Breakthru Advisory Services LLC Takes Position in Alphabet Inc. $GOOG

Breakthru Advisory Services LLC bought a new stake in shares of Alphabet Inc. (NASDAQ:GOOG) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,652 shares of the information services provider’s stock, valued at approximately $1,133,000. Alphabet accounts for 0.7% of Breakthru Advisory Services LLC’s portfolio, making the stock its 23rd biggest holding.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC increased its position in shares of Alphabet by 5.6% in the fourth quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider’s stock valued at $22,901,000 after acquiring an additional 6,410 shares during the period. Nicholas Hoffman & Company LLC. lifted its position in shares of Alphabet by 4.0% in the 1st quarter. Nicholas Hoffman & Company LLC. now owns 25,146 shares of the information services provider’s stock worth $3,929,000 after purchasing an additional 976 shares during the period. T. Rowe Price Investment Management Inc. boosted its stake in shares of Alphabet by 34.2% during the 1st quarter. T. Rowe Price Investment Management Inc. now owns 68,072 shares of the information services provider’s stock valued at $10,635,000 after purchasing an additional 17,334 shares in the last quarter. Martingale Asset Management L P increased its position in shares of Alphabet by 2.3% during the first quarter. Martingale Asset Management L P now owns 3,100 shares of the information services provider’s stock valued at $484,000 after buying an additional 71 shares during the period. Finally, Oliver Luxxe Assets LLC raised its stake in Alphabet by 51.9% in the first quarter. Oliver Luxxe Assets LLC now owns 2,267 shares of the information services provider’s stock worth $354,000 after buying an additional 775 shares in the last quarter. 27.26% of the stock is currently owned by institutional investors.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google Cloud scored a very large security‑services expansion with Palo Alto Networks that sources say is “approaching $10 billion,” a material commercial win that should lift cloud revenue and backlog expectations. Google Cloud lands deal with Palo Alto Networks
• Positive Sentiment: Brokerage momentum: Wedbush and other analysts have recently raised targets/ratings (new Wedbush $350 target) — analyst upgrades and higher price targets are supporting buyer interest. New Analyst Forecast: $GOOGL Given $350 Price Target
• Positive Sentiment: Talent win for AI: Coverage reports ~20% of Google’s 2025 AI software-engineer hires were “boomerang” ex‑employees — a sign management is successfully rehiring experienced AI staff amid intense competition, which supports execution on Gemini, cloud AI products and new hardware/software initiatives. Google’s boomerang year: 20% of AI software engineers hired in 2025 were ex-employees
• Neutral Sentiment: Social/market chatter highlights AI product strength (Gemini updates) and Waymo funding talk — these narratives can lift sentiment but carry execution and valuation risk if monetization timelines slip. Opinions on AI Innovations and Waymo Funding
• Neutral Sentiment: Technical/trading signals: Power‑inflow/order‑flow alerts and recent intraday momentum have drawn short‑term traders into GOOG, amplifying moves on news. GOOG Hits Intraday High After Key Trading Signal
• Negative Sentiment: Regulatory/legal headwinds: Mexico’s antitrust authority ordered Google to drop certain Android restrictions, and a Spanish consumer group has opened preliminary legal action over alleged data collection — these actions raise compliance, litigation and product‑bundling risk in key markets. Mexico’s antitrust commission resolves Android competition case Spanish consumer group seeks to sue Google in data row
• Negative Sentiment: Insider selling: Multiple filings show director/exec stock sales (including CEO sales disclosed) — routine for tax/planning but some investors view concentrated insider sales negatively in the short term. Alphabet insider buying and selling

Analysts Set New Price Targets

GOOG has been the topic of several recent research reports. Morgan Stanley upped their price target on Alphabet from $210.00 to $270.00 and gave the stock an “overweight” rating in a research note on Thursday, October 2nd. Piper Sandler upped their price objective on shares of Alphabet from $285.00 to $330.00 and gave the stock an “overweight” rating in a report on Thursday, October 30th. Cantor Fitzgerald reiterated a “neutral” rating on shares of Alphabet in a report on Wednesday, December 3rd. Loop Capital raised Alphabet from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, November 18th. Finally, DA Davidson set a $300.00 price objective on Alphabet in a research report on Tuesday, November 25th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, three have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, Alphabet has an average rating of “Buy” and a consensus target price of $313.04.

Insiders Place Their Bets

In related news, CAO Amie Thuener O’toole sold 2,778 shares of the company’s stock in a transaction on Wednesday, October 15th. The shares were sold at an average price of $250.05, for a total value of $694,638.90. Following the completion of the transaction, the chief accounting officer owned 14,516 shares of the company’s stock, valued at approximately $3,629,725.80. This represents a 16.06% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Sundar Pichai sold 32,500 shares of the stock in a transaction on Wednesday, October 15th. The stock was sold at an average price of $250.15, for a total value of $8,129,875.00. Following the completion of the sale, the chief executive officer owned 2,369,619 shares of the company’s stock, valued at $592,760,192.85. The trade was a 1.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 228,906 shares of company stock worth $63,984,117 over the last three months. 12.99% of the stock is currently owned by company insiders.

Alphabet Price Performance

NASDAQ GOOG opened at $308.61 on Monday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.75 and a current ratio of 1.75. The stock has a 50-day moving average of $289.83 and a 200 day moving average of $235.49. Alphabet Inc. has a one year low of $142.66 and a one year high of $328.67. The company has a market capitalization of $3.72 trillion, a price-to-earnings ratio of 30.43, a PEG ratio of 1.79 and a beta of 1.07.

Alphabet (NASDAQ:GOOG) last posted its earnings results on Thursday, October 30th. The information services provider reported $2.87 earnings per share for the quarter, beating analysts’ consensus estimates of $2.29 by $0.58. Alphabet had a return on equity of 35.00% and a net margin of 32.23%.The company had revenue of $102.35 billion for the quarter, compared to the consensus estimate of $99.90 billion. During the same quarter in the prior year, the company earned $2.12 earnings per share. Alphabet’s revenue was up 15.9% on a year-over-year basis. On average, sell-side analysts forecast that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 8th were issued a dividend of $0.21 per share. The ex-dividend date of this dividend was Monday, December 8th. This represents a $0.84 annualized dividend and a yield of 0.3%. Alphabet’s payout ratio is currently 8.28%.

About Alphabet

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.