Alphabet Inc. $GOOG Shares Sold by Osborne Partners Capital Management LLC

Posted by Hanz Christensen on Jan 28th, 2026

Osborne Partners Capital Management LLC cut its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 139,540 shares of the information services provider’s stock after selling 5,681 shares during the quarter. Alphabet makes up approximately 1.7% of Osborne Partners Capital Management LLC’s portfolio, making the stock its 10th largest holding. Osborne Partners Capital Management LLC’s holdings in Alphabet were worth $33,985,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of GOOG. Manning & Napier Advisors LLC acquired a new stake in shares of Alphabet in the third quarter worth approximately $32,000. IFS Advisors LLC raised its stake in 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 during the last quarter. Robbins Farley lifted its holdings in Alphabet by 60.0% in the 2nd quarter. Robbins Farley now owns 160 shares of the information services provider’s stock valued at $28,000 after purchasing an additional 60 shares in the last quarter. Tripletail Wealth Management LLC acquired a new stake in Alphabet during the 3rd quarter worth $40,000. Finally, WestEnd Advisors LLC grew its holdings in shares of Alphabet by 58.7% during 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 in the last quarter. 27.26% of the stock is currently owned by hedge funds and other institutional investors.

Alphabet Stock Up 0.4%

GOOG stock opened at $335.00 on Wednesday. The firm has a market cap of $4.04 trillion, a PE ratio of 33.04, a PEG ratio of 1.84 and a beta of 1.09. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.75 and a current ratio of 1.75. The firm’s 50 day moving average price is $318.29 and its 200-day moving average price is $263.55. Alphabet Inc. has a one year low of $142.66 and a one year high of $341.20.

Alphabet (NASDAQ:GOOG – Get Free Report) last issued its quarterly earnings data on Thursday, October 30th. 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%.The firm’s revenue for the quarter was up 15.9% compared to the same quarter last year. During the same period in the prior year, the business posted $2.12 earnings per share. On average, equities research analysts anticipate that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Announces Dividend

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. The ex-dividend date was Monday, December 8th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.3%. Alphabet’s dividend payout ratio is currently 8.28%.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

Positive Sentiment: KeyBanc raised its price target on Alphabet to $360 and kept an Overweight rating, citing sustained AI and cloud momentum that supports a higher valuation. Alphabet (GOOGL) Price Target Lifted at KeyBanc on AI and Cloud Momentum
Positive Sentiment: Mirae Asset reported a material add to GOOGL (roughly 319k shares), signalling institutional demand that can support near-term upside. Fund Update: Mirae Asset Global Investments Co., Ltd. Just Disclosed New Holdings
Positive Sentiment: Google has accelerated targeted AI acquisitions, talent deals and strategic investments to bolster Gemini in media generation, voice and international distribution — a product/tech story investors prize. Google Accelerates AI Deals to Strengthen Gemini in Media and Voice
Neutral Sentiment: Pelosi-related filings show complex trading (sales and option rolls) in big tech, including past GOOGL activity; reads as portfolio optimization rather than a clear sell signal for the company. Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends
Neutral Sentiment: Macro/sector flow: the “Magnificent 7” earnings cadence and broader AI thematic momentum are lifting appetite for marquee AI winners like Alphabet, though reactions will hinge on upcoming results from peers. Magnificent 7 earnings season kicks off, spotlighting AI bets
Negative Sentiment: The European Commission has opened proceedings and said it will provide guidance to force Google to give rivals access to Gemini services/data under the DMA, and set timelines (six‑month pressure reported) — a regulatory headwind that could constrain product leverage in Europe. EU starts proceedings to assist Google in complying with tech rules
Negative Sentiment: Google agreed to a preliminary $68M settlement over claims its voice assistant listened to users — a modest hit financially but a reputational/regulatory reminder. Google pays $68 million to settle claims its voice assistant spied on users
Negative Sentiment: Competition risks: reports that OpenAI will sell ads in ChatGPT and Microsoft’s launch of a new inference chip (Maia 200) tighten competitive pressure on ad and cloud economics—factors analysts monitor for margin impact. Alphabet: Valuation Concerns + Weakening Free Cash Flow = Rating Downgrade

Insider Activity

In other Alphabet news, CAO Amie Thuener O’toole sold 2,778 shares of Alphabet stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $312.30, for a total transaction of $867,569.40. Following the completion of the sale, the chief accounting officer directly owned 8,962 shares in the company, valued at $2,798,832.60. This trade represents a 23.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Frances Arnold sold 102 shares of the company’s 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 completion of the transaction, the director owned 18,205 shares in the company, valued at approximately $5,706,357.25. This represents a 0.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 225,187 shares of company stock worth $69,365,318. 12.99% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several research firms have recently weighed in on GOOG. Weiss Ratings reissued a “buy (b)” rating on shares of Alphabet in a research note on Wednesday, January 21st. HSBC reissued a “buy” rating and issued a $335.00 target price on shares of Alphabet in a research note on Thursday, October 30th. Piper Sandler upped their price target on Alphabet from $285.00 to $330.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. Sanford C. Bernstein increased their price target on Alphabet from $260.00 to $305.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. Finally, Morgan Stanley boosted their price objective on Alphabet from $210.00 to $270.00 and gave the stock an “overweight” rating in a research note on Thursday, October 2nd. Eight investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, three have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Alphabet presently has a consensus rating of “Buy” and a consensus price target of $327.13.

Read Our Latest Stock Report on GOOG

About Alphabet

(Free Report)

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.