Y.D. More Investments Ltd Increases Stock Position in Alphabet Inc. $GOOGL

Y.D. More Investments Ltd lifted its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL) by 9.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 32,755 shares of the information services provider’s stock after acquiring an additional 2,907 shares during the quarter. Alphabet accounts for about 0.5% of Y.D. More Investments Ltd’s investment portfolio, making the stock its 29th largest holding. Y.D. More Investments Ltd’s holdings in Alphabet were worth $10,253,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of GOOGL. State Street Corp lifted its stake in Alphabet by 1.8% in the 2nd quarter. State Street Corp now owns 229,954,269 shares of the information services provider’s stock worth $40,524,841,000 after purchasing an additional 4,008,374 shares in the last quarter. Capital World Investors lifted its stake in Alphabet by 28.0% in the 3rd quarter. Capital World Investors now owns 53,107,572 shares of the information services provider’s stock worth $12,910,542,000 after purchasing an additional 11,605,785 shares in the last quarter. Capital Research Global Investors lifted its stake in Alphabet by 15.7% in the 3rd quarter. Capital Research Global Investors now owns 50,732,476 shares of the information services provider’s stock worth $12,333,076,000 after purchasing an additional 6,874,381 shares in the last quarter. Invesco Ltd. lifted its stake in Alphabet by 2.3% in the 3rd quarter. Invesco Ltd. now owns 45,186,112 shares of the information services provider’s stock worth $10,984,744,000 after purchasing an additional 1,034,292 shares in the last quarter. Finally, Legal & General Group Plc lifted its stake in Alphabet by 1.0% in the 3rd quarter. Legal & General Group Plc now owns 39,250,829 shares of the information services provider’s stock worth $9,541,877,000 after purchasing an additional 392,547 shares in the last quarter. 40.03% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, insider John Kent Walker sold 8,993 shares of Alphabet stock in a transaction dated 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 owned 51,808 shares of the company’s stock, valued at approximately $14,293,309.12. The trade was a 14.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $307.89, for a total transaction of $10,006,425.00. Following the sale, the chief executive officer directly owned 1,642,060 shares in the company, valued at $505,573,853.40. The trade was a 1.94% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 2,068,744 shares of company stock worth $104,505,914. 11.64% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several analysts have issued reports on the stock. President Capital increased their target price on shares of Alphabet from $323.00 to $375.00 and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Citizens Jmp restated a “market outperform” rating and set a $385.00 price objective on shares of Alphabet in a research report on Monday. Barclays restated an “overweight” rating and set a $360.00 price objective (up from $315.00) on shares of Alphabet in a research report on Thursday, February 5th. DZ Bank restated a “buy” rating on shares of Alphabet in a research report on Monday, February 16th. Finally, Daiwa Securities Group raised their price objective on shares of Alphabet from $333.00 to $380.00 and gave the company a “buy” rating in a research report on Tuesday, February 10th. Two equities research analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Alphabet has a consensus rating of “Moderate Buy” and an average target price of $367.62.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analyst upgrade lifted sentiment — a recent analyst upgrade was cited as driving a ~1.3% bump in the stock, signaling near-term investor optimism. Alphabet Stock Price Up 1.3% on Analyst Upgrade
• Positive Sentiment: Price-target and buy-rating momentum: Phillip Securities raised its target to $395 (maintaining a positive rating), and Stifel Nicolaus issued a buy — both support upside expectations. Phillip Securities adjusts price target on Alphabet to $395 Alphabet receives buy from Stifel Nicolaus
• Positive Sentiment: Data-center power deal: NiSource signed a long-term energy supply agreement to support a large Google data center in Indiana — improves operational continuity and long-term energy planning for cloud infrastructure. NiSource signs long-term power deal with Alphabet
• Positive Sentiment: New product capabilities bolster AI/services growth: Google announced personalized image generation tied to Gemini/Nano Banana, which can increase user engagement and product differentiation in consumer AI. Google will let users connect their photos to the Gemini chatbot
• Neutral Sentiment: Earnings/estimates outlook remains constructive — analysts and services like Zacks highlight Alphabet’s strong surprise history and odds of another beat, supporting positive expectations but not a near-term certainty. Will Alphabet beat estimates again?
• Neutral Sentiment: AI/defense discussions: Reports say Google is in talks to let the U.S. Department of Defense deploy Gemini in classified settings — potential new contract avenue, but details and timing are uncertain. Google, Pentagon discuss classified AI deal
• Neutral Sentiment: Industry context and partner moves: Coverage highlighting Alphabet as a key cloud/AI player (Magnificent Seven rankings, AI/quantum thematic pieces) and partner expansions (e.g., GitLab) support the long-term growth narrative but are incremental. I Ranked the “Magnificent Seven” Stocks GitLab expands partnership with Google
• Negative Sentiment: Regulatory risk: The European Commission outlined measures requiring Google to share search and related AI chat data with rivals under the Digital Markets Act — this is a significant regulatory headwind that could weaken search data exclusivity and ad targeting advantages in Europe. EU says Google should allow third-party search engines access to data

Alphabet Price Performance

Shares of Alphabet stock opened at $336.02 on Friday. The company’s fifty day simple moving average is $306.45 and its two-hundred day simple moving average is $300.68. The firm has a market cap of $4.06 trillion, a PE ratio of 31.08, a price-to-earnings-growth ratio of 2.08 and a beta of 1.12. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11. Alphabet Inc. has a 12-month low of $146.10 and a 12-month high of $349.00.

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

Alphabet Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 9th were paid a dividend of $0.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.2%. Alphabet’s payout ratio is presently 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.