Asset Management One Co. Ltd. Has $662.56 Million Stock Position in Alphabet Inc. $GOOGL

Asset Management One Co. Ltd. raised its position in Alphabet Inc. (NASDAQ:GOOGL) by 2.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,725,462 shares of the information services provider’s stock after buying an additional 54,796 shares during the quarter. Alphabet accounts for 1.9% of Asset Management One Co. Ltd.’s holdings, making the stock its 8th biggest holding. Asset Management One Co. Ltd.’s holdings in Alphabet were worth $662,560,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of GOOGL. Vanguard Group Inc. boosted its holdings in Alphabet by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 516,559,609 shares of the information services provider’s stock valued at $91,033,300,000 after purchasing an additional 6,733,278 shares during the period. State Street Corp increased its holdings in shares of Alphabet by 1.8% during the second quarter. State Street Corp now owns 229,954,269 shares of the information services provider’s stock worth $40,524,841,000 after purchasing an additional 4,008,374 shares during the period. Geode Capital Management LLC raised its position in shares of Alphabet by 3.1% in the second 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 buying an additional 4,224,497 shares in the last quarter. Norges Bank bought a new stake in shares of Alphabet in the second quarter valued at approximately $21,944,208,000. Finally, Invesco Ltd. grew its position in 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 buying an additional 503,306 shares in the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

Alphabet Stock Performance

Shares of Alphabet stock opened at $335.97 on Wednesday. The company’s 50 day moving average price is $308.32 and its two-hundred day moving average price is $252.09. The firm has a market capitalization of $4.05 trillion, a P/E ratio of 33.13, a P/E/G ratio of 1.83 and a beta of 1.08. Alphabet Inc. has a fifty-two week low of $140.53 and a fifty-two week high of $340.49. 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:GOOGL) last announced its quarterly earnings results on Wednesday, October 29th. The information services provider reported $2.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.29 by $0.58. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. The company had revenue of $102.35 billion during the quarter, compared to the consensus estimate of $99.90 billion. On average, equities analysts forecast that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 8th were given a $0.21 dividend. The ex-dividend date was Monday, December 8th. This represents a $0.84 annualized dividend and a yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is currently 8.28%.

Analyst Ratings Changes

GOOGL has been the subject of several analyst reports. President Capital lifted their price objective on Alphabet from $258.00 to $323.00 and gave the company a “buy” rating in a report on Thursday, November 6th. Loop Capital raised Alphabet from a “hold” rating to a “buy” rating and boosted their price target for the company from $260.00 to $320.00 in a research note on Tuesday, November 18th. Wolfe Research set a $380.00 price objective on shares of Alphabet and gave the stock an “outperform” rating in a research note on Monday, January 5th. BNP Paribas Exane assumed coverage on shares of Alphabet in a report on Monday, November 24th. They issued an “outperform” rating and a $355.00 target price on the stock. Finally, BNP Paribas assumed coverage on shares of Alphabet in a report on Monday, November 24th. They set an “outperform” rating and a $355.00 price target for the company. Three analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Alphabet presently has a consensus rating of “Moderate Buy” and an average target price of $326.31.

More Alphabet News

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

Insider Buying and Selling at Alphabet

In related news, CEO Sundar Pichai sold 32,500 shares of the firm’s stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $283.48, for a total value of $9,213,100.00. Following the completion of the transaction, the chief executive officer owned 2,337,119 shares in the company, valued at $662,526,494.12. This trade represents a 1.37% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider John Kent Walker sold 17,829 shares of the business’s stock in a transaction that occurred 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 sale, the insider directly owned 42,972 shares in the company, valued at $13,531,453.08. The trade was a 29.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 189,309 shares of company stock worth $57,724,770. 11.55% of the stock is currently owned by insiders.

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.