Westfuller Advisors LLC Raises Stake in Alphabet Inc. $GOOGL

Westfuller Advisors LLC increased its position in Alphabet Inc. (NASDAQ:GOOGL) by 59.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,238 shares of the information services provider’s stock after buying an additional 3,824 shares during the period. Alphabet comprises 1.1% of Westfuller Advisors LLC’s portfolio, making the stock its 25th largest holding. Westfuller Advisors LLC’s holdings in Alphabet were worth $2,489,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the business. Delta Financial Advisors LLC grew its position in shares of Alphabet by 330.9% in the third quarter. Delta Financial Advisors LLC now owns 6,765 shares of the information services provider’s stock valued at $1,645,000 after purchasing an additional 5,195 shares during the period. Tranquilli Financial Advisor LLC lifted its position in Alphabet by 5.5% during the third quarter. Tranquilli Financial Advisor LLC now owns 2,538 shares of the information services provider’s stock worth $617,000 after buying an additional 132 shares during the period. Select Asset Management & Trust boosted its stake in Alphabet by 9.5% in the 3rd quarter. Select Asset Management & Trust now owns 1,794 shares of the information services provider’s stock worth $436,000 after buying an additional 156 shares during the last quarter. JLB & Associates Inc. grew its holdings in Alphabet by 5.0% in the 3rd quarter. JLB & Associates Inc. now owns 30,641 shares of the information services provider’s stock valued at $7,463,000 after buying an additional 1,471 shares during the period. Finally, Jmac Enterprises LLC increased its stake in shares of Alphabet by 9.2% during the 3rd quarter. Jmac Enterprises LLC now owns 1,947 shares of the information services provider’s stock valued at $473,000 after acquiring an additional 164 shares during 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 beat Q4 estimates with $113.8B revenue, $2.82 EPS, huge Google Cloud growth (48% y/y) and milestone annual revenue above $400B — evidence that AI and ads are driving durable top‑line momentum. Alphabet Crushes Earnings Again, Reports 48% Cloud Revenue Growth
• Positive Sentiment: Gemini/product adoption and a surging cloud backlog (reported at ~$240B) support longer‑term revenue leverage from AI investments — a structural growth argument investors and many analysts are citing. Google goes from laggard to leader as it pulls ahead of OpenAI with stellar AI growth
• Positive Sentiment: Multiple brokers raised price targets and reiterated buy/outperform views after the quarter (e.g., Citigroup, JPMorgan, RBC, Needham, Mizuho), providing analyst support under the share price. Multiple analyst price target raises (Benzinga)
• Neutral Sentiment: Reported short interest data shows no meaningful short position change (reads as negligible/quiet on short‑selling activity), so moves are likely driven by flows and sentiment rather than a short squeeze.
• Neutral Sentiment: ETF/sector flows and inclusion chatter (new Big Tech ETFs) can amplify moves in GOOGL but are not company‑specific catalysts. Big Tech Core: New Burney ETF Packs Apple, Nvidia, Google, Broadcom Punch
• Negative Sentiment: Alphabet guided to $175–$185B of capex for 2026 (aimed at AI compute and cloud), a shockingly large jump that has investors fretting about near‑term free cash flow and returns on incremental AI spend — the dominant proximate cause of recent weakness. Alphabet resets the bar for AI infrastructure spending (CNBC)
• Negative Sentiment: Wider market narrative: fears about excessive AI capex are prompting a tech sell‑off (FactSet noted >$1T wiped from big‑tech), which weighs on Alphabet alongside company‑specific capex concerns. Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off
• Negative Sentiment: Insider selling was reported after the quarter, adding near‑term pressure on sentiment. Alphabet Shares Down After Insider Selling
• Negative Sentiment: Employee protests over Google Cloud contracts with immigration agencies pose reputational/legal risk that can create headline volatility. Google Workers Demand End to Cloud Services for Immigration Agencies

Alphabet Stock Down 2.5%

Shares of NASDAQ GOOGL opened at $322.86 on Friday. The stock has a fifty day moving average price of $321.60 and a 200 day moving average price of $270.17. The company has a current ratio of 2.01, a quick ratio of 1.75 and a debt-to-equity ratio of 0.11. Alphabet Inc. has a 12-month low of $140.53 and a 12-month high of $349.00. The company has a market cap of $3.90 trillion, a P/E ratio of 29.87, a P/E/G ratio of 1.86 and a beta of 1.09.

Alphabet (NASDAQ:GOOGL) last issued its earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, topping the consensus estimate of $2.57 by $0.25. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The company had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. Research analysts anticipate that Alphabet Inc. will post 8.9 EPS for the current fiscal year.

Alphabet Announces Dividend

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

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. KeyCorp set a $370.00 target price on shares of Alphabet and gave the stock an “overweight” rating in a research report on Thursday. Moffett Nathanson increased their price target on shares of Alphabet from $305.00 to $350.00 and gave the stock a “buy” rating in a research note on Thursday. Canadian Imperial Bank of Commerce lifted their price target on shares of Alphabet to $315.00 in a report on Monday, October 20th. Truist Financial set a $385.00 price objective on shares of Alphabet in a research note on Thursday. Finally, UBS Group set a $348.00 target price on Alphabet and gave the stock a “neutral” rating in a research report on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, forty-three have issued a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $357.46.

Insider Buying and Selling

In other news, CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $335.18, for a total value of $10,893,350.00. Following the completion of the transaction, the chief executive officer directly owned 2,179,372 shares in the company, valued at approximately $730,481,906.96. This represents a 1.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Amie Thuener O’toole sold 933 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $336.55, for a total transaction of $314,001.15. Following the sale, the chief accounting officer directly owned 9,916 shares of the company’s stock, valued at approximately $3,337,229.80. The trade was a 8.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 2,067,686 shares of company stock valued at $105,352,291 over the last three months. Company insiders own 11.64% of the company’s stock.

Alphabet 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.