Apella Capital LLC Has $20.55 Million Stock Holdings in Alphabet Inc. $GOOG

Key Points

• Apella Capital cut its stake in Alphabet by 14.1% in Q4, selling 10,792 shares and ending the quarter with 65,480 shares worth about $20.55 million.
• Other funds largely added to positions (e.g., Aaron Wealth +19.8% to 64,111 shares; Y.D. More +25.0% to 81,499 shares), institutional/hedge funds own 27.26% of the stock, while insiders sold roughly 2.07M shares in the quarter (including CEO Sundar Pichai).
• Recent catalysts include YouTube subscription price hikes and a Google‑Intel AI infrastructure partnership that support monetization, but rising short interest and regulatory/legal friction represent near‑term downside risks.

Apella Capital LLC reduced its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 14.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 65,480 shares of the information services provider's stock after selling 10,792 shares during the period. Apella Capital LLC's holdings in Alphabet were worth $20,548,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the company. Aaron Wealth Advisors LLC boosted its holdings in Alphabet by 19.8% during the fourth quarter. Aaron Wealth Advisors LLC now owns 64,111 shares of the information services provider's stock valued at $20,118,000 after acquiring an additional 10,616 shares during the period. Newbridge Financial Services Group Inc. boosted its holdings in Alphabet by 7.5% during the fourth quarter. Newbridge Financial Services Group Inc. now owns 60,739 shares of the information services provider's stock valued at $19,060,000 after acquiring an additional 4,239 shares during the period. Portside Wealth Group LLC boosted its holdings in Alphabet by 0.7% during the fourth quarter. Portside Wealth Group LLC now owns 32,991 shares of the information services provider's stock valued at $10,353,000 after acquiring an additional 219 shares during the period. Sound Income Strategies LLC boosted its holdings in Alphabet by 9.5% during the fourth quarter. Sound Income Strategies LLC now owns 27,949 shares of the information services provider's stock valued at $9,233,000 after acquiring an additional 2,433 shares during the period. Finally, Y.D. More Investments Ltd boosted its holdings in Alphabet by 25.0% during the fourth quarter. Y.D. More Investments Ltd now owns 81,499 shares of the information services provider's stock valued at $25,575,000 after acquiring an additional 16,320 shares during the period. 27.26% of the stock is owned by institutional investors and hedge funds.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: YouTube is raising U.S. subscription prices while the subscriber base tops ~125M, supporting higher ARPU and recurring revenue for Alphabet. Article Title
• Positive Sentiment: Google and Intel expanded a multi-year AI infrastructure partnership, reducing execution risk for Google Cloud’s AI capacity buildout and lowering costs for large model workloads. Article Title
• Positive Sentiment: Top analysts and boutiques reinstated bullish views and flagged upside (one analyst sees 30%+ upside), reinforcing momentum narratives around Cloud and AI monetization. Article Title
• Positive Sentiment: Longer-term optionality — fractional exposure to a potential SpaceX IPO value and sustained Google Cloud growth — remains a tailwind for longer-horizon investors. Article Title
• Neutral Sentiment: Alphabet’s board approved new long-term equity awards to executives — standard for tech firms but could be viewed as modest dilution; monitor details when full filings are available. Article Title
• Neutral Sentiment: ETF news (Roundhill GOOGL WeeklyPay distribution) and various market write-ups keep Alphabet in focus but are unlikely to move the stock materially on their own. Article Title
• Negative Sentiment: Short interest jumped in March to ~44.0M shares (+26.8% vs. mid‑March), representing roughly 0.4% of float and a short‑interest ratio near 1.9 days — rising short activity can amplify downside on negative headlines. (Market data)
• Negative Sentiment: Regulatory/legal friction: Indonesia issued a reprimand over YouTube compliance and a California bill would add costs/constraints for Waymo’s robotaxi operations — both increase near‑term policy risk for ad and autonomous-vehicle initiatives. Article Title Article Title
• Negative Sentiment: Some institutional trimming (reported stake reductions) and notes flagging stretched valuation/multiple compression risk could pressure the shares despite solid fundamentals. Article Title Article Title

Alphabet Stock Performance

NASDAQ GOOG opened at $315.73 on Monday. The firm has a market cap of $3.82 trillion, a price-to-earnings ratio of 29.21, a PEG ratio of 1.95 and a beta of 1.13. The company has a 50 day moving average of $306.32 and a 200-day moving average of $299.28. 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 Inc. has a 1-year low of $148.40 and a 1-year high of $350.15.

Alphabet (NASDAQ:GOOG - Get Free Report) last posted its quarterly earnings data on Thursday, February 5th. The information services provider reported $2.82 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.23. The company had revenue of $113.83 billion during the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The company's revenue was up 18.0% on a year-over-year basis. During the same quarter last year, the business posted $2.15 earnings per share. On average, equities analysts forecast that Alphabet Inc. will post 8.89 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 9th were issued a dividend of $0.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. Alphabet's dividend payout ratio (DPR) is presently 7.77%.

Insider Activity at Alphabet

In related news, CEO Sundar Pichai sold 32,500 shares of the firm's stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $307.89, for a total value of $10,006,425.00. Following the completion of the sale, the chief executive officer owned 1,642,060 shares of the company's stock, valued at $505,573,853.40. This trade represents a 1.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director John L. Hennessy sold 1,050 shares of the firm's stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $303.41, for a total transaction of $318,580.50. Following the completion of the sale, the director directly owned 4,631 shares of the company's stock, valued at approximately $1,405,091.71. This represents a 18.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 2,069,344 shares of company stock valued at $104,708,426. Insiders own 12.99% of the company's stock.

Analysts Set New Price Targets

A number of research firms have issued reports on GOOG. Royal Bank Of Canada restated an "outperform" rating and set a $375.00 price target on shares of Alphabet in a report on Thursday, January 15th. BMO Capital Markets restated an "outperform" rating and set a $400.00 price target on shares of Alphabet in a report on Thursday, February 5th. Wedbush restated an "outperform" rating and set a $370.00 price target on shares of Alphabet in a report on Thursday, February 5th. Scotiabank reiterated an "outperform" rating and issued a $400.00 target price (up from $375.00) on shares of Alphabet in a research note on Thursday, February 5th. Finally, JPMorgan Chase & Co. increased their target price on shares of Alphabet from $385.00 to $395.00 and gave the company an "overweight" rating in a research note on Thursday, February 5th. Nine analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Buy" and a consensus price target of $345.71.

Alphabet Profile

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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