Blalock Williams LLC Acquires New Stake in Alphabet Inc. $GOOGL

Blalock Williams LLC bought a new position in shares of Alphabet Inc. (NASDAQ:GOOGL) in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 11,143 shares of the information services provider’s stock, valued at approximately $2,709,000. Alphabet makes up approximately 2.4% of Blalock Williams LLC’s investment portfolio, making the stock its 12th largest position.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC boosted its holdings in Alphabet by 3.9% during the fourth quarter. Brighton Jones LLC now owns 110,330 shares of the information services provider’s stock worth $20,886,000 after purchasing an additional 4,110 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in Alphabet by 3.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 14,930 shares of the information services provider’s stock worth $2,826,000 after buying an additional 506 shares in the last quarter. Kooman & Associates acquired a new position in shares of Alphabet during the 2nd quarter worth about $229,000. TigerOak Management L.L.C. grew its holdings in shares of Alphabet by 3.3% in the 2nd quarter. TigerOak Management L.L.C. now owns 43,014 shares of the information services provider’s stock valued at $7,580,000 after acquiring an additional 1,369 shares in the last quarter. Finally, Kennedy Investment Group increased its position in shares of Alphabet by 4.2% in the second quarter. Kennedy Investment Group now owns 9,425 shares of the information services provider’s stock valued at $1,661,000 after acquiring an additional 376 shares during the last quarter. 40.03% of the stock is currently owned by institutional investors.

Alphabet Price Performance

NASDAQ:GOOGL opened at $334.55 on Wednesday. The company has a market cap of $4.04 trillion, a P/E ratio of 32.99, a P/E/G ratio of 1.84 and a beta of 1.08. The firm’s fifty day moving average price is $317.62 and its two-hundred day moving average price is $262.87. Alphabet Inc. has a one year low of $140.53 and a one year high of $340.49. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.75 and a quick ratio of 1.75.

Alphabet (NASDAQ:GOOGL) last announced its earnings results on Wednesday, October 29th. The information services provider reported $2.87 EPS for the quarter, topping the consensus estimate of $2.29 by $0.58. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. The business had revenue of $102.35 billion during the quarter, compared to the consensus estimate of $99.90 billion. Equities analysts expect that Alphabet Inc. will post 8.9 earnings per share for the current year.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google is accelerating targeted AI acquisitions, talent deals and strategic investments to strengthen Gemini across media generation, voice and international distribution — a direct growth play that supports future revenue and product differentiation. Google Accelerates AI Deals to Strengthen Gemini in Media and Voice
• Positive Sentiment: High-profile portfolios remain bullish on AI exposure: the Pelosi-linked filing rolled GOOGL exposure into long-dated call positions (LEAPS), a leveraged vote of confidence that institutional-style investors expect continued upside from AI leaders. Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends
• Positive Sentiment: Analyst support remains constructive (recent price-target lift and buy-rating reaffirmations), which can underpin multiple expansion and investor confidence into earnings. Alphabet (NASDAQ:GOOGL) Price Target Raised to $390.00
• Neutral Sentiment: EU regulators are stepping in to ensure rivals get access to Gemini services/data and have opened proceedings to assist Google in complying with the Digital Markets Act — this clarifies compliance expectations but signals potential constraints on product exclusivity. EU starts proceedings to assist Google in complying with tech rules
• Neutral Sentiment: Competitive AI infrastructure developments (e.g., Microsoft’s Maia 200 chip) raise the bar on efficiency and pricing in the cloud/inference market — a sector-level dynamic that could affect GCP cost structure or pricing power over time. Microsoft’s Maia 200: The Profit Engine AI Needs
• Negative Sentiment: Google agreed to a preliminary $68M settlement over claims its voice assistant spied on users — a modest direct cost but a reputational and regulatory reminder that privacy/legal risks persist. Google pays $68 million to settle claims its voice assistant spied on users
• Negative Sentiment: CEO Sundar Pichai reported an insider sale of roughly $10.6M of Alphabet shares ahead of earnings — routine windowed selling but a near-term negative signal some investors watch before an earnings event. Sundar Pichai Offloads Alphabet Shares Worth $10.6M Ahead of February 4 Earnings

Insider Activity

In other news, Director Frances Arnold sold 102 shares of the stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $313.45, for a total transaction of $31,971.90. Following the transaction, the director owned 18,205 shares in the company, valued at approximately $5,706,357.25. This trade represents a 0.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Amie Thuener O’toole sold 2,778 shares of the business’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $312.30, for a total value of $867,569.40. Following the completion of the sale, the chief accounting officer owned 8,962 shares of the company’s stock, valued at $2,798,832.60. This trade represents a 23.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 222,409 shares of company stock valued at $68,564,532. Company insiders own 11.55% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently commented on the company. Sanford C. Bernstein increased their price target on Alphabet from $260.00 to $305.00 and gave the company a “market perform” rating in a research report on Thursday, October 30th. Daiwa Capital Markets upped their price objective on Alphabet from $233.00 to $333.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. KeyCorp reissued an “overweight” rating and issued a $360.00 price objective (up previously from $330.00) on shares of Alphabet in a report on Monday. Needham & Company LLC restated a “buy” rating and set a $330.00 target price on shares of Alphabet in a report on Monday. Finally, Citic Securities upped 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. Four analysts have rated the stock with a Strong Buy rating, forty-two have issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Alphabet currently has an average rating of “Moderate Buy” and an average target price of $334.60.

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.