--- title: "Alphabet Inc. $GOOG Shares Sold by Sapient Capital LLC" type: "News" locale: "en" url: "https://longbridge.com/en/news/294676912.md" description: "Sapient Capital LLC reduced its Alphabet Inc. (GOOG) stake by 12.0% in Q1, holding 124,623 shares valued at $35.7 million. Meanwhile, other institutions like Auto Owners Insurance and Vanguard increased their positions. Analysts maintain a consensus 'Buy' rating with an average price target of $410.09. Recent insider activity includes sales by major shareholders and directors, while positive sentiment persists due to AI and cloud growth." datetime: "2026-08-03T10:16:54.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294676912.md) - [en](https://longbridge.com/en/news/294676912.md) - [zh-HK](https://longbridge.com/zh-HK/news/294676912.md) --- # Alphabet Inc. $GOOG Shares Sold by Sapient Capital LLC Sapient Capital LLC cut its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 12.0% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 124,623 shares of the information services provider's stock after selling 16,945 shares during the period. Alphabet makes up 0.5% of Sapient Capital LLC's investment portfolio, making the stock its 27th biggest holding. Sapient Capital LLC's holdings in Alphabet were worth $35,749,000 as of its most recent filing with the Securities & Exchange Commission. - 3 Humanoid Robot ETFs to Ride a Speculative Trend A number of other hedge funds also recently added to or reduced their stakes in GOOG. Auto Owners Insurance Co lifted its holdings in shares of Alphabet by 38,409.2% during the fourth quarter. Auto Owners Insurance Co now owns 179,836,276 shares of the information services provider's stock worth $5,643,262,000 after purchasing an additional 179,369,280 shares during the period. J. Stern & Co. LLP grew its position in Alphabet by 28,482.8% in the 4th quarter. J. Stern & Co. LLP now owns 112,091,870 shares of the information services provider's stock valued at $35,174,429,000 after buying an additional 111,699,704 shares during the last quarter. Norges Bank purchased a new position in Alphabet during the 4th quarter worth $18,093,665,000. Cardano Risk Management B.V. raised its position in Alphabet by 850.3% during the 4th quarter. Cardano Risk Management B.V. now owns 17,692,600 shares of the information services provider's stock worth $5,551,938,000 after buying an additional 15,830,754 shares during the last quarter. Finally, Vanguard Group Inc. lifted its stake in shares of Alphabet by 2.0% in the 4th quarter. Vanguard Group Inc. now owns 421,013,782 shares of the information services provider's stock worth $132,114,125,000 after acquiring an additional 8,128,234 shares during the period. 27.26% of the stock is owned by institutional investors and hedge funds. ## Wall Street Analyst Weigh In A number of research analysts have recently issued reports on GOOG shares. Wedbush began coverage on shares of Alphabet in a research note on Thursday, July 16th. They set an "outperform" rating and a $445.00 price target on the stock. Rosenblatt Securities set a $393.00 price objective on shares of Alphabet in a research report on Thursday, July 23rd. Pivotal Research lifted their price objective on Alphabet from $470.00 to $475.00 and gave the company a "buy" rating in a report on Thursday, July 23rd. Morgan Stanley lowered their price objective on Alphabet from $415.00 to $400.00 and set an "overweight" rating on the stock in a report on Thursday, July 23rd. Finally, Piper Sandler reiterated an "overweight" rating and set a $395.00 target price (down from $445.00) on shares of Alphabet in a research report on Thursday, July 23rd. Seven analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, Alphabet currently has an average rating of "Buy" and a consensus target price of $410.09. - MarketBeat Week in Review – 07/27- 07/31 **Get Our Latest Report on Alphabet** ## Insider Activity at Alphabet In related news, major shareholder 2019 Gp L.L.C. Gv sold 196,931 shares of Alphabet stock in a transaction on Monday, July 27th. The stock was sold at an average price of $19.46, for a total transaction of $3,832,277.26. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director John L. Hennessy sold 1,050 shares of the business's stock in a transaction on Monday, June 15th. The stock was sold at an average price of $368.63, for a total value of $387,061.50. Following the sale, the director owned 1,481 shares in the company, valued at approximately $545,941.03. The trade was a 41.