Alphabet (NASDAQ:GOOG) CAO Sells $314,001.15 in Stock

Alphabet Inc. (NASDAQ:GOOG) CAO Amie Thuener O’toole sold 933 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $336.55, for a total value of $314,001.15. Following the sale, the chief accounting officer directly owned 9,916 shares of the company’s stock, valued at $3,337,229.80. The trade was a 8.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link.

Amie Thuener O’toole also recently made the following trade(s):

• On Monday, December 15th, Amie Thuener O’toole sold 2,778 shares of Alphabet stock. The shares were sold at an average price of $312.30, for a total transaction of $867,569.40.
• On Tuesday, December 2nd, Amie Thuener O’toole sold 954 shares of Alphabet stock. The stock was sold at an average price of $317.00, for a total transaction of $302,418.00.
• On Monday, November 17th, Amie Thuener O’toole sold 2,778 shares of Alphabet stock. The stock was sold at an average price of $288.26, for a total transaction of $800,786.28.
• On Monday, November 17th, Amie Thuener O’toole sold 2,778 shares of Alphabet stock. The stock was sold at an average price of $288.26, for a total transaction of $800,786.28.

Alphabet Stock Down 0.6%

Shares of NASDAQ GOOG opened at $331.33 on Friday. The firm has a market cap of $4.00 trillion, a price-to-earnings ratio of 30.65, a PEG ratio of 1.90 and a beta of 1.10. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 0.06. Alphabet Inc. has a 52-week low of $142.66 and a 52-week high of $350.15. The business’s 50 day moving average is $322.26 and its two-hundred day moving average is $269.91.

Alphabet (NASDAQ:GOOG) last released its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, topping the consensus estimate of $2.59 by $0.23. The business had revenue of $113.83 billion during the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a return on equity of 36.21% and a net margin of 32.81%.The company’s quarterly revenue was up 18.0% on a year-over-year basis. During the same period last year, the business posted $2.15 earnings per share. Research analysts predict that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 9th will be issued a $0.21 dividend. The ex-dividend date is Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.3%. Alphabet’s payout ratio is 8.28%.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the business. Tradewinds LLC. raised its holdings in shares of Alphabet by 2,134.8% during the 3rd quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider’s stock valued at $10,984,000 after purchasing an additional 43,080 shares in the last quarter. Bleakley Financial Group LLC increased its position in Alphabet by 1.4% during the second quarter. Bleakley Financial Group LLC now owns 170,020 shares of the information services provider’s stock worth $30,160,000 after buying an additional 2,304 shares during the last quarter. CWA Asset Management Group LLC increased its position in Alphabet by 2.2% during the third quarter. CWA Asset Management Group LLC now owns 157,143 shares of the information services provider’s stock worth $38,272,000 after buying an additional 3,444 shares during the last quarter. American National Bank of Texas bought a new position in Alphabet during the third quarter valued at about $900,000. Finally, Northwestern Mutual Wealth Management Co. raised its holdings in Alphabet by 3.7% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,164,341 shares of the information services provider’s stock valued at $206,542,000 after buying an additional 42,028 shares in the last quarter. Hedge funds and other institutional investors own 27.26% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have commented on GOOG. DA Davidson set a $300.00 price target on shares of Alphabet in a research report on Tuesday, November 25th. Mizuho set a $325.00 price objective on Alphabet in a research report on Thursday, October 30th. Raymond James Financial raised shares of Alphabet from an “outperform” rating to a “strong-buy” rating and raised their target price for the company from $315.00 to $400.00 in a report on Thursday, January 22nd. Loop Capital raised Alphabet from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, November 18th. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $345.00 target price on shares of Alphabet in a research report on Thursday. Eight research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Alphabet currently has a consensus rating of “Buy” and an average price target of $343.47.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Beat on results and cloud momentum — Q4 EPS and revenue topped consensus; Google Cloud grew ~48% and backlog jumped, while Gemini/user and token metrics point to accelerating AI monetization. Alphabet Crushes Earnings — MarketBeat
• Positive Sentiment: Enterprise traction and deals validate cloud/AI strategy — multi‑year customer agreements and growing cloud run‑rate support sustained revenue upside. Google Cloud, Liberty Global partnership — Reuters
• Positive Sentiment: Wall Street still bullish on long‑term story — several analysts raised targets and reiterated conviction that Search, YouTube and Cloud + AI create durable growth optionality. Analyst price‑target moves (Benzinga)
• Neutral Sentiment: Quarterly dividend announced ($0.21 per share; record/ex‑dividend dates set) — a small yield that may modestly broaden buyer base but is immaterial to core growth thesis.
• Neutral Sentiment: Rising capex is a strategic (not short‑term) signal — management frames spending as necessary to secure AI leadership; whether the ramp converts to sustainably higher margins will determine valuation re‑rating.
• Negative Sentiment: Massive 2026 CapEx guidance spooked markets — management guided ~$175–185B for 2026 (roughly double 2025), triggering concerns about near‑term returns and free cash‑flow dilution. CapEx guidance — Reuters
• Negative Sentiment: Market reaction and technical pressure — the stock sold off after hours/premarket and has tested the 50‑day moving average as investors booked gains and de‑risked into the capex surprise. Why stock is falling — MarketWatch
• Negative Sentiment: Insider/institutional selling and some position trims — SEC/13F filings and a spate of fund updates show net trimming by some holders, which can amplify near‑term downside on disappointing guidance. SEC insider filing

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.