Bey Douglas LLC Sells 18,700 Shares of Alphabet Inc. $GOOGL

Bey Douglas LLC lowered its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 23.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 59,535 shares of the information services provider’s stock after selling 18,700 shares during the quarter. Alphabet comprises approximately 10.8% of Bey Douglas LLC’s holdings, making the stock its largest holding. Bey Douglas LLC’s holdings in Alphabet were worth $14,473,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Moment Partners LLC grew its holdings in shares of Alphabet by 9.3% during the 2nd quarter. Moment Partners LLC now owns 5,896 shares of the information services provider’s stock worth $1,039,000 after purchasing an additional 504 shares in the last quarter. Welch Group LLC lifted its position in Alphabet by 4.0% in the second quarter. Welch Group LLC now owns 64,262 shares of the information services provider’s stock worth $11,325,000 after purchasing an additional 2,467 shares during the period. Brooktree Capital Management acquired a new stake in Alphabet during the second quarter worth $352,000. Griffin Asset Management Inc. boosted its stake in Alphabet by 13.9% during the third quarter. Griffin Asset Management Inc. now owns 58,731 shares of the information services provider’s stock worth $14,277,000 after buying an additional 7,180 shares in the last quarter. Finally, Birchcreek Wealth Management LLC increased its holdings in Alphabet by 2.9% in the 2nd quarter. Birchcreek Wealth Management LLC now owns 8,028 shares of the information services provider’s stock valued at $1,415,000 after buying an additional 223 shares during the period. 40.03% of the stock is owned by institutional investors.

Insider Transactions at Alphabet

In other Alphabet news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the company’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $19.00, for a total transaction of $35,060,852.00. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Sundar Pichai sold 32,500 shares of the firm’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $319.50, for a total transaction of $10,383,750.00. Following the completion of the transaction, the chief executive officer directly owned 2,272,119 shares in the company, valued at $725,942,020.50. This trade represents a 1.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 2,035,186 shares of company stock worth $94,458,941. 11.64% of the stock is owned by insiders.

Wall Street Analyst Weigh In

GOOGL has been the subject of a number of analyst reports. Citic Securities raised their price objective on shares of Alphabet from $230.00 to $310.00 and gave the stock a “buy” rating in a report on Monday, November 3rd. Guggenheim reiterated a “buy” rating and issued a $375.00 price objective (up from $330.00) on shares of Alphabet in a research note on Monday, December 1st. CIBC increased their target price on Alphabet to $315.00 in a report on Monday, October 20th. Daiwa Capital Markets boosted their price target on Alphabet from $233.00 to $333.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. Finally, Oppenheimer increased their price objective on Alphabet from $270.00 to $300.00 and gave the stock an “outperform” rating in a research note on Monday, October 20th. Four investment analysts have rated the stock with a Strong Buy rating, forty-two have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, Alphabet has an average rating of “Moderate Buy” and an average target price of $336.60.

Alphabet Price Performance

Shares of GOOGL stock opened at $333.04 on Thursday. Alphabet Inc. has a 1 year low of $140.53 and a 1 year high of $349.00. 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’s 50 day moving average is $321.32 and its 200-day moving average is $268.82. The firm has a market capitalization of $4.02 trillion, a price-to-earnings ratio of 32.84, a PEG ratio of 2.05 and a beta of 1.09.

Alphabet (NASDAQ:GOOGL) last posted its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.23. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. Sell-side analysts forecast that Alphabet Inc. will post 8.9 EPS for the current fiscal year.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet beat Q4 estimates (EPS $2.82; revenue ~$113.8B), showing strong search, YouTube and Cloud momentum that supports multiple revenue streams and longer‑term earnings power. CNBC: Google beats on revenue, projects significant AI spending increase
• Positive Sentiment: Google Cloud continues to win enterprise deals (five‑year Liberty Global partnership) and customer proofs (Humana using Agent Assist), indicating AI monetization traction for Cloud. Reuters: Google Cloud, Liberty Global strike five-year AI partnership
• Positive Sentiment: Waymo’s $16B fundraising reduces Alphabet’s near‑term funding burden for autonomous driving and validates the unit’s standalone value. CNBC: Waymo fundraising
• Neutral Sentiment: Analysts are mixed but generally constructive — several price targets were raised (Jefferies, Bernstein adjustments) which can amplify intraday swings. MarketScreener: Bernstein target change
• Neutral Sentiment: Broadcom and Nvidia traded higher after Alphabet’s capex ramp news, reflecting supplier and AI‑hardware beneficiary dynamics — a sector rotation effect rather than a company‑specific improvement. CNBC: Broadcom, Nvidia shares rise
• Neutral Sentiment: Minor insider selling was reported (CAO sold 933 shares); small transactions can create short‑term noise but are not a structural red flag. InsiderTrades: Amie Thuener O’Toole sale
• Negative Sentiment: Alphabet guided to a huge 2026 capital expenditure range ($175B–$185B), which spooked investors worried about cash deployment, margins and the timing of returns from AI infrastructure. Reuters: Alphabet forecasts sharp surge in 2026 capital spending
• Negative Sentiment: Management declined to address certain partnership details (e.g., Google‑Apple AI tie‑ups) on the earnings call, and regulatory/legal headlines (Waymo safety hearing, a $135M Android settlement) add execution and reputational risk. TechCrunch: Alphabet won’t discuss Google-Apple AI deal Reuters: Waymo to defend safety record MSN: Android settlement

About Alphabet

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.