Mosaic Family Wealth Partners LLC Raises Holdings in Alphabet Inc. $GOOG

Mosaic Family Wealth Partners LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOG) by 27.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,147 shares of the information services provider’s stock after purchasing an additional 4,617 shares during the period. Alphabet comprises about 0.5% of Mosaic Family Wealth Partners LLC’s investment portfolio, making the stock its 21st biggest holding. Mosaic Family Wealth Partners LLC’s holdings in Alphabet were worth $7,472,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. increased its holdings in Alphabet by 2.0% in the 4th quarter. Vanguard Group Inc. now owns 421,013,782 shares of the information services provider’s stock worth $132,114,125,000 after buying an additional 8,128,234 shares in the last quarter. State Street Corp raised its position in Alphabet by 0.5% in the 4th quarter. State Street Corp now owns 187,102,863 shares of the information services provider’s stock worth $58,712,878,000 after buying an additional 953,790 shares during the last quarter. Auto Owners Insurance Co lifted its stake in 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 period. J. Stern & Co. LLP lifted its stake in Alphabet by 28,482.8% during the 4th quarter. J. Stern & Co. LLP now owns 112,091,870 shares of the information services provider’s stock valued at $35,174,429,000 after acquiring an additional 111,699,704 shares during the period. Finally, JPMorgan Chase & Co. boosted its holdings in shares of Alphabet by 1.1% during the 4th quarter. JPMorgan Chase & Co. now owns 100,602,893 shares of the information services provider’s stock valued at $31,569,189,000 after acquiring an additional 1,073,151 shares during the last quarter. Hedge funds and other institutional investors own 27.26% of the company’s stock.

Alphabet Price Performance

Shares of Alphabet stock opened at $341.70 on Thursday. Alphabet Inc. has a one year low of $197.46 and a one year high of $404.47. The stock’s fifty day moving average is $351.04 and its 200 day moving average is $339.72. The stock has a market cap of $4.18 trillion, a P/E ratio of 17.16, a P/E/G ratio of 0.96 and a beta of 1.23. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.64 and a current ratio of 2.72.

Alphabet (NASDAQ:GOOG) last released its quarterly earnings results on Thursday, July 23rd. The information services provider reported $9.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.87 by $6.24. The business had revenue of $119.80 billion during the quarter, compared to analyst estimates of $116.53 billion. Alphabet had a return on equity of 51.32% and a net margin of 54.77%.Alphabet’s revenue for the quarter was up 24.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.31 earnings per share. Sell-side analysts anticipate that Alphabet Inc. will post 20.51 earnings per share for the current year.

Alphabet Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, September 14th. Stockholders of record on Monday, September 7th will be given a dividend of $0.22 per share. This represents a $0.88 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Friday, September 4th. Alphabet’s payout ratio is presently 4.42%.

Insider Buying and Selling

In other Alphabet news, insider John Kent Walker sold 8,998 shares of Alphabet stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $349.29, for a total transaction of $3,142,911.42. Following the transaction, the insider owned 75,290 shares of the company’s stock, valued at $26,298,044.10. The trade was a 10.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director John L. Hennessy sold 1,050 shares of Alphabet stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $368.63, for a total transaction of $387,061.50. Following the transaction, the director directly owned 1,481 shares in the company, valued at $545,941.03. This represents a 41.49% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 451,945 shares of company stock valued at $12,382,714. Insiders own 12.99% of the company’s stock.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: AI chip partnership expands: Marvell issued Alphabet a warrant to purchase up to 58.97 million shares, potentially representing roughly 6.7% of Marvell and valued at approximately $12.2 billion at the exercise price. The agreement deepens cooperation on custom chips supporting Google’s TPU ecosystem, strengthening Alphabet’s control over AI infrastructure and supply. Marvell Google AI chip deal
• Positive Sentiment: Waymo reaches a key commercialization milestone: Alphabet’s autonomous-vehicle unit opened its cheaper, next-generation robotaxi to all riders in Los Angeles, Phoenix, and San Francisco. Lower production and operating costs could improve Waymo’s path toward broader scale and eventual profitability. Waymo next-generation robotaxi expansion
• Positive Sentiment: Cloud momentum remains a major support: Google Cloud revenue reportedly rose 82% year over year to $24.8 billion in the latest quarter, outpacing Microsoft Azure and Amazon Web Services. The acceleration provides tangible evidence that AI demand is translating into revenue growth. Google Cloud growth comparison
• Positive Sentiment: Institutional endorsement: Berkshire Hathaway increased its Alphabet position by 45% during the second quarter, making it one of Berkshire’s largest holdings. The move may reinforce the view that Alphabet’s advertising, cloud, and AI businesses are undervalued relative to their growth prospects. Berkshire Alphabet investment
• Neutral Sentiment: Google introduced new AI-powered study tools across Search and Gemini, including interactive visuals, simulations, practice quizzes, and a student hub. The launches support product engagement and AI monetization, although near-term financial impact is unclear. Google AI study tools
• Negative Sentiment: AI spending is increasing leverage: Alphabet raised A$5.5 billion, or about $3.9 billion, in its first Australian-dollar bond sale as it funds an aggressive AI infrastructure buildout. Additional borrowing preserves cash flexibility but increases interest obligations and highlights investor concerns about whether AI returns will justify capital spending. Alphabet Australian bond sale
• Negative Sentiment: Gemini timing remains uncertain: Prediction-market traders see limited odds of Google releasing its delayed flagship Gemini Pro model before September, raising concerns about product execution and competitive pressure in generative AI. Gemini Pro release delay
• Negative Sentiment: A bankruptcy-court hearing on Google’s proposed $10 million purchase of Spirit Airlines’ internal business data was delayed until September 9 after a flight-attendants’ union objected over confidential information. The financial impact is small, but the dispute creates legal and reputational risk around AI training data. Spirit Airlines data sale court delay

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on GOOG. Roth Capital lifted their price target on shares of Alphabet from $435.00 to $440.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. Wells Fargo & Company lowered their price objective 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. Royal Bank Of Canada restated a “buy” rating and issued a $475.00 target price on shares of Alphabet in a report on Thursday, July 23rd. Truist Financial reduced their price objective on Alphabet from $430.00 to $420.00 and set a “buy” rating for the company in a research report on Thursday, July 23rd. Finally, Oppenheimer reissued an “outperform” rating and issued a $400.00 target price (down from $445.00) on shares of Alphabet in a report on Thursday, July 23rd. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $415.55.

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.