ALPHABET INC.
At today's price, ALPHABET INC. (GOOGL) is priced for today's economics sustained for ~7.6 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Alphabet is an advertising annuity funding an enterprise-cloud land grab: Search and other brought in $224.5B of FY2025 revenue at Google Services' 40.7% blended margin, while Google Cloud accelerated to 63% growth in Q1 2026 on the back of enterprise AI demand [Source: Q1 2026 earnings release]. • The biggest specific risk is legal, not competitive: a December 2025 final judgment already restricts how Google distributes its services and forces search-data sharing with competitors, the company
Is GOOGL overvalued? See what's priced in →
5,499 institutional managers reported holding GOOGL in 13F filings for the quarter ended 2026-03-31. Together they hold about 36% of the company; the top 10 hold 16%. 137 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 89.8M shares were sold short as of the 2026-06-15 count, about 0.7% of shares outstanding (2.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
It pays a dividend, and has for 2 years running; the current rate is $0.83 a share annually. Cash returned over the past three years: $19.95B in dividends and $139.91B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at GOOGL over the trailing three years. Absence is a fact about the company, not a signal. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
GOOGL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-27 | +6.4% | +2.2% |
| 2023-10-26 | -8.0% | +14.7% |
| 2024-02-01 | -8.8% | +6.6% |
| 2024-04-27 | +8.0% | +5.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
GOOGL's latest 8-K filings: 2026-06-11 (items 5.02, 5.07, 9.01); 2026-06-05 (items 1.01, 3.03, 5.03, 9.01); 2026-06-05 (items 5.02); 2026-06-04 (items 1.01, 7.01, 8.01, 9.01); 2026-05-21 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.