Seizert Capital Partners LLC Boosts Position in Alphabet Inc. $GOOGL

Seizert Capital Partners LLC lifted its position in Alphabet Inc. (NASDAQ:GOOGL) by 10.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 325,368 shares of the information services provider’s stock after acquiring an additional 29,888 shares during the quarter. Alphabet accounts for 3.4% of Seizert Capital Partners LLC’s portfolio, making the stock its 2nd largest position. Seizert Capital Partners LLC’s holdings in Alphabet were worth $79,097,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Financial Gravity Companies Inc. bought a new stake in shares of Alphabet during the second quarter worth $31,000. CarsonAllaria Wealth Management Ltd. boosted its position in Alphabet by 36.4% in the 2nd quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock valued at $44,000 after buying an additional 67 shares during the period. Corsicana & Co. bought a new position in Alphabet in the 3rd quarter worth about $54,000. Vermillion & White Wealth Management Group LLC grew its stake in Alphabet by 37.9% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock worth $57,000 after acquiring an additional 89 shares in the last quarter. Finally, S&T Bank PA increased its position in shares of Alphabet by 40.2% during the second quarter. S&T Bank PA now owns 345 shares of the information services provider’s stock worth $61,000 after acquiring an additional 99 shares during the period. 40.03% of the stock is owned by hedge funds and other institutional investors.

Alphabet Stock Performance

Shares of GOOGL opened at $343.69 on Tuesday. The stock has a fifty day moving average price of $320.73 and a 200-day moving average price of $267.28. 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 12 month low of $140.53 and a 12 month high of $344.83. The firm has a market cap of $4.15 trillion, a PE ratio of 33.89, a P/E/G ratio of 1.86 and a beta of 1.09.

Insider Transactions at Alphabet

In other news, CEO Sundar Pichai sold 32,500 shares of the firm’s stock in a transaction dated Wednesday, November 5th. The stock was sold at an average price of $283.48, for a total value of $9,213,100.00. Following the completion of the transaction, the chief executive officer directly owned 2,337,119 shares in the company, valued at $662,526,494.12. This trade represents a 1.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Amie Thuener O’toole sold 2,778 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $312.30, for a total transaction of $867,569.40. Following the transaction, the chief accounting officer directly owned 8,962 shares of the company’s stock, valued at $2,798,832.60. This represents a 23.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 2,066,753 shares of company stock worth $103,358,040. Insiders own 11.55% of the company’s stock.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Waymo raised $16 billion in a financing that values the Alphabet self‑driving unit at about $126 billion — a material de‑risk / value‑creation event for Alphabet that could crystallize value in a high‑growth AI/robotics segment. Waymo fundraising
• Positive Sentiment: Google Cloud signed a five‑year strategic deal with Liberty Global to deploy Gemini models and cloud tools across its European operations — a tangible commercial win for Google Cloud and proof of enterprise demand for Gemini that supports revenue growth for one of Alphabet’s fastest‑growing segments. Cloud partnership
• Positive Sentiment: Google is embedding more Gemini AI features into Chrome, broadening end‑user reach for Gemini and increasing monetization opportunities across search, ads and consumer products. This deepens the AI moat and supports assumptions of higher ad/engagement monetization. Gemini in Chrome
• Positive Sentiment: High‑profile bullish commentary (Jim Cramer) suggests Alphabet may be capturing more AI‑driven revenue than peers like Meta — a market‑narrative tailwind that can attract momentum flows into the stock. Cramer on AI revenue
• Positive Sentiment: Jefferies raised its price target to $400 and kept a Buy rating — a bullish analyst move that can support further upside and fund flows into GOOGL. Jefferies PT raise
• Neutral Sentiment: Alphabet reports Q4 after the close; traders expect a sizable move — this event creates short‑term volatility risk but could validate the AI/revenue narrative if results beat. Earnings move expectation
• Neutral Sentiment: Sanford Bernstein raised its price target to $335 but maintained a “market perform” rating — mixed signal (higher PT but conservative stance), so watch guidance and margins for conviction. Bernstein note
• Neutral Sentiment: Analyst and media pieces highlight strong AI/search/cloud momentum but caution on rising costs and competition — useful framing for investors ahead of earnings. Zacks analysis
• Negative Sentiment: Alphabet agreed to pay $135 million to resolve an Android data‑transfer lawsuit — a modest but tangible legal cost and reminder of regulatory/legal exposure. Android settlement
• Negative Sentiment: Insider selling of roughly $35M was reported — while not uncommon at large caps, insiders selling can weigh on sentiment if it accelerates. Insider sale

Wall Street Analysts Forecast Growth

GOOGL has been the subject of a number of research reports. Deutsche Bank Aktiengesellschaft boosted their price target on Alphabet from $340.00 to $370.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. Needham & Company LLC reiterated a “buy” rating and issued a $330.00 target price on shares of Alphabet in a report on Monday, January 26th. Jefferies Financial Group raised their price target on Alphabet from $365.00 to $400.00 and gave the company a “buy” rating in a research note on Monday. Oppenheimer upped their price objective on shares of Alphabet from $270.00 to $300.00 and gave the stock an “outperform” rating in a research note on Monday, October 20th. Finally, Raymond James Financial raised shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Thursday, January 22nd. Four research analysts have rated the stock with a Strong Buy rating, forty-two have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $335.90.

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.