Bedel Financial Consulting Inc. Sells 1,680 Shares of Alphabet Inc. $GOOG

Bedel Financial Consulting Inc. decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOG) by 10.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 14,820 shares of the information services provider’s stock after selling 1,680 shares during the period. Alphabet accounts for approximately 0.5% of Bedel Financial Consulting Inc.’s portfolio, making the stock its 27th biggest position. Bedel Financial Consulting Inc.’s holdings in Alphabet were worth $4,650,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. Imprint Wealth LLC acquired a new stake in Alphabet in the third quarter valued at $31,000. Manning & Napier Advisors LLC bought a new position in shares of Alphabet in the third quarter valued at about $32,000. Tripletail Wealth Management LLC bought a new position in shares of Alphabet in the third quarter valued at about $40,000. Towne Trust Company N.A raised its position in shares of Alphabet by 34.0% in the fourth quarter. Towne Trust Company N.A now owns 134 shares of the information services provider’s stock valued at $42,000 after purchasing an additional 34 shares during the period. Finally, Lynch Asset Management Inc. bought a new stake in shares of Alphabet during the 3rd quarter worth about $61,000. Institutional investors and hedge funds own 27.26% of the company’s stock.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Record Q1 fundamentals — Alphabet beat estimates (EPS $5.11 vs. $2.64 consensus) and reported $109.9B revenue; Google Cloud grew ~63% to ~ $20B with a very large backlog, which underpins multi-year revenue visibility and explains the rally. Alphabet Q1 2026 Earnings Call Highlights
• Positive Sentiment: Wall Street is upgrading targets — multiple firms (JPMorgan, TD Cowen, Scotiabank, Raymond James, Piper Sandler and others) raised price targets and reiterated buys after the quarter, signaling analyst conviction that AI/cloud growth justifies higher valuation. Coverage: Recent price-target raises
• Positive Sentiment: Strategic wins and ecosystem advantages — articles argue Alphabet’s “compute” advantage (TPUs, datacenter scale, full‑stack Gemini integrations) gives it a structural edge versus rivals and supports both ad/product monetization and enterprise AI demand. Compute is destiny. Google just proved it.
• Neutral Sentiment: Government and enterprise demand — the U.S. Pentagon and other large customers have agreements with leading AI providers including Google, validating long-term cloud/AI revenue channels but timing and contract sizes vary. This supports durable demand but is not an immediate revenue kicker. Pentagon reaches agreements with leading AI companies
• Negative Sentiment: CapEx intensity and cash flow tradeoff — management signaled very large AI-related capital spending (2026 capex ~ $185–190B and “significantly higher” expected in 2027). That funds growth but will pressure free cash flow and raises execution/ROI scrutiny. Alphabet ups 2026 capex to as much as $190 billion
• Negative Sentiment: Rising cost concerns and regulatory risks — commentary highlights the growing capital and operating cost of AI (potential margin/cashflow headwinds), and regulators in Europe are probing Google’s AI/search features — both are watch‑items for investors. Google Stock Growth Collides With The Rising Cost Of AI Italy asks EU to investigate Google AI search tools

Alphabet Price Performance

Shares of NASDAQ:GOOG opened at $383.22 on Friday. The firm has a 50 day moving average of $312.44 and a 200-day moving average of $307.77. The stock has a market capitalization of $4.64 trillion, a PE ratio of 29.23, a PEG ratio of 2.35 and a beta of 1.25. The company has a current ratio of 1.92, a quick ratio of 2.01 and a debt-to-equity ratio of 0.16. Alphabet Inc. has a 12 month low of $149.49 and a 12 month high of $383.39.

Alphabet (NASDAQ:GOOG) last released its quarterly earnings data on Wednesday, April 29th. The information services provider reported $5.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.68 by $2.43. The business had revenue of $109.90 billion during the quarter, compared to analysts’ expectations of $106.96 billion. Alphabet had a net margin of 37.92% and a return on equity of 38.99%. The firm’s quarterly revenue was up 21.8% compared to the same quarter last year. During the same period in the prior year, the company earned $2.81 EPS. On average, equities research analysts predict that Alphabet Inc. will post 11.62 EPS for the current fiscal year.

Alphabet Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Monday, June 8th will be issued a dividend of $0.22 per share. This represents a $0.88 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Monday, June 8th. This is a positive change from Alphabet’s previous quarterly dividend of $0.21. Alphabet’s payout ratio is presently 7.77%.

Insider Activity

In other Alphabet news, insider John Kent Walker sold 8,993 shares of the business’s stock in a transaction that occurred on Friday, March 27th. The shares were sold at an average price of $275.89, for a total transaction of $2,481,078.77. Following the sale, the insider directly owned 51,808 shares of the company’s stock, valued at $14,293,309.12. The trade was a 14.79% decrease in their position. 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 that occurred on Thursday, April 30th. The stock was sold at an average price of $371.00, for a total transaction of $37,842.00. Following the sale, the director directly owned 18,621 shares in the company, valued at $6,908,391. The trade was a 0.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 191,986 shares of company stock worth $59,159,207. Company insiders own 12.99% of the company’s stock.

Wall Street Analysts Forecast Growth

GOOG has been the subject of several research reports. Piper Sandler restated an “overweight” rating and set a $395.00 price objective on shares of Alphabet in a research report on Thursday, February 5th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $370.00 price objective on shares of Alphabet in a research report on Tuesday, January 20th. Jefferies Financial Group restated a “buy” rating and set a $365.00 price objective on shares of Alphabet in a research report on Monday, January 5th. KeyCorp set a $370.00 price objective on shares of Alphabet in a research report on Thursday, February 5th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Alphabet from $395.00 to $460.00 and gave the stock an “overweight” rating in a research report on Thursday. Six analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, Alphabet currently has an average rating of “Buy” and an average price target of $362.73.

About Alphabet

Alphabet Inc (NASDAQ: GOOG) is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as “Other Bets.” Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company’s history.

Alphabet’s core business centers on internet search and advertising, with Google Search and the company’s ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.