Sundar Pichai Sells 32,500 Shares of Alphabet (NASDAQ:GOOG) Stock

Alphabet Inc. (NASDAQ:GOOG) CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $335.18, for a total transaction of $10,893,350.00. Following the transaction, the chief executive officer owned 2,179,372 shares in the company, valued at approximately $730,481,906.96. This trade represents a 1.47% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

Sundar Pichai also recently made the following trade(s):

• On Wednesday, January 21st, Sundar Pichai sold 32,500 shares of Alphabet stock. The shares were sold at an average price of $327.30, for a total value of $10,637,250.00.
• On Wednesday, January 7th, Sundar Pichai sold 32,500 shares of Alphabet stock. The stock was sold at an average price of $321.21, for a total value of $10,439,325.00.
• On Monday, December 15th, Sundar Pichai sold 32,500 shares of Alphabet stock. The stock was sold at an average price of $299.80, for a total value of $9,743,500.00.
• On Wednesday, December 3rd, Sundar Pichai sold 32,500 shares of Alphabet stock. The shares were sold at an average price of $319.50, for a total value of $10,383,750.00.
• On Wednesday, November 19th, Sundar Pichai sold 32,500 shares of Alphabet stock. The stock was sold at an average price of $296.64, for a total value of $9,640,800.00.

Alphabet Price Performance

Shares of NASDAQ GOOG opened at $323.10 on Friday. Alphabet Inc. has a 52 week low of $142.66 and a 52 week high of $350.15. The business’s 50 day moving average price is $322.32 and its 200 day moving average price is $271.38. The company has a quick ratio of 1.75, a current ratio of 2.01 and a debt-to-equity ratio of 0.11. The firm has a market cap of $3.90 trillion, a P/E ratio of 29.89, a P/E/G ratio of 1.82 and a beta of 1.10.

Alphabet (NASDAQ:GOOG) last posted its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.59 by $0.23. The company had revenue of $113.83 billion during the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. Alphabet’s revenue for the quarter was up 18.0% compared to the same quarter last year. During the same period last year, the firm posted $2.15 EPS. On average, sell-side analysts expect that Alphabet Inc. will post 8.89 earnings per share for the current year.

Alphabet Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be issued a $0.21 dividend. This represents a $0.84 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend is Monday, March 9th. Alphabet’s dividend payout ratio is presently 8.28%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Wolfe Research boosted their price objective on Alphabet from $290.00 to $350.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. Wedbush reissued an “outperform” rating and issued a $370.00 price target on shares of Alphabet in a report on Thursday. Scotiabank restated an “outperform” rating and issued a $400.00 price objective (up previously from $375.00) on shares of Alphabet in a research report on Thursday. HSBC reaffirmed a “buy” rating and set a $335.00 target price on shares of Alphabet in a report on Thursday, October 30th. Finally, BNP Paribas Exane initiated coverage on shares of Alphabet in a research note on Monday, November 24th. They issued an “outperform” rating for the company. Seven investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Alphabet presently has a consensus rating of “Buy” and a consensus price target of $343.47.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Planning Alternatives Ltd. ADV increased its holdings in Alphabet by 16.4% in the 4th quarter. Planning Alternatives Ltd. ADV now owns 3,220 shares of the information services provider’s stock worth $1,010,000 after acquiring an additional 454 shares in the last quarter. CFO4Life Group LLC grew its position in shares of Alphabet by 0.5% in the fourth quarter. CFO4Life Group LLC now owns 29,560 shares of the information services provider’s stock valued at $9,276,000 after purchasing an additional 145 shares during the period. EverSource Wealth Advisors LLC grew its position in shares of Alphabet by 1.9% in the fourth quarter. EverSource Wealth Advisors LLC now owns 50,651 shares of the information services provider’s stock valued at $15,894,000 after purchasing an additional 968 shares during the period. Americana Partners LLC raised its position in shares of Alphabet by 37.8% during the 4th quarter. Americana Partners LLC now owns 68,339 shares of the information services provider’s stock worth $21,445,000 after purchasing an additional 18,735 shares during the last quarter. Finally, Legato Capital Management LLC acquired a new position in shares of Alphabet during the 4th quarter worth about $1,155,000. Hedge funds and other institutional investors own 27.26% of the company’s stock.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Q4 beat: Alphabet reported higher‑than‑expected revenue and EPS, Google Cloud grew ~48% YoY and backlog jumped to roughly $240B — proof of strong AI demand underpinning long‑term growth. Alphabet Crushes Earnings — MarketBeat
• Positive Sentiment: Product and ecosystem wins: Gemini adoption and enterprise traction (large token/API usage) are driving monetization across Search, YouTube and Cloud; Waymo is also using Google’s Genie‑3 model for virtual training — signals that AI investments are translating into product advantage. Waymo Taps Google’s Genie 3 — TipRanks
• Neutral Sentiment: Analyst view is broadly positive but mixed on valuation: several price‑target raises and buy/overweight ratings highlight conviction in AI/cloud upside, while some firms flag a hold rating because of aggressive capex and near‑term margin pressure. New Analyst Forecast $395 — QuiverQuant
• Neutral Sentiment: Corporate moves: Alphabet announced a small quarterly dividend and continues to convert AI investments into subscriptions and ad monetization — long‑term positives, but limited near‑term impact on share price.
• Negative Sentiment: CapEx shock: management guided roughly $175–185B in 2026 CapEx (nearly double 2025), which spooked investors because it pushes spending and capital intensity into the spotlight and raises near‑term return uncertainty. That guidance is the primary reason shares fell today. Alphabet Resets the Bar for AI Spending — CNBC
• Negative Sentiment: Insider & fund selling: recent insider sales and public fund trimming (and some institutional position reductions) add selling pressure and amplify short‑term downside risk. Stock Down on Insider Selling — AmericanBankingNews
• Negative Sentiment: Policy & reputational risks: a proposed bill to regulate data‑center interconnection/charges and internal employee protests over government cloud contracts could raise operating costs or create reputational/headwind risks for data‑center expansion. Power for the People Act S.3682 — QuiverQuant Google Workers Demand End to Cloud Services — NYTimes

About Alphabet

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.