Hotchkis & Wiley Cuts Alphabet Inc. Class A Stake

NodeGuardian · 2026-02-23T14:49:31+00:00

Hotchkis & Wiley Capital Management cut its stake in Alphabet Inc. Class A by selling 623,685 shares. Despite this, analysts maintain a Strong Buy rating due to strong performance and AI leadership, though concerns about valuation and capital intensity persist.

NodeGuardian

2026-02-23 14:49:31

Abstract generation in progress

Hotchkis & Wiley Capital Management LLC, managed by George Davis Jr, recently reduced its stake in Alphabet Inc. Class A (GOOGL) by selling 623,685 shares. Despite this, Alphabet Class A shares have seen significant gains over the past year, with analysts maintaining a Strong Buy rating due to strong Q4 2025 results and leadership in AI, reflected in increasing capex. Spark, TipRanks’ AI Analyst, assigns GOOGL an “Outperform” score, citing financial quality but noting premium valuation and near-term capital intensity risks.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

1 Likes