Boston Common Asset Management LLC Has $37.70 Million Stock Holdings in Alphabet Inc. $GOOG

Boston Common Asset Management LLC trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOG) by 1.8% in the third quarter, according to its most recent filing with the SEC. The firm owned 154,782 shares of the information services provider’s stock after selling 2,765 shares during the period. Alphabet makes up about 1.1% of Boston Common Asset Management LLC’s investment portfolio, making the stock its 15th biggest position. Boston Common Asset Management LLC’s holdings in Alphabet were worth $37,697,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in Alphabet by 1.3% in the second quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider’s stock valued at $73,927,821,000 after acquiring an additional 5,182,111 shares during the period. State Street Corp boosted its stake in shares of Alphabet by 1.3% in the 2nd quarter. State Street Corp now owns 188,914,125 shares of the information services provider’s stock valued at $33,511,477,000 after purchasing an additional 2,428,266 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of Alphabet by 0.4% during the second quarter. Geode Capital Management LLC now owns 107,760,033 shares of the information services provider’s stock worth $19,022,926,000 after buying an additional 441,177 shares during the last quarter. Sanders Capital LLC raised its stake in shares of Alphabet by 6.4% during the second quarter. Sanders Capital LLC now owns 35,357,943 shares of the information services provider’s stock worth $6,272,146,000 after buying an additional 2,117,990 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its holdings in Alphabet by 2.3% in the second quarter. Charles Schwab Investment Management Inc. now owns 31,503,035 shares of the information services provider’s stock valued at $5,588,323,000 after buying an additional 695,736 shares during the period. Institutional investors and hedge funds own 27.26% of the company’s stock.

Alphabet Trading Up 0.4%

NASDAQ:GOOG opened at $336.28 on Thursday. 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 business’s 50-day simple moving average is $319.16 and its 200-day simple moving average is $264.06. Alphabet Inc. has a fifty-two week low of $142.66 and a fifty-two week high of $341.20. The stock has a market capitalization of $4.06 trillion, a PE ratio of 33.16, a price-to-earnings-growth ratio of 1.85 and a beta of 1.09.

Alphabet (NASDAQ:GOOG) last announced 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 last year, the company posted $2.12 EPS. The business’s quarterly revenue was up 15.9% on a year-over-year basis. Sell-side analysts expect that Alphabet Inc. will post 8.89 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 8th were issued a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date was Monday, December 8th. Alphabet’s dividend payout ratio (DPR) is presently 8.28%.

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 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 transaction, the chief accounting officer directly owned 8,962 shares of the company’s stock, valued at approximately $2,798,832.60. This represents a 23.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $327.30, for a total value of $10,637,250.00. Following the completion of the sale, the chief executive officer directly owned 2,211,872 shares in the company, valued at $723,945,705.60. This represents a 1.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 225,075 shares of company stock worth $69,332,637 in the last ninety days. 12.99% of the stock is owned by insiders.

Wall Street Analyst Weigh In

GOOG has been the subject of a number of analyst reports. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $375.00 target price on shares of Alphabet in a report on Thursday, January 15th. Oppenheimer upped their price objective on Alphabet from $300.00 to $345.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. Sanford C. Bernstein increased their target price on Alphabet from $260.00 to $305.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Hsbc Global Res upgraded Alphabet to a “strong-buy” rating in a research report on Tuesday, October 7th. Finally, Mizuho set a $325.00 price target on shares of Alphabet in a research report on Thursday, October 30th. Eight investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, three have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Alphabet currently has an average rating of “Buy” and a consensus target price of $327.13.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google says it disrupted one of the world’s largest residential proxy networks (IPIDEA), removing domains to protect “millions” of consumer devices — a security win that reduces abuse risk and is a PR positive for Google’s platform security. Article Title
• Positive Sentiment: Product/AI momentum: Chrome gained AI image-generation and a side-panel assistant; Google is accelerating M&A and deals to strengthen Gemini (media, voice, international) — supports growth and monetization cases for Search and Cloud. Article Title Article Title
• Positive Sentiment: Analyst & fund flows: KeyBanc raised its price target (to $360) citing AI and Cloud momentum; several fund 13F updates show net additions to GOOGL/GOOG positions (e.g., Migdal, Badgley Phelps). These signals help justify higher valuation expectations. Article Title Article Title
• Neutral Sentiment: Mixed fund flows: some large managers trimmed GOOGL positions (B. Metzler, Boston Trust Walden) while others added — underscores uneven institutional positioning into earnings. Article Title Article Title
• Neutral Sentiment: Short-interest reports in the feed are clearly erroneous (showing 0 shares/NaN); ignore as a signal — liquidity/volatility context remains normal heading into earnings.
• Negative Sentiment: UK regulator proposed rules forcing Google to give publishers more control (opt-outs for AI summaries, citation/compensation measures) — could reduce content available for Google’s AI features and complicate product economics. Article Title
• Negative Sentiment: EU/competition pressure: regulators are forcing data/access remedies (Digital Markets Act guidance, six‑month deadlines to open Android) that could limit Google’s control over Android and Search distribution—a potential long-term revenue/margin headwind. Article Title
• Negative Sentiment: Legal cost: Google agreed to pay $135M to settle a lawsuit over handling of cellular data and must change Play terms / Android setup screens — a modest one‑time cost but signals continuing regulatory/legal friction. Article Title

Alphabet Company Profile

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.