Alphabet Inc. $GOOGL Shares Sold by UNIVEST FINANCIAL Corp

UNIVEST FINANCIAL Corp cut its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 4.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 280,074 shares of the information services provider’s stock after selling 12,397 shares during the period. Alphabet makes up 3.8% of UNIVEST FINANCIAL Corp’s investment portfolio, making the stock its 6th biggest holding. UNIVEST FINANCIAL Corp’s holdings in Alphabet were worth $68,086,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. Financial Gravity Companies Inc. bought a new stake in shares of Alphabet during the 2nd quarter worth $31,000. CarsonAllaria Wealth Management Ltd. lifted its position in Alphabet by 36.4% during the 2nd quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock worth $44,000 after acquiring an additional 67 shares during the last quarter. Corsicana & Co. bought a new stake in Alphabet during the third quarter valued at about $54,000. Vermillion & White Wealth Management Group LLC boosted its holdings in Alphabet by 37.9% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock valued at $57,000 after acquiring an additional 89 shares during the period. Finally, S&T Bank PA grew its position in shares of Alphabet by 40.2% in the second quarter. S&T Bank PA now owns 345 shares of the information services provider’s stock valued at $61,000 after purchasing an additional 99 shares during the last quarter. 40.03% of the stock is currently owned by institutional investors.

Insider Transactions at Alphabet

In other Alphabet news, CEO Sundar Pichai sold 32,500 shares of the stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $327.30, for a total transaction of $10,637,250.00. Following the completion of the transaction, the chief executive officer directly owned 2,211,872 shares in the company, valued at $723,945,705.60. This represents a 1.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Frances Arnold sold 102 shares of the business’s stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $340.00, for a total transaction of $34,680.00. Following the completion of the sale, the director owned 18,307 shares in the company, valued at $6,224,380. This represents a 0.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 2,035,186 shares of company stock valued at $94,458,941. 11.64% of the stock is owned by insiders.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Q4 beat and milestone revenue — Alphabet reported EPS of $2.82 and $113.8B revenue, topped estimates, pushed full‑year revenue past $400B, and Google Cloud grew ~48% (strong fundamentals supporting long‑term growth). Alphabet Crushes Earnings Again, Reports 48% Cloud Revenue Growth
• Positive Sentiment: Heavy analyst optimism — Multiple firms raised price targets and reiterated buy/outperform calls after the quarter (JPMorgan, Deutsche, RBC, Mizuho, Needham, etc.), signaling continued institutional confidence. Analyst Price Target Coverage
• Positive Sentiment: AI traction and partner demand — Gemini MAUs and API token volumes, plus a surging cloud backlog ($240B), validate the company’s AI roadmap and create durable enterprise demand that should support revenue and monetization over time. Earnings Report Summary
• Neutral Sentiment: Dividend announced — Alphabet set a quarterly dividend of $0.21/share (small yield ~0.3%); a signal of capital return but not material to valuation. Dividend Announcement
• Neutral Sentiment: Marketing push for AI products — Google and peers are paying big to creators to promote AI offerings; helps awareness but short‑term ROI is uncertain. Google and Microsoft offer lucrative deals to promote AI
• Neutral Sentiment: Filing wording flagged by Michael Burry — A noted investor flagged language changes in Alphabet filings; impact is unclear and likely more headline than fundamental at this point. Michael Burry flags wording …
• Negative Sentiment: Massive 2026 capex spooked investors — Alphabet guided $175–$185B capex for 2026 (near‑doubling), which triggered a sharp post‑earnings selloff as markets fret about near‑term cash use and margin impacts despite long‑term strategic rationale. Alphabet forecasts sharp surge in 2026 capex
• Negative Sentiment: Insider selling — Reports of insider sales have added to near‑term selling pressure and investor caution. Shares Down After Insider Selling

Alphabet Trading Down 0.5%

Shares of Alphabet stock opened at $331.25 on Friday. Alphabet Inc. has a 52-week low of $140.53 and a 52-week high of $349.00. The firm has a market capitalization of $4.00 trillion, a PE ratio of 30.64, a price-to-earnings-growth ratio of 2.01 and a beta of 1.09. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.75 and a quick ratio of 1.75. The company’s fifty day moving average price is $321.54 and its two-hundred day moving average price is $269.25.

Alphabet (NASDAQ:GOOGL) last posted its earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, beating analysts’ consensus estimates of $2.57 by $0.25. The business had revenue of $113.83 billion for the quarter, compared to analysts’ expectations of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 36.21%. On average, analysts expect that Alphabet Inc. will post 8.9 EPS for the current year.

Alphabet Dividend Announcement

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

Wall Street Analyst Weigh In

Several research firms recently weighed in on GOOGL. Loop Capital raised Alphabet from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $260.00 to $320.00 in a research report on Tuesday, November 18th. Wall Street Zen raised Alphabet from a “hold” rating to a “buy” rating in a research report on Saturday, November 1st. Raymond James Financial raised Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Thursday, January 22nd. UBS Group set a $348.00 price objective on shares of Alphabet and gave the stock a “neutral” rating in a research note on Thursday. Finally, BNP Paribas Exane assumed coverage on shares of Alphabet in a research note on Monday, November 24th. They set an “outperform” rating and a $355.00 target price for the company. Four analysts have rated the stock with a Strong Buy rating, forty-three have issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $354.86.

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.