Alphabet (NASDAQ:GOOGL) Director Sells $184,038.00 in Stock

Alphabet Inc. (NASDAQ:GOOGL) Director John Hennessy sold 600 shares of the business’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $306.73, for a total transaction of $184,038.00. Following the completion of the transaction, the director owned 20,624 shares in the company, valued at $6,325,999.52. This represents a 2.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Alphabet Stock Down 0.2%

Shares of Alphabet stock opened at $302.85 on Friday. Alphabet Inc. has a 1-year low of $140.53 and a 1-year high of $349.00. The company has a market capitalization of $3.66 trillion, a PE ratio of 28.02, a P/E/G ratio of 1.78 and a beta of 1.09. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. The business has a 50-day moving average of $320.20 and a 200-day moving average of $277.46.

Alphabet (NASDAQ:GOOGL) last issued its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, beating analysts’ consensus estimates of $2.57 by $0.25. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The firm had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. As a group, equities analysts forecast that Alphabet Inc. will post 8.9 EPS for the current fiscal year.

Alphabet Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 9th will be paid a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Monday, March 9th. Alphabet’s dividend payout ratio is 7.77%.

Analyst Ratings Changes

GOOGL has been the topic of several recent analyst reports. Sanford C. Bernstein upped their price target on shares of Alphabet from $305.00 to $335.00 and gave the company a “market perform” rating in a report on Monday, February 2nd. Robert W. Baird boosted their target price on shares of Alphabet from $310.00 to $350.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 20th. Rosenblatt Securities increased their price target on shares of Alphabet from $279.00 to $357.00 and gave the stock a “neutral” rating in a research report on Thursday, February 5th. Bank of America lifted their price target on Alphabet from $335.00 to $370.00 and gave the stock a “buy” rating in a research note on Tuesday, January 13th. Finally, Evercore reissued an “outperform” rating and issued a $400.00 price objective (up from $325.00) on shares of Alphabet in a report on Thursday, February 5th. Three research analysts have rated the stock with a Strong Buy rating, forty-three have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $365.86.

Hedge Funds Weigh In On Alphabet

Several institutional investors have recently made changes to their positions in GOOGL. PMV Capital Advisers LLC acquired a new stake in shares of Alphabet in the fourth quarter valued at approximately $38,000. IFC & Insurance Marketing Inc. bought a new position in shares of Alphabet in the fourth quarter worth $38,000. Bard Associates Inc. acquired a new position in shares of Alphabet during the fourth quarter valued at $52,000. Kentucky Trust Co raised its stake in shares of Alphabet by 142.9% during the fourth quarter. Kentucky Trust Co now owns 170 shares of the information services provider’s stock valued at $53,000 after purchasing an additional 100 shares in the last quarter. Finally, Financial Gravity Companies Inc. bought a new stake in shares of Alphabet during the second quarter valued at about $31,000. 40.03% of the stock is owned by institutional investors.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google and Apple are adding music-focused generative-AI features to core apps, showing Alphabet’s AI tech is moving into mainstream consumer experiences that can drive engagement and ad/licensing opportunities. Google Gemini, Apple add music-focused generative AI features
• Positive Sentiment: Google will develop AI tools with Sea Ltd for e-commerce and gaming in Southeast Asia — a tie-up that expands Google Cloud and AI reach in high-growth markets, boosting potential cloud revenue. Google, Shopee-owner Sea to develop AI tools for e-commerce, gaming
• Positive Sentiment: Industry mega-deals like the NVIDIA–Meta expansion reinforce massive, multiyear demand for AI compute — a tailwind for Google Cloud (inference/deployment demand) as hyperscalers lock in infrastructure spending. NVIDIA and Meta Deepen Their AI Alliance
• Positive Sentiment: Big investors remain supportive: Berkshire Hathaway kept its Alphabet stake in recent filings and other high-profile investors (e.g., David Tepper) have increased exposure — signals of institutional confidence in Alphabet’s cloud/AI strategy. Berkshire & AI Hyperscalers: Buffett Holds GOOGL, Dumps AMZN
• Neutral Sentiment: Booking Holdings’ stock-split/earnings story spotlights Google’s Travel/AI booking capabilities — the piece underscores competitive dynamics (Google can disintermediate travel booking) but it’s more relevant as industry context than an immediate revenue swing for Alphabet. Booking Holdings Split: The Catalyst Wall Street Didn’t See Coming
• Negative Sentiment: Insider selling: Director John Hennessy sold 600 shares (filed in mid-February) — a small but visible insider sale that can amplify short-term selling narratives. Alphabet Director John Hennessy Sells 600 Shares
• Negative Sentiment: Waymo/regulatory and operational noise: New York regulatory shifts and scrutiny around remote-assistance in robotaxis constrain Waymo’s expansion and keep a regulatory overhang on Alphabet’s AV ambitions. New York Gov. Hochul drops robotaxi service proposal for outside NYC
• Negative Sentiment: Service reliability and cost concerns: A YouTube outage and commentary about Alphabet’s heavy CapEx for AI compute contribute to short-term profit-taking and worries about near-term margins. YouTube outage hits over 32,000 users

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.