Alphabet Inc. $GOOGL Shares Bought by Nuveen LLC

Nuveen LLC increased its stake in Alphabet Inc. (NASDAQ:GOOGL) by 1.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 29,166,806 shares of the information services provider’s stock after buying an additional 478,848 shares during the quarter. Alphabet makes up 2.4% of Nuveen LLC’s holdings, making the stock its 7th biggest position. Nuveen LLC’s holdings in Alphabet were worth $9,129,210,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. Brighton Jones LLC boosted its position in Alphabet by 3.9% during the fourth quarter. Brighton Jones LLC now owns 110,330 shares of the information services provider’s stock worth $20,886,000 after purchasing an additional 4,110 shares during the period. Revolve Wealth Partners LLC boosted its position in Alphabet by 3.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 14,930 shares of the information services provider’s stock worth $2,826,000 after purchasing an additional 506 shares during the period. Matrix Asset Advisors Inc. NY boosted its position in Alphabet by 17.6% during the second quarter. Matrix Asset Advisors Inc. NY now owns 3,888 shares of the information services provider’s stock worth $685,000 after purchasing an additional 581 shares during the period. Sequoia Financial Advisors LLC boosted its position in Alphabet by 11.2% during the second quarter. Sequoia Financial Advisors LLC now owns 485,486 shares of the information services provider’s stock worth $85,557,000 after purchasing an additional 48,805 shares during the period. Finally, United Bank boosted its position in Alphabet by 6.9% during the second quarter. United Bank now owns 48,204 shares of the information services provider’s stock worth $8,495,000 after purchasing an additional 3,120 shares during the period. Institutional investors and hedge funds own 40.03% of the company’s stock.

Alphabet Stock Up 0.4%

GOOGL opened at $357.77 on Friday. Alphabet Inc. has a fifty-two week low of $162.00 and a fifty-two week high of $408.61. The company has a debt-to-equity ratio of 0.16, a quick ratio of 1.92 and a current ratio of 1.92. The company has a market capitalization of $4.33 trillion, a P/E ratio of 27.29, a P/E/G ratio of 1.52 and a beta of 1.23. The stock has a fifty day moving average of $359.21 and a 200-day moving average of $330.05.

Alphabet (NASDAQ:GOOGL) last posted 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. Alphabet had a return on equity of 38.99% and a net margin of 37.92%.The company had revenue of $109.90 billion during the quarter, compared to the consensus estimate of $106.98 billion. On average, equities analysts expect that Alphabet Inc. will post 14.3 EPS for the current year.

Alphabet Increases Dividend

The company also recently announced 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 is an increase from Alphabet’s previous quarterly dividend of $0.21. This represents a $0.88 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Monday, June 8th. Alphabet’s payout ratio is 6.71%.

Insider Activity at Alphabet

In related 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 value of $2,481,078.77. Following the transaction, the insider owned 51,808 shares in the company, valued at approximately $14,293,309.12. This trade represents a 14.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Frances Arnold sold 102 shares of the firm’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $381.00, for a total value of $38,862.00. Following the completion of the transaction, the director owned 18,721 shares in the company, valued at $7,132,701. The trade was a 0.54% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 193,016 shares of company stock valued at $17,282,549. 11.61% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Daiwa Securities Group lifted their price objective on shares of Alphabet from $380.00 to $445.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Morgan Stanley lifted their price objective on shares of Alphabet from $330.00 to $375.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. BMO Capital Markets lifted 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. Guggenheim reaffirmed a “buy” rating and set a $450.00 price objective (up from $375.00) on shares of Alphabet in a research report on Thursday, April 30th. Finally, Stifel Nicolaus set a $420.00 price objective on shares of Alphabet and gave the stock a “buy” rating in a research report on Thursday, April 30th. Two investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $413.13.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet’s Google is reportedly in talks with Samsung to manufacture part of its next-generation TPU chip, a sign it is deepening control over AI hardware supply and potentially improving long-term margins. Google in talks with Samsung to make next-generation chips, The Information reports
• Positive Sentiment: Waymo launched a $29.99 monthly premium subscription tier with perks like 10% cash back and free cancellations, showing Alphabet is working to turn autonomous driving into a recurring revenue business. Waymo launches a loyalty program with 10% cash back and free cancellations
• Positive Sentiment: Analysts at Erste Group Bank raised FY2026 and FY2027 earnings estimates for Alphabet, reinforcing confidence in the company’s profit outlook. Alphabet earnings estimate increases
• Positive Sentiment: Several articles highlighted Alphabet as a long-term growth and AI beneficiary, with bullish commentary around cloud, Gemini, and the broader “agentic AI” opportunity. Alphabet: Now Is The Time To Raise Equity, Agentic AI Is Here (Rating Upgrade)
• Neutral Sentiment: Google said it identified an active Oracle PeopleSoft hacking campaign tied to ShinyHunters, which underscores cybersecurity concerns in the enterprise software ecosystem but is not a direct hit to Alphabet’s core business. Google says ShinyHunters hackers targeting education sector via Oracle exploit
• Neutral Sentiment: Waymo also announced a national ad push and a broader effort to market its service, which may help growth but is too early to quantify. Waymo Readies First National Ads as Rivals and Critics Proliferate
• Negative Sentiment: A Google director resigned publicly over the company’s Pentagon-related AI work, adding reputational noise around governance and ethics. A Google director resigned over the company’s military deals
• Negative Sentiment: Alphabet also faced legal and product-related overhangs this week, including a denied retrial in the youth social media addiction case and reports of Gemini/Workspace service issues, which could weigh on sentiment. Update: Market Chatter: Google, Meta Platforms Denied New Trial in Youth Social Media Addiction Case by California Judge

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.