Alphabet Inc. $GOOG Shares Sold by Single Point Partners LLC

Key Points

• Single Point Partners LLC cut its stake in Alphabet by 34.1% in Q4, selling 84,143 shares and now holding 162,550 shares valued at about $51.0 million, making Alphabet its second‑largest position.
• Insider selling has accelerated — CEO Sundar Pichai sold 32,500 shares (~$9.9M) and insiders disposed of 2,037,294 shares worth $94.2M in the past 90 days — a factor that could pressure near‑term sentiment.
• Positive operational catalysts and analyst support — including Google’s launch of 8th‑gen TPUs, multi‑billion cloud deals, and multiple price‑target increases — underpin a MarketBeat consensus "Buy" with a $347.16 target.

Single Point Partners LLC reduced its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 34.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 162,550 shares of the information services provider's stock after selling 84,143 shares during the period. Alphabet makes up 9.2% of Single Point Partners LLC's holdings, making the stock its 2nd biggest position. Single Point Partners LLC's holdings in Alphabet were worth $51,008,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Imprint Wealth LLC acquired a new stake in Alphabet in the 3rd quarter valued at about $31,000. Manning & Napier Advisors LLC acquired a new position in shares of Alphabet during the 3rd quarter worth approximately $32,000. Tripletail Wealth Management LLC acquired a new position in shares of Alphabet during the 3rd quarter worth approximately $40,000. Creative Capital Management Investments LLC grew its position in shares of Alphabet by 1,438.5% in the fourth quarter. Creative Capital Management Investments LLC now owns 200 shares of the information services provider's stock valued at $63,000 after purchasing an additional 187 shares in the last quarter. Finally, Lynch Asset Management Inc. purchased a new stake in shares of Alphabet in the third quarter valued at approximately $61,000. 27.26% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google unveiled 8th‑gen TPUs (separate training and inference chips) designed to cut AI costs and compete with Nvidia — a clear catalyst for higher cloud margins and faster AI deployments. Google Cloud launches two new AI chips to compete with Nvidia
• Positive Sentiment: Street bullishness: BMO raised its price target and called Alphabet “the best way to own AI,” while Bank of America reiterated a Buy and expects a modest Q1 beat — analyst support lifts sentiment into earnings. BMO raises Alphabet's target Bank of America reiterates Buy ahead of Q1
• Positive Sentiment: Multi‑billion enterprise deals and partnerships (Thinking Machines Lab, Merck, Capgemini, Ulta) signal meaningful Google Cloud/Gemini revenue paths and long‑term adoption of agentic AI in enterprise accounts. Thinking Machines multi‑billion deal Merck partners with Google Cloud
• Positive Sentiment: Product and platform pushes (Gemini agent platform, Workspace AI, Chrome AI integrations) make monetization of agentic AI more credible across ads, cloud and enterprise SaaS. Google updates Workspace
• Neutral Sentiment: Long‑term institutional backing — Buffett’s Berkshire added Alphabet in 2025 and that holding has appreciated — reinforces conviction but has limited immediate price impact versus near‑term earnings/AI execution. Warren Buffett’s investment in Alphabet
• Negative Sentiment: EU regulators are preparing to press Google to open Android to rival AI assistants, creating potential distribution and competitive risks for Gemini/Android integration in Europe. EU pressure to give AI rivals Android access
• Negative Sentiment: Insider selling and some fund stake trims have been reported recently, which can weigh on near‑term price psychology even as management and institutions continue to hold large positions. Alphabet trading down after insider selling Fund trims Alphabet stake

Insider Transactions at Alphabet

In related news, CEO Sundar Pichai sold 32,500 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $303.92, for a total transaction of $9,877,400.00. Following the completion of the transaction, the chief executive officer owned 2,818,524 shares of the company's stock, valued at approximately $856,605,814.08. This trade represents a 1.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider John Kent Walker sold 47,574 shares of Alphabet stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $301.45, for a total transaction of $14,341,182.30. Following the completion of the sale, the insider owned 13,227 shares of the company's stock, valued at $3,987,279.15. This trade represents a 78.25% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 2,037,294 shares of company stock worth $94,216,897. 12.99% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

GOOG has been the topic of a number of analyst reports. KeyCorp set a $370.00 price objective on Alphabet in a research report on Thursday, February 5th. Pivotal Research restated a "buy" rating and issued a $420.00 target price (up from $400.00) on shares of Alphabet in a report on Thursday, February 5th. Phillip Securities downgraded Alphabet from a "strong-buy" rating to a "moderate buy" rating in a research note on Wednesday, April 15th. JPMorgan Chase & Co. lifted their price target on Alphabet from $385.00 to $395.00 and gave the stock an "overweight" rating in a report on Thursday, February 5th. Finally, Oppenheimer reissued an "outperform" rating and set a $360.00 price target on shares of Alphabet in a research report on Thursday, February 5th. Eight investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, Alphabet has a consensus rating of "Buy" and a consensus price target of $347.16.

Alphabet Stock Up 0.0%

Shares of NASDAQ:GOOG opened at $337.75 on Friday. The company has a market capitalization of $4.09 trillion, a price-to-earnings ratio of 31.24, a PEG ratio of 2.08 and a beta of 1.13. Alphabet Inc. has a 12-month low of $149.49 and a 12-month high of $350.15. The business has a 50-day moving average price of $307.53 and a 200 day moving average price of $303.99. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.11.

Alphabet (NASDAQ:GOOG - Get Free Report) last posted its earnings results on Thursday, February 5th. The information services provider reported $2.82 EPS for the quarter, beating analysts' consensus estimates of $2.59 by $0.23. The company had revenue of $113.83 billion for the quarter, compared to analysts' expectations of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. Alphabet's revenue for the quarter was up 18.0% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.15 earnings per share. Sell-side analysts expect that Alphabet Inc. will post 11.57 EPS for the current year.

Alphabet Dividend Announcement

The business also recently disclosed 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 0.2%. The ex-dividend date was Monday, March 9th. Alphabet's dividend payout ratio is currently 7.77%.

About Alphabet

Alphabet Inc NASDAQ: GOOG is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as "Other Bets." Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company's history.

Alphabet's core business centers on internet search and advertising, with Google Search and the company's ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.

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