Alphabet Inc. $GOOG Shares Acquired by Westfuller Advisors LLC

Westfuller Advisors LLC increased its position in Alphabet Inc. (NASDAQ:GOOG) by 124.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,252 shares of the information services provider’s stock after purchasing an additional 6,239 shares during the quarter. Alphabet accounts for 1.2% of Westfuller Advisors LLC’s portfolio, making the stock its 21st largest position. Westfuller Advisors LLC’s holdings in Alphabet were worth $2,740,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. IFS Advisors LLC raised its position in shares of Alphabet by 400.0% in the 2nd quarter. IFS Advisors LLC now owns 150 shares of the information services provider’s stock valued at $27,000 after purchasing an additional 120 shares in the last quarter. WestEnd Advisors LLC increased its stake in shares of Alphabet by 58.7% in the second quarter. WestEnd Advisors LLC now owns 165 shares of the information services provider’s stock worth $29,000 after buying an additional 61 shares during the last quarter. Fairman Group LLC raised its holdings in Alphabet by 121.3% in the second quarter. Fairman Group LLC now owns 177 shares of the information services provider’s stock valued at $31,000 after acquiring an additional 97 shares in the last quarter. University of Illinois Foundation acquired a new stake in Alphabet in the second quarter valued at $31,000. Finally, Manning & Napier Advisors LLC bought a new position in Alphabet during the 3rd quarter valued at $32,000. Hedge funds and other institutional investors own 27.26% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Sundar Pichai sold 32,500 shares of the stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $299.80, for a total value of $9,743,500.00. Following the completion of the transaction, the chief executive officer directly owned 2,239,619 shares of the company’s stock, valued at $671,437,776.20. This represents a 1.43% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider John Kent Walker sold 17,829 shares of Alphabet 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 sale, the insider directly owned 42,972 shares in the company, valued at $13,531,453.08. The trade was a 29.32% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 2,070,485 shares of company stock valued at $104,428,169. Corporate insiders own 12.99% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on GOOG. Sanford C. Bernstein upped their target price on shares of Alphabet from $260.00 to $305.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Rosenblatt Securities set a $279.00 price objective on Alphabet in a research note on Thursday, October 30th. Citigroup reiterated a “market outperform” rating on shares of Alphabet in a research report on Wednesday, December 17th. BNP Paribas Exane started coverage on Alphabet in a report on Monday, November 24th. They issued an “outperform” rating for the company. Finally, Wolfe Research raised their price objective on Alphabet from $290.00 to $350.00 and gave the stock an “outperform” rating in a research note on Thursday, October 30th. Eight research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $330.83.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google’s new Project Genie AI model — which can turn short prompts into fully rendered, playable 3D worlds and characters — is being viewed as a strategic win for Alphabet’s AI leadership and platform reach; the announcement spooked game developers but signals a new product avenue for Google that could expand ads, cloud consumption and developer tools. Videogame stocks slide on Google’s AI model that turns prompts into playable worlds
• Positive Sentiment: An analyst note expects Alphabet to beat Q4 revenue and EPS as AI lifts ads and cloud demand — a direct fundamental rationale for upside to near-term earnings and investor estimates. Alphabet Could Power Past Forecasts As AI Lifts Ads, Cloud: Analyst
• Positive Sentiment: Large institutional buying: Vanguard reportedly added material GOOGL exposure in its latest filing, which supports demand for the shares from big passive/active holders. Fund Update: VANGUARD GROUP INC Just Disclosed New Holdings
• Positive Sentiment: Google disrupted a major residential proxy network used by bad actors, a security move that reduces abuse risk across its ecosystem and is a modest reputational/operational positive. Google disrupts large residential proxy network, reducing devices used by operators by ‘millions’
• Neutral Sentiment: Wall Street is focused on Q4 guidance and key metric estimates ahead of earnings; expectations and guidance will likely drive short-term moves more than some headlines. Ahead of Alphabet (GOOGL) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Profile/endorsement notes: coverage pieces and fund letters (e.g., Giverny Capital mention, Tim Cook comments on partnership) keep sentiment visible but are unlikely to move the tape materially on their own. Alphabet (GOOG) Contributed 4.7% to Giverny Capital Asset Management’s 2025 Growth
• Negative Sentiment: A former Google engineer was convicted of stealing AI trade secrets and uploading internal materials to personal cloud accounts — a legal/security headwind that raises concerns about IP protection and could prompt tighter controls and scrutiny. Former Google engineer found guilty of espionage and theft of AI tech
• Negative Sentiment: Waymo involvement in a pedestrian incident has triggered an NHTSA probe; regulatory/safety risks around Waymo’s rollout remain a potential liability and source of short-term volatility for Alphabet. A Waymo hit a child near an elementary school. The NHTSA is investigating

Alphabet Stock Down 0.0%

Alphabet stock opened at $338.53 on Friday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.75 and a current ratio of 1.75. Alphabet Inc. has a one year low of $142.66 and a one year high of $342.29. The company has a 50-day simple moving average of $320.91 and a 200-day simple moving average of $265.66. The firm has a market capitalization of $4.09 trillion, a P/E ratio of 33.39, a P/E/G ratio of 1.86 and a beta of 1.09.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings data 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. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. The firm had revenue of $102.35 billion for the quarter, compared to the consensus estimate of $99.90 billion. During the same period last year, the firm posted $2.12 EPS. Alphabet’s quarterly revenue was up 15.9% compared to the same quarter last year. As a group, equities analysts expect that Alphabet Inc. will post 8.89 earnings per share for the current year.

Alphabet Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 8th were issued a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend was Monday, December 8th. Alphabet’s payout ratio is 8.28%.

About Alphabet

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.