Mn Services Vermogensbeheer B.V. grew its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 1.2% during the third quarter, Holdings Channel reports. The firm owned 764,443 shares of the information services provider’s stock after acquiring an additional 8,800 shares during the period. Alphabet makes up approximately 1.9% of Mn Services Vermogensbeheer B.V.’s portfolio, making the stock its 11th largest position. Mn Services Vermogensbeheer B.V.’s holdings in Alphabet were worth $263,030,000 at the end of the most recent quarter.
Several other institutional investors have also recently modified their holdings of GOOGL. EMC Capital Management purchased a new stake in Alphabet in the fourth quarter valued at approximately $33,000. Lifetime Wealth Management P.C. purchased a new position in Alphabet during the 4th quarter worth approximately $32,000. Core Capital Management & Research inc. acquired a new stake in Alphabet during the 2nd quarter valued at approximately $41,000. Premier Financial Group purchased a new stake in shares of Alphabet in the 2nd quarter valued at $45,000. Finally, Bard Associates Inc. purchased a new stake in shares of Alphabet in the 4th quarter valued at $52,000. 40.03% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling at Alphabet
In other news, major shareholder 2019 Gp L.L.C. Gv sold 196,931 shares of Alphabet stock in a transaction that occurred on Monday, July 27th. The stock was sold at an average price of $19.46, for a total value of $3,832,277.26. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director Frances Arnold sold 83 shares of the business’s stock in a transaction that occurred on Wednesday, September 30th. The stock was sold at an average price of $340.45, for a total value of $28,257.35. Following the sale, the director owned 19,076 shares of the company’s stock, valued at $6,494,424.20. The trade was a 0.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 441,399 shares of company stock valued at $8,677,053 over the last quarter. 11.61% of the stock is currently owned by insiders.
Alphabet Stock Down 0.6%
Alphabet (NASDAQ:GOOGL – Get Free Report) last released its quarterly earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share for the quarter, topping the consensus estimate of $2.89 by $6.22. The firm had revenue of $119.80 billion during the quarter, compared to the consensus estimate of $117.07 billion. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. Equities analysts predict that Alphabet Inc. will post 20.55 EPS for the current fiscal year.
Alphabet Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Monday, September 14th. Shareholders of record on Monday, September 7th were paid a dividend of $0.22 per share. This represents a $0.88 annualized dividend and a yield of 0.3%. The ex-dividend date was Friday, September 4th. Alphabet’s payout ratio is 4.42%.
Key Stories Impacting Alphabet
Here are the key news stories impacting Alphabet this week:
- Positive Sentiment: Google introduced an agentic version of Gemini for business users. The unified agent is designed to perform tasks across workplace applications, strengthening Alphabet’s position in enterprise AI and intensifying competition with Microsoft and OpenAI. Google brings agentic AI to Gemini
- Positive Sentiment: Alphabet’s Waymo autonomous-vehicle unit secured a $5 billion loan from Blackstone, PIMCO and Sixth Street, providing financing for robotaxi expansion without requiring Alphabet to fund the entire rollout directly. Waymo secures $5 billion loan
- Positive Sentiment: Isomorphic Labs, Alphabet’s AI drug-discovery subsidiary, is reportedly discussing a funding round valuing the business between $40 billion and $50 billion. A successful financing could highlight the value of Alphabet’s AI portfolio beyond search and advertising. Isomorphic Labs funding talks
- Positive Sentiment: Analyst sentiment remains strongly bullish: Needham reaffirmed a Buy rating with a $450 price target, while other reports cited broad upside expectations based on Alphabet’s earnings power, cloud growth and AI opportunities.
- Neutral Sentiment: Alphabet and Unity expanded their AI gaming partnership, including tools that let users create games through natural-language prompts. The initiative could broaden Google Play engagement, although monetization and adoption remain unproven. Google and Unity gaming partnership
- Negative Sentiment: Multiple law firms publicized an existing securities class action covering investors who purchased Alphabet securities from May 19 through July 16, 2026. The complaints allege that management failed to disclose issues related to the expected Gemini 3.5 Pro launch and training results. These are allegations, not findings of liability, but the repeated alerts add legal and reputational overhang. Alphabet securities class action announcement
- Negative Sentiment: Google was ordered to halt work on two Finnish data centers pending environmental-impact assessments, potentially delaying infrastructure expansion. Commentary also questioned whether Alphabet is converting heavy AI capital spending into sufficient revenue and criticized its progress in AI coding.
Wall Street Analyst Weigh In
Several brokerages recently issued reports on GOOGL. Zacks Research cut shares of Alphabet from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 11th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $410.00 price target on shares of Alphabet in a report on Thursday, September 3rd. Wall Street Zen downgraded Alphabet from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. KeyCorp lifted their price objective on Alphabet from $425.00 to $445.00 and gave the company an “overweight” rating in a research note on Friday, July 10th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $450.00 price objective on shares of Alphabet in a research note on Thursday. Five research analysts have rated the stock with a Strong Buy rating, forty-six have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Alphabet has a consensus rating of “Buy” and a consensus price target of $425.72.
Read Our Latest Stock Report on GOOGL
Alphabet Profile
Alphabet Inc is a technology and internet services company best known as the parent company of Google. Its primary business, Google Services, includes online search, digital advertising, YouTube, Android, Chrome, Google Maps, Google Play, and a range of hardware and subscription products.
Alphabet also operates Google Cloud, which provides infrastructure, data analytics, cybersecurity, productivity software, and artificial intelligence services to businesses, governments, and other organizations.
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