Vanguard Group Inc. Grows Position in Alphabet Inc. $GOOGL

Vanguard Group Inc. grew its position in Alphabet Inc. (NASDAQ:GOOGL) by 2.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 528,969,322 shares of the information services provider’s stock after buying an additional 12,531,695 shares during the period. Alphabet accounts for about 2.4% of Vanguard Group Inc.’s portfolio, making the stock its 6th largest position. Vanguard Group Inc.’s holdings in Alphabet were worth $165,567,398,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Berkshire Hathaway Inc acquired a new stake in Alphabet in the 3rd quarter worth approximately $4,338,397,000. Capital World Investors boosted its stake in Alphabet by 28.0% in the 3rd 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 in the last quarter. Capital Research Global Investors boosted its stake in Alphabet by 15.7% in the 3rd quarter. Capital Research Global Investors now owns 50,732,476 shares of the information services provider’s stock worth $12,333,076,000 after purchasing an additional 6,874,381 shares in the last quarter. Mizuho Markets Cayman LP boosted its stake in Alphabet by 23,402.1% in the 3rd quarter. Mizuho Markets Cayman LP now owns 6,118,547 shares of the information services provider’s stock worth $1,487,419,000 after purchasing an additional 6,092,513 shares in the last quarter. Finally, Coatue Management LLC boosted its stake in Alphabet by 259.1% in the 3rd quarter. Coatue Management LLC now owns 7,221,115 shares of the information services provider’s stock worth $1,755,453,000 after purchasing an additional 5,210,434 shares in the last quarter. 40.03% of the stock is currently owned by institutional investors.

Alphabet Stock Performance

GOOGL opened at $402.62 on Thursday. Alphabet Inc. has a 12-month low of $159.61 and a 12-month high of $403.70. The company has a current ratio of 1.92, a quick ratio of 1.92 and a debt-to-equity ratio of 0.16. The firm has a market capitalization of $4.88 trillion, a PE ratio of 30.71, a P/E/G ratio of 1.66 and a beta of 1.26. The firm has a 50 day moving average of $325.48 and a two-hundred day moving average of $315.72.

Alphabet (NASDAQ:GOOGL) last posted its quarterly earnings results on Wednesday, April 29th. The information services provider reported $5.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.64 by $2.47. Alphabet had a net margin of 37.92% and a return on equity of 38.99%. The company had revenue of $109.90 billion during the quarter, compared to analyst estimates of $106.98 billion. On average, analysts anticipate that Alphabet Inc. will post 14.29 EPS for the current year.

Alphabet Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Monday, June 8th will be given a dividend of $0.22 per share. The ex-dividend date of this dividend is Monday, June 8th. This represents a $0.88 dividend on an annualized basis and a yield of 0.2%. This is a boost from Alphabet’s previous quarterly dividend of $0.21. Alphabet’s payout ratio is 6.71%.

Wall Street Analyst Weigh In

A number of research firms recently commented on GOOGL. UBS Group set a $410.00 target price on shares of Alphabet and gave the stock a “neutral” rating in a research note on Thursday, April 30th. China Renaissance lifted their target price on shares of Alphabet from $400.00 to $485.00 and gave the stock a “buy” rating in a research note on Monday, May 4th. Argus lifted their target price on shares of Alphabet from $365.00 to $385.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Roth Mkm reiterated a “buy” rating on shares of Alphabet in a research note on Thursday, April 30th. Finally, Wells Fargo & Company lowered their target price on shares of Alphabet from $397.00 to $361.00 and set an “overweight” rating for the company in a research note on Thursday, April 2nd. Two analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $407.86.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet is getting multiple bullish price-target and valuation upgrades, with one report citing an 11.2% increase in target to $410.17 and another framing the stock as still attractive despite its big recent run. Alphabet (GOOGL) price target increased by 11.20% to 410.17
• Positive Sentiment: Google expanded its AI push across Android and Gemini, unveiling new agentic features, AI-native laptops, and deeper integration into search and mobile workflows ahead of I/O. Everything Google announced at its Android Show, from Googlebooks to vibe-coded widgets
• Positive Sentiment: Reports that Google and SpaceX are exploring orbital data centers add to the market’s view that Alphabet remains a leading AI infrastructure winner with long-term optionality. Report: Google and SpaceX in talks to put data centers into orbit
• Positive Sentiment: Alphabet’s Waymo business is still a positive catalyst overall as investors continue to reward the autonomous-driving unit’s growth, even though a recall creates near-term headlines. Why Alphabet stock is outperforming broader market today?
• Neutral Sentiment: Apple is reportedly backing Google’s pushback against EU AI rules, which may help Alphabet manage regulatory friction, but the outcome remains uncertain. Apple Sides With Google In Fighting EU’s AI Measures
• Neutral Sentiment: Alphabet-backed Isomorphic Labs raised $2.1 billion to scale AI-driven drug discovery, which reinforces Alphabet’s AI ecosystem but is not an immediate core earnings driver. Google-backed Isomorphic raises $2.1 billion to scale AI-driven drug discovery
• Negative Sentiment: Waymo’s recall of nearly 3,800 robotaxis over a software issue is a setback for Alphabet’s autonomous vehicle unit and could invite more scrutiny from regulators. Waymo to recall nearly 3,800 robotaxis over self-driving software issue

Insider Buying and Selling at Alphabet

In other Alphabet news, insider John Kent Walker sold 47,574 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $301.45, for a total transaction of $14,341,182.30. Following the completion of the transaction, the insider directly owned 13,227 shares of the company’s stock, valued at approximately $3,987,279.15. This trade represents a 78.25% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Sundar Pichai sold 32,500 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $303.38, for a total transaction of $9,859,850.00. Following the transaction, the chief executive officer directly owned 1,674,560 shares of the company’s stock, valued at $508,028,012.80. This represents a 1.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 158,553 shares of company stock valued at $47,951,856. 11.61% of the stock is owned by corporate insiders.

Alphabet 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.