Alphabet Inc. $GOOGL Stock Position Boosted by Flossbach Von Storch SE

Flossbach Von Storch SE grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL) by 2.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,812,930 shares of the information services provider’s stock after purchasing an additional 147,231 shares during the quarter. Alphabet makes up about 6.5% of Flossbach Von Storch SE’s portfolio, making the stock its 2nd biggest holding. Flossbach Von Storch SE owned approximately 0.06% of Alphabet worth $1,656,222,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in GOOGL. Financial Gravity Companies Inc. acquired a new stake in Alphabet during the second quarter worth about $31,000. CarsonAllaria Wealth Management Ltd. grew its position in Alphabet by 36.4% in the second quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock worth $44,000 after acquiring an additional 67 shares during the period. Pilgrim Partners Asia Pte Ltd acquired a new stake in Alphabet during the third quarter worth $53,000. Corsicana & Co. acquired a new stake in Alphabet during the third quarter worth $54,000. Finally, Vermillion & White Wealth Management Group LLC raised its position in Alphabet by 37.9% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock valued at $57,000 after purchasing an additional 89 shares during the period. Institutional investors and hedge funds own 40.03% of the company’s stock.

Alphabet Stock Down 0.6%

Shares of Alphabet stock opened at $309.00 on Friday. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11. Alphabet Inc. has a 52-week low of $140.53 and a 52-week high of $349.00. The company has a market capitalization of $3.73 trillion, a P/E ratio of 28.58, a P/E/G ratio of 1.83 and a beta of 1.09. The company has a 50 day moving average of $321.51 and a 200 day moving average of $273.62.

Alphabet (NASDAQ:GOOGL) last announced its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, beating analysts’ consensus estimates of $2.57 by $0.25. The business had revenue of $113.83 billion for the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. As a group, research analysts forecast that Alphabet Inc. will post 8.9 EPS for the current fiscal year.

Alphabet Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 9th will be issued a $0.21 dividend. 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 is presently 7.77%.

Insider Buying and Selling at Alphabet

In related news, CAO Amie Thuener O’toole sold 933 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $336.55, for a total transaction of $314,001.15. Following the completion of the sale, the chief accounting officer owned 9,916 shares in the company, valued at $3,337,229.80. The trade was a 8.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director John L. Hennessy sold 600 shares of the stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $337.52, for a total transaction of $202,512.00. Following the completion of the transaction, the director owned 21,224 shares in the company, valued at $7,163,524.48. This represents a 2.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 2,067,086 shares of company stock worth $105,184,255. 11.64% of the stock is currently owned by corporate insiders.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analysts lifted targets — Arete and New Street recently raised price targets (to $405 and $380 respectively), underscoring continued buy-side conviction around Alphabet’s AI and cloud leadership. Arete Research Adjusts Price Target on Alphabet
• Positive Sentiment: Google Cloud monetization and AI demand remain strong — recent coverage highlights robust Cloud revenue growth and improving profitability from AI workstreams, supporting longer‑term revenue trajectory. Google Cloud Is Turning AI Demand Into Profits
• Positive Sentiment: Waymo product rollout advances — Waymo began deploying sixth‑generation Ojai robotaxis, which the company says are lower‑cost and more weather‑capable, a tangible execution milestone for Alphabet’s autonomous‑vehicle unit. Waymo Begins Deploying Next‑Gen Ojai Robotaxis
• Positive Sentiment: Institutional support — Some major firms (e.g., JPMorgan) are reiterating buy views, which can help stabilize sentiment after short‑term weakness. JPMorgan Chase Reiterates Buy Rating for Alphabet
• Neutral Sentiment: Century bond drew strong demand — Alphabet’s rare 100‑year bond saw heavy uptake (pension buyers), providing low‑cost financing for AI capex but raising debate about long‑dated debt risks. Investors view this as both a funding positive and a longer‑term leverage concern. Why Alphabet’s 100‑Year Bond Is Raising New Fears
• Negative Sentiment: EU antitrust probe into search ad auctions — Regulators in Europe have opened inquiries into Google’s sale of search ads, a regulatory risk that could pressure ad economics or require product changes if enforcement follows. Google Targeted by EU Over Search Ad Auction Practices
• Negative Sentiment: Heavy 2026 capex plan fuels profit‑and‑monetization fears — Coverage highlights a $175B–$185B capex plan for AI infrastructure; that large spend profile is creating near‑term free‑cash‑flow and margin anxiety, which has been cited as a reason for recent share weakness. Alphabet Drops 7% Post Q4 Earnings

Analyst Upgrades and Downgrades

GOOGL has been the subject of several research analyst reports. Raymond James Financial raised shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research note on Thursday, January 22nd. China Renaissance lifted their target price on shares of Alphabet from $330.00 to $400.00 and gave the company a “buy” rating in a report on Friday, February 6th. Royal Bank Of Canada boosted their target price on Alphabet from $375.00 to $400.00 and gave the company an “outperform” rating in a research report on Thursday, February 5th. UBS Group set a $348.00 price target on Alphabet and gave the stock a “neutral” rating in a research report on Thursday, February 5th. Finally, President Capital lifted their price objective on Alphabet from $323.00 to $375.00 and gave the company a “buy” rating in a research note on Tuesday. Three equities research analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $361.64.

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.