective on shares of Alphabet from $220.00 to $255.00 in a report on Thursday, September 25th. Three research analysts have rated the stock with a Strong Buy rating, forty-five have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $326.31.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Apple selected Google’s Gemini models to power the next-generation Siri and other AI features, a multi-year licensing deal that validates Gemini at scale and creates a new non‑ad high‑margin revenue stream (analysts estimate ~ $1B/yr). Why Apple Chose Google to Power the Future of AI
• Positive Sentiment: Investor enthusiasm around AI pushed Alphabet into the $4 trillion market-cap club, a milestone that signals strong sentiment for continued growth in AI products and cloud infrastructure. Alphabet hits $4 trillion valuation as AI refocus lifts sentiment
• Positive Sentiment: Bank of America raised its price target on Alphabet to $370 and maintained a Buy rating, giving the stock visible analyst upside and supporting demand. Benzinga coverage of price-target raise
• Neutral Sentiment: Reports say Google will develop and manufacture high‑end phones in Vietnam this year — a strategic move to broaden hardware efforts and diversify supply chains, but one that is longer‑term in potential revenue impact. Google to develop, manufacture smartphones in Vietnam
• Neutral Sentiment: Competitive AI initiatives from peers (e.g., Microsoft’s retail Copilot and Walmart integrations) highlight a crowded AI field; these developments are important for strategic positioning but are not an immediate earnings hit to Alphabet. Microsoft Wants to Power Retail Without Competing With It
• Neutral Sentiment: Multiple outlets and stock‑picker lists continue to include Alphabet among top growth/AI plays for 2026, reinforcing momentum but also reflecting high expectations that must be met in upcoming reports. Best Growth Stocks to Buy in 2026
• Negative Sentiment: High‑profile criticism (Elon Musk) of the Apple‑Google deal raises the profile of antitrust and concentration-of-power concerns — a reputational/regulatory risk investors should monitor as regulators scrutinize big‑tech partnerships. Elon Musk Slams Google, Apple Deal

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.