Cravens & Co Advisors LLC Has $1.59 Million Stock Holdings in Alphabet Inc. $GOOG

Cravens & Co Advisors LLC trimmed its position in Alphabet Inc. (NASDAQ:GOOG) by 30.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,508 shares of the information services provider’s stock after selling 2,886 shares during the quarter. Alphabet accounts for 1.1% of Cravens & Co Advisors LLC’s holdings, making the stock its 20th largest holding. Cravens & Co Advisors LLC’s holdings in Alphabet were worth $1,585,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in GOOG. Element Wealth LLC boosted its holdings in shares of Alphabet by 5.2% in the 3rd quarter. Element Wealth LLC now owns 3,028 shares of the information services provider’s stock valued at $737,000 after purchasing an additional 151 shares in the last quarter. Turtle Creek Wealth Advisors LLC lifted its position in shares of Alphabet by 37.4% during the 3rd quarter. Turtle Creek Wealth Advisors LLC now owns 43,577 shares of the information services provider’s stock worth $10,613,000 after buying an additional 11,854 shares during the last quarter. Nordwand Advisors LLC boosted its stake in Alphabet by 13.9% in the third quarter. Nordwand Advisors LLC now owns 4,100 shares of the information services provider’s stock valued at $999,000 after buying an additional 500 shares in the last quarter. Tradewinds LLC. grew its position in Alphabet by 2,134.8% in the third quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider’s stock valued at $10,984,000 after acquiring an additional 43,080 shares during the last quarter. Finally, WPG Advisers LLC raised its stake in Alphabet by 4.2% during the third quarter. WPG Advisers LLC now owns 1,982 shares of the information services provider’s stock worth $483,000 after acquiring an additional 80 shares in the last quarter. 27.26% of the stock is currently owned by institutional investors.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Mirae Asset added roughly 319,164 shares of GOOGL (~$100M), signaling institutional buying interest into Alphabet. Fund Update: Mirae Asset Global Investments Co., Ltd. Just Disclosed New Holdings
• Positive Sentiment: Needham/Laura Martin reaffirmed a Buy rating and maintained a ~$330 price target, giving Wall Street validation for continued upside. Alphabet’s Enduring Ad Moat: Why OpenAI’s Emerging Ad Model Supports a Buy Rating on GOOGL
• Positive Sentiment: MarketBeat coverage of Pelosi’s portfolio shows continued bullish, leveraged exposure to Alphabet (via LEAPS), which is a signal of long-term conviction from a high-profile investor. Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends
• Positive Sentiment: YouTube is now cited as a top social-media source for AI model training, reinforcing Alphabet’s data advantage for AI products and ads (long-term growth driver). Google’s (GOOGL) YouTube Surpasses Reddit as Top Social Media Source for AI Models
• Neutral Sentiment: Daily market recaps report Alphabet shares trading higher versus the broader market, reflecting the net effect of the items below rather than fresh company-specific catalysts. Alphabet Inc. (GOOG) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: Alphabet’s VC arm participated in AI ecosystem financings (e.g., Synthesia), which supports long-term AI strategy but is peripheral to near-term earnings. Nvidia and Alphabet VC arms back AI startup Synthesia at $4 billion valuation
• Neutral Sentiment: Alphabet CEO stock sales were reported; such disclosures often trigger short-term attention but are frequently routine or pre-scheduled. Alphabet (NASDAQ:GOOG) CEO Sells $10,637,250.00 in Stock
• Negative Sentiment: Google agreed to a preliminary $68 million settlement over claims Google Assistant unlawfully recorded users — reputational and legal headwinds, though the payout is small versus Alphabet’s size; judge approval is pending. Google pays $68 million to settle claims its voice assistant spied on users
• Negative Sentiment: Emerging ad models from rivals (e.g., OpenAI/ChatGPT ad initiatives) and continued product launches from hyperscalers (Microsoft’s Maia 200 chip) increase competitive pressure on ad and cloud margins over time. ChatGPT Ad Model’s Potential to Shatter META & GOOGL Duopoly

Insider Transactions at Alphabet

In related news, insider John Kent Walker sold 17,829 shares of the business’s stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $314.89, for a total value of $5,614,173.81. Following the transaction, the insider owned 42,972 shares in the company, valued at $13,531,453.08. The trade was a 29.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Sundar Pichai sold 32,500 shares of the stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $319.50, for a total value of $10,383,750.00. Following the sale, the chief executive officer owned 2,272,119 shares of the company’s stock, valued at approximately $725,942,020.50. The trade was a 1.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 225,187 shares of company stock worth $69,365,318. Company insiders own 12.99% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on GOOG. Pivotal Research restated a “buy” rating and issued a $400.00 price target (up from $350.00) on shares of Alphabet in a research note on Friday, December 5th. HSBC restated a “buy” rating and issued a $335.00 target price on shares of Alphabet in a research report on Thursday, October 30th. Phillip Securities upgraded shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a report on Friday, November 7th. Piper Sandler increased their price target on Alphabet from $285.00 to $330.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. Finally, Guggenheim restated a “buy” rating and set a $375.00 price objective on shares of Alphabet in a research report on Monday, December 1st. Eight investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, three have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Alphabet has a consensus rating of “Buy” and a consensus price target of $327.13.

Alphabet Stock Up 1.6%

Shares of GOOG opened at $333.59 on Tuesday. The stock’s 50-day moving average price is $317.29 and its two-hundred day moving average price is $262.47. Alphabet Inc. has a 12 month low of $142.66 and a 12 month high of $341.20. The company has a market capitalization of $4.03 trillion, a PE ratio of 32.90, a PEG ratio of 1.81 and a beta of 1.09. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 0.06.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings results on Thursday, October 30th. The information services provider reported $2.87 earnings per share for the quarter, beating the consensus estimate of $2.29 by $0.58. The company had revenue of $102.35 billion during the quarter, compared to analysts’ expectations of $99.90 billion. Alphabet had a return on equity of 35.00% and a net margin of 32.23%.The business’s quarterly revenue was up 15.9% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.12 earnings per share. On average, analysts anticipate that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 8th were issued a dividend of $0.21 per share. The ex-dividend date was Monday, December 8th. This represents a $0.84 annualized dividend and a yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is presently 8.28%.

Alphabet Profile

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.