Alphabet Inc. $GOOG Stock: BRIA Capital Group LLC Grows Stake

Key Points

• BRIA Capital Group nearly doubled its Alphabet stake in the third quarter, increasing holdings by 94.7% to 15,191 shares valued at approximately $5.18 million. Other institutional investors also added shares, while institutions collectively own 27.26% of the stock.
• Alphabet insiders sold 696 shares worth about $232,894 over the past 90 days, though insiders still own 12.99% of the company.
• Analysts maintain a broadly positive outlook, with a consensus “Buy” rating and an average price target of $421.85 versus the stock’s reported $314.19 opening price.

BRIA Capital Group LLC boosted its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 94.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 15,191 shares of the information services provider's stock after purchasing an additional 7,388 shares during the period. Alphabet makes up approximately 3.5% of BRIA Capital Group LLC's holdings, making the stock its 8th biggest position. BRIA Capital Group LLC's holdings in Alphabet were worth $5,176,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. BIP Wealth LLC grew its position in Alphabet by 21.1% in the third quarter. BIP Wealth LLC now owns 21,756 shares of the information services provider's stock worth $7,413,000 after buying an additional 3,794 shares during the last quarter. MLP3 LLC increased its holdings in shares of Alphabet by 1.4% in the third quarter. MLP3 LLC now owns 5,958 shares of the information services provider's stock valued at $2,030,000 after buying an additional 81 shares in the last quarter. OLIO Financial Planning increased its holdings in shares of Alphabet by 4.2% in the third quarter. OLIO Financial Planning now owns 1,070 shares of the information services provider's stock valued at $364,000 after buying an additional 43 shares in the last quarter. Boomfish Wealth Group LLC lifted its position in shares of Alphabet by 10.0% during the 3rd quarter. Boomfish Wealth Group LLC now owns 20,782 shares of the information services provider's stock valued at $7,081,000 after acquiring an additional 1,894 shares during the last quarter. Finally, MBL Wealth LLC lifted its position in shares of Alphabet by 3.8% during the 3rd quarter. MBL Wealth LLC now owns 18,074 shares of the information services provider's stock valued at $6,158,000 after acquiring an additional 657 shares during the last quarter. 27.26% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, Director Frances Arnold sold 83 shares of the stock in a transaction on 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 sale, the director owned 19,076 shares in the company, valued at $6,494,424.20. This represents a 0.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CAO Marsida Saraci sold 449 shares of the firm's stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $333.20, for a total value of $149,606.80. Following the completion of the sale, the chief accounting officer directly owned 27,386 shares of the company's stock, valued at approximately $9,125,015.20. This trade represents a 1.61% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 696 shares of company stock valued at $232,894 in the last 90 days. Corporate insiders own 12.99% of the company's stock.

Analysts Set New Price Targets

GOOG has been the subject of several research reports. Truist Financial reduced their price objective on Alphabet from $430.00 to $420.00 and set a "buy" rating for the company in a research note on Thursday, July 23rd. Roth Capital boosted their target price on Alphabet from $435.00 to $440.00 and gave the stock a "buy" rating in a research report on Thursday, July 23rd. Wedbush assumed coverage on Alphabet in a research report on Thursday, July 16th. They set an "outperform" rating and a $445.00 target price on the stock. Pivotal Research upped their target price on Alphabet from $470.00 to $475.00 and gave the company a "buy" rating in a report on Thursday, July 23rd. Finally, Citigroup reiterated a "market outperform" rating on shares of Alphabet in a research report on Friday, October 9th. Six research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Buy" and an average price target of $421.85.

Alphabet Trading Down 1.0%

Alphabet stock opened at $314.19 on Tuesday. Alphabet Inc. has a 52 week low of $264.94 and a 52 week high of $404.47. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.64 and a current ratio of 2.72. The firm has a market capitalization of $3.84 trillion, a price-to-earnings ratio of 15.78, a P/E/G ratio of 0.91 and a beta of 1.19. The company has a 50 day moving average price of $339.58 and a 200 day moving average price of $338.81.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet’s Google Cloud business remains a major growth driver. Cloud revenue reportedly grew 82% in the second quarter, while its backlog reached approximately $514 billion. Anthropic’s IPO filing also disclosed roughly $114.5 billion in non-cancelable cloud commitments with Alphabet, potentially providing substantial long-term revenue visibility. Alphabet Has $514 Billion in Cloud Orders
• Positive Sentiment: Analysts and investment managers continue to identify Alphabet as a potential leader in AI assistants, with growth prospects supported by resilient advertising, Google Cloud expansion and increasing Gemini adoption. Some long-term forecasts anticipate significant earnings growth over the next five years. Alphabet Stock: 3 Reasons Why GOOGL Is a Buy
• Neutral Sentiment: Alphabet’s upcoming quarterly results are the central near-term catalyst. Investors are focused on Search growth, Google Cloud margins, Gemini monetization and management’s capital-expenditure outlook. The stock has historically moved inconsistently after earnings, increasing the risk of a sharp reaction in either direction. Expected Alphabet Earnings Move
• Neutral Sentiment: Anthropic’s IPO filing supports demand for Alphabet’s cloud infrastructure, but it also highlights the cost of serving AI customers. Investors will need evidence that heavy data-center investment can translate into expanding cloud margins and free cash flow.
• Negative Sentiment: Investors remain concerned that elevated AI infrastructure spending could pressure margins and free cash flow, similar to the negative market reaction following Alphabet’s second-quarter results. Competition from Amazon, Microsoft, Meta and Anthropic adds to uncertainty around returns on AI investment.
• Negative Sentiment: Several law firms publicized securities-fraud class actions alleging Alphabet misled investors about AI progress during the May 19–July 16 period. Although the announcements do not establish liability, the repeated legal headlines add reputational and potential financial risk. Alphabet Securities Class Action Deadline

About Alphabet

Alphabet Inc is a technology holding company best known as the parent organization of Google. Founded in 2015 through a corporate restructuring, Alphabet oversees Google and a collection of businesses focused on technology, online services, communications, artificial intelligence, and other emerging areas.

Google's principal products and services include its internet search engine, digital advertising platforms, YouTube, Android, Chrome, Google Maps, Google Play, and Google Workspace. The company also provides cloud computing, data storage, cybersecurity, productivity, and artificial intelligence services through Google Cloud.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.