44,429 Alphabet Inc. $GOOG Shares Acquired by N10 Assets LLC

N10 Assets LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOG) by 1,820.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 46,869 shares of the information services provider’s stock after acquiring an additional 44,429 shares during the period. Alphabet comprises about 5.8% of N10 Assets LLC’s investment portfolio, making the stock its 4th biggest position. N10 Assets LLC’s holdings in Alphabet were worth $15,970,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Readystate Asset Management LP purchased a new stake in Alphabet in the 2nd quarter worth $45,352,000. BlackRock Inc. increased its position in Alphabet by 1.4% in the second quarter. BlackRock Inc. now owns 369,922,502 shares of the information services provider’s stock worth $130,704,718,000 after purchasing an additional 5,164,200 shares during the last quarter. State Street Corp increased its holdings in shares of Alphabet by 2.8% in the 2nd quarter. State Street Corp now owns 190,923,442 shares of the information services provider’s stock worth $67,458,980,000 after buying an additional 5,208,690 shares during the last quarter. Auto Owners Insurance Co increased its stake in Alphabet by 38,409.2% during the fourth quarter. Auto Owners Insurance Co now owns 179,836,276 shares of the information services provider’s stock worth $5,643,262,000 after acquiring an additional 179,369,280 shares during the last quarter. Finally, Janus Henderson Group PLC boosted its holdings in shares of Alphabet by 2.1% in the 4th quarter. Janus Henderson Group PLC now owns 24,595,622 shares of the information services provider’s stock worth $7,693,281,000 after purchasing an additional 508,718 shares during the period. 27.26% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms recently commented on GOOG. New Street Research dropped their price target on shares of Alphabet from $455.00 to $405.00 and set a “buy” rating for the company in a research note on Friday, July 24th. Jefferies Financial Group reissued a “buy” rating on shares of Alphabet in a research report on Monday, August 3rd. Wolfe Research restated an “outperform” rating on shares of Alphabet in a report on Thursday, August 27th. Wedbush assumed coverage on Alphabet in a research report on Thursday, July 16th. They set an “outperform” rating and a $445.00 price objective on the stock. Finally, Oppenheimer restated an “outperform” rating and issued a $400.00 target price (down from $445.00) on shares of Alphabet in a research note on Thursday, July 23rd. Six analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and an average price target of $421.98.

Insider Buying and Selling at Alphabet

In related news, major shareholder 2019 Gp L.L.C. Gv sold 118,138 shares of the stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $18.90, for a total transaction of $2,232,808.20. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Marsida Saraci sold 449 shares of the company’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $333.20, for a total value of $149,606.80. Following the sale, the chief accounting officer directly owned 27,386 shares in the company, valued at $9,125,015.20. This represents a 1.61% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 441,399 shares of company stock worth $8,677,053 in the last three months. 12.99% of the stock is owned by corporate insiders.

Alphabet Trading Down 1.7%

Alphabet stock opened at $343.65 on Thursday. The company has a current ratio of 2.72, a quick ratio of 2.64 and a debt-to-equity ratio of 0.16. The firm has a market cap of $4.20 trillion, a PE ratio of 17.26, a P/E/G ratio of 1.01 and a beta of 1.19. The stock’s 50 day simple moving average is $341.65 and its two-hundred day simple moving average is $348.38. Alphabet Inc. has a 12 month low of $244.67 and a 12 month high of $404.47.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings data on Thursday, July 23rd. The information services provider reported $9.11 EPS 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 analyst estimates of $116.53 billion. Alphabet had a return on equity of 51.32% and a net margin of 54.77%. Alphabet’s quarterly revenue was up 24.2% compared to the same quarter last year. During the same period last year, the company earned $2.31 earnings per share. Analysts anticipate that Alphabet Inc. will post 20.54 earnings per share for the current year.

Alphabet Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, September 14th. Investors of record on Monday, September 7th were issued a $0.22 dividend. This represents a $0.88 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend was Friday, September 4th. Alphabet’s dividend payout ratio (DPR) is currently 4.42%.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google began rolling out Gemini 4 Argon to developers, businesses and paying subscribers, adding coding tools and customization features. The model also scored 91.1% in an accounting benchmark, potentially strengthening Alphabet’s position in enterprise AI. Google launches flagship AI model Gemini 4 Argon for developers, businesses
• Positive Sentiment: Analysts and bullish investors continue to point to Google Cloud expansion, improving AI monetization and Alphabet’s internally developed AI chips as potential growth drivers. One analyst estimated the chip business could eventually unlock $100 billion in revenue. Alphabet Could Unlock $100 Billion From AI Chips by 2028
• Positive Sentiment: American Electric Power plans to invest approximately $4 billion in a Wyoming fuel-cell project to supply Google’s growing electricity needs. The agreement highlights strong demand for Alphabet’s data-center infrastructure, although it also underscores the scale of required AI spending. American Electric Power to invest $4 billion fuel-cell project to power Google
• Neutral Sentiment: The European Commission said it remains in dialogue with Google, suggesting ongoing regulatory uncertainty but no specific enforcement action was detailed in the report. EU Commission is in dialogue with Google
• Negative Sentiment: Several law firms publicized a securities-fraud class action against Alphabet concerning alleged disclosures about the development and timing of the Gemini 3.5 Pro model. Investors who purchased shares from May 19 through July 16, 2026, face lead-plaintiff deadlines around November 30 and December 1. The announcements increase headline and potential litigation risk, although they do not establish wrongdoing. Rosen Alphabet securities class action announcement
• Negative Sentiment: Investors also remain concerned that enormous data-center and AI capital expenditures could pressure free cash flow, while intensifying competition from Microsoft, Apple and Meta may raise the cost of defending Google’s AI and search franchises.

Alphabet Profile

Alphabet Inc is a technology holding company best known as the parent company of Google. Established in 2015 through a corporate restructuring, Alphabet oversees Google and a collection of businesses focused on technology, innovation and emerging industries. Sundar Pichai serves as Alphabet’s chief executive officer and also leads Google.

Google is Alphabet’s primary business and operates an internet ecosystem that includes Google Search, online advertising, YouTube, Android, Chrome, Google Maps, Google Play and Google Photos.