Gryphon Financial Partners LLC Boosts Position in Alphabet Inc. $GOOGL

Gryphon Financial Partners LLC boosted its position in Alphabet Inc. (NASDAQ:GOOGL) by 7.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 44,386 shares of the information services provider’s stock after purchasing an additional 3,085 shares during the period. Alphabet comprises 1.5% of Gryphon Financial Partners LLC’s portfolio, making the stock its 15th biggest holding. Gryphon Financial Partners LLC’s holdings in Alphabet were worth $13,893,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Websterrogers Financial Advisors LLC bought a new position in shares of Alphabet in the 4th quarter worth approximately $232,000. Genesis Private Wealth LLC raised its position in Alphabet by 29.3% in the fourth quarter. Genesis Private Wealth LLC now owns 6,298 shares of the information services provider’s stock worth $1,971,000 after acquiring an additional 1,427 shares during the period. Sard Wealth Management Group LLC boosted its stake in shares of Alphabet by 18.6% during the 4th quarter. Sard Wealth Management Group LLC now owns 2,182 shares of the information services provider’s stock worth $683,000 after acquiring an additional 342 shares during the last quarter. Wedmont Private Capital grew its position in shares of Alphabet by 4.8% during the 4th quarter. Wedmont Private Capital now owns 106,063 shares of the information services provider’s stock valued at $34,150,000 after acquiring an additional 4,848 shares during the period. Finally, Signet Financial Management LLC increased its stake in shares of Alphabet by 4.8% in the 4th quarter. Signet Financial Management LLC now owns 10,409 shares of the information services provider’s stock worth $3,258,000 after purchasing an additional 479 shares in the last quarter. Hedge funds and other institutional investors own 40.03% of the company’s stock.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analyst support: Alphabet is among stocks that have received multiple analyst upgrades and raised price targets after strong AI and cloud results, underpinning longer‑term upside expectations. Zacks: Alphabet is a strong growth stock
• Positive Sentiment: Gemini monetization / retail tie‑ups: Gap will enable checkout inside Google’s Gemini, a step toward direct commerce monetization for the AI platform. This could help diversify revenue beyond search advertising. CNBC: Gap becomes first to offer checkout within Gemini
• Positive Sentiment: Cloud & partnerships: New deals — Openreach using Google AI to speed fibre rollout and BMO/CME launching a tokenized cash platform on Google Cloud — highlight enterprise demand for Google Cloud services and potential revenue tailwinds. Reuters: Openreach taps Google AI Reuters: BMO to launch tokenized cash platform with CME and Google Cloud
• Neutral Sentiment: Robotics / AI roadmap: DeepMind/Google partnership activity (e.g., Agile Robots) signals long‑term AI/robotics ambitions but is capital‑intensive and will take time to monetize. CNBC: Google partners with Agile Robots
• Neutral Sentiment: Regulatory/market structure watch: EU antitrust meetings with Big Tech and Google’s initiative in India to label verified investment apps are regulatory items to monitor — could mean more oversight but also proactive controls limiting consumer harm. Reuters: EU antitrust chief meets tech CEOs Reuters: Google to label verified investment apps in India
• Negative Sentiment: Landmark LA verdict — legal overhang: A Los Angeles jury found Google’s YouTube (and Meta’s Instagram) negligent in a youth social‑media addiction case, awarding compensatory damages and moving to a punitive phase. The decision creates precedent risk, could spur additional suits, and has been cited as a near‑term driver of selling pressure. Reuters: Jury reaches verdict in Meta, Google trial BusinessWire: $3M compensatory verdict
• Negative Sentiment: Macro/earnings risk: Investors remain concerned about Alphabet’s very large 2026 capex guidance, rising energy costs for AI/data centers, and a recent pullback in the stock — factors that could compress near‑term returns despite long‑term growth potential. Barron’s: Google stock slides toward bear market territory

Insider Transactions at Alphabet

In other Alphabet news, Director John L. Hennessy sold 1,050 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $303.41, for a total transaction of $318,580.50. Following the completion of the transaction, the director owned 4,631 shares in the company, valued at $1,405,091.71. This trade represents a 18.48% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $307.89, for a total value of $10,006,425.00. Following the completion of the sale, the chief executive officer directly owned 1,642,060 shares in the company, valued at approximately $505,573,853.40. The trade was a 1.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 2,110,165 shares of company stock valued at $118,134,117. 11.64% of the stock is owned by insiders.

Analysts Set New Price Targets

Several equities analysts recently weighed in on GOOGL shares. Barclays reiterated an “overweight” rating and set a $360.00 target price (up from $315.00) on shares of Alphabet in a research report on Thursday, February 5th. Loop Capital raised their target price on shares of Alphabet from $320.00 to $355.00 and gave the stock a “buy” rating in a research note on Monday, February 23rd. Evercore reaffirmed an “outperform” rating and set a $400.00 price target (up from $325.00) on shares of Alphabet in a report on Thursday, February 5th. Royal Bank Of Canada upped their price target on shares of Alphabet from $375.00 to $400.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Finally, BMO Capital Markets reiterated an “outperform” rating and issued a $400.00 price target on shares of Alphabet in a research note on Thursday, February 5th. Three analysts have rated the stock with a Strong Buy rating, forty-three have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $367.18.

Alphabet Price Performance

Shares of NASDAQ:GOOGL opened at $290.93 on Thursday. The firm has a market cap of $3.52 trillion, a price-to-earnings ratio of 26.91, a P/E/G ratio of 1.70 and a beta of 1.10. The firm has a fifty day moving average price of $315.22 and a 200 day moving average price of $294.43. Alphabet Inc. has a fifty-two week low of $140.53 and a fifty-two week high of $349.00. 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 (NASDAQ:GOOGL) last announced its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.57 by $0.25. The company had revenue of $113.83 billion for the quarter, compared to the consensus estimate 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 expect that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 9th were issued a $0.21 dividend. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, March 9th. Alphabet’s payout ratio is 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.