Csenge Advisory Group Has $11.53 Million Position in Alphabet Inc. $GOOGL

Csenge Advisory Group lessened its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL) by 13.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,413 shares of the information services provider’s stock after selling 7,448 shares during the quarter. Csenge Advisory Group’s holdings in Alphabet were worth $11,526,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in GOOGL. Breakwater Investment Management boosted its stake in Alphabet by 1.0% during the 3rd quarter. Breakwater Investment Management now owns 4,228 shares of the information services provider’s stock valued at $1,028,000 after purchasing an additional 41 shares during the last quarter. Wealth Alliance Advisory Group LLC lifted its holdings in shares of Alphabet by 1.0% in 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 purchasing an additional 41 shares in the last quarter. Clearview Wealth Advisors LLC boosted its position in shares of Alphabet by 3.3% during the third quarter. Clearview Wealth Advisors LLC now owns 1,281 shares of the information services provider’s stock valued at $312,000 after buying an additional 41 shares during the last quarter. Fonville Wealth Management LLC grew its holdings in Alphabet by 0.7% during the third quarter. Fonville Wealth Management LLC now owns 6,078 shares of the information services provider’s stock worth $1,478,000 after buying an additional 41 shares in the last quarter. Finally, Kooman & Associates raised its position in Alphabet by 3.3% in the 3rd quarter. Kooman & Associates now owns 1,343 shares of the information services provider’s stock valued at $326,000 after buying an additional 43 shares during the last quarter. 40.03% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

GOOGL has been the topic of a number of analyst reports. Wells Fargo & Company reaffirmed a “positive” rating and set a $350.00 price objective (up from $268.00) on shares of Alphabet in a report on Monday, January 12th. Argus upped their price objective on shares of Alphabet from $330.00 to $365.00 and gave the stock a “buy” rating in a research report on Monday, January 5th. Robert W. Baird lifted their target price on shares of Alphabet from $310.00 to $350.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 20th. Wall Street Zen raised Alphabet from a “hold” rating to a “buy” rating in a report on Saturday, November 1st. Finally, Raymond James Financial raised Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Thursday, January 22nd. Four analysts have rated the stock with a Strong Buy rating, forty-two have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat, Alphabet presently has an average rating of “Moderate Buy” and an average target price of $334.60.

Alphabet Stock Performance

Shares of GOOGL opened at $338.25 on Friday. Alphabet Inc. has a 1 year low of $140.53 and a 1 year high of $342.29. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.75 and a quick ratio of 1.75. The stock’s fifty day moving average price is $319.46 and its two-hundred day moving average price is $263.90. The firm has a market cap of $4.08 trillion, a PE ratio of 33.36, a PEG ratio of 1.85 and a beta of 1.08.

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

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analyst upgrades and bullish notes support near‑term sentiment — Needham and RBC reiterated/issued buy ratings and recent coverage called for earnings upside into the next report, helping lift conviction in shares. Alphabet Earns Buy Rating from Needham RBC Reiterates Buy
• Positive Sentiment: Google and Amazon’s push into AI chips reduces reliance on Nvidia and signals growing in‑house/cloud hardware capabilities — positive for Google Cloud margins and capex leverage. Amazon and Google Eat Into Nvidia’s A.I. Chip Supremacy
• Positive Sentiment: Product momentum: Chrome adds AI image generation and a side‑panel assistant, and Alphabet is pushing AI into Search — supports ad/search revenue upside and user engagement. Google adds AI image generation to Chrome Zacks: AI Push to Boost Search Growth
• Positive Sentiment: Security actions: Google disrupted a large residential proxy network (IPIDEA) tied to abuse, which reduces fraud risk and is a reputational win for its platforms. That supports enterprise trust and regulatory relations. Google disrupts large residential proxy network Google Disrupts Network That Allowed Bad Actors
• Neutral Sentiment: Competitive landscape pieces compare CoreWeave and Alphabet for AI infrastructure — highlights both opportunity and execution risk as GOOGL competes on hardware, software and cloud pricing. CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?
• Neutral Sentiment: Short interest data in the feed is noisy/zeroed and not informative — no clear short‑squeeze signal from the provided entry. (No link — data summary.)
• Negative Sentiment: Waymo safety incident: a Waymo driverless vehicle struck a child near a Santa Monica elementary school; NHTSA has opened an investigation. This raises regulatory and liability risk for the autonomous driving unit and could pressure sentiment around Waymo‑related capex and commercialization timelines. Waymo Robotaxi Hits Child, Prompting NHTSA Investigation CNBC: A Waymo hit a child near an elementary school
• Negative Sentiment: Regulatory/legal pressure: the U.K. CMA is proposing rules to let publishers opt out of AI overviews and new conduct requirements; Alphabet also agreed to a ~$135M U.S. settlement over cellular data handling — potential modest earnings/headline risk and ongoing compliance costs. U.K. Competition Watchdog Plans New Rules Google to Pay $135 Million to Settle Lawsuit

Insider Buying and Selling

In related news, Director Frances Arnold sold 102 shares of the firm’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $313.45, for a total value of $31,971.90. Following the completion of the transaction, the director directly owned 18,205 shares of the company’s stock, valued at approximately $5,706,357.25. This trade represents a 0.56% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Sundar Pichai sold 32,500 shares of the business’s stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $327.30, for a total transaction of $10,637,250.00. Following the sale, the chief executive officer directly owned 2,211,872 shares in the company, valued at $723,945,705.60. The trade was a 1.45% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 222,297 shares of company stock valued at $68,531,851. Corporate insiders own 11.64% of the company’s stock.

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.