Ninepoint Partners LP Takes Position in Alphabet Inc. $GOOGL

Ninepoint Partners LP acquired a new position in Alphabet Inc. (NASDAQ:GOOGL) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 14,886 shares of the information services provider’s stock, valued at approximately $5,320,000.

Other large investors also recently added to or reduced their stakes in the company. Advisors Capital Management LLC lifted its holdings in Alphabet by 2.5% during the second quarter. Advisors Capital Management LLC now owns 363,754 shares of the information services provider’s stock valued at $129,995,000 after purchasing an additional 8,920 shares during the last quarter. Burr Financial Services LLC boosted its position in Alphabet by 1.2% during the second quarter. Burr Financial Services LLC now owns 7,395 shares of the information services provider’s stock worth $2,643,000 after purchasing an additional 89 shares during the period. Vise Technologies Inc. increased its stake in shares of Alphabet by 70.2% in the second quarter. Vise Technologies Inc. now owns 385,811 shares of the information services provider’s stock worth $137,877,000 after purchasing an additional 159,144 shares in the last quarter. OVERSEA CHINESE BANKING Corp Ltd raised its position in shares of Alphabet by 12.4% in the second quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 325,833 shares of the information services provider’s stock valued at $115,947,000 after purchasing an additional 35,851 shares during the period. Finally, Asahi Life Asset Management CO. LTD. raised its position in shares of Alphabet by 39.3% in the second quarter. Asahi Life Asset Management CO. LTD. now owns 24,884 shares of the information services provider’s stock valued at $8,893,000 after purchasing an additional 7,023 shares during the period. Hedge funds and other institutional investors own 40.03% of the company’s stock.

Alphabet Stock Down 1.2%

GOOGL opened at $338.46 on Friday. The firm has a market capitalization of $4.14 trillion, a P/E ratio of 17.00, a price-to-earnings-growth ratio of 0.99 and a beta of 1.22. Alphabet Inc. has a one year low of $231.90 and a one year high of $408.61. The company has a fifty day moving average price of $349.02 and a 200-day moving average price of $342.61. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.72 and a quick ratio of 2.64.

Alphabet (NASDAQ:GOOGL) last issued its quarterly earnings data on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.89 by $6.22. The company had revenue of $119.80 billion for the quarter, compared to the consensus estimate of $117.07 billion. Alphabet had a return on equity of 51.32% and a net margin of 54.77%. Equities research analysts expect that Alphabet Inc. will post 20.5 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, September 14th. Shareholders of record on Monday, September 7th will be issued a $0.22 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.88 annualized dividend and a dividend yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is presently 4.42%.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on GOOGL shares. Jefferies Financial Group reaffirmed a “buy” rating on shares of Alphabet in a report on Monday, June 22nd. KeyCorp boosted their target price on shares of Alphabet from $425.00 to $445.00 and gave the company an “overweight” rating in a report on Friday, July 10th. Zacks Research downgraded Alphabet from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 11th. Morgan Stanley set a $400.00 price target on Alphabet and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Finally, Wells Fargo & Company set a $411.00 price target on Alphabet and gave the company an “overweight” rating in a research report on Thursday, July 23rd. Five investment analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $420.19.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google Cloud revenue growth and expanding margins continue to support Alphabet’s AI investment strategy. Supporters argue that cloud growth—reportedly up 82% year over year—could eventually justify the company’s much higher spending. Google Cloud growth article
• Positive Sentiment: A federal judge rejected a forced breakup of Google’s ad-tech business, limiting the immediate structural risk to Alphabet. The company will instead face behavioral remedies, although the ad-network business recently contracted. Google ad-business ruling
• Positive Sentiment: New AI features in Gmail, Docs and Keep, along with continued Gemini development, could improve user engagement and strengthen Alphabet’s competitive position in generative AI. Rosenblatt also reaffirmed a buy rating with a $410 price target. Google AI product launch
• Neutral Sentiment: Alphabet will pay a quarterly dividend of $0.22 per share on September 14 to shareholders of record on September 4, providing a modest income component but unlikely to materially change the investment case. Alphabet dividend article
• Negative Sentiment: Alphabet raised 2026 capital-spending guidance to approximately $195 billion–$205 billion. Second-quarter free cash flow turned negative as capital expenditures reached $44.9 billion, raising concerns that AI infrastructure spending may take years to generate adequate returns. Alphabet cloud margins and AI spending
• Negative Sentiment: Investors are also concerned about execution: Gemini 3.5 Pro reportedly remained delayed, while the company faces multiple securities-fraud investigations and continued scrutiny over its ad-tech practices. These issues add legal and competitive risk to an already expensive AI buildout. Gemini delay article

Insider Buying and Selling at Alphabet

In related news, Director Frances Arnold sold 82 shares of the company’s stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $337.71, for a total value of $27,692.22. Following the transaction, the director directly owned 18,995 shares in the company, valued at approximately $6,414,801.45. This represents a 0.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, major shareholder 2019 Gp L.L.C. Gv sold 118,138 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $18.90, for a total transaction of $2,232,808.20. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 451,925 shares of company stock valued at $12,371,544 in the last 90 days. Corporate insiders own 11.61% of the company’s stock.

Alphabet Company 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.