Fjell Capital LLC Buys 3,274 Shares of Alphabet Inc. $GOOGL

Fjell Capital LLC lifted its position in shares of Alphabet Inc. (NASDAQ:GOOGL) by 21.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,304 shares of the information services provider’s stock after buying an additional 3,274 shares during the period. Alphabet comprises about 4.4% of Fjell Capital LLC’s investment portfolio, making the stock its 5th largest holding. Fjell Capital LLC’s holdings in Alphabet were worth $5,729,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. PMV Capital Advisers LLC bought a new position in shares of Alphabet during the 4th quarter worth approximately $38,000. iSAM Funds UK Ltd bought a new stake in shares of Alphabet in the third quarter worth $53,000. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of Alphabet in the third quarter worth $53,000. Corsicana & Co. acquired a new position in Alphabet during the third quarter worth $54,000. Finally, Sellwood Investment Partners LLC acquired a new position in Alphabet during the third quarter worth $63,000. Institutional investors and hedge funds own 40.03% of the company’s stock.

Insider Buying and Selling at Alphabet

In other Alphabet news, insider John Kent Walker sold 47,574 shares of the company’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $301.45, for a total value of $14,341,182.30. Following the transaction, the insider directly owned 13,227 shares of the company’s stock, valued at $3,987,279.15. This represents a 78.25% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Frances Arnold sold 112 shares of the stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $302.99, for a total value of $33,934.88. Following the transaction, the director owned 18,418 shares in the company, valued at $5,580,469.82. The trade was a 0.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 2,110,165 shares of company stock worth $118,134,117 in the last 90 days. Company insiders own 11.55% of the company’s stock.

Analyst Upgrades and Downgrades

GOOGL has been the topic of several recent research reports. UBS Group set a $348.00 price target on shares of Alphabet and gave the company a “neutral” rating in a research note on Thursday, February 5th. KeyCorp set a $370.00 price objective on Alphabet and gave the company an “overweight” rating in a report on Thursday, February 5th. Argus lifted their target price on Alphabet from $365.00 to $385.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Barclays reiterated an “overweight” rating and set a $360.00 target price (up from $315.00) on shares of Alphabet in a report on Thursday, February 5th. Finally, Royal Bank Of Canada raised their price target on Alphabet from $375.00 to $400.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. Three research analysts have rated the stock with a Strong Buy rating, forty-four have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $368.06.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analyst upgrades and price-target raises reinforce bullish medium-term views — Wells Fargo raised its price target and kept an Overweight rating, and Needham reaffirmed its Buy with a $400 target; MarketBeat and other outlets note heavy analyst upgrading of GOOGL. These moves support upside expectations despite short-term weakness. Read More.
• Positive Sentiment: Alphabet’s AI innovation (TurboQuant / Gemini traction) is being framed as a competitive advantage — the company’s new compression research and Gemini adoption could lower AI operating costs and drive product differentiation, strengthening long-term revenue prospects. This is part of why some analysts lifted estimates and price targets. Read More.
• Positive Sentiment: Fundamentals remain solid: recent earnings beat, robust cloud growth and advertising resilience provide a valuation anchor and a reason many institutions view pullbacks as buying opportunities. Read More.
• Neutral Sentiment: Technical correction — the stock has moved below $300 and broken key short-term support, which can amplify volatility even if the longer-term trend stays intact; investors should watch $280–$260 support zones. Read More.
• Neutral Sentiment: Executive departure in India: Google’s top India counsel resigned amid ongoing regulatory challenges in a key market, a factor to monitor for regional regulatory execution but not an immediate earnings driver. Read More.
• Negative Sentiment: Landmark jury verdicts finding YouTube/Google liable in social-media addiction cases have created legal overhang and the possibility of broader litigation or regulatory exposure — courts and commentators compare potential fallout to past “Big Tobacco”-style settlements, increasing perceived legal risk for Alphabet. Read More.
• Negative Sentiment: New lawsuits allege Google’s search/AI features disclosed personal information of Jeffrey Epstein victims; such privacy/AI-related claims add another legal/regulatory headline that can pressure sentiment and increase potential litigation costs or product changes. Read More.
• Negative Sentiment: Broader tech selloff — geopolitical war worries and landmark Meta legal losses have sparked rotation out of large-cap tech this week, amplifying Alphabet’s decline despite company-specific strengths. Market risk sentiment is a near-term headwind. Read More.

Alphabet Stock Performance

NASDAQ GOOGL opened at $274.34 on Monday. The stock has a market cap of $3.32 trillion, a PE ratio of 25.38, a P/E/G ratio of 1.61 and a beta of 1.10. The company has a debt-to-equity ratio of 0.11, a quick ratio of 2.01 and a current ratio of 2.01. The firm has a 50-day moving average of $313.07 and a 200-day moving average of $295.40. Alphabet Inc. has a 52-week low of $140.53 and a 52-week high of $349.00.

Alphabet (NASDAQ:GOOGL) last released 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 for the quarter, compared to analysts’ expectations of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. On average, sell-side analysts anticipate that Alphabet Inc. will post 8.9 EPS for the current year.

Alphabet Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 9th were paid a dividend of $0.21 per share. The ex-dividend date was 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%.

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.