701,000 Shares in Alphabet Inc. $GOOGL Acquired by BSN CAPITAL PARTNERS Ltd

Key Points

• BSN Capital Partners acquired 701,000 Alphabet shares worth approximately $210.9 million in the first quarter, making Alphabet its third-largest holding and representing 9.3% of its portfolio.
• Alphabet reported quarterly earnings of $9.11 per share on $119.8 billion in revenue, exceeding analyst expectations. The stock opened at $357.52, while analysts maintain a consensus “Buy” rating with a $419.86 price target.
• Alphabet declared a quarterly dividend of $0.22 per share, equivalent to $0.88 annually and a 0.2% yield; institutional investors collectively own about 40% of the company.

BSN CAPITAL PARTNERS Ltd acquired a new stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 701,000 shares of the information services provider's stock, valued at approximately $210,924,000. Alphabet makes up 9.3% of BSN CAPITAL PARTNERS Ltd's investment portfolio, making the stock its 3rd biggest position.

Other institutional investors have also modified their holdings of the company. Vanguard Group Inc. raised its position in shares of Alphabet by 2.4% during the 4th quarter. Vanguard Group Inc. now owns 528,969,322 shares of the information services provider's stock worth $165,567,398,000 after acquiring an additional 12,531,695 shares in the last quarter. State Street Corp increased its stake in Alphabet by 1.8% in the second quarter. State Street Corp now owns 229,954,269 shares of the information services provider's stock valued at $40,524,841,000 after purchasing an additional 4,008,374 shares during the last quarter. Geode Capital Management LLC increased its stake in Alphabet by 1.9% in the fourth quarter. Geode Capital Management LLC now owns 146,193,037 shares of the information services provider's stock valued at $45,625,595,000 after purchasing an additional 2,666,676 shares during the last quarter. Norges Bank acquired a new stake in Alphabet during the fourth quarter worth approximately $30,534,239,000. Finally, Bank of America Corp DE raised its holdings in Alphabet by 4.9% during the fourth quarter. Bank of America Corp DE now owns 69,108,183 shares of the information services provider's stock worth $21,630,861,000 after purchasing an additional 3,218,852 shares in the last quarter. 40.03% of the stock is owned by hedge funds and other institutional investors.

Alphabet Stock Up 0.9%

GOOGL opened at $357.52 on Tuesday. The business has a 50 day moving average price of $355.30 and a two-hundred day moving average price of $340.74. The company has a quick ratio of 2.64, a current ratio of 2.72 and a debt-to-equity ratio of 0.16. The company has a market cap of $4.37 trillion, a PE ratio of 17.96, a P/E/G ratio of 0.99 and a beta of 1.24. Alphabet Inc. has a 52 week low of $196.60 and a 52 week high of $408.61.

Alphabet (NASDAQ:GOOGL - Get Free Report) last announced its earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share for the quarter, beating the consensus estimate of $2.89 by $6.22. The company had revenue of $119.80 billion for the quarter, compared to the consensus estimate of $117.07 billion. Alphabet had a return on equity of 51.32% and a net margin of 54.77%. As a group, research analysts anticipate that Alphabet Inc. will post 20.51 EPS for the current year.

Alphabet Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 14th. Shareholders of record on Monday, September 7th will be given a dividend of $0.22 per share. The ex-dividend date is Friday, September 4th. This represents a $0.88 dividend on an annualized basis and a yield of 0.2%. Alphabet's dividend payout ratio is presently 4.42%.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet reportedly raised its 2026 capital-expenditure outlook to approximately $205 billion, signaling strong expected demand for AI computing capacity. The spending could support Google Cloud, data-center growth and Alphabet’s competitive position in AI. Alphabet's Higher AI Spending Could Boost These ETFs
• Positive Sentiment: Google Cloud revenue grew 82% year over year, while its contracted backlog reached roughly $514 billion. Investors view that momentum as evidence that AI adoption may justify Alphabet’s aggressive infrastructure investments and provide a substantial source of future revenue. Alphabet's Cloud Computing Business Just Posted 82% Revenue Growth
• Positive Sentiment: Google Play is adding Venmo as a payment option for apps, games and digital content. The move could make purchases more convenient and modestly support Google’s digital-commerce ecosystem. Google Play adds Venmo as a payment option
• Positive Sentiment: An investment commentary identifies Alphabet as a leading AI stock, reinforcing institutional interest following its strong earnings and AI-related growth outlook. Is Alphabet Still One of the Best AI Stocks to Own?
• Neutral Sentiment: Broader market commentary points to positive technology momentum, possible Federal Reserve liquidity support and recent earnings strength. These factors may help Alphabet’s valuation, but they are marketwide rather than company-specific. Why Momentum, Fed Liquidity, and Tech Suggest More Upside
• Negative Sentiment: Google, along with other social-media platforms, continues to face thousands of lawsuits alleging user addiction. Prolonged litigation could create legal costs, regulatory pressure and reputational risks for Alphabet. Social Media Platforms Still Facing Thousands of User Addiction Lawsuits
• Negative Sentiment: Waymo’s rapid expansion is exposing its autonomous vehicles to more unusual “edge cases.” Although Waymo is an Alphabet subsidiary, continued incidents or safety concerns could increase operating costs and regulatory scrutiny. Waymo Is Growing Faster Than Ever. So Are Its Edge Cases.

Insider Activity

In other news, Director Frances Arnold sold 82 shares of the stock in a transaction that occurred on Thursday, July 30th. The stock was sold at an average price of $333.39, for a total transaction of $27,337.98. Following the completion of the transaction, the director directly owned 18,914 shares of the company's stock, valued at approximately $6,305,738.46. This represents a 0.43% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider John Kent Walker sold 8,998 shares of the firm's stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $349.29, for a total value of $3,142,911.42. Following the completion of the sale, the insider directly owned 75,290 shares of the company's stock, valued at $26,298,044.10. This represents a 10.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 600,547 shares of company stock worth $16,255,540 over the last quarter. Insiders own 11.61% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on GOOGL shares. Pivotal Research restated a "buy" rating and issued a $475.00 target price (up from $470.00) on shares of Alphabet in a report on Thursday, July 23rd. Stifel Nicolaus set a $420.00 price target on shares of Alphabet and gave the company a "buy" rating in a research report on Thursday, April 30th. Citizens Jmp restated a "market outperform" rating and issued a $515.00 price objective on shares of Alphabet in a research note on Wednesday, July 22nd. Freedom Capital raised Alphabet from a "hold" rating to a "strong-buy" rating in a report on Thursday, July 23rd. Finally, Mizuho lifted their target price on Alphabet from $420.00 to $460.00 and gave the stock an "outperform" rating in a research report on Wednesday, May 6th. Six analysts have rated the stock with a Strong Buy rating, forty-four have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, Alphabet presently has a consensus rating of "Buy" and a consensus price target of $419.86.

About Alphabet

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.

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