Insider Selling: Alphabet (NASDAQ:GOOG) Director Sells 600 Shares of Stock

Alphabet Inc. (NASDAQ:GOOG) Director John Hennessy sold 600 shares of Alphabet stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $306.73, for a total value of $184,038.00. Following the completion of 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 transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

Alphabet Trading Down 1.0%

Alphabet stock traded down $3.20 during trading hours on Tuesday, hitting $302.82. The company had a trading volume of 23,699,914 shares, compared to its average volume of 24,123,980. The firm has a market cap of $3.66 trillion, a P/E ratio of 28.01, a P/E/G ratio of 1.80 and a beta of 1.10. 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 Inc. has a 1 year low of $142.66 and a 1 year high of $350.15. The company has a 50-day moving average price of $321.41 and a two-hundred day moving average price of $277.73.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.23. The business had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The company’s quarterly revenue was up 18.0% on a year-over-year basis. During the same quarter last year, the company earned $2.15 earnings per share. On average, sell-side analysts anticipate that Alphabet Inc. will post 8.89 earnings per share for the current year.

Alphabet Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 9th will be paid 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 is Monday, March 9th. Alphabet’s dividend payout ratio is presently 7.77%.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the company. Sanford C. Bernstein restated a “market perform” rating and issued a $345.00 price target on shares of Alphabet in a research note on Thursday, February 5th. BMO Capital Markets reaffirmed an “outperform” rating and set a $400.00 price target on shares of Alphabet in a research report on Thursday, February 5th. Rosenblatt Securities set a $279.00 price objective on shares of Alphabet in a report on Thursday, October 30th. DA Davidson set a $300.00 target price on Alphabet in a report on Tuesday, November 25th. Finally, Truist Financial set a $350.00 target price on shares of Alphabet in a research note on Friday, December 5th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $343.90.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google I/O set for May 19–20; company is widely expected to unveil its first smart AI glasses later in 2026 — a new hardware/AI catalyst that could expand monetization and ecosystem stickiness. Read More.
• Positive Sentiment: Google Cloud momentum remains a growth engine — recent reports highlight ~48% cloud revenue growth and expanding backlog, supporting upside to long‑term revenue and enterprise AI demand. Read More.
• Positive Sentiment: Large institutional buyers also showed conviction — Royal Bank of Canada added materially (~21% increase) to its GOOGL position in recent 13F filings. Read More.
• Neutral Sentiment: Waymo faced congressional scrutiny over remote assistance but defended its practices and said remote agents haven’t been used to move robotaxis on public roads — regulatory risk remains watchable but not immediate earnings pressure. Read More.
• Neutral Sentiment: Some analysts and outlets are cautious/neutral on near‑term upside (Monness and others maintain neutral views), reflecting profit‑taking after a strong run. Read More.
• Negative Sentiment: Multiple high‑profile investors trimmed GOOGL in recent 13F filings — notable reductions include Ameriprise, First Pacific Advisors, Northern Trust and Veritas, signaling institutional rebalancing that can add selling pressure. Read More. Read More.
• Negative Sentiment: High‑profile managers also signaled reduced exposure — Bill Ackman trimmed his Alphabet position and Terry Smith reportedly cut his stake roughly in half, a negative sentiment signal for momentum investors. Read More. Read More.
• Negative Sentiment: MarketBeat and other commentary point to short‑term selling tied to expected heavy CapEx (AI compute & data center buildout) and broader software/tech rotation — investors are treating higher capex guidance as a near‑term earnings/valuation headwind despite long‑term upside. Read More.

Institutional Trading of Alphabet

Several large investors have recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in shares of Alphabet by 5.6% in the fourth quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider’s stock valued at $22,901,000 after buying an additional 6,410 shares during the last quarter. Ignite Planners LLC raised its position in Alphabet by 1.0% in the second quarter. Ignite Planners LLC now owns 14,506 shares of the information services provider’s stock valued at $2,697,000 after purchasing an additional 144 shares during the last quarter. Sequoia Financial Advisors LLC grew its position in shares of Alphabet by 7.4% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 594,959 shares of the information services provider’s stock valued at $105,540,000 after buying an additional 41,132 shares during the last quarter. Evernest Financial Advisors LLC lifted its holdings in Alphabet by 3.6% in the second quarter. Evernest Financial Advisors LLC now owns 10,227 shares of the information services provider’s stock valued at $1,814,000 after buying an additional 357 shares during the period. Finally, Creekside Partners increased its stake in shares of Alphabet by 9.7% in the 2nd quarter. Creekside Partners now owns 3,186 shares of the information services provider’s stock valued at $565,000 after acquiring an additional 283 shares in the last quarter. 27.26% of the stock is owned by institutional investors.

Alphabet Company Profile

Alphabet Inc (NASDAQ: GOOG) is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as “Other Bets.” Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company’s history.

Alphabet’s core business centers on internet search and advertising, with Google Search and the company’s ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.