Alphabet Inc. $GOOGL Position Boosted by N10 Assets LLC

N10 Assets LLC boosted its stake in Alphabet Inc. (NASDAQ:GOOGL) by 13.5% in the third quarter, HoldingsChannel reports. The firm owned 37,656 shares of the information services provider’s stock after buying an additional 4,472 shares during the period. Alphabet makes up about 4.7% of N10 Assets LLC’s portfolio, making the stock its 7th largest position. N10 Assets LLC’s holdings in Alphabet were worth $12,957,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Generate Investment Management Ltd boosted its holdings in Alphabet by 3.5% during the third quarter. Generate Investment Management Ltd now owns 433,957 shares of the information services provider’s stock worth $149,316,000 after purchasing an additional 14,651 shares during the last quarter. Koa Wealth Management LLC boosted its holdings in shares of Alphabet by 5.5% in the 3rd quarter. Koa Wealth Management LLC now owns 33,482 shares of the information services provider’s stock worth $11,520,000 after buying an additional 1,741 shares during the last quarter. First Citizens Bank & Trust Co. boosted its stake in Alphabet by 86.7% in the third quarter. First Citizens Bank & Trust Co. now owns 227,361 shares of the information services provider’s stock valued at $78,230,000 after acquiring an additional 105,563 shares during the last quarter. Roberts Wealth Advisors LLC raised its holdings in shares of Alphabet by 1.1% in the 3rd quarter. Roberts Wealth Advisors LLC now owns 11,474 shares of the information services provider’s stock worth $3,948,000 after purchasing an additional 121 shares during the period. Finally, ASK Capital Investment Managers LLC purchased a new position in Alphabet in the third quarter valued at approximately $5,667,000. Institutional investors own 40.03% of the company’s stock.

Insider Activity at Alphabet

In other news, Director Frances Arnold sold 83 shares of Alphabet stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $340.45, for a total transaction of $28,257.35. Following the transaction, the director directly owned 19,076 shares of the company’s stock, valued at $6,494,424.20. The trade was a 0.43% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Marsida Saraci sold 449 shares of the stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $333.20, for a total transaction of $149,606.80. Following the completion of the sale, the chief accounting officer directly owned 27,386 shares of the company’s stock, valued at $9,125,015.20. This represents a 1.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 441,399 shares of company stock worth $8,677,053. 11.61% of the stock is owned by insiders.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google launched Gemini 4 Argon, a new frontier AI model for developers, businesses and paid users. The model includes expanded coding and knowledge-work capabilities, potentially strengthening Alphabet’s competitive position and supporting future Cloud and subscription revenue. Google launches flagship AI model Gemini 4 Argon for developers and businesses
• Positive Sentiment: UBS raised its Alphabet price target, while BNP Paribas reportedly lifted its target to $450 based partly on the outlook for Alphabet’s in-house Tensor Processing Units. Analysts see potential for the chip business to become a significant revenue opportunity. Alphabet target bumped to $450 at BNP Paribas on TPU outlook
• Positive Sentiment: American Electric Power plans to invest approximately $4 billion in Wyoming fuel-cell generation to serve Google’s growing electricity demand. The project supports Alphabet’s expanding data-center and AI infrastructure capacity, although it also highlights the significant cost of scaling AI. American Electric Power to invest $4 billion fuel-cell project to power Google
• Neutral Sentiment: Alphabet’s Google DeepMind and Google Cloud will give European researchers access to frontier AI models, potentially improving research adoption and ecosystem influence. Meanwhile, the European Commission said it remains in dialogue with Google, leaving regulatory implications unclear.
• Negative Sentiment: Multiple law firms publicized a securities class action covering investors who purchased Alphabet shares between May 19 and July 16, 2026. The lawsuit alleges Alphabet misrepresented delays and training problems involving the Gemini 3.5 Pro launch after a subsequent stock decline. The repeated notices increase headline, litigation and reputational risk, although they do not represent new findings of liability. Alphabet AI issues and subsequent stock drop trigger securities-fraud class action
• Negative Sentiment: Investor commentary also flagged heavy AI capital spending and the gap between operating cash flow and free cash flow, reinforcing concerns that data-center expansion could pressure near-term cash generation despite strong reported earnings.

Alphabet Price Performance

Shares of NASDAQ GOOGL opened at $347.64 on Thursday. Alphabet Inc. has a fifty-two week low of $244.15 and a fifty-two week high of $408.61. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.64 and a current ratio of 2.72. The company has a market capitalization of $4.25 trillion, a price-to-earnings ratio of 17.46, a P/E/G ratio of 1.02 and a beta of 1.21. The company has a 50 day simple moving average of $344.71 and a two-hundred day simple moving average of $350.87.

Alphabet (NASDAQ:GOOGL) last issued its quarterly earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share for the quarter, beating the consensus estimate of $2.89 by $6.22. Alphabet had a return on equity of 51.32% and a net margin of 54.77%. The firm had revenue of $119.80 billion during the quarter, compared to the consensus estimate of $117.07 billion. Analysts expect that Alphabet Inc. will post 20.54 EPS for the current fiscal year.

Alphabet Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, September 14th. Stockholders of record on Monday, September 7th were paid a $0.22 dividend. This represents a $0.88 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date was Friday, September 4th. Alphabet’s dividend payout ratio (DPR) is 4.42%.

Wall Street Analysts Forecast Growth

GOOGL has been the topic of a number of recent research reports. Morgan Stanley set a $400.00 price target on shares of Alphabet and gave the company an “overweight” rating in a research note on Thursday, July 23rd. Evercore restated an “outperform” rating and set a $450.00 price target on shares of Alphabet in a research report on Wednesday, September 16th. Benchmark restated a “buy” rating on shares of Alphabet in a research note on Thursday, October 1st. Wells Fargo & Company restated an “overweight” rating and issued a $417.00 price objective (up from $411.00) on shares of Alphabet in a research report on Tuesday, October 6th. Finally, Freedom Capital upgraded shares of Alphabet from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 23rd. Five equities research analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $425.74.

About Alphabet

Alphabet Inc is a technology and internet services company best known as the parent company of Google. Its primary business, Google Services, includes online search, digital advertising, YouTube, Android, Chrome, Google Maps, Google Play, and a range of hardware and subscription products.

Alphabet also operates Google Cloud, which provides infrastructure, data analytics, cybersecurity, productivity software, and artificial intelligence services to businesses, governments, and other organizations.