Kera Capital Partners Inc. Buys 10,461 Shares of Alphabet Inc. $GOOGL

Kera Capital Partners Inc. boosted its position in shares of Alphabet Inc. (NASDAQ:GOOGL) by 162.4% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 16,904 shares of the information services provider’s stock after buying an additional 10,461 shares during the quarter. Kera Capital Partners Inc.’s holdings in Alphabet were worth $4,861,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of GOOGL. Norges Bank acquired a new position in shares of Alphabet during the fourth quarter valued at $30,534,239,000. Cardano Risk Management B.V. boosted its holdings in Alphabet by 855.3% in the fourth quarter. Cardano Risk Management B.V. now owns 14,525,280 shares of the information services provider’s stock valued at $4,546,413,000 after acquiring an additional 13,004,828 shares during the last quarter. Vanguard Group Inc. increased its position in Alphabet by 2.4% in the fourth quarter. Vanguard Group Inc. now owns 528,969,322 shares of the information services provider’s stock worth $165,567,398,000 after purchasing an additional 12,531,695 shares during the period. Capital World Investors increased its position in Alphabet by 28.0% in the third quarter. Capital World Investors now owns 53,107,572 shares of the information services provider’s stock worth $12,910,542,000 after purchasing an additional 11,605,785 shares during the period. Finally, Diamant Asset Management Inc. raised its holdings in Alphabet by 28,950.0% during the 1st quarter. Diamant Asset Management Inc. now owns 9,291,926 shares of the information services provider’s stock worth $2,671,986,000 after purchasing an additional 9,259,940 shares during the last quarter. 40.03% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on GOOGL. Cantor Fitzgerald restated an “overweight” rating and set a $420.00 target price (down from $435.00) on shares of Alphabet in a research report on Thursday. Citizens Jmp reiterated a “market outperform” rating and set a $515.00 price target on shares of Alphabet in a research report on Wednesday, July 22nd. Canaccord Genuity Group boosted their price target on shares of Alphabet from $415.00 to $450.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. HSBC restated a “buy” rating and issued a $420.00 price objective (down from $435.00) on shares of Alphabet in a report on Tuesday, June 2nd. Finally, Daiwa Securities Group raised their price objective on shares of Alphabet from $380.00 to $445.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Five equities research analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $419.86.

Insider Buying and Selling

In other news, Director John L. Hennessy sold 1,050 shares of the business’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $368.63, for a total value of $387,061.50. Following the sale, the director directly owned 1,481 shares in the company, valued at $545,941.03. The trade was a 41.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO Marsida Saraci sold 449 shares of the company’s stock in a transaction dated Friday, June 26th. The stock was sold at an average price of $341.72, for a total value of $153,432.28. Following the transaction, the chief accounting officer directly owned 27,348 shares of the company’s stock, valued at $9,345,358.56. This represents a 1.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 159,415 shares of company stock valued at $7,672,279. Corporate insiders own 11.61% of the company’s stock.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Wall Street analysts continue to support Alphabet’s AI strategy, with several firms maintaining bullish ratings despite trimming price targets to reflect heavier capital expenditures. Investors appear to view the pullback as a buying opportunity. GOOG stock rebounds as Wall Street continues to back AI strategy despite PT cuts
• Positive Sentiment: Alphabet’s second-quarter performance exceeded expectations, including $119.8 billion in revenue and $9.11 in adjusted earnings per share versus consensus of $117.07 billion and $2.89, respectively. Search demand and Google Cloud growth remain key areas of momentum.
• Positive Sentiment: Reports suggest Alphabet’s biggest AI concern—whether its investments can generate meaningful demand and returns—may be easing. Cloud growth, enterprise adoption and early AI monetization support the case for continued investment. Forget AI Capex Concerns – Buy Alphabet After Excellent Q2 Earnings
• Positive Sentiment: YouTube reached a multiyear agreement to include NBCUniversal’s Peacock content in YouTube Premium subscriptions, potentially strengthening the platform’s entertainment offering and subscriber value beginning in 2027. NBCUniversal and YouTube ink deal to embed Peacock
• Neutral Sentiment: Analysts and investors remain divided over Alphabet’s raised 2026 capital-spending forecast of approximately $195 billion to $205 billion. The spending should support AI data centers, Cloud capacity and future growth, but returns will depend on sustained demand.
• Negative Sentiment: Alphabet reportedly spent about $44.9 billion on AI-related investment during the quarter, producing negative free cash flow for the first time as a public company. The deterioration has intensified concerns about spending discipline and the risk that AI returns take longer than expected. Google spent $490 million a day on AI
• Negative Sentiment: Broader technology stocks are not being rewarded for strong earnings, suggesting investors are scrutinizing valuations, capital intensity and future cash flow more closely. This limits the potential upside from Alphabet’s earnings beat.
• Negative Sentiment: A reported privacy issue involving publicly searchable Claude conversations and user-created files on Google search could create reputational or regulatory concerns, although the incident primarily involves Anthropic’s sharing controls. Claude shared chats and Artifacts found on Google

Alphabet Stock Up 2.1%

Alphabet stock opened at $326.56 on Tuesday. The company has a 50 day moving average of $361.53 and a 200-day moving average of $338.98. The company has a quick ratio of 2.64, a current ratio of 2.72 and a debt-to-equity ratio of 0.16. Alphabet Inc. has a twelve month low of $187.82 and a twelve month high of $408.61. The stock has a market capitalization of $3.96 trillion, a PE ratio of 16.40, a price-to-earnings-growth ratio of 1.06 and a beta of 1.24.

Alphabet (NASDAQ:GOOGL) last issued its quarterly earnings data on Wednesday, July 22nd. The information services provider reported $9.11 EPS for the quarter, topping analysts’ consensus estimates of $2.89 by $6.22. The business had revenue of $119.80 billion for the quarter, compared to analyst estimates of $117.07 billion. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. On average, equities research analysts anticipate that Alphabet Inc. will post 17.59 EPS for the current fiscal year.

Alphabet Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, September 14th. Shareholders of record on Monday, September 7th will be paid a $0.22 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.88 annualized dividend and a dividend yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is currently 4.42%.

About Alphabet

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.