Bellwether Advisors LLC Increases Position in Alphabet Inc. $GOOG

Posted by ABMN Staff on Jun 5th, 2026

Bellwether Advisors LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 38.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 16,986 shares of the information services provider’s stock after acquiring an additional 4,673 shares during the quarter. Alphabet comprises 0.9% of Bellwether Advisors LLC’s investment portfolio, making the stock its 26th largest holding. Bellwether Advisors LLC’s holdings in Alphabet were worth $5,330,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Ring Mountain Capital LLC grew its position in Alphabet by 0.9% in the 4th quarter. Ring Mountain Capital LLC now owns 3,554 shares of the information services provider’s stock valued at $1,174,000 after buying an additional 30 shares during the last quarter. Cannon Financial Strategists Inc. grew its position in Alphabet by 1.9% in the 4th quarter. Cannon Financial Strategists Inc. now owns 1,589 shares of the information services provider’s stock valued at $499,000 after buying an additional 30 shares during the last quarter. HRC Wealth Management LLC grew its position in Alphabet by 1.0% in the 4th quarter. HRC Wealth Management LLC now owns 3,231 shares of the information services provider’s stock valued at $1,014,000 after buying an additional 31 shares during the last quarter. Certior Financial Group LLC grew its position in Alphabet by 3.5% in the 4th quarter. Certior Financial Group LLC now owns 919 shares of the information services provider’s stock valued at $288,000 after buying an additional 31 shares during the last quarter. Finally, Synergy Investment Management LLC grew its position in Alphabet by 0.8% in the 4th quarter. Synergy Investment Management LLC now owns 4,124 shares of the information services provider’s stock valued at $1,294,000 after buying an additional 31 shares during the last quarter. 27.26% of the stock is currently owned by hedge funds and other institutional investors.

Alphabet Trading Up 3.8%

NASDAQ:GOOG opened at $369.27 on Friday. The company has a market capitalization of $4.47 trillion, a PE ratio of 28.17, a price-to-earnings-growth ratio of 1.57 and a beta of 1.22. The company has a quick ratio of 1.92, a current ratio of 1.92 and a debt-to-equity ratio of 0.16. Alphabet Inc. has a 52-week low of $163.33 and a 52-week high of $404.47. The stock has a fifty day simple moving average of $348.54 and a 200-day simple moving average of $326.80.

Alphabet (NASDAQ:GOOG – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The information services provider reported $5.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $2.43. The business had revenue of $109.90 billion during the quarter, compared to the consensus estimate of $106.96 billion. Alphabet had a return on equity of 38.99% and a net margin of 37.92%.The business’s revenue was up 21.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.81 EPS. On average, equities research analysts expect that Alphabet Inc. will post 14.28 earnings per share for the current fiscal year.

Alphabet Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Monday, June 8th will be paid a dividend of $0.22 per share. This is a boost from Alphabet’s previous quarterly dividend of $0.21. The ex-dividend date of this dividend is Monday, June 8th. This represents a $0.88 annualized dividend and a dividend yield of 0.2%. Alphabet’s dividend payout ratio is presently 6.71%.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on GOOG. Pivotal Research reiterated a “buy” rating and issued a $470.00 price objective (up from $420.00) on shares of Alphabet in a research report on Wednesday, April 29th. Citigroup reissued a “market outperform” rating on shares of Alphabet in a report on Monday. JPMorgan Chase & Co. raised their target price on Alphabet from $395.00 to $460.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. TD Cowen reissued a “buy” rating on shares of Alphabet in a report on Thursday, May 21st. Finally, Piper Sandler reissued an “overweight” rating and issued a $395.00 target price on shares of Alphabet in a report on Thursday, February 5th. Five analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and an average target price of $376.00.

Get Our Latest Research Report on GOOG

Insider Buying and Selling at Alphabet

In related news, CEO Sundar Pichai sold 32,500 shares of the 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 sale, the chief executive officer owned 1,642,060 shares of the company’s stock, valued at $505,573,853.40. This trade represents a 1.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Amie Thuener O’toole sold 617 shares of the stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $289.63, for a total value of $178,701.71. Following the sale, the chief accounting officer directly owned 10,093 shares in the company, valued at approximately $2,923,235.59. The trade was a 5.76% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 193,016 shares of company stock worth $17,282,549. Insiders own 12.99% of the company’s stock.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

Positive Sentiment: Alphabet continues to show strong AI momentum, including a reported expansion of its Google Cloud partnership with Lovable and reports that Apple may use Google Cloud to help power a revamped Siri. Those deals reinforce demand for Alphabet’s cloud and AI infrastructure. Lovable signs multi-year deal with Google Cloud to up usage 5x, source says
Positive Sentiment: Investor confidence appears to be supported by major backers, with Berkshire Hathaway and ARK-related buying cited alongside strong analyst interest and price targets near the low-to-mid $400s. That institutional support is helping offset some of the recent weakness. Google Stock Lures in Both Cathie Wood and Berkshire Hathaway as Giant Investors Rush for a Discount
Neutral Sentiment: Alphabet’s AI spending plan and equity raise remain the biggest focus: the company increased its planned capital raise to about $84.75 billion to fund AI infrastructure, while also guiding capital expenditures as high as $190 billion. Investors see this as a sign of ambition and demand, but also of heavy near-term spending needs. Alphabet to raise $84.75 billion in upsized equity offering to fund AI ambitions
Neutral Sentiment: Alphabet also reported strong AI usage trends, including Gemini reaching 900 million users, which supports the long-term growth narrative even as the market debates whether AI returns justify the spending surge. Alphabet’s Gemini AI App Surges to 900 Million Users
Negative Sentiment: Sentiment was pressured by Alphabet’s massive new equity financing, which raised dilution and return-on-capex questions as the company leans harder into AI buildout. Some investors are worried the AI infrastructure race is becoming too expensive. Google Stock Drops on New Data Center Buildout amid $190B Capex Headache
Negative Sentiment: Alphabet’s AI search business also faces new U.K. conduct requirements that let publishers opt out of AI summaries and training use, which could constrain the company’s search monetization and data access over time. UK regulator enforces new competition requirements for Google search
Negative Sentiment: Reports of quiet layoffs in Google Cloud added to the cautious tone, suggesting Alphabet is still trimming costs even as it ramps spending elsewhere. Google is quietly laying off staff in its cloud division

Alphabet Profile

(Free Report)

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.