O Brien Wealth Partners LLC Acquires 5,951 Shares of Alphabet Inc. $GOOG

O Brien Wealth Partners LLC raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOG) by 571.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 6,992 shares of the information services provider’s stock after purchasing an additional 5,951 shares during the period. Alphabet makes up about 0.2% of O Brien Wealth Partners LLC’s investment portfolio, making the stock its 29th largest holding. O Brien Wealth Partners LLC’s holdings in Alphabet were worth $1,703,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Brighton Jones LLC lifted its stake in Alphabet by 5.6% during the 4th 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. TrueWealth Advisors LLC bought a new stake in shares of Alphabet in the second quarter worth approximately $229,000. Thurston Springer Miller Herd & Titak Inc. raised its holdings in shares of Alphabet by 15.8% during the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 6,741 shares of the information services provider’s stock valued at $1,196,000 after purchasing an additional 918 shares during the last quarter. Nova Wealth Management Inc. lifted its position in Alphabet by 28.1% during the second quarter. Nova Wealth Management Inc. now owns 510 shares of the information services provider’s stock valued at $90,000 after purchasing an additional 112 shares during the period. Finally, Investors Research Corp boosted its holdings in Alphabet by 2.6% in the second quarter. Investors Research Corp now owns 2,938 shares of the information services provider’s stock worth $521,000 after purchasing an additional 75 shares during the last quarter. Hedge funds and other institutional investors own 27.26% of the company’s stock.

Alphabet Price Performance

NASDAQ GOOG opened at $332.73 on Tuesday. The business’s fifty day moving average is $307.88 and its 200 day moving average is $251.71. Alphabet Inc. has a fifty-two week low of $142.66 and a fifty-two week high of $334.44. 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 company has a market capitalization of $4.02 trillion, a PE ratio of 32.81, a price-to-earnings-growth ratio of 1.82 and a beta of 1.09.

Alphabet (NASDAQ:GOOG) last posted its quarterly earnings data on Thursday, October 30th. The information services provider reported $2.87 EPS for the quarter, topping the consensus estimate of $2.29 by $0.58. Alphabet had a return on equity of 35.00% and a net margin of 32.23%.The firm had revenue of $102.35 billion for the quarter, compared to the consensus estimate of $99.90 billion. During the same quarter last year, the company earned $2.12 earnings per share. The business’s revenue for the quarter was up 15.9% compared to the same quarter last year. Sell-side analysts predict that Alphabet Inc. will post 8.89 earnings per share 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%.

Insiders Place Their Bets

In related news, CAO Amie Thuener O’toole sold 2,778 shares of Alphabet stock in a transaction on Monday, November 17th. The shares were sold at an average price of $288.26, for a total transaction of $800,786.28. Following the transaction, the chief accounting officer owned 11,739 shares in the company, valued at approximately $3,383,884.14. The trade was a 19.14% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Sundar Pichai sold 32,500 shares of the stock in a transaction on Wednesday, November 5th. The stock was sold at an average price of $283.48, for a total value of $9,213,100.00. Following the completion of the sale, the chief executive officer owned 2,337,119 shares of the company’s stock, valued at $662,526,494.12. The trade was a 1.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 227,365 shares of company stock worth $67,350,070 over the last three months. 12.99% of the stock is currently owned by company insiders.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Apple chooses Google’s Gemini to power the next generation of Siri and Apple Foundation Models — a multi‑year licensing/cloud deal that validates Gemini at scale and gives Alphabet a high‑margin, recurring revenue channel and access to Apple’s huge device base. Google and Apple enter into multi-year AI deal for Gemini models
• Positive Sentiment: AI optimism pushed Alphabet into the ~$4 trillion market‑cap club — headlines and analyst commentary frame Google as a potential long‑term AI winner (Gemini, Cloud, TPUs), which fuels momentum buying and multiple expansion. Alphabet hits $4 trillion valuation as AI refocus lifts sentiment
• Positive Sentiment: Jefferies and other sell‑side notes highlight Alphabet’s data moat and Cloud/AI growth as durable upside drivers — supportive research helps underpin longer‑term buy interest despite a rich near‑term multiple. Jefferies Sees Alphabet’s (GOOGL) Data Moat and Cloud Growth Driving Long-Term Upside
• Neutral Sentiment: Some analysts are tempering enthusiasm by lowering conviction or trimming ratings (e.g., downgrades from “Strong Buy” to “Buy”) citing stretched forward multiples — this signals limited near‑term upside even as fundamentals stay strong. Alphabet: Reviewing My 2025 Top Pick, Downgrade To Buy On Less Attractive Setup
• Negative Sentiment: Institutional portfolio moves show some trimming of GOOGL positions in recent 13F updates (e.g., Davenport & Co and E. Ohman filings flagged reductions), which could modestly weigh supply/demand dynamics if continued. Fund Update: DAVENPORT & Co LLC Just Disclosed New Holdings
• Negative Sentiment: Notable insider selling activity (including CEO sales disclosed in filings) is being tracked by markets and can add short‑term selling pressure or concern about timing of stock sales. Alphabet (GOOGL) Delivered Solid Performance in the Quarter
• Negative Sentiment: High‑profile criticism (Elon Musk calling the deal an “unreasonable concentration of power”) creates headline risk and could attract regulatory scrutiny or political attention over big‑tech partnerships — a reputational/regulatory risk to monitor. Elon Musk Slams Google, Apple Deal: ‘Unreasonable Concentration Of Power’

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the stock. Wolfe Research boosted their target price on shares of Alphabet from $290.00 to $350.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Robert W. Baird lifted their price objective on Alphabet from $215.00 to $275.00 and gave the stock an “outperform” rating in a report on Monday, September 22nd. Scotiabank reiterated an “outperform” rating and set a $375.00 price objective (up previously from $336.00) on shares of Alphabet in a research report on Friday. Guggenheim reissued a “buy” rating and issued a $375.00 target price on shares of Alphabet in a report on Monday, December 1st. Finally, BNP Paribas started coverage on Alphabet in a research report on Monday, November 24th. They issued an “outperform” rating on the stock. Seven equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $318.18.

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.