Berman McAleer LLC Invests $1.80 Million in Alphabet Inc. $GOOG

Berman McAleer LLC acquired a new stake in Alphabet Inc. (NASDAQ:GOOG) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 7,371 shares of the information services provider’s stock, valued at approximately $1,795,000.

Other institutional investors have also bought and sold shares of the company. Brighton Jones LLC raised its holdings in shares of Alphabet by 5.6% during the 4th quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider’s stock worth $22,901,000 after acquiring an additional 6,410 shares during the period. Drake & Associates LLC raised its position in shares of Alphabet by 25.8% during the 2nd quarter. Drake & Associates LLC now owns 5,028 shares of the information services provider’s stock valued at $892,000 after buying an additional 1,032 shares during the period. Bennett Associates Wealth Management acquired a new position in Alphabet in the second quarter valued at approximately $208,000. Country Club Bank grew its position in Alphabet by 5.5% in the second quarter. Country Club Bank now owns 141,910 shares of the information services provider’s stock worth $25,298,000 after acquiring an additional 7,412 shares during the period. Finally, MADDEN SECURITIES Corp grew its position in Alphabet by 194.2% in the second quarter. MADDEN SECURITIES Corp now owns 9,486 shares of the information services provider’s stock worth $1,683,000 after acquiring an additional 6,262 shares during the period. 27.26% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Alphabet news, CEO Sundar Pichai sold 32,500 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $335.18, for a total value of $10,893,350.00. Following the sale, the chief executive officer owned 2,179,372 shares of the company’s stock, valued at $730,481,906.96. This trade represents a 1.47% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CAO Amie Thuener O’toole sold 933 shares of Alphabet stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $336.55, for a total value of $314,001.15. Following the completion of the transaction, the chief accounting officer owned 9,916 shares of the company’s stock, valued at $3,337,229.80. The trade was a 8.60% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 2,070,464 shares of company stock valued at $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

Alphabet Stock Down 2.5%

Shares of GOOG opened at $323.10 on Friday. The company’s 50-day simple moving average is $322.32 and its 200-day simple moving average is $270.83. The company has a debt-to-equity ratio of 0.11, a quick ratio of 1.75 and a current ratio of 2.01. Alphabet Inc. has a 1 year low of $142.66 and a 1 year high of $350.15. The stock has a market capitalization of $3.90 trillion, a PE ratio of 29.89, a P/E/G ratio of 1.86 and a beta of 1.10.

Alphabet (NASDAQ:GOOG) last announced its earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.23. The firm had revenue of $113.83 billion for the quarter, compared to the consensus estimate of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The firm’s revenue for the quarter was up 18.0% on a year-over-year basis. During the same period in the prior year, the firm earned $2.15 EPS. Analysts forecast that Alphabet Inc. will post 8.89 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

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

Wall Street Analyst Weigh In

GOOG has been the topic of several recent analyst reports. Wedbush reaffirmed an “outperform” rating and issued a $370.00 price target on shares of Alphabet in a research note on Thursday. Barclays boosted their price objective on shares of Alphabet from $250.00 to $315.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. BMO Capital Markets reaffirmed an “outperform” rating and set a $400.00 target price on shares of Alphabet in a research note on Thursday. Pivotal Research reissued a “buy” rating and issued a $420.00 price target (up from $400.00) on shares of Alphabet in a research note on Thursday. Finally, BNP Paribas Exane assumed coverage on shares of Alphabet in a report on Monday, November 24th. They issued an “outperform” rating on the stock. Seven analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Alphabet currently has a consensus rating of “Buy” and an average target price of $343.47.

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.