Consilium Wealth Advisory LLC Acquires 2,082 Shares of Alphabet Inc. $GOOGL

Consilium Wealth Advisory LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 11.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 20,649 shares of the information services provider’s stock after acquiring an additional 2,082 shares during the quarter. Alphabet accounts for about 1.9% of Consilium Wealth Advisory LLC’s investment portfolio, making the stock its 14th largest holding. Consilium Wealth Advisory LLC’s holdings in Alphabet were worth $5,020,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Brighton Jones LLC increased its holdings in Alphabet by 3.9% during the 4th quarter. Brighton Jones LLC now owns 110,330 shares of the information services provider’s stock worth $20,886,000 after purchasing an additional 4,110 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Alphabet by 3.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 14,930 shares of the information services provider’s stock worth $2,826,000 after buying an additional 506 shares during the period. SageView Advisory Group LLC grew its holdings in shares of Alphabet by 3.1% during the first quarter. SageView Advisory Group LLC now owns 53,702 shares of the information services provider’s stock worth $8,305,000 after buying an additional 1,622 shares in the last quarter. Security National Bank of Sioux City Iowa IA raised its position in Alphabet by 2.6% in the 1st quarter. Security National Bank of Sioux City Iowa IA now owns 23,529 shares of the information services provider’s stock valued at $3,639,000 after buying an additional 586 shares during the last quarter. Finally, Aspen Investment Management Inc lifted its stake in Alphabet by 10.4% in the 1st quarter. Aspen Investment Management Inc now owns 12,861 shares of the information services provider’s stock valued at $1,989,000 after acquiring an additional 1,209 shares in the last quarter. Institutional investors own 40.03% of the company’s stock.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet’s market value climbed past Apple’s, reinforcing investor confidence that Google is regaining leadership among mega‑cap tech names and boosting sentiment for GOOGL shares. Alphabet’s market cap surpasses Apple’s (CNBC)
• Positive Sentiment: Analysts have been raising ratings and price targets on Alphabet into Q4/Q1, with MarketBeat and other outlets highlighting a wave of bullish revisions tied to AI progress and regulatory relief — a factor supporting further upside. 5 Stocks Wall Street Repriced Higher (MarketBeat)
• Positive Sentiment: Operational catalysts: recent coverage points to faster AI momentum (Gemini/model upgrades), a stronger cloud AI story and an AI chip/cloud positioning that could lift revenue mix and margins over time — these fundamentals underpin the bullish narrative. How Google Got Its Groove Back (WSJ) Alphabet’s AI Cloud Moment (Seeking Alpha)
• Neutral Sentiment: Valuation discussions: commentators are debating whether GOOGL’s strong ~1‑year run makes it late to buy; elevated expectations increase sensitivity to any revenue or margin misses. Is It Too Late To Consider Alphabet? (Yahoo Finance)
• Negative Sentiment: Legal and reputational risk: Alphabet and Character.AI agreed to settle lawsuits tied to minors harmed after interacting with chatbots, including at least one tragic suicide — this raises potential legal costs, regulatory scrutiny of AI safety, and reputational pressures that could weigh on the stock if litigation or regulation expands. Google and Character.AI to Settle Lawsuit (NYT) Google, Character.AI to settle suits (CNBC)

Analyst Ratings Changes

GOOGL has been the subject of several research reports. Susquehanna raised their price target on shares of Alphabet from $225.00 to $350.00 and gave the stock a “positive” rating in a research note on Thursday, October 30th. DZ Bank reaffirmed a “buy” rating on shares of Alphabet in a research report on Thursday, November 20th. Citizens Jmp lifted their price target on shares of Alphabet from $340.00 to $385.00 and gave the company a “market outperform” rating in a research note on Wednesday, December 31st. Guggenheim restated a “buy” rating and set a $375.00 price objective (up from $330.00) on shares of Alphabet in a research note on Monday, December 1st. Finally, BNP Paribas Exane began coverage on Alphabet in a research report on Monday, November 24th. They issued an “outperform” rating and a $355.00 target price on the stock. Four analysts have rated the stock with a Strong Buy rating, forty-two have given a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $321.27.

Insider Activity at Alphabet

In related news, CAO Amie Thuener O’toole sold 2,778 shares of Alphabet stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $312.30, for a total transaction of $867,569.40. Following the completion of the sale, the chief accounting officer owned 8,962 shares of the company’s stock, valued at approximately $2,798,832.60. The trade was a 23.66% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider John Kent Walker sold 17,829 shares of the company’s stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $314.89, for a total transaction of $5,614,173.81. Following the completion of the transaction, the insider owned 42,972 shares in the company, valued at approximately $13,531,453.08. This trade represents a 29.32% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 192,687 shares of company stock worth $56,255,711 in the last quarter. 11.64% of the stock is owned by corporate insiders.

Alphabet Price Performance

NASDAQ:GOOGL opened at $322.05 on Thursday. Alphabet Inc. has a 12-month low of $140.53 and a 12-month high of $328.83. The firm has a market capitalization of $3.89 trillion, a price-to-earnings ratio of 31.76, a P/E/G ratio of 1.73 and a beta of 1.08. The stock’s 50 day moving average price is $304.36 and its two-hundred day moving average price is $247.06. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 0.06.

Alphabet (NASDAQ:GOOGL) last posted its earnings results on Wednesday, October 29th. The information services provider reported $2.87 earnings per share for the quarter, topping 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 business had revenue of $102.35 billion for the quarter, compared to analyst estimates of $99.90 billion. On average, analysts anticipate that Alphabet Inc. will post 8.9 earnings per share for the current year.

Alphabet Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 8th were given a $0.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. Alphabet’s dividend payout ratio is presently 8.28%.

Alphabet Profile

Alphabet Inc is the holding company created in 2015 to organize Google and a portfolio of businesses developing technologies beyond Google’s core internet services. Its principal operations are led by Google, which builds and operates consumer-facing products such as Google Search, YouTube, Android, Chrome, Gmail, Google Maps and Google Workspace, as well as advertising platforms (Google Ads and AdSense) that historically generate the majority of its revenue. Google also develops consumer hardware (Pixel phones, Nest smart-home devices, Chromecast) and developer and distribution platforms such as Google Play.

Beyond Google’s consumer and advertising businesses, Alphabet invests in enterprise and infrastructure offerings through Google Cloud, which provides cloud computing, data analytics and productivity services to businesses and institutions.