Stonehage Fleming Financial Services Holdings Ltd trimmed its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 11.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 178,959 shares of the information services provider’s stock after selling 22,425 shares during the quarter. Alphabet comprises about 1.7% of Stonehage Fleming Financial Services Holdings Ltd’s holdings, making the stock its 16th biggest position. Stonehage Fleming Financial Services Holdings Ltd’s holdings in Alphabet were worth $56,014,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. PMV Capital Advisers LLC acquired a new stake in shares of Alphabet in the 4th quarter valued at about $38,000. Pilgrim Partners Asia Pte Ltd acquired a new position in Alphabet during the 3rd quarter worth approximately $53,000. iSAM Funds UK Ltd acquired a new position in Alphabet during the 3rd quarter worth approximately $53,000. Corsicana & Co. bought a new position in Alphabet in the third quarter worth approximately $54,000. Finally, Vermillion & White Wealth Management Group LLC boosted its holdings in Alphabet by 37.9% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock worth $57,000 after acquiring an additional 89 shares in the last quarter. 40.03% of the stock is owned by institutional investors.
Insider Transactions at Alphabet
In other news, Director Frances Arnold sold 112 shares of the stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $302.99, for a total value of $33,934.88. Following the completion of the sale, the director owned 18,418 shares in the company, valued at $5,580,469.82. This represents a 0.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Sundar Pichai sold 32,500 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $307.89, for a total transaction of $10,006,425.00. Following the transaction, the chief executive officer directly owned 1,642,060 shares in the company, valued at $505,573,853.40. The trade was a 1.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 2,092,234 shares of company stock worth $112,487,971. 11.55% of the stock is owned by insiders.
Alphabet News Roundup
- Positive Sentiment: Google rolled out Veo 3.1 Lite, a lower?cost video AI model aimed at broadening developer adoption by delivering similar speed at under half the cost versus premium models — a direct product push that could expand AI usage and cloud/compute revenue. Google Unveils Cheaper AI Video Model to Expand Adoption
- Positive Sentiment: Market reaction was aided by a geopolitical tailwind: shares jumped after reports President Trump signaled a willingness to end the multi?week conflict with Iran, reducing risk?off pressure on mega?cap tech stocks. Alphabet (GOOGL) Stock Trades Up, Here Is Why
- Positive Sentiment: Needham reiterated a Buy on GOOGL with a $400 price target, reinforcing bullish analyst sentiment and providing an upside anchor for investors. Needham Reiterates Buy on Alphabet Inc. (GOOGL) With $400 Price Target
- Positive Sentiment: Reports show high?profile investors adding to positions (e.g., Stanley Druckenmiller), and coverage that highlights Alphabet as a core AI/cloud compounder — both support demand and sentiment. Billionaire Stanley Druckenmiller Piled Into 2 of the Hottest AI Stocks for a Second Consecutive Quarter
- Neutral Sentiment: Alphabet remains featured in thematic AI/cloud roundups (cloud backlog growth and strong Q4 cloud revenue cited), underscoring long?term structural demand even as near?term volatility persists. 5 Cloud and AI Infrastructure Stocks Powering the Next Wave of AI
- Neutral Sentiment: Alphabet issued very long?dated debt (100?year issuance), a financing move that locks cheap funding long?term but has mixed near?term implications for capital allocation. Alphabet Taps Debt Markets With 100-Year Issuance
- Neutral Sentiment: Product/UX updates around Gmail and crypto wallet integrations were highlighted in recent coverage; this flags product complexity in crypto flows but is not yet a clear revenue catalyst. New Gmail update highlights major crypto wallet struggle
- Negative Sentiment: Regulatory risk: Indonesia summoned Google over non?compliance with new child social media curbs, highlighting widening global regulatory scrutiny that could increase compliance costs or product restrictions abroad. Indonesia summons Meta and Google over non-compliance with child social media curbs, minister says
- Negative Sentiment: Publishers such as Future PLC blamed recent Google search changes for pressure on higher?margin ad revenues, a reminder that platform shifts can disrupt partners and attract criticism/regulatory attention. Future shares flop on profit warning as Google search changes hit ad revenues
Analyst Ratings Changes
GOOGL has been the subject of several recent research reports. Mizuho boosted their price objective on Alphabet from $400.00 to $410.00 and gave the company an “outperform” rating in a report on Thursday, February 5th. Robert W. Baird increased their target price on Alphabet from $375.00 to $380.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. President Capital lifted their price target on shares of Alphabet from $323.00 to $375.00 and gave the company a “buy” rating in a research report on Tuesday, February 10th. Raymond James Financial upgraded shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research note on Thursday, January 22nd. Finally, Wedbush upped their price objective on shares of Alphabet from $360.00 to $370.00 and gave the stock an “outperform” rating in a report on Thursday, February 5th. Three analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Alphabet presently has a consensus rating of “Moderate Buy” and a consensus price target of $368.06.
Get Our Latest Analysis on GOOGL
Alphabet Stock Up 5.1%
GOOGL stock opened at $287.56 on Wednesday. The firm has a market capitalization of $3.48 trillion, a PE ratio of 26.60, a P/E/G ratio of 1.60 and a beta of 1.10. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11. Alphabet Inc. has a twelve month low of $140.53 and a twelve month high of $349.00. The stock’s 50 day moving average is $311.25 and its 200-day moving average is $295.96.
Alphabet (NASDAQ:GOOGL – Get Free Report) last announced its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.57 by $0.25. The business had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%. Sell-side analysts expect that Alphabet Inc. will post 8.9 EPS for the current fiscal year.
Alphabet Announces Dividend
The company also recently announced 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 was Monday, March 9th. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. Alphabet’s dividend payout ratio is presently 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.
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