Seilern Investment Management Ltd Has $43.39 Million Stock Position in Alphabet Inc. $GOOGL

Seilern Investment Management Ltd trimmed its stake in Alphabet Inc. (NASDAQ:GOOGL) by 34.5% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 121,426 shares of the information services provider’s stock after selling 64,060 shares during the quarter. Alphabet makes up 5.5% of Seilern Investment Management Ltd’s holdings, making the stock its 10th largest holding. Seilern Investment Management Ltd’s holdings in Alphabet were worth $43,394,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of GOOGL. Lifetime Wealth Management P.C. purchased a new position in Alphabet in the 4th quarter worth about $32,000. EMC Capital Management purchased a new stake in Alphabet during the fourth quarter valued at about $33,000. IFC & Insurance Marketing Inc. purchased a new stake in Alphabet during the fourth quarter valued at about $38,000. Bard Associates Inc. acquired a new position in shares of Alphabet in the fourth quarter worth about $52,000. Finally, Kentucky Trust Co boosted its holdings in shares of Alphabet by 142.9% in the fourth quarter. Kentucky Trust Co now owns 170 shares of the information services provider’s stock worth $53,000 after buying an additional 100 shares during the period. 40.03% of the stock is owned by institutional investors and hedge funds.

Alphabet Stock Down 0.1%

GOOGL stock opened at $345.90 on Friday. The company has a 50 day moving average of $353.66 and a two-hundred day moving average of $341.10. The company has a market cap of $4.23 trillion, a price-to-earnings ratio of 17.37, a PEG ratio of 0.97 and a beta of 1.24. Alphabet Inc. has a 12-month low of $196.60 and a 12-month high of $408.61. The company has a quick ratio of 2.64, a current ratio of 2.72 and a debt-to-equity ratio of 0.16.

Alphabet (NASDAQ:GOOGL) last posted its quarterly earnings results on Wednesday, July 22nd. The information services provider reported $9.11 EPS for the quarter, beating the consensus estimate of $2.89 by $6.22. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. The business had revenue of $119.80 billion for the quarter, compared to analysts’ expectations of $117.07 billion. On average, equities analysts anticipate that Alphabet Inc. will post 20.51 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 14th. Investors of record on Monday, September 7th will be given a dividend of $0.22 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.88 dividend on an annualized basis and a yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is presently 4.42%.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on GOOGL. President Capital lifted their target price on shares of Alphabet from $375.00 to $465.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Canaccord Genuity Group upped their price target on shares of Alphabet from $415.00 to $450.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $420.00 price objective (down from $435.00) on shares of Alphabet in a research note on Thursday, July 23rd. China Renaissance lifted their price objective on shares of Alphabet from $400.00 to $485.00 and gave the stock a “buy” rating in a research report on Monday, May 4th. Finally, HSBC reissued a “buy” rating and set a $420.00 target price (down from $435.00) on shares of Alphabet in a research note on Tuesday, June 2nd. Five equities research analysts have rated the stock with a Strong Buy rating, forty-four have given a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $419.86.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Berkshire Hathaway sharply increased its Alphabet position. Berkshire owned approximately 106 million shares worth $37.9 billion at the end of June after raising its stake by 83% in the second quarter. Alphabet is now Berkshire’s third-largest U.S.-listed equity holding, a high-profile vote of confidence under CEO Greg Abel. Berkshire Hathaway boosts Alphabet to a top three holding
• Positive Sentiment: Alphabet’s SpaceX investment has become exceptionally valuable. The company disclosed that its roughly $900 million investment in SpaceX in 2015 was worth about $94 billion at the end of June. The gain highlights Alphabet’s ability to generate returns from strategic investments, although it is not recurring operating revenue. Alphabet’s SpaceX bet grows 100-fold over a decade
• Positive Sentiment: Google launched Gemini 3.7 Flash for coding and automated business workflows. The new model could strengthen Alphabet’s position in enterprise AI and agent-based software, although investors are still awaiting details on the flagship Gemini Pro release. Google unveils Gemini 3.7 Flash AI model
• Neutral Sentiment: Google will let users remove visible watermarks from AI-generated images, videos and songs while retaining invisible SynthID and C2PA metadata. The policy may improve user flexibility but could raise questions about content provenance and misuse. Google will now allow users to remove visible watermark from its AI generations
• Negative Sentiment: AI investment and competitive pressures remain overhangs. Reports cite rising AI capital expenditures and cash-flow pressure, while Nvidia’s large financing arrangement could challenge Alphabet’s custom-chip strategy. Traders also reduced expectations for an imminent Gemini Pro launch. Alphabet’s stock slips as Nvidia financing deal threatens custom chips
• Negative Sentiment: Zacks Research downgraded Alphabet from “strong buy” to “hold,” reflecting valuation and spending concerns. In addition, Pomerantz announced an investigation into potential investor claims, creating a modest legal-risk overhang. GOOGL Down 19% From 52-Week High

Insider Transactions at Alphabet

In other news, CAO Marsida Saraci sold 449 shares of Alphabet stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $333.20, for a total transaction of $149,606.80. Following the completion of the sale, the chief accounting officer directly owned 27,386 shares in the company, valued at $9,125,015.20. The trade was a 1.61% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director John L. Hennessy sold 1,050 shares of Alphabet stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $368.63, for a total value of $387,061.50. Following the sale, the director owned 1,481 shares of the company’s stock, valued at approximately $545,941.03. This represents a 41.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 451,945 shares of company stock worth $12,382,714. 11.61% of the stock is owned by company insiders.

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.