Alphabet Inc. $GOOGL Shares Acquired by Temasek Holdings Private Ltd

Temasek Holdings Private Ltd raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL) by 20.3% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,135,194 shares of the information services provider’s stock after buying an additional 696,829 shares during the period. Alphabet comprises approximately 3.5% of Temasek Holdings Private Ltd’s investment portfolio, making the stock its 8th biggest position. Temasek Holdings Private Ltd’s holdings in Alphabet were worth $1,005,266,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in GOOGL. Financial Gravity Companies Inc. acquired a new stake in shares of Alphabet during the second quarter worth $31,000. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of Alphabet in the 3rd quarter valued at $53,000. Corsicana & Co. acquired a new position in shares of Alphabet in the 3rd quarter valued at $54,000. Sellwood Investment Partners LLC purchased a new position in Alphabet in the 3rd quarter worth about $63,000. Finally, Vermillion & White Wealth Management Group LLC increased its stake in Alphabet by 37.9% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock worth $57,000 after purchasing an additional 89 shares in the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

Alphabet Trading Down 0.4%

Alphabet stock opened at $302.28 on Friday. Alphabet Inc. has a one year low of $140.53 and a one year high of $349.00. The company’s fifty day moving average price is $319.12 and its two-hundred day moving average price is $289.23. 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 company has a market capitalization of $3.66 trillion, a price-to-earnings ratio of 27.96, a PEG ratio of 1.78 and a beta of 1.10.

Alphabet (NASDAQ:GOOGL) last announced its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, topping analysts’ consensus estimates of $2.57 by $0.25. The company had revenue of $113.83 billion during the quarter, compared to analysts’ expectations of $111.24 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%. On average, analysts forecast that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

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

Insider Activity

In other news, insider John Kent Walker sold 47,574 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $301.45, for a total value of $14,341,182.30. Following the completion of the sale, the insider directly owned 13,227 shares in the company, valued at approximately $3,987,279.15. The trade was a 78.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director John L. Hennessy sold 600 shares of the company’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 sale, the director directly owned 20,624 shares of the company’s stock, valued at approximately $6,325,999.52. This represents a 2.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 2,112,493 shares of company stock valued at $118,605,094. Insiders own 11.64% of the company’s stock.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Major competitor Meta has delayed a next‑generation AI release and reportedly discussed temporarily licensing Google’s Gemini model, which could help Alphabet expand usage/licensing of its AI stack and win incremental share. Meta delays release; may license Gemini
• Positive Sentiment: Needham & Company reaffirmed a “buy” on GOOGL and set a $400 price target (~32% upside from current levels), which can support investor confidence and buying interest. Needham reiterates buy
• Positive Sentiment: Multiple reports highlight Meta falling behind on large AI models (and considering licensing Google tech), reinforcing the view that Google could capture market share in foundational models and services. Meta falling behind — Yahoo
• Positive Sentiment: Zacks highlighted Alphabet’s earnings growth and price strength as reasons to watch GOOGL, supporting a constructive fundamental view after recent results. Zacks: earnings growth & price strength
• Neutral Sentiment: Google, Amazon and Meta pushing their own AI chips signals a structural shift in AI infrastructure — a long‑term positive if Google’s stack wins, but it intensifies competition with incumbents like NVIDIA and may pressure margins/capex. AI chips competition — Yahoo
• Neutral Sentiment: Google sold a partial stake in its GFiber unit and partnered to form a new independent fiber provider; this reduces direct capital burden but also trims ownership of the broadband growth asset. GFiber stake sale — CNBC
• Neutral Sentiment: Brand/PR note: Google named its London HQ “Platform 37” referencing DeepMind/AlphaGo success — modestly positive for culture/AI branding but not material to near‑term financials. Platform 37 naming — Reuters
• Negative Sentiment: UK regulator and wider regulatory scrutiny on tech safety and child protection remain overhangs for Big Tech, including Alphabet, since new rules or enforcement could increase compliance costs or constrain certain services. UK regulator warning — Sky

Analyst Upgrades and Downgrades

A number of research firms have commented on GOOGL. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $370.00 price objective on shares of Alphabet in a research note on Thursday, February 5th. Bank of America lifted their target price on shares of Alphabet from $335.00 to $370.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. China Renaissance boosted their price target on shares of Alphabet from $330.00 to $400.00 and gave the company a “buy” rating in a report on Friday, February 6th. Robert W. Baird raised their price objective on shares of Alphabet from $375.00 to $380.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Finally, Royal Bank Of Canada lifted their price objective on shares of Alphabet from $375.00 to $400.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Three investment analysts have rated the stock with a Strong Buy rating, forty-three have assigned a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $367.18.

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.