Jones Financial Companies Lllp Grows Stock Position in Alphabet Inc. $GOOGL

Jones Financial Companies Lllp lifted its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL) by 13.7% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 2,608,376 shares of the information services provider’s stock after acquiring an additional 315,187 shares during the period. Alphabet makes up approximately 0.4% of Jones Financial Companies Lllp’s investment portfolio, making the stock its 28th largest holding. Jones Financial Companies Lllp’s holdings in Alphabet were worth $642,066,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the stock. Matisse Capital increased its stake in Alphabet by 0.3% during the 3rd quarter. Matisse Capital now owns 14,814 shares of the information services provider’s stock valued at $3,601,000 after purchasing an additional 38 shares in the last quarter. Breakwater Investment Management grew 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 buying an additional 41 shares during the last quarter. Wealth Alliance Advisory Group LLC grew its holdings in shares of Alphabet by 1.0% during the third quarter. Wealth Alliance Advisory Group LLC now owns 4,045 shares of the information services provider’s stock valued at $983,000 after buying an additional 41 shares during the last quarter. Clearview Wealth Advisors LLC increased its position in shares of Alphabet by 3.3% in the 3rd quarter. Clearview Wealth Advisors LLC now owns 1,281 shares of the information services provider’s stock valued at $312,000 after acquiring an additional 41 shares during the period. Finally, Fonville Wealth Management LLC raised its stake in Alphabet by 0.7% in the 3rd quarter. Fonville Wealth Management LLC now owns 6,078 shares of the information services provider’s stock worth $1,478,000 after acquiring an additional 41 shares during the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google Cloud reported a 48% year‑over‑year revenue surge, highlighting strong enterprise demand and accelerating monetization of AI — a major fundamental tailwind for long‑term revenue growth. Google (GOOGL) Cloud Revenue Just Surged 48% And May Have Delivered Knockout Blow To OpenAI
• Positive Sentiment: Some analysts remain constructive — a recent note set a $348 price target for Google, signaling analyst confidence that the pullback could be temporary and implying meaningful upside from current levels. Analysts Set $348 Target for Google After February Dip
• Positive Sentiment: DZ Bank reiterated a “buy” rating, adding institutional endorsement to the view that Alphabet’s AI and cloud investments justify a buy‑and‑hold stance. Alphabet C: DZ Bank Reiterates Its ‘Buy’ Rating
• Neutral Sentiment: MarketBeat frames the recent share pullback as a potential buying opportunity: fundamentals (ad/search strength, cloud momentum, Gemini user growth) remain intact, but technical/support levels near $300–$280 will be watched for confirmation. Alphabet’s Pullback: A Second Chance for Long-Term Investors?
• Neutral Sentiment: Alphabet leadership (CEO Sundar Pichai) is scheduled to attend a major AI summit in India alongside other industry CEOs — visibility at the event supports long‑term strategic positioning but is unlikely to move near‑term stock direction by itself. Huang and Pichai among tech CEOs heading to India for major AI summit in a key market
• Neutral Sentiment: Reported short‑interest data in February is noisy/ambiguous (reported as zero/inconsistent), so there’s no clear sign that a significant short‑squeeze dynamic is influencing today’s move.
• Negative Sentiment: U.K. officials announced tougher online‑safety rules aimed at protecting children that could increase compliance costs and constrain how chatbots and AI products are deployed in Europe — a regulatory risk for AI product rollout and monetization. AI chatbot firms face stricter regulation in online safety laws protecting children in the UK
• Negative Sentiment: Competitive product launches (e.g., Claude Cowork) have been cited in some coverage as a short‑term headwind for sentiment, dragging shares as investors assess market share and monetization risks for Gemini vs. rival models. 1 Artificial Intelligence (AI) Stock Investors Are Buying on the Dip

Insider Transactions at Alphabet

In other Alphabet news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the company’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $19.00, for a total transaction of $35,060,852.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Frances Arnold sold 102 shares of the stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $340.00, for a total transaction of $34,680.00. Following the transaction, the director directly owned 18,307 shares in the company, valued at approximately $6,224,380. The trade was a 0.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 2,064,308 shares of company stock worth $104,383,469 in the last ninety days. Company insiders own 11.55% of the company’s stock.

Analysts Set New Price Targets

GOOGL has been the topic of several research analyst reports. Loop Capital upgraded 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. UBS Group set a $348.00 target price on Alphabet and gave the company a “neutral” rating in a research report on Thursday, February 5th. Citic Securities raised their price target on shares of Alphabet from $230.00 to $310.00 and gave the stock a “buy” rating in a research report on Monday, November 3rd. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Alphabet from $370.00 to $390.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Finally, Canadian Imperial Bank of Commerce increased their price objective on shares of Alphabet to $315.00 in a research note on Monday, October 20th. Three research analysts have rated the stock with a Strong Buy rating, forty-four have given a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $361.64.

Alphabet Trading Down 1.1%

Shares of Alphabet stock opened at $305.72 on Tuesday. The firm has a 50-day simple moving average of $321.03 and a two-hundred day simple moving average of $276.31. 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 fifty-two week low of $140.53 and a fifty-two week high of $349.00. The company has a market cap of $3.70 trillion, a P/E ratio of 28.28, a price-to-earnings-growth ratio of 1.79 and a beta of 1.09.

Alphabet (NASDAQ:GOOGL) last announced its quarterly earnings results 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. The firm had revenue of $113.83 billion during the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%. As a group, equities analysts predict that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 9th will be given a dividend of $0.21 per share. The ex-dividend date is Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is 7.77%.

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.