Alphabet Inc. $GOOGL Stake Raised by Vista Capital Partners Inc.

Vista Capital Partners Inc. increased its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 71.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 7,245 shares of the information services provider’s stock after purchasing an additional 3,019 shares during the quarter. Alphabet makes up approximately 0.2% of Vista Capital Partners Inc.’s portfolio, making the stock its 27th largest position. Vista Capital Partners Inc.’s holdings in Alphabet were worth $1,761,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its stake in shares of Alphabet by 3.9% in the 4th quarter. Brighton Jones LLC now owns 110,330 shares of the information services provider’s stock valued at $20,886,000 after buying an additional 4,110 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Alphabet by 3.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 14,930 shares of the information services provider’s stock valued at $2,826,000 after purchasing an additional 506 shares during the last quarter. Hutchens & Kramer Investment Management Group LLC boosted its holdings in Alphabet by 9.6% in the second quarter. Hutchens & Kramer Investment Management Group LLC now owns 4,900 shares of the information services provider’s stock worth $862,000 after purchasing an additional 431 shares in the last quarter. Matrix Asset Advisors Inc. NY increased its position in Alphabet by 17.6% during the second quarter. Matrix Asset Advisors Inc. NY now owns 3,888 shares of the information services provider’s stock worth $685,000 after buying an additional 581 shares during the last quarter. Finally, Sequoia Financial Advisors LLC increased its position in Alphabet by 11.2% during the second quarter. Sequoia Financial Advisors LLC now owns 485,486 shares of the information services provider’s stock worth $85,557,000 after buying an additional 48,805 shares during the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: MarketBeat highlights Alphabet’s “quiet edge” — big hidden assets (14% stake in Anthropic, an early SpaceX stake and massive device distribution) that amplify AI and cloud upside beyond Search and YouTube. Alphabet’s Quiet Edge: The Hidden Assets Powering Its Run
• Positive Sentiment: South Korea approved Google’s request to export high‑precision map data — clears a major market access barrier for Google Maps and mapping-related revenue/opportunity in Korea. South Korea approves Google bid to export high-precision map data
• Positive Sentiment: Reports say Meta will rent Google’s TPU AI chips for model training — validation of Google’s AI infrastructure business and a potential multi‑billion revenue stream for cloud/TPU services. Google signs multibillion-dollar AI chip deal with Meta, Information reports
• Positive Sentiment: Alphabet folded robotics unit Intrinsic into Google and signals Gemini may power next‑gen robots — deepens AI product integration and expands commercial AI addressable market. Alphabet’s robotics platform Intrinsic joins Google to support AI models
• Positive Sentiment: Google launched Nano Banana 2 (image‑generation model) with faster, better outputs — product improvements that help retain user engagement across AI services. Google rolls out Nano Banana 2
• Positive Sentiment: Billionaire Stanley Druckenmiller increased his Alphabet stake again — a notable institutional vote of confidence often read positively by the market. Druckenmiller Piled Into Alphabet
• Neutral Sentiment: Zacks and other analyst pieces reiterate Alphabet’s AI‑fueled edge in Search and Cloud vs. Meta, reinforcing the consensus growth story but not changing near‑term guidance. Meta Platforms vs. Alphabet: Which Digital Ad Behemoth Has an Edge?
• Neutral Sentiment: Waymo’s planned expansion toward Chicago signals long‑term commercialization progress but remains a multi‑year revenue story rather than an immediate profit driver. Waymo to bring driverless cars to Chicago
• Negative Sentiment: Belgian competition watchdog opened a probe into Google’s online ad pricing practices — regulatory and legal risk that could pressure ad revenue or require business changes. Belgian watchdog opens probe into Google’s online ad price practices
• Negative Sentiment: Internal tensions: 100+ Google AI employees urged limits on some military uses of Gemini, highlighting governance/ethical frictions that could complicate product deployment and public perception. Google Workers Seek ‘Red Lines’ on Military A.I.
• Negative Sentiment: Schaeffer’s options commentary warns bulls to watch for faltering action and offers a trade for subscribers — a signal some traders are positioning for short‑term downside or increased volatility. Bulls Should Keep Watch on Faltering Alphabet Stock

Insider Buying and Selling at Alphabet

In related news, insider John Kent Walker sold 47,574 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $301.45, for a total value of $14,341,182.30. Following the completion of the transaction, the insider owned 13,227 shares of the company’s stock, valued at $3,987,279.15. This represents a 78.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director John L. Hennessy sold 600 shares of the firm’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $306.73, for a total transaction of $184,038.00. Following the transaction, the director owned 20,624 shares of the company’s stock, valued at approximately $6,325,999.52. This represents a 2.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 2,112,482 shares of company stock worth $119,145,289 in the last 90 days. 11.64% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research firms recently issued reports on GOOGL. Daiwa Securities Group upped their price objective on shares of Alphabet from $333.00 to $380.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. The Goldman Sachs Group reissued a “buy” rating and set a $375.00 target price (up from $330.00) on shares of Alphabet in a research report on Tuesday, January 13th. New Street Research upped their price target on shares of Alphabet from $330.00 to $380.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. Stifel Nicolaus reaffirmed a “buy” rating and issued a $395.00 price target (up from $346.00) on shares of Alphabet in a research report on Thursday, February 5th. Finally, Roth Mkm lifted their price objective on Alphabet from $365.00 to $395.00 and gave the stock a “buy” rating in a research note on Thursday, February 5th. Three equities research analysts have rated the stock with a Strong Buy rating, forty-three have issued a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $366.57.

Alphabet Stock Up 1.4%

Shares of GOOGL opened at $311.76 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 $3.77 trillion, a P/E ratio of 28.84, a P/E/G ratio of 1.83 and a beta of 1.09. The company has a 50-day simple moving average of $320.99 and a 200-day simple moving average of $282.77. The company has a debt-to-equity ratio of 0.11, a quick ratio of 2.01 and a current ratio of 2.01.

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

Alphabet Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 9th will be issued a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, March 9th. Alphabet’s dividend payout ratio (DPR) is presently 7.77%.

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.