Alphabet Inc. $GOOGL is Duncker Streett & Co. Inc.’s 5th Largest Position

Duncker Streett & Co. Inc. increased its position in Alphabet Inc. (NASDAQ:GOOGL) by 5.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 75,698 shares of the information services provider’s stock after purchasing an additional 4,144 shares during the period. Alphabet makes up approximately 3.2% of Duncker Streett & Co. Inc.’s holdings, making the stock its 5th biggest position. Duncker Streett & Co. Inc.’s holdings in Alphabet were worth $18,402,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Breakwater Investment Management lifted its holdings in shares of Alphabet by 1.0% during the third quarter. Breakwater Investment Management now owns 4,228 shares of the information services provider’s stock valued at $1,028,000 after purchasing an additional 41 shares in the last quarter. Wealth Alliance Advisory Group LLC boosted its holdings in shares of Alphabet by 1.0% in the third quarter. Wealth Alliance Advisory Group LLC now owns 4,045 shares of the information services provider’s stock worth $983,000 after buying an additional 41 shares during the last quarter. Kooman & Associates grew its position in shares of Alphabet by 3.3% during the 3rd quarter. Kooman & Associates now owns 1,343 shares of the information services provider’s stock valued at $326,000 after acquiring an additional 43 shares during the period. Contravisory Investment Management Inc. grew its holdings in Alphabet by 2.9% during the third quarter. Contravisory Investment Management Inc. now owns 1,572 shares of the information services provider’s stock valued at $382,000 after purchasing an additional 44 shares during the period. Finally, Wallington Asset Management LLC increased its holdings in Alphabet by 1.4% in the 3rd quarter. Wallington Asset Management LLC now owns 3,324 shares of the information services provider’s stock worth $808,000 after acquiring an additional 45 shares in the last quarter. 40.03% of the stock is currently owned by institutional investors.

Alphabet Stock Performance

Shares of NASDAQ:GOOGL opened at $322.00 on Wednesday. Alphabet Inc. has a one year low of $140.53 and a one year high of $340.49. The firm has a market cap of $3.89 trillion, a PE ratio of 31.76, a price-to-earnings-growth ratio of 1.82 and a beta of 1.08. The firm’s 50 day simple moving average is $312.75 and its 200-day simple moving average is $257.45. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.75 and a current ratio of 1.75.

Alphabet (NASDAQ:GOOGL) last issued its earnings results on Wednesday, October 29th. The information services provider reported $2.87 earnings per share 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 business had revenue of $102.35 billion during the quarter, compared to analyst estimates of $99.90 billion. As a group, equities analysts predict that Alphabet Inc. will post 8.9 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on GOOGL. Roth Capital increased their price target on Alphabet from $210.00 to $265.00 and gave the stock a “buy” rating in a research note on Thursday, October 16th. China Renaissance increased their price objective on shares of Alphabet from $207.00 to $330.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Phillip Securities upgraded shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Friday, November 7th. Citigroup reiterated an “outperform” rating on shares of Alphabet in a research report on Wednesday, December 31st. Finally, Barclays reissued an “overweight” rating and set a $315.00 price objective (up from $250.00) on shares of Alphabet in a research note on Thursday, October 30th. Three analysts have rated the stock with a Strong Buy rating, forty-five have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Alphabet presently has a consensus rating of “Moderate Buy” and a consensus price target of $329.08.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analysts raised targets — Deutsche Bank boosted its price target to $370 and kept a buy rating, and Robert W. Baird raised its target to $350 with an outperform rating. These lifts signal continued analyst confidence and create upside support for the stock. Deutsche Bank Raises Target Baird Raises Target
• Positive Sentiment: Product/AI momentum — reports show a surge in sales of Google’s Gemini AI models, which supports revenue growth from higher-margin AI services and strengthens the company’s competitive AI positioning. Gemini Sales Surge
• Neutral Sentiment: Google-backed drug discovery timeline pushed — Isomorphic Labs now expects first clinical trials by end‑2026. This delays any near-term biotech upside tied to Alphabet’s life‑sciences investments but has limited impact on core ad/cloud businesses. Isomorphic Labs Delay
• Neutral Sentiment: Product development coverage — media pieces on Google’s new AI‑powered smart glasses and long-term cloud/AI revenue narratives reiterate growth potential but are not immediate catalysts. AI Smart Glasses Coverage
• Negative Sentiment: Sector risk-off pressured shares — escalating geopolitical/tariff rhetoric (Greenland tensions) triggered a tech-led sell-off that weighed on Alphabet along with peers; market positioning and broader risk sentiment are the main short-term drivers of the decline. Tech Sell-off / Greenland Tensions
• Negative Sentiment: Price action noted by market coverage — headlines point out Alphabet fell more than the broader market today, reflecting both the sector pullback and profit‑taking after recent gains. That media focus can amplify short‑term selling pressure. Zacks: Why GOOGL Fell

Insider Buying and Selling

In other Alphabet news, Director John L. Hennessy sold 600 shares of the stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $337.52, for a total transaction of $202,512.00. Following the transaction, the director directly owned 21,224 shares in the company, valued at $7,163,524.48. This represents a 2.75% 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, Director Frances Arnold sold 102 shares of the firm’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $313.45, for a total transaction of $31,971.90. Following the transaction, the director directly owned 18,205 shares in the company, valued at $5,706,357.25. This trade represents a 0.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 189,909 shares of company stock valued at $57,927,282 over the last quarter. 11.55% of the stock is owned by company insiders.

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.