NTV Asset Management 13F: Adds $993K to Alphabet (GOOGL) Stake

NTV Asset Management boosted its holdings in Alphabet Inc. (GOOGL) during the third quarter, adding 2,887 shares to lift its investment. The fund revealed the portfolio adjustment in a Form 13F filing with the U.S. Securities and Exchange Commission on October 23, 2026.

GOOGL Alphabet Inc.

$324.22 ▲ +3.08% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in NTV Asset Management's Alphabet Position

With the 6.8% increase, NTV Asset Management ended the period with 45,342 shares of the tech company. The total value of the stake reached $15.6 million at the close of the filing period. The firm held 42,455 shares prior to the purchase.

Other Institutional Activity in Alphabet

Other institutional investors adjusted their positions in Alphabet around the same time. Badgley Phelps Wealth Managers trimmed its holdings by 3,573 shares, ending with 307,656 shares worth about $105.9 million. BSN Capital Partners exited its position entirely by selling all 271,250 shares. Meanwhile, Wilmington Savings Fund Society, FSB lowered its stake by 6.2%, leaving it with 100,271 shares valued at roughly $34.5 million.

Alphabet Inc. Stock Down 4.3%

Alphabet shares recently traded around $320.25 as of October 24, 2026. On the filing date of October 23, 2026, the stock closed at $320.21. The share price sits below its 50-day moving average of $343.47 and below its 52-week high of $408.61.

Recent Earnings

Alphabet heads toward its upcoming earnings report on October 28, 2026, backed by solid financial metrics. The company generated $445.9 billion in trailing twelve month revenue. Profitability remains high, with a net profit margin of 54.8% and a trailing twelve month earnings per share of $19.93. The business also posted a return on equity of 48.7%.

Dividend

Alphabet distributes an annual dividend rate of $0.88 per share, giving investors a dividend yield of 0.27%. The payout ratio sits at 4.3% of earnings.

Insider Buying and Selling at Alphabet Inc.

Company insiders executed several stock sales prior to the filing. Director Kavitark Ram Shriram sold 33,566 shares on July 18, 2025, at $185.76 per share for a total of $6.2 million, and later sold 26,000 shares on August 15, 2025, at $205.00 per share for $5.3 million. Director John L Hennessy also parted with shares, selling 600 shares on January 13, 2026, valued at $202,514, and another 600 shares on February 13, 2026, worth $184,037.

Analysts Set New Price Targets

Wall Street analysts updated their views on Alphabet ahead of the filing. UBS maintained a neutral rating on October 14, 2026, while nudging its target to $380.00. JP Morgan kept an overweight rating on October 15, 2026, raising its target to $425.00. Keybanc maintained an overweight rating on October 19, 2026, with a $410.00 target. BMO Capital kept an outperform rating on October 20, 2026, moving its target to $480.00, and Citizens maintained a market outperform rating on October 22, 2026, with a $450.00 target. Overall, the stock carries a strong buy recommendation from 54 analysts.

About Alphabet

Alphabet Inc. operates major internet platforms and digital services worldwide through segments like Google Services, Google Cloud, and early-stage experimental ventures known as Other Bets. Its core offerings include the Google search engine, YouTube, Android, Chrome, and cloud computing infrastructure used by millions of individuals and enterprises.

Bottom Line

Institutional investors continue to reshuffle their portfolios as Alphabet prepares to release its latest financial results on October 28, 2026. Market participants will monitor that report for fresh details on advertising revenue and cloud growth.