Alphabet Inc. $GOOGL Stock: China Universal Asset Management Co. Ltd. Boosts Stake

China Universal Asset Management Co. Ltd. increased its stake in Alphabet Inc. (NASDAQ:GOOGL) by 7.0% during the third quarter, according to its most recent filing with the SEC. The fund owned 180,880 shares of the information services provider’s stock after buying an additional 11,901 shares during the quarter. Alphabet accounts for approximately 3.2% of China Universal Asset Management Co. Ltd.’s portfolio, making the stock its 6th largest holding. China Universal Asset Management Co. Ltd.’s holdings in Alphabet were worth $61,667,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in GOOGL. Titleist Asset Management LLC increased its stake in shares of Alphabet by 6.4% in the third quarter. Titleist Asset Management LLC now owns 34,613 shares of the information services provider’s stock worth $11,909,000 after buying an additional 2,096 shares during the last quarter. PFG Investments LLC boosted its position in Alphabet by 2.6% during the first quarter. PFG Investments LLC now owns 89,299 shares of the information services provider’s stock valued at $25,679,000 after acquiring an additional 2,269 shares during the last quarter. Elefante Mark B increased its holdings in Alphabet by 4.5% in the 2nd quarter. Elefante Mark B now owns 43,733 shares of the information services provider’s stock worth $15,629,000 after acquiring an additional 1,897 shares during the last quarter. Nwam LLC raised its holdings in shares of Alphabet by 19.6% during the first quarter. Nwam LLC now owns 49,128 shares of the information services provider’s stock valued at $14,127,000 after acquiring an additional 8,055 shares in the last quarter. Finally, WCM Investment Management LLC increased its stake in shares of Alphabet by 287.4% in the first quarter. WCM Investment Management LLC now owns 3,886 shares of the information services provider’s stock worth $1,063,000 after purchasing an additional 2,883 shares in the last quarter. 40.03% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Alphabet

In related news, Director Frances Arnold sold 83 shares of the business’s stock in a transaction that occurred on Wednesday, September 30th. The shares were sold at an average price of $340.45, for a total value of $28,257.35. Following the completion of the transaction, the director owned 19,076 shares in the company, valued at $6,494,424.20. The trade was a 0.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. In the last ninety days, insiders sold 247 shares of company stock valued at $79,238. 11.61% of the stock is currently owned by company insiders.

Alphabet Stock Performance

NASDAQ GOOGL opened at $284.78 on Friday. The firm has a market capitalization of $3.48 trillion, a P/E ratio of 14.86, a price-to-earnings-growth ratio of 0.84 and a beta of 1.23. The company has a current ratio of 2.79, a quick ratio of 2.69 and a debt-to-equity ratio of 0.19. The firm’s fifty day moving average price is $332.93 and its two-hundred day moving average price is $338.97. Alphabet Inc. has a 1 year low of $270.70 and a 1 year high of $408.61.

Alphabet (NASDAQ:GOOGL) last announced its quarterly earnings results on Wednesday, October 28th. The information services provider reported $2.12 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.02 by ($0.90). Alphabet had a net margin of 50.03% and a return on equity of 43.33%. The company had revenue of $127.58 billion for the quarter, compared to analysts’ expectations of $127.96 billion. As a group, research analysts anticipate that Alphabet Inc. will post 19.86 EPS for the current year.

Alphabet Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, December 14th. Shareholders of record on Monday, December 7th will be issued a $0.22 dividend. This represents a $0.88 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Monday, December 7th. Alphabet’s dividend payout ratio (DPR) is presently 4.59%.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google is acquiring a Wyoming data-center site from Crusoe as it expands capacity for AI workloads. The purchase supports Alphabet’s push to secure infrastructure it might otherwise lease; a broader Wyoming project has been reported at about $17 billion, with Google saying it will cover the facility’s power costs. Reuters article
• Positive Sentiment: Alphabet’s Wing plans to invest up to $125 million over two years in a Fort Worth manufacturing facility capable of producing tens of thousands of delivery drones annually. The investment could help scale Wing’s commercial operations, though it requires substantial upfront spending. Wall Street Journal article
• Neutral Sentiment: Google plans to double prices for paid input, output and context-caching on its Gemini 3.8 and 3.6 Flash APIs starting January 1, 2027. Higher pricing could improve monetization, but its effect on customer demand is uncertain. Yahoo Finance article
• Negative Sentiment: Alphabet faces renewed investor scrutiny over a securities class action alleging misleading statements during May–July 2026. The claims are allegations, not findings, but could add legal and reputational risk; multiple law-firm notices largely repeat the same case. PR Newswire article
• Negative Sentiment: Investors remain concerned about uncertainty around data-center regulation and the scale of AI capital spending. A separate lawsuit also alleges safety harms involving Google’s AI on a school Chromebook, adding potential reputational and legal exposure. Reuters article

Analysts Set New Price Targets

Several equities analysts have weighed in on the stock. Freedom Capital upgraded shares of Alphabet from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 23rd. Weiss Ratings restated a “buy (b)” rating on shares of Alphabet in a research report on Thursday, October 15th. DA Davidson cut their target price on Alphabet from $350.00 to $300.00 and set a “neutral” rating for the company in a research note on Thursday, October 29th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $325.00 target price (down from $385.00) on shares of Alphabet in a report on Thursday, October 29th. Finally, Yorkville Ives started coverage on Alphabet in a report on Monday, October 5th. They set an “outperform” rating and a $400.00 price target on the stock. Five research analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $412.51.

Alphabet Profile

Alphabet Inc is a technology holding company whose largest business is Google. Founded in 1998 by Larry Page and Sergey Brin, Google became part of Alphabet when the company reorganized its businesses under the holding-company structure in 2015.

Google’s products and services include Search, YouTube, Android, Chrome, Google Maps, Google Play and Google Cloud. The company also generates revenue from digital advertising and offers devices, subscriptions and artificial intelligence products and services.

Alphabet serves consumers, businesses and organizations around the world.