Alphabet Inc. $GOOG Position Boosted by Mmbg Investment Advisors CO.

Mmbg Investment Advisors CO. boosted its stake in shares of Alphabet Inc. (NASDAQ:GOOG) by 19.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 113,433 shares of the information services provider’s stock after acquiring an additional 18,700 shares during the period. Alphabet accounts for 2.4% of Mmbg Investment Advisors CO.’s portfolio, making the stock its 10th largest holding. Mmbg Investment Advisors CO.’s holdings in Alphabet were worth $27,627,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently bought and sold shares of the stock. Vanguard Group Inc. grew its position in shares of Alphabet by 1.3% during the second quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider’s stock valued at $73,927,821,000 after purchasing an additional 5,182,111 shares in the last quarter. State Street Corp boosted its stake in Alphabet by 1.3% during the second quarter. State Street Corp now owns 188,914,125 shares of the information services provider’s stock valued at $33,511,477,000 after buying an additional 2,428,266 shares during the last quarter. Geode Capital Management LLC boosted its stake in Alphabet by 0.4% during the second quarter. Geode Capital Management LLC now owns 107,760,033 shares of the information services provider’s stock valued at $19,022,926,000 after buying an additional 441,177 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in Alphabet by 8.6% during the 3rd quarter. JPMorgan Chase & Co. now owns 99,529,742 shares of the information services provider’s stock valued at $24,240,469,000 after buying an additional 7,904,434 shares in the last quarter. Finally, Sanders Capital LLC increased its stake in Alphabet by 6.4% in the 2nd quarter. Sanders Capital LLC now owns 35,357,943 shares of the information services provider’s stock worth $6,272,146,000 after acquiring an additional 2,117,990 shares during the last quarter. 27.26% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the company. Rosenblatt Securities set a $279.00 target price on Alphabet in a research report on Thursday, October 30th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $375.00 price target on shares of Alphabet in a research note on Thursday, January 15th. Wedbush reiterated an “outperform” rating and set a $370.00 price objective on shares of Alphabet in a research report on Thursday, February 5th. Pivotal Research reissued a “buy” rating and issued a $420.00 price objective (up from $400.00) on shares of Alphabet in a research note on Thursday, February 5th. Finally, Guggenheim restated a “buy” rating and issued a $375.00 target price on shares of Alphabet in a report on Monday, December 1st. Eight investment 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 issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $343.90.

Insiders Place Their Bets

In other news, CAO Amie Thuener O’toole sold 2,778 shares of the stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $312.30, for a total value of $867,569.40. Following the sale, the chief accounting officer directly owned 8,962 shares in the company, valued at approximately $2,798,832.60. This represents a 23.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Sundar Pichai sold 32,500 shares of the business’s stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $327.30, for a total value of $10,637,250.00. Following the transaction, the chief executive officer owned 2,211,872 shares of the company’s stock, valued at approximately $723,945,705.60. The trade was a 1.45% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 2,079,982 shares of company stock worth $109,267,889. Corporate insiders own 12.99% of the company’s stock.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Big AI partnerships and product wins reinforce growth thesis — Google announced partnerships to build AI tools with Sea Ltd and is rolling music‑focused generative AI (Gemini) into consumer apps, underlining continued enterprise and consumer AI monetization opportunities. Google, Shopee-owner Sea to develop AI tools Google Gemini, Apple add music-focused generative AI features
• Positive Sentiment: Strategic infrastructure and international AI push — Alphabet unveiled the America‑India Connect initiative and committed substantial funding to an AI hub, supporting long‑term cloud and data‑center demand for Google Cloud. Alphabet Unveils America-India Connect
• Positive Sentiment: Street bullishness on AI growth — Analysts and newsletters have issued upgrades and higher targets (including a Seeking Alpha/TipRanks bullish take and DZ Bank strong‑buy), which supports upside expectations for ad, cloud and Gemini monetization. Gemini and Google Cloud analysis TipRanks price-target note
• Neutral Sentiment: Product/partner news with limited near‑term revenue impact — Google launched the $499 Pixel 10a and a Google Cloud partner (Alludium) gained Select status; useful for ecosystem depth but unlikely to move near‑term earnings materially. Google debuts $499 Pixel 10a Alludium Google Cloud Select partner
• Negative Sentiment: Regulatory/headline risk for Waymo — New York dropped a robotaxi expansion plan outside NYC, and Waymo faces scrutiny over remote assistance practices; any regulatory constraints or reputational hits could slow Waymo commercialization and raise costs. NY drops robotaxi proposal
• Negative Sentiment: Capital‑structure and capex concerns — Coverage flagged Alphabet’s issuance of an unusually long‑dated financing (100‑year bond) and the company’s very large AI/data‑center CapEx outlook; investors worry near‑term margins and free cash flow could be pressured even if the long‑term moat strengthens. 100-year bond analysis CapEx discussion
• Negative Sentiment: Institutional trimming & insider selling — Several funds trimmed positions in 13F filings and a director sold a small block; combined with profit‑taking after the strong run, this adds selling pressure despite longer‑term buyers. Director sale filing

Alphabet Stock Down 0.1%

Shares of GOOG opened at $303.56 on Friday. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11. The business has a fifty day moving average of $320.86 and a 200 day moving average of $278.09. The company has a market cap of $3.67 trillion, a PE ratio of 28.08, a P/E/G ratio of 1.78 and a beta of 1.10. Alphabet Inc. has a 52-week low of $142.66 and a 52-week high of $350.15.

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, beating the consensus estimate of $2.59 by $0.23. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The business had revenue of $113.83 billion for the quarter, compared to the consensus estimate of $111.24 billion. During the same quarter in the prior year, the firm posted $2.15 earnings per share. The business’s revenue for the quarter was up 18.0% on a year-over-year basis. On average, sell-side analysts expect that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be given a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Monday, March 9th. Alphabet’s payout ratio is 7.77%.

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.