Alphabet Inc. $GOOG Shares Sold by Caisse Des Depots ET Consignations

Caisse Des Depots ET Consignations lowered its position in Alphabet Inc. (NASDAQ:GOOG) by 7.6% during the fourth quarter, HoldingsChannel.com reports. The fund owned 106,822 shares of the information services provider’s stock after selling 8,759 shares during the quarter. Alphabet accounts for approximately 0.8% of Caisse Des Depots ET Consignations’ holdings, making the stock its 16th largest holding. Caisse Des Depots ET Consignations’ holdings in Alphabet were worth $33,521,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently bought and sold shares of the company. Ring Mountain Capital LLC increased its stake in Alphabet by 0.9% in the 4th quarter. Ring Mountain Capital LLC now owns 3,554 shares of the information services provider’s stock valued at $1,174,000 after purchasing an additional 30 shares in the last quarter. HRC Wealth Management LLC increased its stake in Alphabet by 1.0% in the 4th quarter. HRC Wealth Management LLC now owns 3,231 shares of the information services provider’s stock valued at $1,014,000 after purchasing an additional 31 shares in the last quarter. Avaii Wealth Management LLC increased its stake in Alphabet by 2.3% in the 4th quarter. Avaii Wealth Management LLC now owns 1,437 shares of the information services provider’s stock valued at $451,000 after purchasing an additional 32 shares in the last quarter. Accel Wealth Management increased its stake in Alphabet by 0.8% in the 4th quarter. Accel Wealth Management now owns 4,068 shares of the information services provider’s stock valued at $1,276,000 after purchasing an additional 33 shares in the last quarter. Finally, Accelerate Investment Advisors LLC increased its stake in Alphabet by 1.1% in the 4th quarter. Accelerate Investment Advisors LLC now owns 3,166 shares of the information services provider’s stock valued at $993,000 after purchasing an additional 34 shares in the last quarter. 27.26% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Alphabet

In other news, insider John Kent Walker sold 8,993 shares of the firm’s stock in a transaction on Friday, March 27th. The stock was sold at an average price of $275.89, for a total transaction of $2,481,078.77. Following the sale, the insider owned 51,808 shares in the company, valued at $14,293,309.12. This trade represents a 14.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Frances Arnold sold 102 shares of the firm’s stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $371.00, for a total value of $37,842.00. Following the sale, the director owned 18,621 shares in the company, valued at $6,908,391. This trade represents a 0.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 158,553 shares of company stock valued at $47,951,856. 12.99% of the stock is currently owned by insiders.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google is leaning harder into AI across Android, unveiling Gemini-powered features that can handle more multi-step tasks, plus new “Googlebooks” AI-native laptops and other ecosystem upgrades. That reinforces Alphabet’s AI growth narrative and could help drive more usage across Search, Android, and Chrome. Everything Google announced at its Android Show, from Googlebooks to vibe-coded widgets
• Positive Sentiment: Alphabet is reportedly in advanced talks with SpaceX to explore orbital data centers, a potentially ambitious expansion of its cloud and AI infrastructure strategy. Investors appear to be reading this as another signal that Google is pushing aggressively to stay ahead in next-generation compute. SpaceX, Google in Talks to Explore Data Centers in Orbit
• Positive Sentiment: Google also expanded its commerce ecosystem by integrating Affirm pay-over-time options into Gemini and Search via Google Pay, which could improve conversion rates and strengthen monetization in AI-driven shopping. Affirm Brings Pay-Over-Time Options to Google AI Platforms
• Positive Sentiment: Alphabet continues to benefit from strong analyst sentiment after its latest quarter, with multiple buy ratings and price targets clustered above current levels, reflecting confidence in cloud growth and AI monetization. Alphabet Stock (GOOG) Opinions on SpaceX Orbital Data Centers Talks
• Neutral Sentiment: Google’s Threat Intelligence Group said it thwarted an AI-enabled hacking effort, highlighting both its cybersecurity capabilities and the growing risk of AI-powered attacks. The news is important operationally, but its stock impact is likely limited unless it leads to broader enterprise-security adoption. Hackers pushing innovation in AI-enabled hacking operations, Google says
• Neutral Sentiment: Alphabet is planning to tap debt markets, including a possible first yen bond sale, to fund its heavy AI infrastructure spending. That supports long-term growth ambitions, but it also raises near-term questions about capex intensity and returns on investment. Alphabet considers first yen bond sale to fund AI goals
• Negative Sentiment: Reuters reported that Google offered changes to its spam policy in an effort to avoid an EU antitrust fine. While not necessarily a major financial hit, the development keeps regulatory pressure on Alphabet in focus. Alphabet Inc.’s (GOOG) Google Offers Spam Policy Changes to Avert EU Antitrust Fine, Reuters Reports

Alphabet Price Performance

Shares of NASDAQ:GOOG opened at $383.82 on Wednesday. The business’s fifty day moving average price is $321.91 and its two-hundred day moving average price is $314.45. The stock has a market cap of $4.65 trillion, a PE ratio of 29.28, a price-to-earnings-growth ratio of 1.58 and a beta of 1.25. The company has a debt-to-equity ratio of 0.16, a quick ratio of 1.92 and a current ratio of 1.92. Alphabet Inc. has a one year low of $157.58 and a one year high of $398.37.

Alphabet (NASDAQ:GOOG) last announced its earnings results on Thursday, April 30th. The information services provider reported $5.11 EPS for the quarter, beating analysts’ consensus estimates of $2.68 by $2.43. Alphabet had a return on equity of 38.99% and a net margin of 37.92%.The firm had revenue of $109.90 billion for the quarter, compared to analysts’ expectations of $106.96 billion. During the same quarter in the prior year, the firm earned $2.81 EPS. Alphabet’s quarterly revenue was up 21.8% on a year-over-year basis. On average, analysts forecast that Alphabet Inc. will post 14.29 EPS for the current fiscal year.

Alphabet Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Monday, June 8th will be issued a dividend of $0.22 per share. This represents a $0.88 annualized dividend and a dividend yield of 0.2%. This is a positive change from Alphabet’s previous quarterly dividend of $0.21. The ex-dividend date is Monday, June 8th. Alphabet’s payout ratio is 6.41%.

Analyst Ratings Changes

Several research firms recently weighed in on GOOG. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Alphabet in a research note on Monday, April 20th. Needham & Company LLC set a $400.00 target price on Alphabet and gave the company a “buy” rating in a report on Friday, March 13th. Piper Sandler reiterated an “overweight” rating and set a $395.00 target price on shares of Alphabet in a report on Thursday, February 5th. TD Cowen increased their target price on Alphabet from $375.00 to $450.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Finally, JPMorgan Chase & Co. increased their target price on Alphabet from $395.00 to $460.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $362.73.

About Alphabet

Alphabet Inc (NASDAQ: GOOG) is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as “Other Bets.” Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company’s history.

Alphabet’s core business centers on internet search and advertising, with Google Search and the company’s ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.