Alphabet Inc. $GOOGL Shares Bought by Mediolanum International Funds Ltd

Mediolanum International Funds Ltd lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 3.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 929,411 shares of the information services provider’s stock after purchasing an additional 27,834 shares during the quarter. Alphabet comprises 2.4% of Mediolanum International Funds Ltd’s portfolio, making the stock its 7th largest position. Mediolanum International Funds Ltd’s holdings in Alphabet were worth $226,823,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also made changes to their positions in the company. Brighton Jones LLC boosted its holdings in shares of Alphabet by 3.9% during the fourth quarter. Brighton Jones LLC now owns 110,330 shares of the information services provider’s stock valued at $20,886,000 after acquiring an additional 4,110 shares during the period. Revolve Wealth Partners LLC boosted its stake in Alphabet by 3.5% during 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 period. Hutchens & Kramer Investment Management Group LLC grew its position in Alphabet by 9.6% in the 2nd 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 during the last quarter. Tectonic Advisors LLC increased its stake in shares of Alphabet by 17.5% in the second quarter. Tectonic Advisors LLC now owns 9,770 shares of the information services provider’s stock valued at $1,722,000 after purchasing an additional 1,453 shares during the period. Finally, Armstrong Fleming & Moore Inc increased its stake in shares of Alphabet by 438.6% in the second quarter. Armstrong Fleming & Moore Inc now owns 7,174 shares of the information services provider’s stock valued at $1,264,000 after purchasing an additional 5,842 shares during the period. Institutional investors own 40.03% of the company’s stock.

Insider Buying and Selling at Alphabet

In other news, CAO Amie Thuener O’toole sold 2,778 shares of the business’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $312.30, for a total transaction of $867,569.40. Following the sale, the chief accounting officer directly owned 8,962 shares of the company’s stock, valued at $2,798,832.60. The trade was a 23.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $296.64, for a total value of $9,640,800.00. Following the sale, the chief executive officer directly owned 2,304,619 shares of the company’s stock, valued at approximately $683,642,180.16. This represents a 1.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 2,064,308 shares of company stock worth $104,383,469. 11.55% of the stock is owned by corporate insiders.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Q4 beat and AI/cloud growth — Alphabet exceeded EPS and revenue expectations, Cloud revenue jumped ~48% and backlog expanded materially, supporting longer-term revenue and monetization from AI products. Alphabet’s Pullback: A Second Chance for Long-Term Investors?
• Positive Sentiment: Analyst optimism — Several firms raised price targets on GOOGL (noted lifts to $375 and $380), reflecting continued confidence in growth and upside vs. the recent pullback. Price Target Raised to $375 Price Target Raised to $380
• Positive Sentiment: Waymo expansion — Waymo is deploying next‑gen Ojai robotaxis and using gig workers for door-closing operations, signaling commercial progress in autonomous mobility (long-term revenue optionality). Waymo begins deploying next-gen Ojai robotaxis
• Neutral Sentiment: Strong bond demand—but guardrails questioned — Alphabet’s recent global bond sale drew very strong demand (underscoring investor confidence), while commentary noted limited contractual protections for bondholders on a long‑dated issuance. This is liquidity/market-confidence positive but raises structural concerns for fixed‑income holders. Alphabet bonds’ lack of guardrails highlights investor confidence
• Neutral Sentiment: Century‑bond debate — Heavy demand for a 100‑year sterling bond signals long-duration appetite (positive for funding flexibility) but prompts caution about untested long‑dated issuance. Why Alphabet’s 100-year sterling bond is raising new fears Bond investors are betting on another 100 years of Google
• Neutral Sentiment: Short‑interest data appears unreliable — Reports show sudden increases but list zero shares and NaN changes (likely a data glitch); not a confirmed signal of rising short pressure. (internal short‑interest entries)
• Negative Sentiment: EU antitrust probe into search ad auctions — European regulators are investigating Google’s ad-auction practices and pricing, which could lead to fines, operational constraints in Europe, or forced changes to ad platform mechanics. Google targeted by EU over its search advertising auction practices Google hit by fresh EU antitrust probe
• Negative Sentiment: CapEx and AI arms‑race fears — Alphabet’s large 2026 CapEx outlook (~$175–185B) and the broader AI infrastructure spend among hyperscalers have raised investor concern about free‑cash‑flow strain and near‑term margin/return pressures; that theme contributed to short‑term selling after earnings. Alphabet Drops 7% Post Q4 Earnings Mag 7 AI Arms Race: Heavy CapEx, FCF Strain
• Negative Sentiment: Broader tech weakness — Coverage notes that several mega‑cap tech names have softened (Magnificent Seven pressure), which amplifies selloffs in high‑multiple names like GOOGL even when fundamentals remain strong. Amazon Joins Microsoft in Bear Market

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the company. Guggenheim reissued a “buy” rating and issued a $375.00 price objective (up from $330.00) on shares of Alphabet in a report on Monday, December 1st. Barclays reiterated an “overweight” rating and set a $360.00 price target (up previously from $315.00) on shares of Alphabet in a research report on Thursday, February 5th. Canadian Imperial Bank of Commerce raised their price target on Alphabet to $315.00 in a report on Monday, October 20th. Citizens Jmp restated a “market outperform” rating and set a $385.00 price objective on shares of Alphabet in a research note on Thursday, February 5th. Finally, Morgan Stanley increased their target price on shares of Alphabet from $270.00 to $330.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. Three investment analysts have rated the stock with a Strong Buy rating, forty-four have assigned a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $361.64.

Alphabet Price Performance

NASDAQ:GOOGL opened at $305.72 on Monday. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11. The business’s 50-day moving average price is $321.19 and its 200 day moving average price is $275.51. Alphabet Inc. has a 52-week low of $140.53 and a 52-week high of $349.00. The firm has a market cap of $3.70 trillion, a P/E ratio of 28.28, a PEG ratio of 1.79 and a beta of 1.09.

Alphabet (NASDAQ:GOOGL) last posted its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, beating the consensus estimate of $2.57 by $0.25. The company had revenue of $113.83 billion during 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, sell-side analysts predict that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors 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 yield of 0.3%. The ex-dividend date is Monday, March 9th. Alphabet’s dividend payout ratio (DPR) is presently 7.77%.

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.