Hikari Tsushin Inc. Sells 25,325 Shares of Alphabet Inc. $GOOGL

Key Points

• Hikari Tsushin reduced its Alphabet position by 4.6% in the second quarter, selling 25,325 shares and retaining 528,907 shares valued at approximately $189 million. Alphabet remains the fund’s second-largest holding, representing about 12.5% of its portfolio.
• Alphabet reported strong quarterly results, with earnings of $9.11 per share and revenue of $119.8 billion, both above analyst expectations. Analysts maintain a consensus “Buy” rating with an average price target of $420.19.
• Investors are weighing robust Google Cloud growth and AI product expansion against rising AI infrastructure spending, legal scrutiny and execution concerns. Alphabet also declared a quarterly dividend of $0.22 per share, implying a 0.3% annual yield.

Hikari Tsushin Inc. reduced its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 4.6% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 528,907 shares of the information services provider's stock after selling 25,325 shares during the quarter. Alphabet makes up about 12.5% of Hikari Tsushin Inc.'s portfolio, making the stock its 2nd largest position. Hikari Tsushin Inc.'s holdings in Alphabet were worth $189,015,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of GOOGL. Norges Bank bought a new stake in Alphabet during the fourth quarter valued at $30,534,239,000. Cardano Risk Management B.V. raised its position in shares of Alphabet by 855.3% in the 4th quarter. Cardano Risk Management B.V. now owns 14,525,280 shares of the information services provider's stock worth $4,546,413,000 after acquiring an additional 13,004,828 shares in the last quarter. Vanguard Group Inc. lifted its stake in shares of Alphabet by 2.4% in the 4th quarter. Vanguard Group Inc. now owns 528,969,322 shares of the information services provider's stock valued at $165,567,398,000 after purchasing an additional 12,531,695 shares during the period. Capital World Investors lifted its stake in shares of Alphabet by 28.0% in the 3rd quarter. Capital World Investors now owns 53,107,572 shares of the information services provider's stock valued at $12,910,542,000 after purchasing an additional 11,605,785 shares during the period. Finally, Diamant Asset Management Inc. boosted its position in shares of Alphabet by 28,950.0% during the 1st quarter. Diamant Asset Management Inc. now owns 9,291,926 shares of the information services provider's stock valued at $2,671,986,000 after purchasing an additional 9,259,940 shares in the last quarter. 40.03% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CAO Marsida Saraci sold 449 shares of the stock in a transaction that occurred 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 $9,125,015.20. This represents a 1.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, major shareholder 2019 Gp L.L.C. Gv sold 118,138 shares of the firm's stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $18.90, for a total value of $2,232,808.20. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 451,925 shares of company stock valued at $12,371,544. Corporate insiders own 11.61% of the company's stock.

Alphabet Stock Down 1.2%

Alphabet stock opened at $338.46 on Friday. Alphabet Inc. has a 1-year low of $231.90 and a 1-year high of $408.61. The firm has a market capitalization of $4.14 trillion, a price-to-earnings ratio of 17.00, a price-to-earnings-growth ratio of 0.98 and a beta of 1.22. The firm's fifty day moving average price is $349.02 and its two-hundred day moving average price is $342.61. The company has a current ratio of 2.72, a quick ratio of 2.64 and a debt-to-equity ratio of 0.16.

Alphabet (NASDAQ:GOOGL - Get Free Report) last posted its earnings results on Wednesday, July 22nd. The information services provider reported $9.11 EPS for the quarter, topping the consensus estimate of $2.89 by $6.22. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. The company had revenue of $119.80 billion during the quarter, compared to the consensus estimate of $117.07 billion. On average, equities research analysts predict that Alphabet Inc. will post 20.5 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, September 14th. Shareholders of record on Monday, September 7th will be paid a dividend of $0.22 per share. The ex-dividend date is Friday, September 4th. This represents a $0.88 dividend on an annualized basis and a yield of 0.3%. Alphabet's payout ratio is 4.42%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the company. Roth Capital reaffirmed a "buy" rating and set a $440.00 target price (up from $435.00) on shares of Alphabet in a research note on Thursday, July 23rd. Arete Research boosted their price target on Alphabet from $405.00 to $425.00 and gave the company a "buy" rating in a research note on Monday, May 18th. Weiss Ratings restated a "buy (b)" rating on shares of Alphabet in a report on Friday, July 17th. Cantor Fitzgerald reaffirmed an "overweight" rating and set a $420.00 price objective (down from $435.00) on shares of Alphabet in a research report on Thursday, July 23rd. Finally, Phillip Securities upgraded shares of Alphabet from a "moderate buy" rating to a "strong-buy" rating in a research note on Monday, July 27th. Five equities research analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Buy" and an average price target of $420.19.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google Cloud revenue growth and expanding margins continue to support Alphabet’s AI investment strategy. Supporters argue that cloud growth—reportedly up 82% year over year—could eventually justify the company’s much higher spending. Google Cloud growth article
• Positive Sentiment: A federal judge rejected a forced breakup of Google’s ad-tech business, limiting the immediate structural risk to Alphabet. The company will instead face behavioral remedies, although the ad-network business recently contracted. Google ad-business ruling
• Positive Sentiment: New AI features in Gmail, Docs and Keep, along with continued Gemini development, could improve user engagement and strengthen Alphabet’s competitive position in generative AI. Rosenblatt also reaffirmed a buy rating with a $410 price target. Google AI product launch
• Neutral Sentiment: Alphabet will pay a quarterly dividend of $0.22 per share on September 14 to shareholders of record on September 4, providing a modest income component but unlikely to materially change the investment case. Alphabet dividend article
• Negative Sentiment: Alphabet raised 2026 capital-spending guidance to approximately $195 billion–$205 billion. Second-quarter free cash flow turned negative as capital expenditures reached $44.9 billion, raising concerns that AI infrastructure spending may take years to generate adequate returns. Alphabet cloud margins and AI spending
• Negative Sentiment: Investors are also concerned about execution: Gemini 3.5 Pro reportedly remained delayed, while the company faces multiple securities-fraud investigations and continued scrutiny over its ad-tech practices. These issues add legal and competitive risk to an already expensive AI buildout. Gemini delay article

Alphabet 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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