Alphabet Inc. $GOOGL is ST Germain D J Co. Inc.’s 3rd Largest Position

ST Germain D J Co. Inc. lessened its stake in Alphabet Inc. (NASDAQ:GOOGL) by 0.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 421,689 shares of the information services provider’s stock after selling 3,425 shares during the period. Alphabet makes up about 4.1% of ST Germain D J Co. Inc.’s holdings, making the stock its 3rd biggest holding. ST Germain D J Co. Inc.’s holdings in Alphabet were worth $102,513,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently modified their holdings of the company. Financial Gravity Companies Inc. bought a new position in Alphabet during the second quarter valued at approximately $31,000. CarsonAllaria Wealth Management Ltd. grew its holdings in shares of Alphabet by 36.4% in the second quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock worth $44,000 after purchasing an additional 67 shares during the last quarter. Vermillion & White Wealth Management Group LLC increased its stake in shares of Alphabet by 37.9% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock worth $57,000 after buying an additional 89 shares during the period. Christopher J. Hasenberg Inc raised its holdings in Alphabet by 77.6% during the 2nd quarter. Christopher J. Hasenberg Inc now owns 348 shares of the information services provider’s stock valued at $61,000 after buying an additional 152 shares during the last quarter. Finally, S&T Bank PA boosted its position in Alphabet by 40.2% during the 2nd quarter. S&T Bank PA now owns 345 shares of the information services provider’s stock valued at $61,000 after buying an additional 99 shares during the period. 40.03% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on GOOGL shares. Oppenheimer boosted their price objective on shares of Alphabet from $270.00 to $300.00 and gave the company an “outperform” rating in a research report on Monday, October 20th. DA Davidson reaffirmed a “neutral” rating and set a $300.00 price target on shares of Alphabet in a research report on Tuesday, November 25th. Royal Bank Of Canada reiterated a “buy” rating and issued a $315.00 price objective on shares of Alphabet in a report on Tuesday, December 2nd. President Capital boosted their target price on Alphabet from $258.00 to $323.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. Finally, Needham & Company LLC raised their price target on Alphabet from $260.00 to $330.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. Four analysts have rated the stock with a Strong Buy rating, forty-one have issued a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, Alphabet has an average rating of “Moderate Buy” and a consensus price target of $315.90.

Key Stores Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google Cloud locked an expanded, multibillion-dollar strategic deal with Palo Alto Networks — reported by Reuters as “approaching $10 billion” — which materially strengthens Cloud revenue outlook and security services momentum. Google Cloud lands deal with Palo Alto Networks
• Positive Sentiment: Citigroup raised its price target to $350 and kept a Buy rating — a notable analyst upgrade that signals upward earnings/valuation expectations and supports short‑term buying interest. Citigroup adjusts price target on Alphabet
• Positive Sentiment: Google reports strong talent flows in AI — ~20% of 2025 AI software engineer hires were “boomerangs” (ex‑employees) — which investors view as a competitive advantage in the AI arms race vs. OpenAI/Anthropic/Meta. Google’s boomerang year
• Neutral Sentiment: Technical/trading signals flagged a Power Inflow alert (benzinga), which can attract short‑term momentum traders but is not a fundamental catalyst. GOOG Hits Intraday High After Key Trading Signal
• Neutral Sentiment: Coverage and thematic stories (Zacks, cloud lists, MarketBeat pieces) are keeping retail/institutional attention on GOOGL as a core cloud and AI holding — supporting flows but not an immediate earnings surprise. Alphabet is a trending stock (Zacks)
• Negative Sentiment: A Spanish consumer group has launched preliminary legal action alleging sensitive data collection and privacy violations — an escalation that could lead to fines or longer-term compliance costs. Spanish consumer group seeks to sue Google in data row
• Negative Sentiment: Mexico’s antitrust authority ordered Google to drop certain Android restrictions — another regulatory action that can pressure mobile‑related revenue/margins and raises the risk of further regional remedies. Mexico’s antitrust commission resolves Android case
• Negative Sentiment: Large insider stock sales were disclosed this week (CEO Sundar Pichai and other executives/directors sold shares), which can be viewed negatively by some investors even if sales are routine or for diversification/tax reasons. SEC filing: Sundar Pichai insider sale

Insider Activity

In related news, CAO Amie Thuener O’toole sold 2,778 shares of the company’s stock in a transaction that occurred on Wednesday, October 15th. The stock was sold at an average price of $250.05, for a total value of $694,638.90. Following the sale, the chief accounting officer owned 14,516 shares in the company, valued at $3,629,725.80. This represents a 16.06% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Sundar Pichai sold 32,500 shares of the firm’s stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $283.48, for a total value of $9,213,100.00. Following the transaction, the chief executive officer directly owned 2,337,119 shares of the company’s stock, valued at approximately $662,526,494.12. This trade represents a 1.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 226,128 shares of company stock worth $63,183,331. Insiders own 11.64% of the company’s stock.

Alphabet Price Performance

GOOGL opened at $307.16 on Friday. 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 company has a market cap of $3.71 trillion, a price-to-earnings ratio of 30.29, a price-to-earnings-growth ratio of 1.75 and a beta of 1.07. The stock has a fifty day simple moving average of $289.19 and a two-hundred day simple moving average of $233.80. Alphabet Inc. has a 12-month low of $140.53 and a 12-month high of $328.83.

Alphabet (NASDAQ:GOOGL) last released its earnings results on Wednesday, October 29th. The information services provider reported $2.87 earnings per share for the quarter, topping analysts’ consensus estimates of $2.29 by $0.58. The firm had revenue of $102.35 billion for the quarter, compared to the consensus estimate of $99.90 billion. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. Research analysts predict that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 8th were paid a dividend of $0.21 per share. The ex-dividend date of this dividend was Monday, December 8th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is currently 8.28%.

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.