Key Points
- Alphabet director John Hennessy sold 1,050 shares on April 15 at an average price of $331.65 for about $348,232, reducing his stake by 22.67% to 3,581 shares, according to an SEC filing.
- Alphabet beat expectations in its latest quarter with $2.82 EPS (vs. $2.57 est.) and $113.83 billion revenue, and it recently declared a $0.21 quarterly dividend (annualized $0.84, ~0.2% yield).
- Analysts have raised targets and reiterated buys (DBS $400, Arete $405; consensus $368.25), helping the stock rally, but investors face potential headwinds from EU regulatory moves under the DMA and higher 2026 capex/energy costs that could squeeze margins.
Alphabet Inc. (NASDAQ:GOOGL - Get Free Report) Director John Hennessy sold 1,050 shares of the stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $331.65, for a total value of $348,232.50. Following the completion of the sale, the director owned 3,581 shares in the company, valued at approximately $1,187,638.65. This trade represents a 22.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website.
Alphabet Trading Up 1.7%
GOOGL stock opened at $341.68 on Friday. Alphabet Inc. has a one year low of $146.10 and a one year high of $349.00. The stock has a market cap of $4.13 trillion, a price-to-earnings ratio of 31.61, a price-to-earnings-growth ratio of 2.07 and a beta of 1.12. The company has a fifty day moving average price of $306.82 and a two-hundred day moving average price of $301.36. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01.
Alphabet (NASDAQ:GOOGL - Get Free Report) last issued its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, beating the consensus estimate of $2.57 by $0.25. The company had revenue of $113.83 billion for 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%. Equities analysts anticipate that Alphabet Inc. will post 8.9 EPS for the current year.
Alphabet Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Monday, March 9th were issued a $0.21 dividend. This represents a $0.84 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend was Monday, March 9th. Alphabet's dividend payout ratio is currently 7.77%.
Key Stories Impacting Alphabet
Here are the key news stories impacting Alphabet this week:
- Positive Sentiment: DBS raised its price target on Alphabet to $400 and reiterated a Buy rating, signaling incremental analyst conviction and potential upside from AI and cloud growth. DBS Bank adjusts price target on Alphabet to $400 from $360; maintains buy rating
- Positive Sentiment: An analyst upgrade was reported today, supporting the stock’s rally by boosting short‑term investor sentiment. Alphabet (NASDAQ:GOOGL) Stock Price Up 1.3% on Analyst Upgrade
- Positive Sentiment: Alphabet secured a long‑term power supply deal for a large Indiana data center with NiSource, reducing energy supply uncertainty for Cloud/data‑center expansion. NiSource signs long-term power deal with Alphabet, expands Amazon agreement
- Positive Sentiment: Product/AI momentum: Google is rolling out photo integration to Gemini (and Nano Banana), which strengthens consumer AI features and engagement pathways that can feed monetization. Google will let users connect their photos to the Gemini chatbot and Nano Banana
- Neutral Sentiment: Speculative models predict further upside into month‑end, but machine‑learning forecasts are noisy and should be treated as sentiment indicators rather than fundamentals. Machine learning algorithm predicts Google stock price on April 30, 2026
- Neutral Sentiment: Alphabet is reportedly in talks with the U.S. Department of Defense on deploying Gemini in classified settings — a potential revenue/strategic win but with contractual/clearing complexities. Google, Pentagon discuss classified AI deal, the Information reports
- Neutral Sentiment: Zacks and other outlets continue to flag Alphabet as a long‑term growth name given AI and cloud leadership; useful for conviction but already priced into the rally. Why Alphabet (GOOGL) is a Top Growth Stock for the Long-Term
- Negative Sentiment: Regulatory risk: the European Commission has outlined measures under the DMA that would force Google to share search and AI chat data with rivals — this could pressure search advantage and ad economics in Europe. Google should allow third-party search engines access to data, EU says
- Negative Sentiment: Cost and margin risks: analysts warn that 2026 capex, higher depreciation and energy costs could squeeze margins and free cash flow even as revenue growth from AI/cloud accelerates. Alphabet Shares Rise 7% YTD: Buy, Sell, or Hold the GOOGL Stock?
Analyst Ratings Changes
Several research firms recently weighed in on GOOGL. Arete Research lifted their price target on Alphabet from $380.00 to $405.00 and gave the stock a "buy" rating in a report on Wednesday, February 11th. New Street Research boosted their target price on shares of Alphabet from $330.00 to $380.00 and gave the company a "buy" rating in a research report on Tuesday, February 10th. JPMorgan Chase & Co. reaffirmed a "buy" rating on shares of Alphabet in a research report on Monday, February 9th. Cantor Fitzgerald reissued an "overweight" rating and issued a $370.00 price objective on shares of Alphabet in a report on Wednesday, April 8th. Finally, Piper Sandler reaffirmed an "overweight" rating and set a $395.00 target price (up from $365.00) on shares of Alphabet in a report on Thursday, February 5th. Two equities research analysts have rated the stock with a Strong Buy rating, forty-six have given a Buy rating and four have given a Hold rating to the company's stock. According to data from MarketBeat, Alphabet currently has an average rating of "Moderate Buy" and a consensus target price of $368.25.
Check Out Our Latest Stock Analysis on Alphabet
Hedge Funds Weigh In On Alphabet
Several hedge funds and other institutional investors have recently made changes to their positions in the company. Lifetime Wealth Management P.C. bought a new stake in Alphabet during the fourth quarter worth $32,000. EMC Capital Management acquired a new position in shares of Alphabet during the 4th quarter worth $33,000. PMV Capital Advisers LLC bought a new stake in shares of Alphabet during the 4th quarter worth $38,000. IFC & Insurance Marketing Inc. acquired a new stake in Alphabet in the fourth quarter valued at about $38,000. Finally, Bard Associates Inc. bought a new position in Alphabet in the fourth quarter valued at about $52,000. 40.03% of the stock is currently owned by institutional investors and hedge funds.
Alphabet Company Profile
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Get Free Report)
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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