Alphabet Inc. $GOOG Shares Acquired by PVG Asset Management Corp

PVG Asset Management Corp raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOG) by 180.3% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,498 shares of the information services provider’s stock after buying an additional 4,823 shares during the period. Alphabet comprises approximately 1.5% of PVG Asset Management Corp’s investment portfolio, making the stock its 19th biggest position. PVG Asset Management Corp’s holdings in Alphabet were worth $2,151,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in GOOG. Auto Owners Insurance Co lifted its position in shares of Alphabet by 38,409.2% during the 4th quarter. Auto Owners Insurance Co now owns 179,836,276 shares of the information services provider’s stock valued at $5,643,262,000 after acquiring an additional 179,369,280 shares during the last quarter. J. Stern & Co. LLP grew its holdings in shares of Alphabet by 28,482.8% in the 4th quarter. J. Stern & Co. LLP now owns 112,091,870 shares of the information services provider’s stock worth $35,174,429,000 after acquiring an additional 111,699,704 shares during the last quarter. Norges Bank acquired a new stake in shares of Alphabet during the fourth quarter worth $18,093,665,000. Cardano Risk Management B.V. raised its position in shares of Alphabet by 850.3% during the fourth quarter. Cardano Risk Management B.V. now owns 17,692,600 shares of the information services provider’s stock worth $5,551,938,000 after purchasing an additional 15,830,754 shares during the period. Finally, Vanguard Group Inc. lifted its holdings in shares of Alphabet by 2.0% during the fourth quarter. Vanguard Group Inc. now owns 421,013,782 shares of the information services provider’s stock valued at $132,114,125,000 after purchasing an additional 8,128,234 shares during the last quarter. Institutional investors and hedge funds own 27.26% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on GOOG shares. Zacks Research raised Alphabet from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, July 7th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Alphabet in a research note on Friday, July 17th. Canaccord Genuity Group set a $450.00 target price on shares of Alphabet in a report on Thursday, July 23rd. Wells Fargo & Company dropped their target price on shares of Alphabet from $418.00 to $411.00 and set an “overweight” rating on the stock in a research report on Thursday, July 23rd. Finally, Wolfe Research set a $460.00 price target on shares of Alphabet in a report on Thursday, July 23rd. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, Alphabet has an average rating of “Buy” and a consensus price target of $410.09.

Insider Activity at Alphabet

In other Alphabet news, Director Frances Arnold sold 82 shares of Alphabet stock in a transaction on Thursday, July 30th. The shares were sold at an average price of $333.39, for a total transaction of $27,337.98. Following the completion of the sale, the director owned 18,914 shares of the company’s stock, valued at $6,305,738.46. This trade represents a 0.43% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CAO Marsida Saraci sold 449 shares of the business’s stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $333.20, for a total value of $149,606.80. Following the completion of the transaction, the chief accounting officer owned 27,386 shares in the company, valued at $9,125,015.20. This trade represents a 1.61% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 600,547 shares of company stock worth $16,255,540 in the last quarter. 12.99% of the stock is owned by corporate insiders.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: AI and cloud growth are supporting the stock. Investors are responding to evidence that Alphabet’s large AI investments can drive revenue and profits. Google Cloud continues to be a key valuation driver, while the company’s custom AI chips are increasingly viewed as credible alternatives to Nvidia’s products. Alphabet and Amazon custom AI chips
• Positive Sentiment: Strong fundamentals and bullish positioning remain supportive. Alphabet recently reported quarterly revenue of $119.8 billion, up 24.2% year over year, and exceeded consensus EPS expectations. Analysts remain broadly positive, while investors purchased approximately 275,667 call options Friday—about 33% above average daily call volume.
• Positive Sentiment: Enterprise AI partnerships could expand Google Cloud demand. Alphabet’s Gemini models are being integrated into Oracle’s enterprise software, and the company is reportedly backing financing for an Anthropic data center. These developments could generate additional demand for Alphabet’s cloud infrastructure and AI services.
• Neutral Sentiment: Capital spending remains the central investment debate. Alphabet raised its 2026 capital-expenditure outlook to $195 billion–$205 billion. The spending is intended to capture AI demand, but investors are watching whether future revenue growth will justify the scale of the investment.
• Negative Sentiment: AI spending is weighing on cash flow. A sharp increase in infrastructure investment reportedly pushed free cash flow negative in the latest quarter, while rising memory and data-center costs could increase future depreciation and pressure margins. AI buildout costs
• Negative Sentiment: Google withdrew its Earth AI feature after misinformation concerns. The one-day-old feature allowed fabricated AI images inside Google Earth, and its cancellation highlights reputational and product-governance risks. Google Earth AI feature cancellation

Alphabet Price Performance

Shares of Alphabet stock opened at $356.65 on Monday. The stock has a 50-day moving average price of $355.82 and a 200 day moving average price of $337.95. The company has a market cap of $4.36 trillion, a P/E ratio of 17.91, a P/E/G ratio of 1.00 and a beta of 1.23. The company has a current ratio of 2.72, a quick ratio of 2.64 and a debt-to-equity ratio of 0.16. Alphabet Inc. has a 1 year low of $188.70 and a 1 year high of $404.47.

Alphabet (NASDAQ:GOOG) last released its earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share for the quarter, beating the consensus estimate of $2.87 by $6.24. The company had revenue of $119.80 billion for the quarter, compared to analysts’ expectations of $116.53 billion. Alphabet had a return on equity of 51.32% and a net margin of 54.77%.The business’s revenue for the quarter was up 24.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.31 EPS. As a group, analysts expect that Alphabet Inc. will post 20.51 EPS for the current fiscal year.

Alphabet Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, September 14th. Shareholders of record on Monday, September 7th will be paid a $0.22 dividend. This represents a $0.88 annualized dividend and a yield of 0.2%. The ex-dividend date is Friday, September 4th. Alphabet’s dividend payout ratio is currently 4.42%.

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.