Key Points
- Sundar Pichai sold 32,500 Alphabet shares on Feb. 4 at an average price of $335.18 for a total of $10,893,350, leaving him with 2,179,372 shares (a 1.47% ownership decrease).
- The Feb. 4 sale is part of a series of recent monthly insider disposals (including Nov.–Jan. transactions of 32,500 shares each), totaling about $61.7 million across six sales.
- Alphabet beat Q4 estimates (EPS $2.82 vs. $2.59 and revenue $113.8B), and Google Cloud showed strong growth, but shares fell ~2.5% after management guided roughly $175–185B in 2026 CapEx and amid insider/institutional selling; the company also announced a quarterly dividend of $0.21 per share.
Alphabet Inc. (NASDAQ:GOOG - Get Free Report) CEO Sundar Pichai sold 32,500 shares of the business's stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $335.18, for a total value of $10,893,350.00. Following the completion of the sale, the chief executive officer owned 2,179,372 shares of the company's stock, valued at $730,481,906.96. This trade represents a 1.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link.
Sundar Pichai also recently made the following trade(s):
- On Wednesday, January 21st, Sundar Pichai sold 32,500 shares of Alphabet stock. The shares were sold at an average price of $327.30, for a total transaction of $10,637,250.00.
- On Wednesday, January 7th, Sundar Pichai sold 32,500 shares of Alphabet stock. The stock was sold at an average price of $321.21, for a total transaction of $10,439,325.00.
- On Monday, December 15th, Sundar Pichai sold 32,500 shares of Alphabet stock. The shares were sold at an average price of $299.80, for a total transaction of $9,743,500.00.
- On Wednesday, December 3rd, Sundar Pichai sold 32,500 shares of Alphabet stock. The stock was sold at an average price of $319.50, for a total transaction of $10,383,750.00.
- On Wednesday, November 19th, Sundar Pichai sold 32,500 shares of Alphabet stock. The shares were sold at an average price of $296.64, for a total transaction of $9,640,800.00.
Alphabet Trading Down 2.5%
Shares of NASDAQ:GOOG opened at $323.10 on Friday. The business's 50 day simple moving average is $322.32 and its 200 day simple moving average is $270.83. Alphabet Inc. has a 1 year low of $142.66 and a 1 year high of $350.15. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 1.75. The company has a market capitalization of $3.90 trillion, a P/E ratio of 29.89, a P/E/G ratio of 1.86 and a beta of 1.10.
Alphabet (NASDAQ:GOOG - Get Free Report) last released its earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, beating analysts' consensus estimates of $2.59 by $0.23. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The firm had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. During the same period in the prior year, the company posted $2.15 EPS. The company's revenue was up 18.0% compared to the same quarter last year. On average, research analysts anticipate that Alphabet Inc. will post 8.89 EPS for the current fiscal year.
Alphabet Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be issued a $0.21 dividend. This represents a $0.84 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend is Monday, March 9th. Alphabet's dividend payout ratio (DPR) is currently 8.28%.
Institutional Inflows and Outflows
Institutional investors and hedge funds have recently made changes to their positions in the company. WestEnd Advisors LLC lifted its holdings in Alphabet by 58.7% during the 2nd quarter. WestEnd Advisors LLC now owns 165 shares of the information services provider's stock worth $29,000 after buying an additional 61 shares during the period. Fairman Group LLC increased its stake in shares of Alphabet by 121.3% in the second quarter. Fairman Group LLC now owns 177 shares of the information services provider's stock valued at $31,000 after buying an additional 97 shares during the period. University of Illinois Foundation acquired a new stake in shares of Alphabet in the second quarter valued at about $31,000. Imprint Wealth LLC bought a new position in shares of Alphabet during the third quarter worth about $31,000. Finally, Manning & Napier Advisors LLC acquired a new position in shares of Alphabet in the third quarter worth approximately $32,000. Institutional investors and hedge funds own 27.26% of the company's stock.
Wall Street Analysts Forecast Growth
A number of research analysts recently issued reports on the stock. Wolfe Research lifted their price objective on shares of Alphabet from $290.00 to $350.00 and gave the company an "outperform" rating in a research note on Thursday, October 30th. Citigroup reissued a "market outperform" rating on shares of Alphabet in a report on Wednesday, December 17th. Phillip Securities raised Alphabet from a "moderate buy" rating to a "strong-buy" rating in a research note on Friday, November 7th. Scotiabank reissued an "outperform" rating and set a $400.00 target price (up previously from $375.00) on shares of Alphabet in a research note on Thursday. Finally, Wedbush reissued an "outperform" rating and issued a $370.00 target price on shares of Alphabet in a report on Thursday. Seven investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Buy" and an average price target of $343.47.
Read Our Latest Research Report on GOOG
More Alphabet News
Here are the key news stories impacting Alphabet this week:
- Positive Sentiment: Q4 beat: Alphabet reported higher‑than‑expected revenue and EPS, Google Cloud grew ~48% YoY and backlog jumped to roughly $240B — proof of strong AI demand underpinning long‑term growth. Alphabet Crushes Earnings — MarketBeat
- Positive Sentiment: Product and ecosystem wins: Gemini adoption and enterprise traction (large token/API usage) are driving monetization across Search, YouTube and Cloud; Waymo is also using Google’s Genie‑3 model for virtual training — signals that AI investments are translating into product advantage. Waymo Taps Google’s Genie 3 — TipRanks
- Neutral Sentiment: Analyst view is broadly positive but mixed on valuation: several price‑target raises and buy/overweight ratings highlight conviction in AI/cloud upside, while some firms flag a hold rating because of aggressive capex and near‑term margin pressure. New Analyst Forecast $395 — QuiverQuant
- Neutral Sentiment: Corporate moves: Alphabet announced a small quarterly dividend and continues to convert AI investments into subscriptions and ad monetization — long‑term positives, but limited near‑term impact on share price.
- Negative Sentiment: CapEx shock: management guided roughly $175–185B in 2026 CapEx (nearly double 2025), which spooked investors because it pushes spending and capital intensity into the spotlight and raises near‑term return uncertainty. That guidance is the primary reason shares fell today. Alphabet Resets the Bar for AI Spending — CNBC
- Negative Sentiment: Insider & fund selling: recent insider sales and public fund trimming (and some institutional position reductions) add selling pressure and amplify short‑term downside risk. Stock Down on Insider Selling — AmericanBankingNews
- Negative Sentiment: Policy & reputational risks: a proposed bill to regulate data‑center interconnection/charges and internal employee protests over government cloud contracts could raise operating costs or create reputational/headwind risks for data‑center expansion. Power for the People Act S.3682 — QuiverQuant Google Workers Demand End to Cloud Services — NYTimes
About Alphabet
(
Get Free Report)
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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