Alphabet Inc. $GOOG Shares Bought by TD Waterhouse Canada Inc.

TD Waterhouse Canada Inc. boosted its holdings in Alphabet Inc. (NASDAQ:GOOG) by 3.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 784,268 shares of the information services provider’s stock after purchasing an additional 23,851 shares during the quarter. Alphabet makes up 1.3% of TD Waterhouse Canada Inc.’s portfolio, making the stock its 20th biggest holding. TD Waterhouse Canada Inc.’s holdings in Alphabet were worth $192,560,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Manning & Napier Advisors LLC purchased a new position in shares of Alphabet in the 3rd quarter worth $32,000. IFS Advisors LLC increased its stake in Alphabet by 400.0% during the second quarter. IFS Advisors LLC now owns 150 shares of the information services provider’s stock worth $27,000 after acquiring an additional 120 shares during the last quarter. Tripletail Wealth Management LLC acquired a new stake in Alphabet during the third quarter worth about $40,000. WestEnd Advisors LLC raised its holdings in shares of Alphabet by 58.7% in the 2nd quarter. WestEnd Advisors LLC now owns 165 shares of the information services provider’s stock worth $29,000 after purchasing an additional 61 shares during the period. Finally, University of Illinois Foundation acquired a new position in shares of Alphabet in the 2nd quarter valued at about $31,000. 27.26% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Alphabet

In other Alphabet news, insider John Kent Walker sold 17,829 shares of Alphabet stock in a transaction that occurred on Tuesday, December 30th. The stock was sold at an average price of $314.89, for a total value of $5,614,173.81. Following the completion of the transaction, the insider directly owned 42,972 shares in the company, valued at $13,531,453.08. The trade was a 29.32% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $19.00, for a total value of $35,060,852.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 2,037,964 shares of company stock valued at $95,259,727. Corporate insiders own 12.99% of the company’s stock.

Alphabet Stock Performance

GOOG stock opened at $333.34 on Thursday. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 0.06. The firm has a market cap of $4.02 trillion, a P/E ratio of 32.87, a P/E/G ratio of 2.06 and a beta of 1.10. Alphabet Inc. has a 12-month low of $142.66 and a 12-month high of $350.15. The stock’s 50 day simple moving average is $322.04 and its 200 day simple moving average is $269.49.

Alphabet (NASDAQ:GOOG) last released its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, topping analysts’ consensus estimates of $2.59 by $0.23. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. The firm had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. During the same quarter in the previous year, the company posted $2.15 earnings per share. The firm’s revenue was up 18.0% on a year-over-year basis. As a group, equities research analysts predict that Alphabet Inc. will post 8.89 EPS for the current year.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Q4 beat on revenue and EPS with accelerating Search and Cloud growth — Search ~17% YoY, Cloud growth near 48% and a doubled Cloud backlog point to durable demand and stronger monetization. Alphabet: Full Valuation, Full Speed
• Positive Sentiment: Large enterprise/cloud wins and Gemini deployments (e.g., Liberty Global, Humana) validate Google Cloud monetization and AI product traction. Liberty Global-Google Cloud deal
• Positive Sentiment: Waymo’s big $16B funding round and $126B valuation increase Alphabet’s optionality outside ads and support longer-term upside. Waymo funding
• Positive Sentiment: Analyst upgrades, higher price targets and continued institutional buying reflect confidence in AI/Search/Cloud upside. Analyst coverage
• Neutral Sentiment: Management declined to discuss specific AI partnerships (e.g., Google-Apple Siri deal) on the earnings call, leaving partnership details uncertain for investors. TechCrunch: Google-Apple AI deal
• Neutral Sentiment: Options and pre/post-earnings positioning implied a sizable move; next direction likely depends on how investors weigh capex vs. revenue/margin trends. Earnings preview/prediction markets
• Negative Sentiment: The $175–$185B 2026 capex guide was the primary negative catalyst — far above Street expectations and seen as a near-term earnings/cash-flow risk that sparked selling pressure. Reuters: capex guidance
• Negative Sentiment: Investors also noted a slight YouTube ad revenue softness and the scale of AI spending, which together raised near-term execution and margin questions. Invezz: post-earnings dip
• Negative Sentiment: Insider and some institutional selling (CAO SEC filing noted) adds to short-term sentiment pressure around a high valuation. SEC insider filing

Analysts Set New Price Targets

Several research analysts recently commented on the stock. Scotiabank restated an “outperform” rating and issued a $375.00 price target (up previously from $336.00) on shares of Alphabet in a report on Friday, January 9th. Loop Capital raised shares of Alphabet from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 18th. BNP Paribas Exane began coverage on shares of Alphabet in a research report on Monday, November 24th. They set an “outperform” rating for the company. KeyCorp reiterated an “overweight” rating and set a $360.00 target price on shares of Alphabet in a report on Monday, January 26th. Finally, Barclays boosted their price target on Alphabet from $250.00 to $315.00 and gave the stock an “overweight” rating in a research report on Thursday, October 30th. Eight research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $330.83.

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.