Alphabet Inc. $GOOGL Holdings Raised by Norden Group LLC

Norden Group LLC boosted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 10.7% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 62,260 shares of the information services provider’s stock after purchasing an additional 6,022 shares during the period. Alphabet makes up approximately 1.5% of Norden Group LLC’s portfolio, making the stock its 8th biggest holding. Norden Group LLC’s holdings in Alphabet were worth $15,136,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC grew its stake in shares of Alphabet by 3.9% during the 4th quarter. Brighton Jones LLC now owns 110,330 shares of the information services provider’s stock worth $20,886,000 after purchasing an additional 4,110 shares during the period. Revolve Wealth Partners LLC grew its position in Alphabet by 3.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 14,930 shares of the information services provider’s stock valued at $2,826,000 after buying an additional 506 shares during the period. United Bank increased its holdings in Alphabet by 2.1% in the first quarter. United Bank now owns 45,084 shares of the information services provider’s stock valued at $6,972,000 after buying an additional 910 shares in the last quarter. Kovitz Investment Group Partners LLC increased its holdings in Alphabet by 32.2% in the first quarter. Kovitz Investment Group Partners LLC now owns 1,932,813 shares of the information services provider’s stock valued at $298,890,000 after buying an additional 470,367 shares in the last quarter. Finally, Trexquant Investment LP acquired a new position in shares of Alphabet in the first quarter worth about $2,345,000. Institutional investors and hedge funds own 40.03% of the company’s stock.

Alphabet Trading Up 0.1%

Shares of GOOGL opened at $313.85 on Wednesday. Alphabet Inc. has a 52-week low of $140.53 and a 52-week high of $328.83. The stock has a market cap of $3.79 trillion, a PE ratio of 30.95, a price-to-earnings-growth ratio of 1.80 and a beta of 1.07. The firm’s fifty day moving average is $298.00 and its two-hundred day moving average is $241.56. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 0.06.

Alphabet (NASDAQ:GOOGL) last posted its quarterly earnings results 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 firm had revenue of $102.35 billion for the quarter, compared to the consensus estimate of $99.90 billion. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. Research analysts forecast that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

The business also recently announced 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 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Monday, December 8th. Alphabet’s payout ratio is currently 8.28%.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: AI momentum: Analysts and commentators point to a renewed AI-led growth story (Gemini adoption, model upgrades) that strengthens search economics and monetization pathways. This narrative is driving investor enthusiasm. Google’s AI Renaissance (Growth Story is Far from Over)
• Positive Sentiment: Cloud strength and fundamentals: Google Cloud reported >30% growth in recent commentary and continues to accelerate, supporting revenue diversification beyond ads. Ranking the Best “Magnificent Seven” Stocks to Buy for 2026
• Positive Sentiment: Analyst upgrades / momentum: MarketBeat and others flagged Alphabet as one of the most-upgraded names with mean price-target upside (~20% at some bulls), which tends to draw flows and support the stock. The 5 Most Upgraded Stocks from 2025
• Neutral Sentiment: Valuation / positioning narrative: Coverage notes Alphabet has outperformed peers in 2025 and is being re-priced as an AI/cloud play; some see recent dips as buying opportunities while others warn upside may be partially priced in. Alphabet Stock is Starting to Get Cheap Again After Dipping in December
• Neutral Sentiment: Infrastructure/energy considerations: Reports highlight Alphabet’s growing data‑center power needs and recent moves to secure renewable energy and projects—important operationally but longer‑dated for direct EPS impact. Google buys renewable energy project developer Intersect
• Negative Sentiment: High AI CapEx scrutiny: Several pieces warn hyperscaler spending on AI infrastructure is large and could pressure free cash flow and margins in the near term, a risk investors are watching. Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?
• Negative Sentiment: Regulatory/legal noise: Reports about DOJ probes and other policy scrutiny add an element of regulatory risk that can weigh on sentiment if escalated. Trump’s Justice Department probes Google

Insiders Place Their Bets

In other Alphabet news, CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction 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 sale, the chief executive officer directly owned 2,239,619 shares in the company, valued at $671,437,776.20. This represents a 1.43% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Amie Thuener O’toole sold 2,778 shares of the firm’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $312.30, for a total value of $867,569.40. Following the completion of the sale, the chief accounting officer directly owned 8,962 shares of the company’s stock, valued at $2,798,832.60. This trade represents a 23.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 192,585 shares of company stock valued at $56,223,739. Insiders own 11.55% of the company’s stock.

Analysts Set New Price Targets

GOOGL has been the subject of several recent analyst reports. Roth Capital lifted their price target on Alphabet from $210.00 to $265.00 and gave the company a “buy” rating in a research note on Thursday, October 16th. Phillip Securities upgraded Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Friday, November 7th. Citizens Jmp increased their target price on Alphabet from $250.00 to $290.00 and gave the company an “outperform” rating in a research report on Friday, September 19th. Melius Research lifted their price target on shares of Alphabet from $220.00 to $255.00 in a research note on Thursday, September 25th. Finally, Bank of America upped their price objective on shares of Alphabet from $280.00 to $335.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Four analysts have rated the stock with a Strong Buy rating, forty-one have given a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $315.90.

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.