Compass Capital Management Inc. Buys 2,279 Shares of Alphabet Inc. $GOOG

Compass Capital Management Inc. boosted its stake in shares of Alphabet Inc. (NASDAQ:GOOG) by 54.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 6,474 shares of the information services provider’s stock after acquiring an additional 2,279 shares during the quarter. Compass Capital Management Inc.’s holdings in Alphabet were worth $2,032,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the business. Brighton Jones LLC raised its position in shares of Alphabet by 5.6% in the 4th quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider’s stock valued at $22,901,000 after acquiring an additional 6,410 shares during the period. Worldquant Millennium Advisors LLC increased its stake in Alphabet by 76.2% during the 2nd quarter. Worldquant Millennium Advisors LLC now owns 1,865,304 shares of the information services provider’s stock worth $330,886,000 after purchasing an additional 806,681 shares in the last quarter. Darwin Wealth Management LLC bought a new stake in Alphabet during the 2nd quarter worth approximately $658,000. Financial Advisors Network Inc. grew its stake in shares of Alphabet by 7.7% during the 2nd quarter. Financial Advisors Network Inc. now owns 7,945 shares of the information services provider’s stock worth $1,409,000 after acquiring an additional 565 shares in the last quarter. Finally, Ausdal Financial Partners Inc. grew its stake in shares of Alphabet by 10.7% during the 2nd quarter. Ausdal Financial Partners Inc. now owns 37,310 shares of the information services provider’s stock worth $6,618,000 after acquiring an additional 3,616 shares in the last quarter. 27.26% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on GOOG. Citigroup reaffirmed a “market outperform” rating on shares of Alphabet in a research note on Monday, June 1st. Stifel Nicolaus set a $420.00 target price on shares of Alphabet in a research note on Wednesday, May 20th. Oppenheimer raised their target price on shares of Alphabet from $425.00 to $445.00 and gave the company an “outperform” rating in a research note on Friday, May 15th. TD Cowen raised their price target on Alphabet from $450.00 to $475.00 and gave the company a “buy” rating in a report on Tuesday. Finally, Needham & Company LLC set a $400.00 target price on Alphabet and gave the stock a “buy” rating in a report on Friday, March 13th. Five research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat, Alphabet presently has an average rating of “Buy” and an average price target of $376.78.

Insider Activity at Alphabet

In related news, CAO Amie Thuener O’toole sold 617 shares of the company’s stock in a transaction that occurred on Wednesday, April 1st. The stock was 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 $2,923,235.59. This represents a 5.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Kent Walker sold 8,993 shares of the company’s stock in a transaction that occurred on Friday, March 27th. The shares were sold at an average price of $275.89, for a total value of $2,481,078.77. Following the completion of the sale, the insider owned 51,808 shares in the company, valued at $14,293,309.12. The trade was a 14.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 193,016 shares of company stock valued at $17,282,549. Corporate 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 shareholders approved an expansion of the company’s stock plan and re-elected the board, a routine but shareholder-friendly governance update that signals continuity and support for management. Alphabet Shareholders Approve Stock Plan Expansion, Reelect Board
• Positive Sentiment: Waymo, Alphabet’s self-driving unit, launched a $29.99 monthly “Premier” subscription and added perks like cash back and free cancellations, suggesting Alphabet is still pushing to monetize robotaxi demand in high-usage markets. Waymo launches premier subscription tier
• Positive Sentiment: Alphabet is expanding its AI footprint through new Google chip plans and continued infrastructure support for Anthropic, reinforcing the view that Google Cloud and its AI ecosystem could benefit from long-term demand. Google in talks with Samsung to make next-generation chips
• Positive Sentiment: Several reports highlighted bullish analyst and investor sentiment, including higher earnings estimates and Alphabet’s continued status as a favored large-cap AI name. Analyst estimate updates and AI-stock commentary
• Neutral Sentiment: Google said it identified an active cyber extortion campaign targeting Oracle PeopleSoft users via a ShinyHunters exploit; the issue appears to be a threat-intelligence update rather than a direct breach of Alphabet systems. Google says ShinyHunters hackers targeting education sector via Oracle exploit
• Neutral Sentiment: Alphabet’s Gemini and AI Overview products drew more scrutiny, including reports of search/AI controversy and temporary Workspace AI errors, which may keep debate alive around product quality and AI monetization. Google Stock Drops as AI Overview Faces Fresh Controversy
• Negative Sentiment: Investor concern remains centered on heavy capex and how quickly Alphabet can turn AI spending into durable revenue, especially as some commentary questioned search monetization and data-center economics. Alphabet Stock Opinions on Capital Raise and AI Challenges
• Negative Sentiment: A California judge denied a new trial in the youth social media addiction case involving YouTube, leaving Alphabet exposed to ongoing legal and reputational risk. Meta and Google denied new trial after landmark verdict

Alphabet Stock Up 0.9%

GOOG stock opened at $356.56 on Friday. The company has a quick ratio of 1.92, a current ratio of 1.92 and a debt-to-equity ratio of 0.16. The company has a market cap of $4.32 trillion, a PE ratio of 27.20, a price-to-earnings-growth ratio of 1.51 and a beta of 1.22. Alphabet Inc. has a 52 week low of $163.33 and a 52 week high of $404.47. The business has a 50-day simple moving average of $356.44 and a 200 day simple moving average of $329.24.

Alphabet (NASDAQ:GOOG) last issued its earnings results on Thursday, April 30th. The information services provider reported $5.11 EPS for the quarter, topping the consensus estimate of $2.68 by $2.43. The firm 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 quarterly revenue was up 21.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.81 earnings per share. Sell-side analysts anticipate that Alphabet Inc. will post 14.3 EPS 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 issued a dividend of $0.22 per share. This represents a $0.88 annualized dividend and a dividend yield of 0.2%. This is an increase from Alphabet’s previous quarterly dividend of $0.21. The ex-dividend date is Monday, June 8th. Alphabet’s dividend payout ratio (DPR) is presently 6.71%.

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.