Moody Lynn & Lieberson LLC grew its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 7.1% during the 4th quarter, HoldingsChannel reports. The fund owned 51,815 shares of the information services provider’s stock after buying an additional 3,436 shares during the period. Moody Lynn & Lieberson LLC’s holdings in Alphabet were worth $16,260,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors have also recently made changes to their positions in the company. Avaii Wealth Management LLC lifted its holdings in Alphabet by 2.3% during the 4th quarter. Avaii Wealth Management LLC now owns 1,437 shares of the information services provider’s stock worth $451,000 after purchasing an additional 32 shares in the last quarter. Accelerate Investment Advisors LLC boosted its stake in Alphabet by 1.1% in the 4th quarter. Accelerate Investment Advisors LLC now owns 3,166 shares of the information services provider’s stock worth $993,000 after purchasing an additional 34 shares during the period. Morse Asset Management Inc grew its holdings in Alphabet by 3.3% during the 3rd quarter. Morse Asset Management Inc now owns 1,093 shares of the information services provider’s stock valued at $266,000 after buying an additional 35 shares in the last quarter. Robinson Smith Wealth Advisors LLC grew its holdings in Alphabet by 1.8% during the 3rd quarter. Robinson Smith Wealth Advisors LLC now owns 2,070 shares of the information services provider’s stock valued at $504,000 after buying an additional 36 shares in the last quarter. Finally, Searle & CO. increased its position in shares of Alphabet by 0.6% during the third quarter. Searle & CO. now owns 5,703 shares of the information services provider’s stock valued at $1,389,000 after buying an additional 36 shares during the period. 27.26% of the stock is owned by institutional investors.
Trending Headlines about Alphabet
Here are the key news stories impacting Alphabet this week:
- Positive Sentiment: Google rolled out Gemma 4, an open‑source AI model family that strengthens Google’s developer ecosystem and supports future cloud/AI revenue opportunities. Read More.
- Positive Sentiment: Google updated Gemini API pricing with “Flex” and “Priority” tiers to balance speed, cost and reliability — that could broaden usage, enable more price‑sensitive workloads, and boost API adoption/revenue. Read More.
- Positive Sentiment: Technical advances like TurboQuant (memory/compression for large models) can lower infrastructure costs for AI workloads and improve margins over time — a structural benefit to Google’s cloud/AI economics. Read More.
- Neutral Sentiment: Wells Fargo and other analysts remain constructive (Overweight/Buy) but have trimmed price targets — signaling confidence in the long run while dialing back near‑term expectations. Read More.
- Neutral Sentiment: Market/ETF flows continue to amplify Alphabet’s moves (SPY/QQQ dynamics): macro risk‑on/off days can create outsized short‑term volatility for big caps. Read More.
- Neutral Sentiment: Big Tech H‑1B filings have fallen, reflecting broader hiring freezes/reshuffling across the sector — not an Alphabet‑specific revenue issue but a labor/strategy signal. Read More.
- Negative Sentiment: Turkey’s competition authority opened an investigation into Google’s advertising and billing practices — regulatory probes risk fines, remedial costs and local ad‑revenue disruption. Read More.
- Negative Sentiment: Alphabet’s principal accounting officer, Amie Thuener O’Toole, is leaving (joining Broadcom as CFO) — departure of a senior finance leader creates some short‑term transition risk for controls and reporting. Read More.
- Negative Sentiment: Semianalysis warned heavy AI capex could push Google’s free cash flow toward zero next year — investors sensitive to FCF may penalize valuation if spending outpaces monetization. Read More.
- Negative Sentiment: Recent insider selling by senior executives (e.g., John Kent Walker) adds to near‑term negative sentiment, especially amid market sensitivity to insider activity. Read More.
- Negative Sentiment: Broader legal pressure on platforms (recent cases challenging Section 230 protections) raises regulatory and litigation risk for YouTube/Google content/ad products. Read More.
Insider Activity at Alphabet
Alphabet Stock Performance
Shares of GOOG opened at $294.46 on Friday. The company has a market cap of $3.56 trillion, a PE ratio of 27.24, a price-to-earnings-growth ratio of 1.80 and a beta of 1.13. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.11. The stock has a 50-day moving average price of $309.00 and a 200-day moving average price of $296.92. Alphabet Inc. has a 12-month low of $142.66 and a 12-month high of $350.15.
Alphabet (NASDAQ:GOOG – Get Free Report) last issued its quarterly earnings data on Thursday, February 5th. The information services provider reported $2.82 EPS for the quarter, topping the consensus estimate of $2.59 by $0.23. The company had revenue of $113.83 billion during 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%.Alphabet’s revenue was up 18.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.15 earnings per share. As a group, equities analysts forecast that Alphabet Inc. will post 8.89 earnings per share for the current fiscal year.
Alphabet Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Monday, March 9th were paid a $0.21 dividend. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend was Monday, March 9th. Alphabet’s payout ratio is currently 7.77%.
Analyst Upgrades and Downgrades
A number of equities research analysts have recently issued reports on the stock. Canaccord Genuity Group increased their price target on shares of Alphabet from $330.00 to $390.00 and gave the stock a “buy” rating in a report on Wednesday, January 7th. Jefferies Financial Group reaffirmed a “buy” rating and set a $365.00 price objective on shares of Alphabet in a research note on Monday, January 5th. Oppenheimer reaffirmed an “outperform” rating and set a $360.00 target price on shares of Alphabet in a report on Thursday, February 5th. Sanford C. Bernstein reiterated a “market perform” rating and issued a $345.00 target price on shares of Alphabet in a research note on Thursday, February 5th. Finally, Needham & Company LLC set a $400.00 price target on shares of Alphabet and gave the company a “buy” rating in a report on Friday, March 13th. Nine analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $345.71.
Read Our Latest Analysis on GOOG
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.
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