Coldstream Capital Management Inc. Has $40.70 Million Stock Position in Alphabet Inc. $GOOGL

Coldstream Capital Management Inc. grew its position in Alphabet Inc. (NASDAQ:GOOGL) by 10.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 167,405 shares of the information services provider’s stock after acquiring an additional 15,602 shares during the quarter. Coldstream Capital Management Inc.’s holdings in Alphabet were worth $40,696,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Delta Asset Management LLC TN increased its holdings in Alphabet by 0.6% in the 3rd quarter. Delta Asset Management LLC TN now owns 6,153 shares of the information services provider’s stock valued at $1,496,000 after buying an additional 37 shares during the period. Second Line Capital LLC lifted its holdings in shares of Alphabet by 0.8% during the 3rd quarter. Second Line Capital LLC now owns 4,417 shares of the information services provider’s stock worth $1,074,000 after acquiring an additional 37 shares during the period. Matisse Capital lifted its holdings in shares of Alphabet by 0.3% during the 3rd quarter. Matisse Capital now owns 14,814 shares of the information services provider’s stock worth $3,601,000 after acquiring an additional 38 shares during the period. Rialto Wealth Management LLC boosted its position in shares of Alphabet by 1.7% during the 3rd quarter. Rialto Wealth Management LLC now owns 2,226 shares of the information services provider’s stock valued at $541,000 after acquiring an additional 38 shares in the last quarter. Finally, Hodges Capital Management Inc. increased its stake in Alphabet by 0.5% in the third quarter. Hodges Capital Management Inc. now owns 6,963 shares of the information services provider’s stock valued at $1,693,000 after acquiring an additional 38 shares during the period. Institutional investors and hedge funds own 40.03% of the company’s stock.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Wells Fargo and other analysts have moved upbeat on Alphabet, citing stronger AI and cloud positioning and raising price targets, supporting investor optimism about future revenue and compute advantage. Alphabet (GOOGL) Sees Optimistic Coverage From Analysts
• Positive Sentiment: Alphabet paid its first 2026 dividend of $0.21 per share on March 16, a concrete cash return that can support demand from income-oriented investors. Google stock just paid dividends; here’s how much investors received
• Positive Sentiment: Research houses continue to reiterate buy/overweight ratings (Needham reiterated a buy), reinforcing buy-side conviction and supporting price momentum. Alphabet’s (GOOGL) Buy Rating Reiterated at Needham & Company LLC
• Positive Sentiment: Google procurement teams reportedly visited China to discuss buying liquid cooling gear from local suppliers — a sign of continued data‑center expansion and potential cost/efficiency gains for its cloud and AI compute footprint. Google in talks with China’s Envicool, others to buy data centre cooling systems, sources say
• Neutral Sentiment: Multiple market write-ups (Zacks, Yahoo, Motley Fool summaries) note Alphabet as a trending/overperforming stock due to AI and cloud tailwinds, keeping the name in retail and institutional screens but not providing new catalysts. Alphabet Inc. (GOOG) Outperforms Broader Market: What You Need to Know
• Negative Sentiment: European publishers and tech firms are pressing the EU to accelerate a probe and impose a fine over alleged search favoritism, creating regulatory uncertainty that could pressure margins or fines down the road. Exclusive: European publishers, tech firms urge EU to speed up fine on Google over search
• Negative Sentiment: Some analysts flag valuation and near‑term margin pressure as capex for AI compute ramps and higher operating costs could limit upside despite growth, a narrative that may cap multiple expansion. Is Alphabet Stock’s 25.55X PE Still Worth it? Buy, Sell, or Hold?

Analysts Set New Price Targets

Several research analysts recently issued reports on GOOGL shares. Bank of America increased their price target on shares of Alphabet from $335.00 to $370.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Moffett Nathanson lifted their price objective on Alphabet from $305.00 to $350.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Arete Research upped their price objective on Alphabet from $380.00 to $405.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Loop Capital increased their target price on Alphabet from $320.00 to $355.00 and gave the stock a “buy” rating in a report on Monday, February 23rd. Finally, Barclays restated an “overweight” rating and set a $360.00 target price (up from $315.00) on shares of Alphabet in a research report on Thursday, February 5th. Three research analysts have rated the stock with a Strong Buy rating, forty-three have given a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $367.18.

Insiders Place Their Bets

In related news, CAO Amie Thuener O’toole sold 955 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $298.00, for a total value of $284,590.00. Following the completion of the transaction, the chief accounting officer owned 9,918 shares in the company, valued at $2,955,564. The trade was a 8.78% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director John L. Hennessy sold 600 shares of the company’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $306.73, for a total value of $184,038.00. Following the transaction, the director directly owned 20,624 shares in the company, valued at approximately $6,325,999.52. This represents a 2.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,076,615 shares of company stock valued at $107,809,111 over the last quarter. Company insiders own 11.55% of the company’s stock.

Alphabet Stock Up 1.8%

Shares of NASDAQ GOOGL opened at $310.92 on Wednesday. The firm’s 50-day simple moving average is $318.83 and its 200 day simple moving average is $291.74. The company has a market cap of $3.76 trillion, a price-to-earnings ratio of 28.76, a price-to-earnings-growth ratio of 1.79 and a beta of 1.10. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11. Alphabet Inc. has a 12-month low of $140.53 and a 12-month high of $349.00.

Alphabet (NASDAQ:GOOGL) last posted its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, beating the consensus estimate of $2.57 by $0.25. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The firm had revenue of $113.83 billion during the quarter, compared to analysts’ expectations of $111.24 billion. On average, research analysts expect that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 9th were paid a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, March 9th. Alphabet’s dividend payout ratio is 7.77%.

Alphabet Profile

Alphabet Inc is the holding company created in 2015 to organize Google and a portfolio of businesses developing technologies beyond Google’s core internet services. Its principal operations are led by Google, which builds and operates consumer-facing products such as Google Search, YouTube, Android, Chrome, Gmail, Google Maps and Google Workspace, as well as advertising platforms (Google Ads and AdSense) that historically generate the majority of its revenue. Google also develops consumer hardware (Pixel phones, Nest smart-home devices, Chromecast) and developer and distribution platforms such as Google Play.

Beyond Google’s consumer and advertising businesses, Alphabet invests in enterprise and infrastructure offerings through Google Cloud, which provides cloud computing, data analytics and productivity services to businesses and institutions.