Kepler Cheuvreux Suisse SA Increases Stake in Alphabet Inc. $GOOGL

Kepler Cheuvreux Suisse SA raised its stake in Alphabet Inc. (NASDAQ:GOOGL) by 48.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 155,170 shares of the information services provider’s stock after buying an additional 50,377 shares during the quarter. Alphabet comprises approximately 2.8% of Kepler Cheuvreux Suisse SA’s investment portfolio, making the stock its 6th biggest holding. Kepler Cheuvreux Suisse SA’s holdings in Alphabet were worth $48,565,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the stock. Vanguard Group Inc. lifted its stake 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 valued at $165,567,398,000 after buying an additional 12,531,695 shares in the last quarter. State Street Corp lifted its stake in Alphabet by 1.8% in the second quarter. State Street Corp now owns 229,954,269 shares of the information services provider’s stock valued at $40,524,841,000 after buying an additional 4,008,374 shares in the last quarter. Capital World Investors lifted its stake 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 valued at $12,910,542,000 after buying an additional 11,605,785 shares in the last quarter. Capital Research Global Investors lifted its stake in Alphabet by 15.7% in the third quarter. Capital Research Global Investors now owns 50,732,476 shares of the information services provider’s stock valued at $12,333,076,000 after buying an additional 6,874,381 shares in the last quarter. Finally, Invesco Ltd. lifted its stake in Alphabet by 2.3% in the third quarter. Invesco Ltd. now owns 45,186,112 shares of the information services provider’s stock valued at $10,984,744,000 after buying an additional 1,034,292 shares in the last quarter. Institutional investors own 40.03% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on GOOGL. Barclays reaffirmed a “buy” rating on shares of Alphabet in a research note on Friday. KeyCorp reissued an “overweight” rating and issued a $425.00 price objective on shares of Alphabet in a research report on Wednesday, May 20th. JPMorgan Chase & Co. reissued a “buy” rating on shares of Alphabet in a research report on Monday, May 4th. BMO Capital Markets boosted their price objective on shares of Alphabet from $410.00 to $435.00 and gave the stock an “outperform” rating in a research report on Thursday, April 30th. Finally, Moffett Nathanson boosted their price objective on shares of Alphabet from $305.00 to $350.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. Two investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $412.94.

Insider Buying and Selling at Alphabet

In related news, insider John Kent Walker sold 8,993 shares of the business’s stock in a transaction on Friday, March 27th. The shares were sold at an average price of $275.89, for a total transaction of $2,481,078.77. Following the transaction, the insider directly owned 51,808 shares in the company, valued at approximately $14,293,309.12. The trade was a 14.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, major shareholder 2019 Gp L.L.C. Gv sold 87,475 shares of the business’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $23.75, for a total transaction of $2,077,531.25. The SEC filing for this sale provides additional information. Insiders sold 226,481 shares of company stock valued at $27,422,061 in the last 90 days. Company insiders own 11.61% of the company’s stock.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google Cloud reported standout Q1’26 results, with revenue up 63% to $20 billion, a 32.9% margin, and a backlog that reached $462 billion, suggesting strong demand and improving profitability. GOOGL Rides on Surging Google Cloud Demand: More Upside Ahead?
• Positive Sentiment: Alphabet and Blackstone announced a partnership to build 500MW of U.S. data center capacity by 2027, underscoring Alphabet’s push to monetize TPU-powered AI compute as a service. Google and Blackstone partner on TPU-powered data centre capacity
• Positive Sentiment: Alphabet’s buy rating was reaffirmed by Barclays, adding to the bullish analyst tone around the stock. Alphabet Class A (GOOGL) Gets a Buy from Cantor Fitzgerald
• Positive Sentiment: Reuters reported that EQT partnered with Google Cloud to accelerate AI adoption across more than 300 portfolio companies, reinforcing Alphabet’s enterprise AI momentum. Private equity firm EQT partners with Google Cloud for AI rollout
• Neutral Sentiment: Waymo continued expanding its robotaxi fleet with lower-cost vehicles and new rider access, which supports Alphabet’s optionality in autonomous driving but is not an immediate earnings driver. Waymo opens Ojai robotaxis to select riders as company aims to lower cost of fleet expansion
• Negative Sentiment: Alphabet is facing fresh reputational and legal pressure after U.S. prosecutors charged a Google engineer in a Polymarket insider-trading case, and an Indian court ruling raised trademark-related ad risk. Indian court ruling on Google keyword ads could reshape online advertising
• Negative Sentiment: Some commentary also suggested Alphabet could face pressure as AI rivals like OpenAI and Anthropic raise larger funding war chests, keeping competition concerns in focus. Anthropic Leapfrogs OpenAI In Valuation. But Here’s One Thing To Know.

Alphabet Price Performance

Shares of GOOGL opened at $380.34 on Friday. The company has a market cap of $4.61 trillion, a price-to-earnings ratio of 29.01, a PEG ratio of 1.67 and a beta of 1.26. Alphabet Inc. has a 1-year low of $162.00 and a 1-year high of $408.61. The company’s fifty day simple moving average is $345.77 and its 200 day simple moving average is $324.91. The company has a current ratio of 1.92, a quick ratio of 1.92 and a debt-to-equity ratio of 0.16.

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

Alphabet Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 8th will be issued a dividend of $0.22 per share. The ex-dividend date is Monday, June 8th. This is a positive change from Alphabet’s previous quarterly dividend of $0.21. This represents a $0.88 dividend on an annualized basis and a yield of 0.2%. Alphabet’s dividend payout ratio is presently 6.71%.

Alphabet Company 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.