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 600,547 shares of company stock valued at $16,255,540 in the last ninety days. Corporate insiders own 12.99% of the company's stock. ## Key Headlines Impacting Alphabet - Meta’s Earnings Show Why Wall Street Is Losing Patience With AI Spending Here are the key news stories impacting Alphabet this week: - Positive Sentiment: **AI and cloud growth are supporting the stock.** Investors are responding to evidence that Alphabet’s large AI investments can drive revenue and profits. Google Cloud continues to be a key valuation driver, while the company’s custom AI chips are increasingly viewed as credible alternatives to Nvidia’s products. Alphabet and Amazon custom AI chips - Positive Sentiment: **Strong fundamentals and bullish positioning remain supportive.** Alphabet recently reported quarterly revenue of $119.8 billion, up 24.2% year over year, and exceeded consensus EPS expectations. Analysts remain broadly positive, while investors purchased approximately 275,667 call options Friday—about 33% above average daily call volume. - Positive Sentiment: **Enterprise AI partnerships could expand Google Cloud demand.** Alphabet’s Gemini models are being integrated into Oracle’s enterprise software, and the company is reportedly backing financing for an Anthropic data center. These developments could generate additional demand for Alphabet’s cloud infrastructure and AI services. - Neutral Sentiment: **Capital spending remains the central investment debate.** Alphabet raised its 2026 capital-expenditure outlook to $195 billion–$205 billion. The spending is intended to capture AI demand, but investors are watching whether future revenue growth will justify the scale of the investment. - Negative Sentiment: **AI spending is weighing on cash flow.** A sharp increase in infrastructure investment reportedly pushed free cash flow negative in the latest quarter, while rising memory and data-center costs could increase future depreciation and pressure margins. AI buildout costs - Negative Sentiment: **Google withdrew its Earth AI feature after misinformation concerns.** The one-day-old feature allowed fabricated AI images inside Google Earth, and its cancellation highlights reputational and product-governance risks. Google Earth AI feature cancellation ## Alphabet Stock Performance Shares of GOOG opened at $356.65 on Monday. The company has a current ratio of 2.72, a quick ratio of 2.64 and a debt-to-equity ratio of 0.16. The firm's 50-day moving average is $355.82 and its two-hundred day moving average is $337.95. Alphabet Inc. has a twelve month low of $188.70 and a twelve month high of $404.47. The firm has a market capitalization of $4.36 trillion, a P/E ratio of 17.91, a PEG ratio of 1.00 and a beta of 1.23. Alphabet (NASDAQ:GOOG - Get Free Report) last issued its earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.87 by $6.24. 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 analysts' expectations of $116.53 billion. During the same period last year, the company posted $2.31 earnings per share. The firm's quarterly revenue was up 24.2% compared to the same quarter last year. On average, research analysts predict that Alphabet Inc. will post 20.51 earnings per share for the current fiscal year. ## Alphabet Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Monday, September 14th. Investors of record on Monday, September 7th will be issued a $0.22 dividend. The ex-dividend date is Friday, September 4th. This represents a $0.88 dividend on an annualized basis and a dividend yield of 0.2%. Alphabet's dividend payout ratio is currently 4.42%. ## Alphabet Profile (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. ## Featured Stories - Five stocks we like better than Alphabet - 3 Fixed-Income ETFs Show Why Yield Is Only Part of the Income Story - AbbVie Quietly Solved Its Biggest Problem—Now What? - Rio Tinto’s Results Make the Case for Looking Beyond Tech in the AI Trade - Strategy's Structural Strength: Hidden in a $8 Billion Illusion **Want to see what other hedge funds are holding GOOG?** Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Alphabet Inc. (NASDAQ:GOOG - Free Report). _This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com._ ## Should You Invest $1,000 in Alphabet Right Now? Before you consider Alphabet, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Alphabet wasn't on the list. While Alphabet currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys. 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