7,527 Shares in Alphabet Inc. $GOOGL Bought by 55 North Private Wealth LLC

Key Points

• 55 North Private Wealth LLC bought a new stake of 7,527 shares of Alphabet (GOOGL) in Q4, valued at about $2.356 million and representing roughly 0.6% of the fund (its 26th largest holding).
• Alphabet reported a hefty Q1 beat—EPS $5.11 vs. $2.64 and revenue $109.9B vs. $106.98B—and carries a consensus analyst rating of "Moderate Buy" with a target price near $406.71.
• Positive catalysts include large AI/cloud commitments (Anthropic reportedly ~$200 billion over five years) and strong bond demand to fund AI spending, but regulatory/privacy risks in Europe and notable insider selling remain headwinds.

55 North Private Wealth LLC bought a new stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 7,527 shares of the information services provider's stock, valued at approximately $2,356,000. Alphabet makes up approximately 0.6% of 55 North Private Wealth LLC's investment portfolio, making the stock its 26th biggest holding.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. PMV Capital Advisers LLC bought a new position in Alphabet during the fourth quarter valued at about $38,000. Kentucky Trust Co raised its holdings in Alphabet by 142.9% during the fourth quarter. Kentucky Trust Co now owns 170 shares of the information services provider's stock valued at $53,000 after buying an additional 100 shares in the last quarter. iSAM Funds UK Ltd bought a new position in Alphabet during the third quarter valued at about $53,000. Pilgrim Partners Asia Pte Ltd bought a new position in Alphabet during the third quarter valued at about $53,000. Finally, PayPay Securities Corp grew its position in shares of Alphabet by 23.7% in the fourth quarter. PayPay Securities Corp now owns 245 shares of the information services provider's stock valued at $77,000 after purchasing an additional 47 shares during the last quarter. Hedge funds and other institutional investors own 40.03% of the company's stock.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet’s blockbuster Q1 and broader Mag‑7 earnings strength underpin the rally — the company beat EPS and revenue expectations and markets are rewarding AI/cloud leaders. Here's Why Alphabet (GOOGL) is a Strong Growth Stock
• Positive Sentiment: Large commercial commitments: Anthropic reportedly committed to spend ~$200 billion on Google Cloud and chips over five years — a potential multi‑year revenue stream for Cloud and AI infrastructure. Anthropic commits to spending $200 billion on Google's cloud and chips
• Positive Sentiment: Investor confidence in Alphabet’s AI spending shows in debt markets — its largest-ever euro bond sale attracted strong demand, supporting funding for capex and AI investments. Alphabet's euro bond offering sees strong demand
• Positive Sentiment: Product/tech optionality: DeepMind’s new minority stake to train AI on the complex MMORPG EVE Online and internal work on a 24/7 agent (“Remy”) highlight unique data/training opportunities and product roadmaps that could extend monetization. Google DeepMind Will Train AI Models on the MMORPG Eve Online Google is building an AI agent that could be its answer to OpenClaw
• Neutral Sentiment: Macro/sector backdrop is supportive: analysts and outlets note a record aggregate Q1 for corporate earnings and continued AI spending that benefits hyperscalers like Alphabet. Record Earnings Expected in 2026 Q1
• Neutral Sentiment: Strategic moves in AI compute: Alphabet moving to sell TPUs directly could broaden revenue but also reshapes competitive dynamics with Nvidia — mixed for margins and partner relationships. Google Moves to Sell TPUs Directly
• Negative Sentiment: Regulatory risk in Europe resurfaced — Google offered search-results changes to avert additions to €9.5B in EU competition fines, keeping legal uncertainty and potential remediation costs on the table. Google moves to avert EU fines with offer in news search case
• Negative Sentiment: Privacy/data concerns and worker unrest: a top Google scientist warned EU data‑sharing measures risk user privacy, and DeepMind employee union activity highlights reputational and execution risks. Top Google scientist says EU data measures pose privacy risk UK Google DeepMind employees vote to unionize

Analyst Ratings Changes

Several brokerages have recently issued reports on GOOGL. Phillip Securities raised their price target on Alphabet from $340.00 to $395.00 and gave the company a "moderate buy" rating in a research report on Wednesday, April 15th. Dbs Bank raised their price target on Alphabet from $360.00 to $400.00 and gave the company a "buy" rating in a research report on Friday, April 17th. Pivotal Research raised their price target on Alphabet from $400.00 to $420.00 and gave the company a "buy" rating in a research report on Thursday, February 5th. Arete Research raised their price target on Alphabet from $380.00 to $405.00 and gave the company a "buy" rating in a research report on Wednesday, February 11th. Finally, Rosenblatt Securities raised their price target on Alphabet from $357.00 to $393.00 and gave the company a "neutral" rating in a research report on Thursday, April 30th. Two analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and five have given a Hold rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $406.71.

Insider Activity at Alphabet

In related news, CAO Amie Thuener O'toole sold 955 shares of the business's stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $298.00, for a total value of $284,590.00. Following the completion of the transaction, the chief accounting officer owned 9,918 shares in the company, valued at $2,955,564. The trade was a 8.78% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Sundar Pichai sold 32,500 shares of the business's stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $303.38, for a total transaction of $9,859,850.00. Following the completion of the transaction, the chief executive officer owned 1,674,560 shares of the company's stock, valued at $508,028,012.80. This trade represents a 1.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 158,553 shares of company stock worth $47,951,856. Company insiders own 11.61% of the company's stock.

Alphabet Stock Performance

GOOGL stock opened at $398.30 on Thursday. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.92 and a quick ratio of 1.92. The company has a 50 day moving average price of $316.92 and a 200 day moving average price of $310.70. Alphabet Inc. has a fifty-two week low of $147.84 and a fifty-two week high of $399.85. The stock has a market capitalization of $4.82 trillion, a PE ratio of 30.38, a price-to-earnings-growth ratio of 1.70 and a beta of 1.26.

Alphabet (NASDAQ:GOOGL - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The information services provider reported $5.11 earnings per share for the quarter, topping the consensus estimate of $2.64 by $2.47. Alphabet had a net margin of 37.92% and a return on equity of 38.99%. The firm had revenue of $109.90 billion during the quarter, compared to analysts' expectations of $106.98 billion. Analysts forecast that Alphabet Inc. will post 13.86 EPS for the current year.

Alphabet Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 8th will be given a $0.22 dividend. This is a boost from Alphabet's previous quarterly dividend of $0.21. The ex-dividend date is Monday, June 8th. This represents a $0.88 annualized dividend and a yield of 0.2%. Alphabet's dividend payout ratio is presently 6.41%.

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.

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