Alphabet Inc. $GOOG Stake Boosted by DDD Partners LLC

DDD Partners LLC increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 2.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 110,738 shares of the information services provider’s stock after purchasing an additional 2,710 shares during the quarter. Alphabet makes up approximately 1.7% of DDD Partners LLC’s investment portfolio, making the stock its 7th biggest position. DDD Partners LLC’s holdings in Alphabet were worth $26,970,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in the business. Norges Bank purchased a new position in Alphabet during the 2nd quarter valued at $4,298,572,000. Vanguard Group Inc. boosted its stake in shares of Alphabet by 1.3% during 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 purchasing an additional 5,182,111 shares during the period. Assenagon Asset Management S.A. grew its holdings in shares of Alphabet by 73.5% in the third quarter. Assenagon Asset Management S.A. now owns 9,808,152 shares of the information services provider’s stock worth $2,388,775,000 after purchasing an additional 4,154,929 shares during the last quarter. Laurel Wealth Advisors LLC increased its stake in Alphabet by 17,547.9% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,122,727 shares of the information services provider’s stock worth $731,331,000 after buying an additional 4,099,366 shares during the period. Finally, Arrowstreet Capital Limited Partnership lifted its holdings in Alphabet by 330.4% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,989,463 shares of the information services provider’s stock valued at $707,691,000 after buying an additional 3,062,590 shares in the last quarter. 27.26% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, CEO Sundar Pichai sold 32,500 shares of the stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $327.30, for a total transaction of $10,637,250.00. Following the transaction, the chief executive officer owned 2,211,872 shares in the company, valued at $723,945,705.60. This trade represents a 1.45% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, 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 in the company, valued at approximately $2,798,832.60. This trade represents a 23.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 2,032,408 shares of company stock worth $94,926,707 in the last 90 days. 12.99% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on GOOG. Oppenheimer reissued an “outperform” rating and issued a $360.00 price objective on shares of Alphabet in a research note on Thursday, February 5th. Pivotal Research restated a “buy” rating and set a $420.00 price target (up previously from $400.00) on shares of Alphabet in a research note on Thursday, February 5th. Weiss Ratings restated a “buy (b)” rating on shares of Alphabet in a report on Wednesday, January 21st. Rosenblatt Securities set a $279.00 price target on shares of Alphabet in a report on Thursday, October 30th. Finally, Phillip Securities upgraded shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research note on Friday, November 7th. Seven analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $343.90.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google I/O set for May 19–20; company is widely expected to unveil its first smart AI glasses later in 2026 — a new hardware/AI catalyst that could expand monetization and ecosystem stickiness. Read More.
• Positive Sentiment: Google Cloud momentum remains a growth engine — recent reports highlight ~48% cloud revenue growth and expanding backlog, supporting upside to long‑term revenue and enterprise AI demand. Read More.
• Positive Sentiment: Large institutional buyers also showed conviction — Royal Bank of Canada added materially (~21% increase) to its GOOGL position in recent 13F filings. Read More.
• Neutral Sentiment: Waymo faced congressional scrutiny over remote assistance but defended its practices and said remote agents haven’t been used to move robotaxis on public roads — regulatory risk remains watchable but not immediate earnings pressure. Read More.
• Neutral Sentiment: Some analysts and outlets are cautious/neutral on near‑term upside (Monness and others maintain neutral views), reflecting profit‑taking after a strong run. Read More.
• Negative Sentiment: Multiple high‑profile investors trimmed GOOGL in recent 13F filings — notable reductions include Ameriprise, First Pacific Advisors, Northern Trust and Veritas, signaling institutional rebalancing that can add selling pressure. Read More. Read More.
• Negative Sentiment: High‑profile managers also signaled reduced exposure — Bill Ackman trimmed his Alphabet position and Terry Smith reportedly cut his stake roughly in half, a negative sentiment signal for momentum investors. Read More. Read More.
• Negative Sentiment: MarketBeat and other commentary point to short‑term selling tied to expected heavy CapEx (AI compute & data center buildout) and broader software/tech rotation — investors are treating higher capex guidance as a near‑term earnings/valuation headwind despite long‑term upside. Read More.

Alphabet Price Performance

Shares of GOOG opened at $302.82 on Wednesday. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. The company’s fifty day moving average price is $321.41 and its 200-day moving average price is $277.73. Alphabet Inc. has a 1-year low of $142.66 and a 1-year high of $350.15. The firm has a market capitalization of $3.66 trillion, a PE ratio of 28.01, a price-to-earnings-growth ratio of 1.80 and a beta of 1.10.

Alphabet (NASDAQ:GOOG) last posted its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.59 by $0.23. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The company had revenue of $113.83 billion during the quarter, compared to analyst estimates of $111.24 billion. During the same period last year, the firm posted $2.15 EPS. Alphabet’s revenue for the quarter was up 18.0% compared to the same quarter last year. On average, equities research analysts predict that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 9th will be given a dividend of $0.21 per share. The ex-dividend date is Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is 7.77%.

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.