Alphabet Inc. $GOOG Position Increased by MGO One Seven LLC

MGO One Seven LLC grew its position in Alphabet Inc. (NASDAQ:GOOG) by 10.2% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 106,653 shares of the information services provider’s stock after purchasing an additional 9,849 shares during the period. Alphabet comprises approximately 0.6% of MGO One Seven LLC’s holdings, making the stock its 22nd largest holding. MGO One Seven LLC’s holdings in Alphabet were worth $25,975,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. IFS Advisors LLC lifted its holdings in shares of Alphabet by 400.0% in the second quarter. IFS Advisors LLC now owns 150 shares of the information services provider’s stock valued at $27,000 after purchasing an additional 120 shares in the last quarter. Robbins Farley raised its position in Alphabet by 60.0% during the second quarter. Robbins Farley now owns 160 shares of the information services provider’s stock valued at $28,000 after buying an additional 60 shares during the period. WestEnd Advisors LLC lifted its stake in Alphabet by 58.7% in the 2nd quarter. WestEnd Advisors LLC now owns 165 shares of the information services provider’s stock worth $29,000 after acquiring an additional 61 shares in the last quarter. Fairman Group LLC lifted its stake in Alphabet by 121.3% in the 2nd quarter. Fairman Group LLC now owns 177 shares of the information services provider’s stock worth $31,000 after acquiring an additional 97 shares in the last quarter. Finally, University of Illinois Foundation acquired a new stake in Alphabet during the 2nd quarter worth about $31,000. Institutional investors and hedge funds own 27.26% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the company. Bank of America upped their target price on Alphabet from $280.00 to $335.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Cowen reiterated a “buy” rating on shares of Alphabet in a research note on Tuesday, January 13th. Wolfe Research increased their target price on shares of Alphabet from $290.00 to $350.00 and gave the stock an “outperform” rating in a research report on Thursday, October 30th. Weiss Ratings restated a “buy (b)” rating on shares of Alphabet in a report on Wednesday, October 8th. Finally, Morgan Stanley upped their price target on shares of Alphabet from $210.00 to $270.00 and gave the stock an “overweight” rating in a research note on Thursday, October 2nd. Seven investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Alphabet has a consensus rating of “Buy” and an average price target of $320.31.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Major commercial validation — Apple’s decision to use Google’s Gemini to power the next-generation Siri is being treated as a high-margin licensing win and a distribution multiplier for Gemini; MarketBeat highlights this deal as a key catalyst behind Alphabet clearing a $4 trillion market cap. Alphabet Tops $4 Trillion Valuation as AI Momentum Runs HotMarketBeat: Alphabet Tops $4 Trillion Valuation
• Positive Sentiment: Product momentum — DeepMind and Google product teams are working closely (DeepMind CEO says daily dialogue with Google CEO) as Gemini and other AI features (e.g., Personal Intelligence) accelerate integration across Google apps — supports revenue/monetization pathways. DeepMind CEO is talking to Google CEO ‘every day’ as lab ramps up competition with OpenAICNBC: DeepMind/Google collaboration
• Positive Sentiment: Analyst and market momentum — Multiple analyst upgrades and higher price targets (Goldman, BofA, Wells Fargo, Cantor, Jefferies) plus bullish media commentary (including Jim Cramer) are supporting investor sentiment and inflows. Is Alphabet Inc. (GOOGL) The Most Profitable US Stock to Buy?InsiderMonkey: analyst coverage & targets
• Neutral Sentiment: Commercial pilots & partnerships — Google will power agentic AI for Woolworths’ Olive chatbot in Australia later this year, a useful commercial test but limited near-term revenue impact. Do Woolworths shoppers want Google AI adding items to buy? We’ll soon find outTechXplore: Woolworths pilot
• Neutral Sentiment: Sector tailwinds — Large forecasts for AI spending boost the long-term thesis for hyperscalers, but they also imply higher capex and competitive intensity across cloud and GPU suppliers. NVDA, GOOGL, META: AI Spending Forecast to Hit $2.53 Trillion This YearTipRanks: AI spending forecast
• Negative Sentiment: Regulatory/legal risk — Google asked a U.S. judge to pause an order forcing it to share data with rivals while it appeals an antitrust ruling; litigation outcomes could materially affect search economics and competitive positioning. Google asks US judge to defer order forcing it to share data while it appealsReuters: appeal to defer data-sharing order
• Negative Sentiment: AI training litigation — Major publishers are seeking to join a class-action suit alleging Google used copyrighted works to train AI models; potential damages, injunctions or limits on training data could raise costs and slow model development. Publishers seek to join lawsuit against Google over AI trainingReuters: publishers move to join lawsuit
• Negative Sentiment: Insider selling & operational constraints — Reports show heavy insider sales (including large Sundar Pichai stock disposals) and Alphabet warns U.S. electrical transmission bottlenecks are slowing data‑centre hookups, which could constrain capacity growth for cloud/AI workloads. Insider selling and lobbying disclosureQuiverQuant: insider sales / lobbying • Google says US transmission system is biggest challenge for connecting data centersReuters: data-center transmission constraints

Insider Transactions at Alphabet

In other news, CAO Amie Thuener O’toole sold 2,778 shares of the business’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $312.30, for a total value of $867,569.40. Following the completion of the sale, the chief accounting officer directly owned 8,962 shares in the company, valued at approximately $2,798,832.60. The trade was a 23.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Frances Arnold sold 102 shares of the company’s stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $313.45, for a total transaction of $31,971.90. Following the sale, the director directly owned 18,205 shares of the company’s stock, valued at approximately $5,706,357.25. This represents a 0.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 192,687 shares of company stock worth $58,728,068. 12.99% of the stock is currently owned by company insiders.

Alphabet Stock Down 0.8%

Alphabet stock opened at $330.34 on Monday. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 0.06. Alphabet Inc. has a 1-year low of $142.66 and a 1-year high of $341.20. The firm’s fifty day simple moving average is $312.04 and its 200-day simple moving average is $256.10. The company has a market capitalization of $3.99 trillion, a P/E ratio of 32.58, a P/E/G ratio of 1.82 and a beta of 1.09.

Alphabet (NASDAQ:GOOG) last posted its earnings results 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 net margin of 32.23% and a return on equity of 35.00%. The firm had revenue of $102.35 billion for the quarter, compared to the consensus estimate of $99.90 billion. During the same period in the prior year, the business posted $2.12 earnings per share. The business’s quarterly revenue was up 15.9% on a year-over-year basis. Sell-side analysts forecast that Alphabet Inc. will post 8.89 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

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