Alphabet Inc. $GOOG is American Century Companies Inc.’s 10th Largest Position

American Century Companies Inc. reduced its stake in Alphabet Inc. (NASDAQ:GOOG) by 2.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 11,057,886 shares of the information services provider’s stock after selling 280,694 shares during the quarter. Alphabet comprises about 1.4% of American Century Companies Inc.’s portfolio, making the stock its 10th largest holding. American Century Companies Inc.’s holdings in Alphabet were worth $2,693,150,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of GOOG. Tradewinds LLC. grew its position in shares of Alphabet by 2,134.8% in the third quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider’s stock valued at $10,984,000 after purchasing an additional 43,080 shares in the last quarter. Atlantic Union Bankshares Corp boosted its stake 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 worth $86,345,000 after buying an additional 84,553 shares during the last quarter. CWA Asset Management Group LLC grew its holdings in Alphabet by 2.2% in the 3rd quarter. CWA Asset Management Group LLC now owns 157,143 shares of the information services provider’s stock valued at $38,272,000 after buying an additional 3,444 shares in the last quarter. American National Bank of Texas purchased a new stake in Alphabet in the 3rd quarter valued at $900,000. Finally, Northwestern Mutual Wealth Management Co. increased its stake in shares of Alphabet by 3.7% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,164,341 shares of the information services provider’s stock worth $206,542,000 after acquiring an additional 42,028 shares during the last quarter. Hedge funds and other institutional investors own 27.26% of the company’s stock.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google rolled out Nano Banana 2, an upgraded AI image generator with faster performance and better text handling — reinforces product leadership for Gemini/search integrations and helps drive user engagement across Google services. Google launches Nano Banana 2
• Positive Sentiment: Alphabet reportedly struck a multibillion-dollar deal to rent its AI chips (TPUs) to Meta — a direct revenue and margin-positive outcome from Alphabet’s AI infrastructure investments. Google signs multibillion-dollar AI chip deal with Meta
• Positive Sentiment: Alphabet is securing power supply agreements for data centers (deals with AES and Xcel), which reduces execution risk for its AI/cloud buildout and supports continued capacity expansion. Alphabet Secures Power Deals
• Positive Sentiment: South Korea approved Google’s request to export high‑precision map data, opening commercial opportunities for Google Maps and Waymo in a market previously restricted — potential revenue and product expansion tailwind. South Korea approves Google bid
• Positive Sentiment: Heavy investors continue to add to Alphabet: notable buying by billionaire Stanley Druckenmiller was reported — an endorsement that can support sentiment among long-term institutional investors. Druckenmiller buys Alphabet
• Neutral Sentiment: Analyst coverage and buy ratings remain favorable (recent upgrades and positive notes on cloud/AI), supporting longer-term upside expectations even after concerns about spending. MarketBeat coverage
• Neutral Sentiment: Short-interest updates in available feeds show anomalous/zero reporting and NaN changes — appears to be noisy data and unlikely to be driving today’s move. (Data entries flagged as 0/NaN.)
• Negative Sentiment: Belgian competition authorities opened a probe into Google’s online ad pricing practices — a regulatory risk that could pressure ad margins or lead to fines/operational changes in Europe. Belgian watchdog probe
• Negative Sentiment: Competitive pressure intensified after OpenAI raised massive funding with Amazon/Nvidia/Microsoft as backers — concentrates AI competition and could blunt parts of Google’s enterprise opportunity or pricing power. OpenAI record funding report
• Negative Sentiment: Investor cautions: critics (Michael Burry, some options trade services) have flagged Alphabet’s aggressive AI capex and warned of margin pressure — a reminder of downside risk if spending outpaces near-term monetization. Michael Burry on Google’s AI spending

Wall Street Analysts Forecast Growth

GOOG has been the topic of several recent research reports. Guggenheim reissued a “buy” rating and set a $375.00 price target on shares of Alphabet in a research report on Monday, December 1st. TD Cowen reissued a “buy” rating and issued a $365.00 price target (up from $355.00) on shares of Alphabet in a research note on Thursday, February 5th. UBS Group restated a “neutral” rating and set a $348.00 price target (up from $345.00) on shares of Alphabet in a report on Thursday, February 12th. DA Davidson set a $300.00 price target on shares of Alphabet in a research report on Tuesday, November 25th. Finally, Wedbush reiterated an “outperform” rating and issued a $370.00 price objective on shares of Alphabet in a research report on Thursday, February 5th. Nine investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Buy” and an average price target of $343.90.

Insider Transactions at Alphabet

In related news, Director John L. Hennessy sold 600 shares of the stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $306.73, for a total value of $184,038.00. Following the completion of the transaction, the director owned 20,624 shares of the company’s stock, valued at approximately $6,325,999.52. This represents a 2.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Sundar Pichai sold 32,500 shares of the business’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $303.92, for a total transaction of $9,877,400.00. Following the completion of the sale, the chief executive officer directly owned 2,818,524 shares of the company’s stock, valued at $856,605,814.08. The trade was a 1.14% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 2,112,380 shares of company stock valued at $119,112,888 in the last quarter. Insiders own 12.99% of the company’s stock.

Alphabet Price Performance

GOOG stock opened at $311.43 on Monday. 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 firm has a market capitalization of $3.77 trillion, a P/E ratio of 28.81, a P/E/G ratio of 1.82 and a beta of 1.10. The business’s 50-day moving average is $321.49 and its two-hundred day moving average is $283.93. Alphabet Inc. has a 1 year low of $142.66 and a 1 year high of $350.15.

Alphabet (NASDAQ:GOOG) last announced its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analysts’ expectations of $111.24 billion. During the same period in the previous year, the company posted $2.15 EPS. Alphabet’s revenue was up 18.0% compared to the same quarter last year. Analysts anticipate that Alphabet Inc. will post 8.89 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

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

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.