Keybank National Association OH grew its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 796,341 shares of the information services provider’s stock after purchasing an additional 32,120 shares during the quarter. Keybank National Association OH’s holdings in Alphabet were worth $193,949,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors have also modified their holdings of the company. Tradewinds LLC. increased its position in Alphabet by 2,134.8% during the third quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider’s stock worth $10,984,000 after buying an additional 43,080 shares during the period. Bleakley Financial Group LLC boosted its holdings in shares of Alphabet by 1.4% in the second quarter. Bleakley Financial Group LLC now owns 170,020 shares of the information services provider’s stock valued at $30,160,000 after acquiring an additional 2,304 shares during the period. CWA Asset Management Group LLC grew its position in shares of 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 acquiring an additional 3,444 shares during the last quarter. American National Bank of Texas acquired a new position in shares of Alphabet in the 3rd quarter valued at $900,000. Finally, Northwestern Mutual Wealth Management Co. raised its position in Alphabet by 3.7% in the 2nd 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 purchasing an additional 42,028 shares during the last quarter. Institutional investors and hedge funds own 27.26% of the company’s stock.
Alphabet Stock Performance
NASDAQ:GOOG opened at $323.10 on Friday. The company has a quick ratio of 1.75, a current ratio of 2.01 and a debt-to-equity ratio of 0.11. The firm’s fifty day simple moving average is $322.32 and its 200-day simple moving average is $270.83. Alphabet Inc. has a fifty-two week low of $142.66 and a fifty-two week high of $350.15. The stock has a market cap of $3.90 trillion, a PE ratio of 29.89, a price-to-earnings-growth ratio of 1.86 and a beta of 1.10.
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 given a $0.21 dividend. The ex-dividend date is Monday, March 9th. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. Alphabet’s payout ratio is currently 8.28%.
Insiders Place Their Bets
In other Alphabet news, CEO Sundar Pichai sold 32,500 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $335.18, for a total transaction of $10,893,350.00. Following the completion of the transaction, the chief executive officer directly owned 2,179,372 shares in the company, valued at approximately $730,481,906.96. This trade represents a 1.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CAO Amie Thuener O’toole sold 933 shares of Alphabet stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $336.55, for a total transaction of $314,001.15. Following the transaction, the chief accounting officer owned 9,916 shares of the company’s stock, valued at approximately $3,337,229.80. The trade was a 8.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 2,070,464 shares of company stock worth $106,153,077. 12.99% of the stock is owned by company insiders.
Key Alphabet News
Here are the key news stories impacting Alphabet this week:
- Positive Sentiment: Q4 beat: Alphabet reported higher‑than‑expected revenue and EPS, Google Cloud grew ~48% YoY and backlog jumped to roughly $240B — proof of strong AI demand underpinning long‑term growth. Alphabet Crushes Earnings — MarketBeat
- Positive Sentiment: Product and ecosystem wins: Gemini adoption and enterprise traction (large token/API usage) are driving monetization across Search, YouTube and Cloud; Waymo is also using Google’s Genie‑3 model for virtual training — signals that AI investments are translating into product advantage. Waymo Taps Google’s Genie 3 — TipRanks
- Neutral Sentiment: Analyst view is broadly positive but mixed on valuation: several price‑target raises and buy/overweight ratings highlight conviction in AI/cloud upside, while some firms flag a hold rating because of aggressive capex and near‑term margin pressure. New Analyst Forecast $395 — QuiverQuant
- Neutral Sentiment: Corporate moves: Alphabet announced a small quarterly dividend and continues to convert AI investments into subscriptions and ad monetization — long‑term positives, but limited near‑term impact on share price.
- Negative Sentiment: CapEx shock: management guided roughly $175–185B in 2026 CapEx (nearly double 2025), which spooked investors because it pushes spending and capital intensity into the spotlight and raises near‑term return uncertainty. That guidance is the primary reason shares fell today. Alphabet Resets the Bar for AI Spending — CNBC
- Negative Sentiment: Insider & fund selling: recent insider sales and public fund trimming (and some institutional position reductions) add selling pressure and amplify short‑term downside risk. Stock Down on Insider Selling — AmericanBankingNews
- Negative Sentiment: Policy & reputational risks: a proposed bill to regulate data‑center interconnection/charges and internal employee protests over government cloud contracts could raise operating costs or create reputational/headwind risks for data‑center expansion. Power for the People Act S.3682 — QuiverQuant Google Workers Demand End to Cloud Services — NYTimes
Analyst Upgrades and Downgrades
Several research analysts have issued reports on the stock. Citigroup reissued a “market outperform” rating on shares of Alphabet in a research report on Wednesday, December 17th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $370.00 price target on shares of Alphabet in a research report on Tuesday, January 20th. Wedbush reaffirmed an “outperform” rating and set a $370.00 price objective on shares of Alphabet in a research report on Thursday. KeyCorp set a $370.00 target price on Alphabet in a report on Thursday. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and set a $345.00 price target on shares of Alphabet in a report on Thursday. Seven research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Alphabet currently has a consensus rating of “Buy” and a consensus price target of $343.47.
Check Out Our Latest Report on GOOG
Alphabet 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.
See Also
- Five stocks we like better than Alphabet
- NEW LAW: Congress Approves Setup For Digital Dollar?
- The day the gold market broke
- What a Former CIA Agent Knows About the Coming Collapse
- Your Bank Account Is No Longer Safe
- He just nailed another gold prediction …
Want to see what other hedge funds are holding GOOG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Alphabet Inc. (NASDAQ:GOOG – Free Report).
Receive News & Ratings for Alphabet Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Alphabet and related companies with MarketBeat.com's FREE daily email newsletter.
