Tweedy Browne Co LLC Sells 6,881 Shares of Alphabet Inc. $GOOG

Tweedy Browne Co LLC lowered its stake in shares of Alphabet Inc. (NASDAQ:GOOG) by 52.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 6,272 shares of the information services provider’s stock after selling 6,881 shares during the quarter. Tweedy Browne Co LLC’s holdings in Alphabet were worth $1,528,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in GOOG. Imprint Wealth LLC purchased a new stake in shares of Alphabet during the 3rd quarter worth $31,000. Manning & Napier Advisors LLC acquired a new stake in shares of Alphabet during the third quarter worth $32,000. Tripletail Wealth Management LLC purchased a new stake in shares of Alphabet during the third quarter valued at $40,000. University of Illinois Foundation acquired a new position in shares of Alphabet in the 2nd quarter valued at $31,000. Finally, Retirement Wealth Solutions LLC lifted its position in Alphabet by 145.0% during the 3rd quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider’s stock worth $48,000 after acquiring an additional 116 shares during the period. Institutional investors own 27.26% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on GOOG. DZ Bank upgraded Alphabet to a “strong-buy” rating in a research report on Monday, February 16th. Cantor Fitzgerald reiterated a “neutral” rating on shares of Alphabet in a research note on Tuesday, January 20th. Jefferies Financial Group reissued a “buy” rating and set a $365.00 target price on shares of Alphabet in a report on Monday, January 5th. Pivotal Research reaffirmed a “buy” rating and set a $420.00 price target (up from $400.00) on shares of Alphabet in a research report on Thursday, February 5th. Finally, Sanford C. Bernstein restated a “market perform” rating and issued a $345.00 target price on shares of Alphabet in a research note on Thursday, February 5th. Nine research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $345.71.

Insider Buying and Selling

In other Alphabet news, CAO Amie Thuener O’toole sold 955 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $298.00, for a total transaction of $284,590.00. Following the completion of the transaction, the chief accounting officer owned 9,918 shares of the company’s stock, valued at $2,955,564. This represents a 8.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Sundar Pichai sold 32,500 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $307.89, for a total value of $10,006,425.00. Following the completion of the transaction, the chief executive officer owned 1,642,060 shares in the company, valued at approximately $505,573,853.40. This trade represents a 1.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 2,109,115 shares of company stock worth $117,815,536 in the last quarter. 12.99% of the stock is owned by insiders.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: DeepMind hires Bridgewater chief scientist Jasjeet Sekhon as chief strategy officer — a high‑profile AI talent win that signals Alphabet is accelerating DeepMind’s commercial and research push vs. OpenAI/Anthropic. Article Title
• Positive Sentiment: Google’s Stitch redesign and other product updates are pressuring competitors (Adobe, Figma), showing Alphabet can leverage AI to expand into new workflows and monetize developer/designer tools. Article Title
• Positive Sentiment: Alphabet’s Wiz buyout expands Google Cloud’s security portfolio — strengthens competitive positioning against AWS/Azure and supports enterprise AI adoption. Article Title
• Positive Sentiment: Alphabet is rebuilding Pentagon ties and appears well‑placed for government AI work after competitors’ controversies — a potential revenue/contract upside. Article Title
• Neutral Sentiment: Google says it will let websites opt out of generative AI in search to address UK competition concerns — could head off regulatory risk but may limit product scope in UK markets. Article Title
• Negative Sentiment: Alphabet is increasing reliance on Chinese suppliers for advanced liquid cooling and may acquire a Chinese cooling firm — improves capacity for AI data centers but raises new geopolitical, export‑control and regulatory risks. Article Title
• Negative Sentiment: CEO Sundar Pichai sold 32,500 shares (SEC filing) and other insider sales continue; large insider selling can spur short‑term caution among investors. Article Title
• Negative Sentiment: Broad concerns about hyperscaler AI capex — heavy spending raises questions about the pace of returns and margin/valuation pressure for big cloud/AI names (including Alphabet). Article Title
• Positive Sentiment: Alphabet paid its first 2026 dividend ($0.21/share) and maintains strong analyst sentiment/price targets, which supports longer‑term investor confidence. Article Title

Alphabet Price Performance

NASDAQ:GOOG opened at $306.30 on Thursday. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11. Alphabet Inc. has a 52 week low of $142.66 and a 52 week high of $350.15. The stock’s 50-day moving average price is $318.68 and its 200-day moving average price is $292.32. The stock has a market capitalization of $3.71 trillion, a PE ratio of 28.33, a price-to-earnings-growth ratio of 1.81 and a beta of 1.10.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings data on Thursday, February 5th. The information services provider reported $2.82 EPS for the quarter, beating the consensus estimate of $2.59 by $0.23. The company had revenue of $113.83 billion for the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.Alphabet’s quarterly revenue was up 18.0% compared to the same quarter last year. During the same period last year, the company earned $2.15 earnings per share. As a group, equities analysts expect that Alphabet Inc. will post 8.89 EPS for the current fiscal year.

Alphabet Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Monday, March 9th were paid a $0.21 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is currently 7.77%.

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.