Mn Services Vermogensbeheer B.V. Has $462.17 Million Stock Holdings in Alphabet Inc. $GOOGL

Mn Services Vermogensbeheer B.V. boosted its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 1.3% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 1,901,160 shares of the information services provider’s stock after buying an additional 25,300 shares during the period. Alphabet accounts for approximately 3.0% of Mn Services Vermogensbeheer B.V.’s holdings, making the stock its 7th biggest position. Mn Services Vermogensbeheer B.V.’s holdings in Alphabet were worth $462,172,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Moment Partners LLC boosted its stake in Alphabet by 9.3% during the second quarter. Moment Partners LLC now owns 5,896 shares of the information services provider’s stock valued at $1,039,000 after buying an additional 504 shares during the last quarter. Welch Group LLC lifted 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 buying an additional 2,467 shares during the last quarter. Brooktree Capital Management purchased a new stake in shares of Alphabet in the second quarter valued at $352,000. Griffin Asset Management Inc. lifted its holdings in shares of Alphabet by 13.9% in the 3rd quarter. Griffin Asset Management Inc. now owns 58,731 shares of the information services provider’s stock worth $14,277,000 after acquiring an additional 7,180 shares during the last quarter. Finally, Birchcreek Wealth Management LLC boosted its stake in shares of Alphabet by 2.9% during the 2nd quarter. Birchcreek Wealth Management LLC now owns 8,028 shares of the information services provider’s stock worth $1,415,000 after purchasing an additional 223 shares during the period. 40.03% of the stock is owned by hedge funds and other institutional investors.

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

Insider Activity at Alphabet

In related news, Director Frances Arnold sold 102 shares of the company’s stock in a transaction on Thursday, January 29th. The stock was sold at an average price of $340.00, for a total transaction of $34,680.00. Following the completion of the sale, the director directly owned 18,307 shares in the company, valued at $6,224,380. This represents a 0.55% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of Alphabet stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $19.00, for a total value of $35,060,852.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 2,067,686 shares of company stock valued at $105,352,291 over the last 90 days. Insiders own 11.64% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on GOOGL. Loop Capital raised shares of Alphabet from a “hold” rating to a “buy” rating and raised their price objective for the stock from $260.00 to $320.00 in a research note on Tuesday, November 18th. Stifel Nicolaus reissued a “buy” rating and set a $395.00 price target (up from $346.00) on shares of Alphabet in a research note on Thursday. Wall Street Zen raised Alphabet from a “hold” rating to a “buy” rating in a research report on Saturday, November 1st. BMO Capital Markets reiterated an “outperform” rating and issued a $400.00 target price on shares of Alphabet in a research note on Thursday. Finally, JPMorgan Chase & Co. boosted their target price on shares of Alphabet from $385.00 to $395.00 and gave the company an “overweight” rating in a research note on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, forty-three have given a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $357.46.

Alphabet Stock Performance

GOOGL stock opened at $322.86 on Friday. Alphabet Inc. has a 1-year low of $140.53 and a 1-year high of $349.00. The business has a 50-day moving average price of $321.60 and a 200 day moving average price of $270.17. The company has a market capitalization of $3.90 trillion, a P/E ratio of 29.87, a PEG ratio of 1.86 and a beta of 1.09. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 1.75.

Alphabet (NASDAQ:GOOGL) last posted its earnings results on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, beating analysts’ consensus estimates of $2.57 by $0.25. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The business had revenue of $113.83 billion for the quarter, compared to the consensus estimate of $111.24 billion. As a group, equities research analysts forecast that Alphabet Inc. will post 8.9 EPS for the current fiscal year.

Alphabet Dividend Announcement

The firm also recently disclosed 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 dividend on an annualized basis and a yield of 0.3%. Alphabet’s payout ratio is 7.77%.

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.