Harbor Capital Advisors Inc. Has $26.54 Million Stock Position in Alphabet Inc. $GOOGL

Harbor Capital Advisors Inc. grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL) by 3.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 109,169 shares of the information services provider’s stock after purchasing an additional 3,141 shares during the period. Alphabet makes up approximately 2.1% of Harbor Capital Advisors Inc.’s investment portfolio, making the stock its 5th largest holding. Harbor Capital Advisors Inc.’s holdings in Alphabet were worth $26,539,000 as of its most recent filing with the SEC.

Other institutional investors have also bought and sold shares of the company. Truist Financial Corp boosted its stake in Alphabet by 2.3% during the 2nd quarter. Truist Financial Corp now owns 2,546,012 shares of the information services provider’s stock valued at $448,684,000 after purchasing an additional 56,295 shares in the last quarter. Bridgeway Capital Management LLC lifted its holdings in shares of Alphabet by 17.9% in the first quarter. Bridgeway Capital Management LLC now owns 88,187 shares of the information services provider’s stock valued at $13,637,000 after buying an additional 13,371 shares during the period. Alaethes Wealth LLC boosted its stake in Alphabet by 1.1% during the first quarter. Alaethes Wealth LLC now owns 7,646 shares of the information services provider’s stock valued at $1,182,000 after buying an additional 84 shares in the last quarter. Moment Partners LLC grew its holdings in Alphabet by 9.3% during the second quarter. Moment Partners LLC now owns 5,896 shares of the information services provider’s stock worth $1,039,000 after acquiring an additional 504 shares during the period. Finally, Welch Group LLC raised its position in Alphabet by 4.0% in the second quarter. Welch Group LLC now owns 64,262 shares of the information services provider’s stock worth $11,325,000 after acquiring an additional 2,467 shares in the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

Analyst Upgrades and Downgrades

GOOGL has been the topic of several recent research reports. Wells Fargo & Company lifted their price objective on shares of Alphabet from $236.00 to $268.00 and gave the stock an “equal weight” rating in a research note on Thursday, October 30th. JMP Securities restated a “market outperform” rating and issued a $290.00 price target on shares of Alphabet in a research report on Wednesday, October 22nd. The Goldman Sachs Group increased their price objective on Alphabet from $288.00 to $330.00 and gave the company a “buy” rating in a research report on Thursday, October 30th. Truist Financial set a $350.00 price objective on Alphabet and gave the stock a “buy” rating in a research note on Friday, December 5th. Finally, Stifel Nicolaus set a $333.00 target price on Alphabet in a research report on Thursday, October 30th. Four research analysts have rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $315.90.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: AI momentum: Analysts and commentators point to a renewed AI-led growth story (Gemini adoption, model upgrades) that strengthens search economics and monetization pathways. This narrative is driving investor enthusiasm. Google’s AI Renaissance (Growth Story is Far from Over)
• Positive Sentiment: Cloud strength and fundamentals: Google Cloud reported >30% growth in recent commentary and continues to accelerate, supporting revenue diversification beyond ads. Ranking the Best “Magnificent Seven” Stocks to Buy for 2026
• Positive Sentiment: Analyst upgrades / momentum: MarketBeat and others flagged Alphabet as one of the most-upgraded names with mean price-target upside (~20% at some bulls), which tends to draw flows and support the stock. The 5 Most Upgraded Stocks from 2025
• Neutral Sentiment: Valuation / positioning narrative: Coverage notes Alphabet has outperformed peers in 2025 and is being re-priced as an AI/cloud play; some see recent dips as buying opportunities while others warn upside may be partially priced in. Alphabet Stock is Starting to Get Cheap Again After Dipping in December
• Neutral Sentiment: Infrastructure/energy considerations: Reports highlight Alphabet’s growing data‑center power needs and recent moves to secure renewable energy and projects—important operationally but longer‑dated for direct EPS impact. Google buys renewable energy project developer Intersect
• Negative Sentiment: High AI CapEx scrutiny: Several pieces warn hyperscaler spending on AI infrastructure is large and could pressure free cash flow and margins in the near term, a risk investors are watching. Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?
• Negative Sentiment: Regulatory/legal noise: Reports about DOJ probes and other policy scrutiny add an element of regulatory risk that can weigh on sentiment if escalated. Trump’s Justice Department probes Google

Insider Activity at Alphabet

In other news, CEO Sundar Pichai sold 32,500 shares of the business’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $299.80, for a total transaction of $9,743,500.00. Following the transaction, the chief executive officer directly owned 2,239,619 shares in the company, valued at $671,437,776.20. The trade was a 1.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Frances Arnold sold 102 shares of the company’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $317.66, for a total transaction of $32,401.32. Following the completion of the transaction, the director directly owned 18,104 shares in the company, valued at $5,750,916.64. This trade represents a 0.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 192,585 shares of company stock worth $56,223,739. 11.55% of the stock is currently owned by company insiders.

Alphabet Stock Up 0.1%

Shares of Alphabet stock opened at $313.85 on Wednesday. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 0.06. Alphabet Inc. has a 1 year low of $140.53 and a 1 year high of $328.83. The stock has a 50-day moving average price of $298.00 and a 200 day moving average price of $241.56. The company has a market cap of $3.79 trillion, a P/E ratio of 30.95, a P/E/G ratio of 1.80 and a beta of 1.07.

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

Alphabet Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 8th were given a $0.21 dividend. The ex-dividend date was Monday, December 8th. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. Alphabet’s dividend payout ratio is presently 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.