Fidelis Capital Partners LLC Increases Stock Holdings in Alphabet Inc. $GOOGL

Fidelis Capital Partners LLC raised its stake in Alphabet Inc. (NASDAQ:GOOGL) by 7.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 108,194 shares of the information services provider’s stock after purchasing an additional 7,673 shares during the period. Alphabet makes up approximately 2.1% of Fidelis Capital Partners LLC’s holdings, making the stock its 7th biggest position. Fidelis Capital Partners LLC’s holdings in Alphabet were worth $26,302,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in GOOGL. Flossbach Von Storch SE raised its position in shares of Alphabet by 2.2% during the third quarter. Flossbach Von Storch SE now owns 6,812,930 shares of the information services provider’s stock valued at $1,656,222,000 after buying an additional 147,231 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC raised its holdings in Alphabet by 58.3% in the 3rd quarter. Annis Gardner Whiting Capital Advisors LLC now owns 34,284 shares of the information services provider’s stock valued at $8,334,000 after acquiring an additional 12,621 shares in the last quarter. Investor s Fiduciary Advisor Network LLC lifted its position in shares of Alphabet by 1.8% in the 3rd quarter. Investor s Fiduciary Advisor Network LLC now owns 4,477 shares of the information services provider’s stock worth $1,088,000 after acquiring an additional 80 shares during the period. TD Waterhouse Canada Inc. lifted its position in shares of Alphabet by 11.5% in the 3rd quarter. TD Waterhouse Canada Inc. now owns 666,489 shares of the information services provider’s stock worth $163,332,000 after acquiring an additional 68,729 shares during the period. Finally, Crumly & Associates Inc. grew its holdings in shares of Alphabet by 19.3% during the 3rd quarter. Crumly & Associates Inc. now owns 6,685 shares of the information services provider’s stock worth $1,625,000 after purchasing an additional 1,082 shares in the last quarter. Institutional investors own 40.03% of the company’s stock.

Alphabet Stock Performance

Shares of NASDAQ:GOOGL opened at $309.00 on Friday. The business has a fifty day moving average of $321.51 and a 200-day moving average of $273.62. The company has a debt-to-equity ratio of 0.11, a quick ratio of 2.01 and a current ratio of 2.01. Alphabet Inc. has a twelve month low of $140.53 and a twelve month high of $349.00. The firm has a market cap of $3.73 trillion, a PE ratio of 28.58, a price-to-earnings-growth ratio of 1.83 and a beta of 1.09.

Alphabet (NASDAQ:GOOGL) last posted its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, beating the consensus estimate of $2.57 by $0.25. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The firm had revenue of $113.83 billion during the quarter, compared to analysts’ expectations of $111.24 billion. On average, equities research analysts predict that Alphabet Inc. will post 8.9 EPS for the current fiscal year.

Alphabet Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be issued a dividend of $0.21 per share. The ex-dividend date of this dividend is Monday, March 9th. This represents a $0.84 annualized dividend and a yield of 0.3%. Alphabet’s dividend payout ratio is currently 7.77%.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the stock. Canadian Imperial Bank of Commerce boosted their price target on shares of Alphabet to $315.00 in a report on Monday, October 20th. UBS Group set a $348.00 target price on shares of Alphabet and gave the company a “neutral” rating in a research note on Thursday, February 5th. Raymond James Financial upgraded shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research note on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft upped their price objective on Alphabet from $370.00 to $390.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Finally, Pivotal Research raised their target price on Alphabet from $400.00 to $420.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. Three research analysts have rated the stock with a Strong Buy rating, forty-four have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $361.64.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analysts lifted targets — Arete and New Street recently raised price targets (to $405 and $380 respectively), underscoring continued buy-side conviction around Alphabet’s AI and cloud leadership. Arete Research Adjusts Price Target on Alphabet
• Positive Sentiment: Google Cloud monetization and AI demand remain strong — recent coverage highlights robust Cloud revenue growth and improving profitability from AI workstreams, supporting longer‑term revenue trajectory. Google Cloud Is Turning AI Demand Into Profits
• Positive Sentiment: Waymo product rollout advances — Waymo began deploying sixth‑generation Ojai robotaxis, which the company says are lower‑cost and more weather‑capable, a tangible execution milestone for Alphabet’s autonomous‑vehicle unit. Waymo Begins Deploying Next‑Gen Ojai Robotaxis
• Positive Sentiment: Institutional support — Some major firms (e.g., JPMorgan) are reiterating buy views, which can help stabilize sentiment after short‑term weakness. JPMorgan Chase Reiterates Buy Rating for Alphabet
• Neutral Sentiment: Century bond drew strong demand — Alphabet’s rare 100‑year bond saw heavy uptake (pension buyers), providing low‑cost financing for AI capex but raising debate about long‑dated debt risks. Investors view this as both a funding positive and a longer‑term leverage concern. Why Alphabet’s 100‑Year Bond Is Raising New Fears
• Negative Sentiment: EU antitrust probe into search ad auctions — Regulators in Europe have opened inquiries into Google’s sale of search ads, a regulatory risk that could pressure ad economics or require product changes if enforcement follows. Google Targeted by EU Over Search Ad Auction Practices
• Negative Sentiment: Heavy 2026 capex plan fuels profit‑and‑monetization fears — Coverage highlights a $175B–$185B capex plan for AI infrastructure; that large spend profile is creating near‑term free‑cash‑flow and margin anxiety, which has been cited as a reason for recent share weakness. Alphabet Drops 7% Post Q4 Earnings

Insider Transactions at Alphabet

In other news, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $321.21, for a total value of $10,439,325.00. Following the completion of the sale, the chief executive officer directly owned 2,244,372 shares of the company’s stock, valued at approximately $720,914,730.12. This trade represents a 1.43% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider John Kent Walker sold 17,829 shares of the business’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 sale, the insider owned 42,972 shares of the company’s stock, valued at approximately $13,531,453.08. The trade was a 29.32% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,067,086 shares of company stock valued at $105,184,255 over the last 90 days. 11.64% of the stock is currently owned by corporate insiders.

Alphabet Company 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.