Seilern Investment Management Ltd Has $84.33 Million Holdings in Alphabet Inc. $GOOGL

Seilern Investment Management Ltd lowered its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 38.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 269,430 shares of the information services provider’s stock after selling 168,099 shares during the period. Alphabet accounts for about 6.5% of Seilern Investment Management Ltd’s portfolio, making the stock its 4th largest position. Seilern Investment Management Ltd’s holdings in Alphabet were worth $84,332,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Peterson Wealth Advisors LLC increased its stake in shares of Alphabet by 22.0% in the fourth quarter. Peterson Wealth Advisors LLC now owns 1,086 shares of the information services provider’s stock valued at $340,000 after buying an additional 196 shares in the last quarter. Westview Management dba Westview Investment Advisors acquired a new position in Alphabet during the 4th quarter worth about $984,000. Post Resch Tallon Group Inc. acquired a new position in Alphabet during the 4th quarter worth about $220,000. Affinity Capital Advisors LLC grew its holdings in Alphabet by 37.4% during the 4th quarter. Affinity Capital Advisors LLC now owns 8,146 shares of the information services provider’s stock worth $2,550,000 after acquiring an additional 2,219 shares during the last quarter. Finally, TABR Capital Management LLC bought a new stake in Alphabet during the 4th quarter worth about $287,000. Institutional investors own 40.03% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have weighed in on GOOGL. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $375.00 target price (up from $330.00) on shares of Alphabet in a research note on Tuesday, January 13th. HSBC increased their price target on shares of Alphabet from $335.00 to $370.00 and gave the company a “buy” rating in a research note on Tuesday, December 2nd. Stifel Nicolaus reissued a “buy” rating and issued a $395.00 price target (up from $346.00) on shares of Alphabet in a report on Thursday, February 5th. Cantor Fitzgerald restated an “overweight” rating and issued a $370.00 price objective on shares of Alphabet in a research report on Thursday, February 5th. Finally, Loop Capital upped their price objective on Alphabet from $320.00 to $355.00 and gave the stock a “buy” rating in a report on Monday, February 23rd. Three research analysts have rated the stock with a Strong Buy rating, forty-four have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, Alphabet currently has a consensus rating of “Moderate Buy” and an average target price of $368.06.

Insider Buying and Selling

In related news, CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $321.21, for a total value of $10,439,325.00. Following the completion of the sale, the chief executive officer owned 2,244,372 shares in the company, valued at approximately $720,914,730.12. This represents a 1.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director John L. Hennessy sold 1,050 shares of the stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $303.41, for a total value of $318,580.50. Following the completion of the transaction, the director directly owned 4,631 shares in the company, valued at $1,405,091.71. The trade was a 18.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 2,110,165 shares of company stock worth $118,134,117. Company insiders own 11.64% of the company’s stock.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analyst upgrades and price-target raises reinforce bullish medium-term views — Wells Fargo raised its price target and kept an Overweight rating, and Needham reaffirmed its Buy with a $400 target; MarketBeat and other outlets note heavy analyst upgrading of GOOGL. These moves support upside expectations despite short-term weakness. Read More.
• Positive Sentiment: Alphabet’s AI innovation (TurboQuant / Gemini traction) is being framed as a competitive advantage — the company’s new compression research and Gemini adoption could lower AI operating costs and drive product differentiation, strengthening long-term revenue prospects. This is part of why some analysts lifted estimates and price targets. Read More.
• Positive Sentiment: Fundamentals remain solid: recent earnings beat, robust cloud growth and advertising resilience provide a valuation anchor and a reason many institutions view pullbacks as buying opportunities. Read More.
• Neutral Sentiment: Technical correction — the stock has moved below $300 and broken key short-term support, which can amplify volatility even if the longer-term trend stays intact; investors should watch $280–$260 support zones. Read More.
• Neutral Sentiment: Executive departure in India: Google’s top India counsel resigned amid ongoing regulatory challenges in a key market, a factor to monitor for regional regulatory execution but not an immediate earnings driver. Read More.
• Negative Sentiment: Landmark jury verdicts finding YouTube/Google liable in social-media addiction cases have created legal overhang and the possibility of broader litigation or regulatory exposure — courts and commentators compare potential fallout to past “Big Tobacco”-style settlements, increasing perceived legal risk for Alphabet. Read More.
• Negative Sentiment: New lawsuits allege Google’s search/AI features disclosed personal information of Jeffrey Epstein victims; such privacy/AI-related claims add another legal/regulatory headline that can pressure sentiment and increase potential litigation costs or product changes. Read More.
• Negative Sentiment: Broader tech selloff — geopolitical war worries and landmark Meta legal losses have sparked rotation out of large-cap tech this week, amplifying Alphabet’s decline despite company-specific strengths. Market risk sentiment is a near-term headwind. Read More.

Alphabet Stock Down 2.3%

Shares of NASDAQ:GOOGL opened at $274.34 on Friday. Alphabet Inc. has a one year low of $140.53 and a one year high of $349.00. The company has a 50 day moving average of $313.07 and a 200-day moving average of $294.62. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. The stock has a market cap of $3.32 trillion, a price-to-earnings ratio of 25.38, a P/E/G ratio of 1.64 and a beta of 1.10.

Alphabet (NASDAQ:GOOGL) last announced its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, beating the consensus estimate of $2.57 by $0.25. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The business had revenue of $113.83 billion for the quarter, compared to analyst estimates of $111.24 billion. On average, sell-side analysts forecast that Alphabet Inc. will post 8.9 earnings per share for the current year.

Alphabet Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 9th were paid a $0.21 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.3%. Alphabet’s dividend payout ratio is 7.77%.

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.