Roberts Wealth Advisors LLC Lowers Stock Holdings in Alphabet Inc. $GOOG

Roberts Wealth Advisors LLC cut its stake in shares of Alphabet Inc. (NASDAQ:GOOG) by 18.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 66,400 shares of the information services provider’s stock after selling 15,113 shares during the period. Alphabet accounts for 5.4% of Roberts Wealth Advisors LLC’s holdings, making the stock its 4th largest position. Roberts Wealth Advisors LLC’s holdings in Alphabet were worth $20,836,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently made changes to their positions in the company. Tradewinds LLC. increased 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 worth $10,984,000 after purchasing an additional 43,080 shares during the period. Atlantic Union Bankshares Corp lifted its position 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 purchasing an additional 84,553 shares during the period. Baltimore Washington Financial Advisors Inc. grew its stake in Alphabet by 0.9% during the third quarter. Baltimore Washington Financial Advisors Inc. now owns 221,391 shares of the information services provider’s stock worth $53,920,000 after buying an additional 2,009 shares in the last quarter. American National Bank of Texas acquired a new stake in Alphabet during the third quarter worth about $900,000. Finally, CWA Asset Management Group LLC increased 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 during the period. Institutional investors own 27.26% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on GOOG. Royal Bank Of Canada restated an “outperform” rating and issued a $375.00 target price on shares of Alphabet in a research report on Thursday, January 15th. Raymond James Financial upgraded shares of Alphabet from an “outperform” rating to a “strong-buy” rating and increased their price target for the stock from $315.00 to $400.00 in a research report on Thursday, January 22nd. Scotiabank reissued an “outperform” rating and issued a $400.00 price objective (up from $375.00) on shares of Alphabet in a research note on Thursday, February 5th. UBS Group restated a “neutral” rating and set a $348.00 price objective (up from $345.00) on shares of Alphabet in a research report on Thursday, February 12th. Finally, Citigroup restated a “market outperform” rating on shares of Alphabet in a research note on Wednesday, December 17th. Nine investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Alphabet presently has an average rating of “Buy” and a consensus price target of $345.71.

Insider Activity

In other news, Director Frances Arnold sold 112 shares of the firm’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $302.99, for a total transaction of $33,934.88. Following the completion of the transaction, the director owned 18,418 shares of the company’s stock, valued at approximately $5,580,469.82. This trade represents a 0.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $307.89, for a total transaction of $10,006,425.00. Following the transaction, the chief executive officer owned 1,642,060 shares in the company, valued at approximately $505,573,853.40. This trade represents a 1.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 2,110,165 shares of company stock worth $118,134,117. Company insiders own 12.99% of the company’s stock.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet is deepening its AI infrastructure ties by backing a massive Texas data‑center project to be leased by Anthropic — a strategic move that secures capacity for large AI models and strengthens a key partner relationship. Read More.
• Positive Sentiment: Wall Street has been raising targets: Needham and other analysts have issued $400+/high‑3xx targets and firms like Wells Fargo raised theirs recently — supporting medium‑term upside narratives despite the pullback. Read More.
• Positive Sentiment: Fundamentals remain strong: recent quarterly beats, accelerating Google Cloud backlog (~$240B reported), and rapid Gemini adoption underpin revenue visibility and long‑term growth expectations. Read More.
• Positive Sentiment: Google Research’s TurboQuant memory‑compression work has spooked memory suppliers but can be a net positive for Alphabet — lower AI infrastructure costs and greater model efficiency improve margins and competitive positioning. Read More.
• Neutral Sentiment: Technically the stock is in a correction from its highs and some commentators frame the selloff as a buying opportunity; price action below key short‑term supports is increasing volatility but not yet changing the longer‑term bull case. Read More.
• Negative Sentiment: Legal risk intensified after a high‑profile jury found YouTube (Alphabet) liable in a social‑media addiction bellwether case — the direct damages are small but the ruling increases headline and litigation risk across many pending suits and could force product or regulatory changes that hit engagement/ads. Read More.
• Negative Sentiment: Broader market and geopolitical pressures: a tech sector selloff (Nasdaq weakness, Iran war worries) and legal blows to peers like Meta have amplified outflows from large cap tech, pressuring GOOG along with the group. Read More.
• Negative Sentiment: Institutional/insider moves and high‑profile position trims (reported sales and some billionaire reductions) add selling pressure and headline risk in the near term. Read More.

Alphabet Price Performance

Shares of GOOG opened at $273.76 on Monday. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11. The stock has a market cap of $3.31 trillion, a PE ratio of 25.32, a PEG ratio of 1.60 and a beta of 1.10. Alphabet Inc. has a 12-month low of $142.66 and a 12-month high of $350.15. The business has a 50-day simple moving average of $312.93 and a two-hundred day simple moving average of $295.78.

Alphabet (NASDAQ:GOOG) last announced its quarterly earnings results on Thursday, February 5th. The information services provider reported $2.82 EPS for the quarter, beating analysts’ consensus estimates of $2.59 by $0.23. The firm had revenue of $113.83 billion for the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The business’s revenue for the quarter was up 18.0% on a year-over-year basis. During the same period last year, the firm posted $2.15 earnings per share. Analysts anticipate that Alphabet Inc. will post 8.89 earnings per share for the current fiscal year.

Alphabet Announces Dividend

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