Keebeck Wealth Management Has $6.16 Million Holdings in Alphabet Inc. $GOOGL

Keebeck Wealth Management raised its position in shares of Alphabet Inc. (NASDAQ:GOOGL) by 25.9% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,404 shares of the information services provider’s stock after acquiring an additional 4,399 shares during the period. Keebeck Wealth Management’s holdings in Alphabet were worth $6,155,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in GOOGL. Brighton Jones LLC grew its holdings in Alphabet by 3.9% in the 4th quarter. Brighton Jones LLC now owns 110,330 shares of the information services provider’s stock valued at $20,886,000 after buying an additional 4,110 shares in the last quarter. Revolve Wealth Partners LLC increased its position in Alphabet by 3.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 14,930 shares of the information services provider’s stock worth $2,826,000 after buying an additional 506 shares during the period. Matrix Asset Advisors Inc. NY lifted its holdings in shares of Alphabet by 17.6% during the second quarter. Matrix Asset Advisors Inc. NY now owns 3,888 shares of the information services provider’s stock worth $685,000 after buying an additional 581 shares in the last quarter. Sequoia Financial Advisors LLC lifted its holdings in shares of Alphabet by 11.2% during the second quarter. Sequoia Financial Advisors LLC now owns 485,486 shares of the information services provider’s stock worth $85,557,000 after buying an additional 48,805 shares in the last quarter. Finally, United Bank lifted its holdings in shares of Alphabet by 6.9% during the second quarter. United Bank now owns 48,204 shares of the information services provider’s stock worth $8,495,000 after buying an additional 3,120 shares in the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet’s custom Tensor Processing Units (TPUs) are increasingly viewed as credible alternatives to Nvidia chips. That could reduce Google’s dependence on external suppliers and create a potential external chip-revenue opportunity. Alphabet and Amazon custom AI chips
• Positive Sentiment: Recent commentary highlights Alphabet’s record quarter, strong Google Cloud growth, Gemini adoption and enterprise AI demand. Analysts and value-focused investors continue to view GOOGL as comparatively inexpensive among large technology and AI companies. Alphabet AI investment and valuation
• Positive Sentiment: Google is reportedly supporting a $15 billion Anthropic data-center project with chips and financial guarantees, while Oracle is expanding its partnership to bring Gemini models to enterprise applications. These initiatives could drive Google Cloud demand and strengthen Alphabet’s AI ecosystem. Anthropic data center backed by Google
• Neutral Sentiment: Alphabet’s reported quarterly earnings and revenue beat consensus estimates by wide margins, supporting the fundamental case, although investors remain focused on whether AI growth will translate into sufficient cash returns.
• Negative Sentiment: Alphabet withdrew its Google Earth AI image-generation feature only one day after launch following criticism that fabricated imagery could spread misinformation. The quick reversal limits immediate product risk but raises questions about AI governance and rollout discipline. Google Earth AI feature withdrawn
• Negative Sentiment: The AI buildout is becoming increasingly expensive. Alphabet is targeting up to $205 billion in 2026 capital expenditures, while rising memory and infrastructure costs are pressuring cash flow and increasing future depreciation. AI buildout costs and cash flow
• Negative Sentiment: Recent insider sales were small relative to the executives’ remaining holdings, but they provide a modest sentiment headwind. Separately, investor-law-firm investigations could create additional legal and reputational overhang. Alphabet director stock sale

Analyst Ratings Changes

Several research firms recently commented on GOOGL. Truist Financial set a $420.00 price target on shares of Alphabet and gave the company a “buy” rating in a research note on Thursday, July 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of Alphabet in a research note on Friday, July 17th. Susquehanna reissued a “positive” rating and issued a $460.00 price objective (up from $400.00) on shares of Alphabet in a report on Thursday, April 30th. Arete Research boosted their price objective on shares of Alphabet from $405.00 to $425.00 and gave the company a “buy” rating in a report on Monday, May 18th. Finally, DA Davidson set a $350.00 target price on shares of Alphabet and gave the stock a “neutral” rating in a research report on Thursday, July 23rd. Six research analysts have rated the stock with a Strong Buy rating, forty-four have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $419.86.

Insider Transactions at Alphabet

In related news, major shareholder 2019 Gp L.L.C. Gv sold 196,931 shares of Alphabet stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $19.46, for a total transaction of $3,832,277.26. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider John Kent Walker sold 8,998 shares of the company’s stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $349.29, for a total transaction of $3,142,911.42. Following the transaction, the insider owned 75,290 shares of the company’s stock, valued at approximately $26,298,044.10. This represents a 10.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 600,547 shares of company stock valued at $16,255,540. 11.61% of the stock is currently owned by insiders.

Alphabet Stock Performance

Shares of GOOGL opened at $356.13 on Monday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.64 and a current ratio of 2.72. Alphabet Inc. has a 52-week low of $187.82 and a 52-week high of $408.61. The firm has a market cap of $4.36 trillion, a price-to-earnings ratio of 17.89, a PEG ratio of 1.00 and a beta of 1.24. The business’s fifty day moving average is $357.79 and its 200-day moving average is $339.35.

Alphabet (NASDAQ:GOOGL) last announced its quarterly earnings data on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share for the quarter, topping the consensus estimate of $2.89 by $6.22. The business had revenue of $119.80 billion during the quarter, compared to the consensus estimate of $117.07 billion. Alphabet had a return on equity of 51.32% and a net margin of 54.77%. Equities analysts anticipate that Alphabet Inc. will post 20.51 EPS for the current fiscal year.

Alphabet Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, September 14th. Shareholders of record on Monday, September 7th will be paid a dividend of $0.22 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.88 annualized dividend and a yield of 0.2%. Alphabet’s payout ratio is presently 4.42%.

Alphabet Company 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.