Mizuho Markets Americas LLC Takes $51.15 Million Position in Alphabet Inc. $GOOG

Mizuho Markets Americas LLC bought a new position in Alphabet Inc. (NASDAQ:GOOG) in the 3rd quarter, HoldingsChannel reports. The fund bought 210,000 shares of the information services provider’s stock, valued at approximately $51,146,000. Alphabet makes up 1.0% of Mizuho Markets Americas LLC’s portfolio, making the stock its 24th biggest holding.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Cedar Mountain Advisors LLC boosted its position in Alphabet by 11.8% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 370 shares of the information services provider’s stock worth $90,000 after acquiring an additional 39 shares during the period. Higgins & Schmidt Wealth Strategies LLC increased its holdings in shares of Alphabet by 2.2% in the 3rd quarter. Higgins & Schmidt Wealth Strategies LLC now owns 1,818 shares of the information services provider’s stock valued at $443,000 after purchasing an additional 40 shares during the period. Hartmann Taylor Wealth Management LLC lifted its position in shares of Alphabet by 2.3% in the third quarter. Hartmann Taylor Wealth Management LLC now owns 1,813 shares of the information services provider’s stock worth $442,000 after purchasing an additional 40 shares in the last quarter. Riverbend Wealth Management LLC boosted its holdings in shares of Alphabet by 1.0% during the third quarter. Riverbend Wealth Management LLC now owns 4,198 shares of the information services provider’s stock worth $1,023,000 after purchasing an additional 41 shares during the period. Finally, Meritas Wealth Management LLC grew its position in Alphabet by 3.0% during the third quarter. Meritas Wealth Management LLC now owns 1,458 shares of the information services provider’s stock valued at $355,000 after purchasing an additional 42 shares in the last quarter. Hedge funds and other institutional investors own 27.26% of the company’s stock.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Major analyst upgrade and higher price targets highlight AI-driven upside — Raymond James raised GOOG to “Strong Buy” and boosted its price target (street chatter also shows multiple firms lifting targets), supporting investor confidence in Alphabet’s AI strategy and Google Cloud momentum. Article Title
• Positive Sentiment: Big investors adding shares — Baillie Gifford disclosed adding ~1.19M GOOGL shares in the latest 13F filing, a sign of continued institutional accumulation that can underpin price support. Article Title
• Positive Sentiment: Strong AI ecosystem wins — Apple reportedly will use Google’s Gemini to power the next Siri, expanding Gemini’s distribution and reinforcing Alphabet’s AI moat and monetization pathways. Article Title
• Neutral Sentiment: Analyst and media coverage remains focused on AI and technicals — Several outlets and analysts are publishing bullish previews and technical trading ideas (including MarketBeat, Zacks, TipRanks), which keeps interest high but doesn’t guarantee near-term moves. Article Title
• Neutral Sentiment: Waymo expansion vs. scrutiny — Waymo launched robotaxis in Miami (expansion signal), which can drive future growth for Alphabet’s autonomy segment but also raises operational/legal exposure as deployment scales. Article Title
• Negative Sentiment: NTSB opens probe into Waymo after robotaxis passed stopped school buses — A federal safety investigation into repeated illegal passes in Austin (reported incidents across states) creates regulatory and reputational risk for Waymo and, by extension, Alphabet. That headline is the clearest near-term negative catalyst. Article Title
• Negative Sentiment: Antitrust litigation risk persists — A federal judge allowed a consumer antitrust lawsuit over Google Search to proceed, keeping legal exposure and potential remedies on the radar for investors assessing longer-term regulatory risk. Article Title

Insider Activity

In other news, CEO Sundar Pichai sold 32,500 shares of the business’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $319.50, for a total value of $10,383,750.00. Following the completion of the sale, the chief executive officer directly owned 2,272,119 shares in the company, valued at approximately $725,942,020.50. The trade was a 1.41% 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, insider John Kent Walker sold 17,829 shares of the firm’s stock in a transaction on 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 $13,531,453.08. The trade was a 29.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 225,187 shares of company stock valued at $69,365,318 over the last 90 days. 12.99% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

GOOG has been the subject of a number of research analyst reports. BMO Capital Markets reiterated an “outperform” rating and issued a $340.00 target price on shares of Alphabet in a research report on Thursday, October 30th. Citigroup reiterated a “market outperform” rating on shares of Alphabet in a report on Wednesday, December 17th. Weiss Ratings reissued a “buy (b)” rating on shares of Alphabet in a research report on Wednesday. UBS Group reaffirmed a “neutral” rating on shares of Alphabet in a research report on Thursday, October 30th. Finally, Rosenblatt Securities set a $279.00 price target on Alphabet in a research note on Thursday, October 30th. Eight investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, three have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $326.13.

Alphabet Price Performance

NASDAQ GOOG opened at $328.55 on Monday. Alphabet Inc. has a fifty-two week low of $142.66 and a fifty-two week high of $341.20. The stock’s 50-day moving average is $316.33 and its two-hundred day moving average is $261.38. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.75 and a quick ratio of 1.75. The firm has a market cap of $3.96 trillion, a P/E ratio of 32.40, a price-to-earnings-growth ratio of 1.81 and a beta of 1.09.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings data on Thursday, October 30th. The information services provider reported $2.87 EPS 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 business had revenue of $102.35 billion for the quarter, compared to analyst estimates of $99.90 billion. During the same quarter in the prior year, the firm posted $2.12 EPS. The firm’s revenue for the quarter was up 15.9% on a year-over-year basis. On average, analysts anticipate that Alphabet Inc. will post 8.89 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The business 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. This represents a $0.84 annualized dividend and a yield of 0.3%. The ex-dividend date was Monday, December 8th. Alphabet’s dividend payout ratio (DPR) is 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.