Alphabet Inc. $GOOGL Shares Purchased by One Way Holdings LLC

Key Points

• One Way Holdings increased its Alphabet stake by 3.8% in the third quarter, adding 4,858 shares to hold 132,707 shares worth about $45.7 million.
• Other institutions also adjusted or expanded their positions; institutional investors own approximately 40% of Alphabet’s shares.
• Alphabet’s latest quarter missed earnings expectations, reporting EPS of $2.12 versus a $3.02 consensus. Google’s expanded AI-chip lineup could support its cloud business, while analysts have flagged AI-search monetization and infrastructure spending as risks.

One Way Holdings LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 3.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 132,707 shares of the information services provider's stock after purchasing an additional 4,858 shares during the period. Alphabet makes up about 2.0% of One Way Holdings LLC's holdings, making the stock its 8th biggest position. One Way Holdings LLC's holdings in Alphabet were worth $45,662,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of GOOGL. State Street Corp increased its stake in Alphabet by 5.6% in the second quarter. State Street Corp now owns 238,977,259 shares of the information services provider's stock valued at $85,403,303,000 after purchasing an additional 12,718,127 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in Alphabet by 90.9% in the first quarter. Arrowstreet Capital Limited Partnership now owns 17,040,373 shares of the information services provider's stock worth $4,900,078,000 after acquiring an additional 8,112,680 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. bought a new stake in shares of Alphabet during the third quarter valued at approximately $1,612,704,000. Amundi raised its position in shares of Alphabet by 12.7% during the first quarter. Amundi now owns 31,745,979 shares of the information services provider's stock worth $9,128,850,000 after purchasing an additional 3,574,810 shares during the period. Finally, Jupiter Topco LLC bought a new position in shares of Alphabet in the 2nd quarter worth $1,058,385,000. 40.03% of the stock is currently owned by institutional investors.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google introduced two new versions of its eighth-generation Tensor Processing Units, broadening its AI-chip offerings and sharpening its challenge to Nvidia. Investors may see custom chips as a way to support Google Cloud growth and reduce reliance on outside suppliers. Alphabet stock rises as Google expands AI chip lineup to challenge Nvidia
• Neutral Sentiment: JPMorgan removed Alphabet from its Analyst Focus List but maintained an Overweight rating. The firm cited slower AI-search monetization and substantial infrastructure spending, highlighting execution risks without changing its overall positive rating. JPMorgan Just Removed Alphabet From Its Analyst Focus List
• Negative Sentiment: Federal safety regulators opened a new investigation into Waymo after reports that its robotaxis continued to pass stopped school buses despite a prior software fix. The probe could bring regulatory, reputational or operational costs for Alphabet’s autonomous-driving business. Waymo robotaxis kept illegally passing school buses after software fix, feds say
• Negative Sentiment: Several law firms publicized an existing securities class action concerning Alphabet investors who bought shares from May 19 to July 16, 2026. The lawsuit alleges investors were misled about the Gemini 3.5 Pro launch timeline; the lead-plaintiff deadlines are November 30 or December 1. Repeated notices may add legal overhang, though they are not new court findings. Alphabet Deadline Alert: Levi & Korsinsky Reminds Investors of Securities Class Action Deadline

Analyst Ratings Changes

A number of research analysts have recently issued reports on GOOGL shares. DZ Bank upgraded shares of Alphabet to a "strong-buy" rating in a report on Thursday, July 23rd. KeyCorp cut their target price on Alphabet from $410.00 to $385.00 and set an "overweight" rating on the stock in a research report on Thursday, October 29th. Wall Street Zen cut Alphabet from a "buy" rating to a "hold" rating in a research note on Saturday, August 1st. Tigress Financial reiterated a "strong-buy" rating and issued a $485.00 target price (up from $415.00) on shares of Alphabet in a report on Thursday, September 17th. Finally, Royal Bank Of Canada reduced their price objective on shares of Alphabet from $425.00 to $400.00 and set an "outperform" rating for the company in a research report on Thursday, October 29th. Five analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of "Buy" and an average price target of $412.51.

Insider Activity

In related news, Director Frances Arnold sold 83 shares of the stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $340.45, for a total transaction of $28,257.35. Following the sale, the director owned 19,076 shares of the company's stock, valued at approximately $6,494,424.20. This represents a 0.43% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. In the last 90 days, insiders sold 247 shares of company stock worth $79,238. Insiders own 11.61% of the company's stock.

Alphabet Trading Up 1.2%

NASDAQ:GOOGL opened at $288.15 on Tuesday. Alphabet Inc. has a 12 month low of $270.70 and a 12 month high of $408.61. The company has a current ratio of 2.79, a quick ratio of 2.69 and a debt-to-equity ratio of 0.19. The firm's 50 day moving average is $331.76 and its 200 day moving average is $338.77. The stock has a market capitalization of $3.52 trillion, a PE ratio of 15.04, a price-to-earnings-growth ratio of 0.87 and a beta of 1.23.

Alphabet (NASDAQ:GOOGL - Get Free Report) last released its earnings results on Wednesday, October 28th. The information services provider reported $2.12 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $3.02 by ($0.90). The firm had revenue of $127.58 billion during the quarter, compared to analysts' expectations of $127.96 billion. Alphabet had a return on equity of 43.33% and a net margin of 50.03%. Sell-side analysts expect that Alphabet Inc. will post 19.86 earnings per share for the current year.

Alphabet Announces Dividend

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

Alphabet Profile

Alphabet Inc is a technology holding company whose largest business is Google. Founded in 1998 by Larry Page and Sergey Brin, Google became part of Alphabet when the company reorganized its businesses under the holding-company structure in 2015.

Google's products and services include Search, YouTube, Android, Chrome, Google Maps, Google Play and Google Cloud. The company also generates revenue from digital advertising and offers devices, subscriptions and artificial intelligence products and services.

Alphabet serves consumers, businesses and organizations around the world.

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