36,029 Shares in Alphabet Inc. $GOOG Acquired by Bradyco Inc.

Key Points

• Bradyco Inc. acquired 36,029 Alphabet shares in the third quarter, worth about $12.3 million. The position represents 8.5% of its portfolio and is its fourth-largest holding.
• Analysts have a “Moderate Buy” consensus on Alphabet, with an average price target of $413.38; 41 analysts rate the stock Buy or Strong Buy.
• Alphabet’s latest quarterly revenue rose 24.7% year over year to $127.58 billion, but EPS of $2.12 missed expectations of $3.01.

Bradyco Inc. purchased a new position in Alphabet Inc. (NASDAQ:GOOG - Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 36,029 shares of the information services provider's stock, valued at approximately $12,277,000. Alphabet accounts for approximately 8.5% of Bradyco Inc.'s investment portfolio, making the stock its 4th biggest holding.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Providence Wealth Advisors LLC lifted its holdings in shares of Alphabet by 0.3% in the first quarter. Providence Wealth Advisors LLC now owns 10,508 shares of the information services provider's stock worth $3,094,000 after buying an additional 29 shares in the last quarter. One Charles Private Wealth Services LLC grew its stake in Alphabet by 0.6% during the first quarter. One Charles Private Wealth Services LLC now owns 4,844 shares of the information services provider's stock valued at $1,390,000 after acquiring an additional 29 shares in the last quarter. Wisconsin Wealth Advisors LLC grew its stake in Alphabet by 1.3% during the second quarter. Wisconsin Wealth Advisors LLC now owns 2,223 shares of the information services provider's stock valued at $785,000 after acquiring an additional 29 shares in the last quarter. Cypress Financial Planning LLC grew its stake in Alphabet by 1.3% during the third quarter. Cypress Financial Planning LLC now owns 2,198 shares of the information services provider's stock valued at $749,000 after acquiring an additional 29 shares in the last quarter. Finally, Johnson Wealth Management LLC increased its holdings in Alphabet by 1.7% in the 2nd quarter. Johnson Wealth Management LLC now owns 1,842 shares of the information services provider's stock valued at $651,000 after acquiring an additional 30 shares during the last quarter. 27.26% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Roth Capital boosted their price target on shares of Alphabet from $435.00 to $440.00 and gave the stock a "buy" rating in a research note on Thursday, July 23rd. Morgan Stanley restated an "overweight" rating and set a $375.00 price objective on shares of Alphabet in a research report on Thursday, October 29th. BMO Capital Markets set a $425.00 target price on Alphabet in a report on Thursday, October 29th. Needham & Company LLC reaffirmed a "buy" rating on shares of Alphabet in a report on Tuesday, October 27th. Finally, KeyCorp reiterated an "overweight" rating and issued a $385.00 target price on shares of Alphabet in a research report on Thursday, October 29th. Six investment analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $413.38.

Insider Buying and Selling

In related news, Director Frances Arnold sold 83 shares of Alphabet stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $340.45, for a total value of $28,257.35. Following the completion of the transaction, the director owned 19,076 shares in the company, valued at approximately $6,494,424.20. This trade represents a 0.43% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders sold a total of 247 shares of company stock valued at $79,238 in the last ninety days. Company insiders own 12.99% of the company's stock.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google’s Cloud, Gemini, advertising and streaming businesses are showing improving demand, according to market commentary. Reports also cite more than 1 billion Gemini app users and rapid Google Cloud growth, supporting the case that AI can create revenue beyond traditional Search. Article: GOOGL Cloud Momentum Clashes with Google Search Concerns
• Positive Sentiment: Alphabet disclosed a roughly $548 million Qualcomm stake, which could strengthen its AI data-center supply and technology relationships. Article: Alphabet discloses $548 million worth of Qualcomm stake
• Neutral Sentiment: Google acquired Crusoe’s planned Wyoming data-center site as part of a reported $17 billion expansion, with a pledge to cover the facility’s power costs. More capacity could support AI and cloud growth, while the scale of investment and energy needs add to concerns about spending and infrastructure constraints. Article: Google acquires Wyoming data center site from AI infrastructure firm Crusoe
• Neutral Sentiment: Alphabet’s Wing plans to invest up to $125 million in a Texas manufacturing facility, expanding its drone-delivery capacity. It offers longer-term growth potential but is a relatively small, multi-year investment compared with Alphabet’s core businesses. Article: Alphabet's Drone Unit to Invest Up to $125 Million in New Texas Facility
• Negative Sentiment: Investors continue to question whether AI assistants could weaken Search growth and how effectively Alphabet can monetize AI search. Heavy data-center spending also raises concerns about cash flow, electricity availability and potential regulation. Article: Are the Fears Around Alphabet’s Search Slowdown Warranted?
• Negative Sentiment: Several law firms publicized an existing securities class action alleging investor harm during May–July 2026; the claims remain allegations, but the publicity may add a legal overhang. Separately, parents’ claims over an AI chatbot’s alleged role in a student’s suicide attempt raise potential safety and reputational concerns. Article: Google faces claims student used AI chat on US school laptop to plan suicide attempt

Alphabet Price Performance

Alphabet stock opened at $283.93 on Monday. The company has a market cap of $3.49 trillion, a price-to-earnings ratio of 14.82, a PEG ratio of 0.86 and a beta of 1.21. The firm's fifty day moving average is $329.78 and its 200 day moving average is $337.01. The company has a quick ratio of 2.69, a current ratio of 2.79 and a debt-to-equity ratio of 0.19. Alphabet Inc. has a 52-week low of $271.41 and a 52-week high of $404.47.

Alphabet (NASDAQ:GOOG - Get Free Report) last released its quarterly earnings data on Thursday, October 29th. The information services provider reported $2.12 EPS for the quarter, missing the consensus estimate of $3.01 by ($0.89). Alphabet had a net margin of 50.03% and a return on equity of 43.33%. The business had revenue of $127.58 billion for the quarter, compared to the consensus estimate of $127.97 billion. During the same quarter last year, the business earned $2.87 EPS. Alphabet's revenue for the quarter was up 24.7% compared to the same quarter last year. Sell-side analysts forecast that Alphabet Inc. will post 19.80 EPS for the current fiscal year.

Alphabet Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, December 14th. Investors of record on Monday, December 7th will be issued a $0.22 dividend. The ex-dividend date of this dividend is Monday, December 7th. This represents a $0.88 dividend on an annualized basis and a dividend yield of 0.3%. Alphabet's dividend payout ratio (DPR) is presently 4.59%.

About Alphabet

Alphabet is a technology holding company whose primary business is Google. Founded in 1998 by Larry Page and Sergey Brin, Google became part of Alphabet when the company adopted a holding-company structure in 2015. Sundar Pichai leads Alphabet and Google as chief executive officer.

Google offers internet search, online advertising, cloud computing, and software and hardware products. Its services and products include Google Search, YouTube, Android, Chrome, Google Maps, Google Play, and Google Cloud.

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