Accretive Wealth Partners LLC Acquires 5,072 Shares of Alphabet Inc. $GOOG

Accretive Wealth Partners LLC grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOG) by 25.6% during the third quarter, Holdings Channel reports. The firm owned 24,885 shares of the information services provider’s stock after purchasing an additional 5,072 shares during the period. Alphabet accounts for about 1.8% of Accretive Wealth Partners LLC’s portfolio, making the stock its 11th largest position. Accretive Wealth Partners LLC’s holdings in Alphabet were worth $6,061,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Tradewinds LLC. lifted its holdings in Alphabet by 2,134.8% in the 3rd quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider’s stock worth $10,984,000 after purchasing an additional 43,080 shares during the last quarter. Atlantic Union Bankshares Corp grew its holdings in Alphabet by 31.3% during the third quarter. Atlantic Union Bankshares Corp now owns 354,529 shares of the information services provider’s stock valued at $86,345,000 after purchasing an additional 84,553 shares during the last quarter. Bleakley Financial Group LLC raised its position in shares of Alphabet by 1.4% in the second quarter. Bleakley Financial Group LLC now owns 170,020 shares of the information services provider’s stock valued at $30,160,000 after purchasing an additional 2,304 shares during the period. CWA Asset Management Group LLC lifted its stake in shares of Alphabet by 2.2% in the third quarter. CWA Asset Management Group LLC now owns 157,143 shares of the information services provider’s stock worth $38,272,000 after buying an additional 3,444 shares during the last quarter. Finally, American National Bank of Texas acquired a new stake in shares of Alphabet in the third quarter worth $900,000. Institutional investors and hedge funds own 27.26% of the company’s stock.

Alphabet Stock Performance

Shares of NASDAQ GOOG opened at $314.90 on Friday. The firm has a market capitalization of $3.81 trillion, a price-to-earnings ratio of 29.13, a PEG ratio of 1.78 and a beta of 1.10. Alphabet Inc. has a one year low of $142.66 and a one year high of $350.15. The business has a fifty day simple moving average of $320.95 and a 200 day simple moving average of $278.92. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.11.

Alphabet (NASDAQ:GOOG) last posted its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share 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 firm had revenue of $113.83 billion for the quarter, compared to the consensus estimate of $111.24 billion. During the same quarter in the previous year, the company earned $2.15 earnings per share. The business’s revenue was up 18.0% compared to the same quarter last year. Sell-side analysts expect 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. Investors of record on Monday, March 9th will be paid a $0.21 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. Alphabet’s payout ratio is presently 7.77%.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analysts and brokers have raised price targets and highlighted AI/cloud upside (UBS, Canaccord), citing Gemini adoption and generative‑AI capex that could add meaningful cloud revenue. UBS generative AI capex note
• Positive Sentiment: Alphabet committed to a major $15B America‑India Connect initiative and announced partnerships (Zillow, Sea) that expand Gemini/Cloud into verticals — positive for long‑term cloud/ads monetization and market reach. America-India Connect announcement
• Positive Sentiment: Notable institutional buying from hedge funds (e.g., Appaloosa/Tepper, Altimeter, Viking) signals conviction in Alphabet’s AI/Cloud thesis and can support the stock through execution milestones. Appaloosa increases stake
• Neutral Sentiment: Product demos (Gemini AI coach, music features) and consumer launches (Pixel device with AI features) improve user engagement and positioning but are not immediate revenue drivers. Gemini demo on CNBC
• Neutral Sentiment: Reported short‑interest data for February shows anomalies (zeros/NaN) and provides no clear bearish signal at present; treat the statistic cautiously until reconciled.
• Negative Sentiment: Insider selling: senior execs disclosed sizable sales (Sundar Pichai, John Kent Walker), which markets often view as a modest near‑term negative signal despite normal tax/liquidity reasons. Pichai sale filing Walker sale filing
• Negative Sentiment: Legal/IP risk: prosecutors have charged engineers in an alleged scheme to steal Google trade secrets and pass files abroad — reputational and security concerns that could invite regulatory scrutiny. Trade-secrets indictment
• Negative Sentiment: Execution/supply risks: DeepMind’s CEO warned that memory‑chip shortages constrain agentic AI research/deployment, which could slow rollout timing or raise costs for compute‑intensive initiatives. DeepMind chip shortage comments
• Negative Sentiment: Several institutional investors disclosed trims (Pershing Square, Longview, others). Broad portfolio rebalancing can weigh on near‑term sentiment even if longer‑term AI momentum remains. Pershing Square trim

Insider Buying and Selling at Alphabet

In other Alphabet news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the firm’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $19.00, for a total transaction of $35,060,852.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, insider John Kent Walker sold 47,574 shares of Alphabet stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $301.45, for a total value of $14,341,182.30. Following the sale, the insider directly owned 13,227 shares in the company, valued at $3,987,279.15. The trade was a 78.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 2,112,482 shares of company stock worth $119,145,289. 12.99% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on GOOG shares. Mizuho set a $325.00 target price on shares of Alphabet in a report on Thursday, October 30th. TD Cowen reaffirmed a “buy” rating and issued a $365.00 price target (up from $355.00) on shares of Alphabet in a research report on Thursday, February 5th. Citigroup reiterated a “market outperform” rating on shares of Alphabet in a research note on Wednesday, December 17th. KeyCorp set a $370.00 price objective on Alphabet in a research report on Thursday, February 5th. Finally, Barclays raised their target price on Alphabet from $250.00 to $315.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. Eight analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $343.90.

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.