Mar Vista Investment Partners LLC Has $47.39 Million Position in Alphabet Inc. $GOOG

Mar Vista Investment Partners LLC lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOG) by 18.2% in the 3rd quarter, Holdings Channel reports. The fund owned 194,560 shares of the information services provider’s stock after acquiring an additional 29,983 shares during the quarter. Alphabet accounts for approximately 4.1% of Mar Vista Investment Partners LLC’s investment portfolio, making the stock its 9th biggest position. Mar Vista Investment Partners LLC’s holdings in Alphabet were worth $47,385,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the stock. Tradewinds LLC. raised its holdings in shares of Alphabet by 2,134.8% in the third quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider’s stock valued at $10,984,000 after purchasing an additional 43,080 shares during the last quarter. Atlantic Union Bankshares Corp grew its position in Alphabet by 31.3% in the third quarter. Atlantic Union Bankshares Corp now owns 354,529 shares of the information services provider’s stock valued at $86,345,000 after purchasing an additional 84,553 shares in the last quarter. CWA Asset Management Group LLC grew its position in Alphabet by 2.2% in the third quarter. CWA Asset Management Group LLC now owns 157,143 shares of the information services provider’s stock valued at $38,272,000 after purchasing an additional 3,444 shares in the last quarter. American National Bank of Texas acquired a new stake in Alphabet in the 3rd quarter valued at $900,000. Finally, Northwestern Mutual Wealth Management Co. lifted its position in Alphabet by 3.7% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,164,341 shares of the information services provider’s stock worth $206,542,000 after buying an additional 42,028 shares in the last quarter. 27.26% of the stock is owned by institutional investors.

Insider Transactions at Alphabet

In other Alphabet news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the company’s stock in a transaction on Friday, January 30th. The stock was sold at an average price of $19.00, for a total value of $35,060,852.00. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, insider John Kent Walker sold 47,574 shares of Alphabet stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $301.45, for a total value of $14,341,182.30. Following the sale, the insider directly owned 13,227 shares of the company’s stock, valued at $3,987,279.15. This represents a 78.25% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,112,482 shares of company stock worth $119,145,289 in the last ninety days. 12.99% of the stock is currently owned by company insiders.

Alphabet Price Performance

Shares of GOOG opened at $311.43 on Friday. The company’s 50-day moving average is $321.49 and its 200-day moving average is $282.81. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. The firm has a market capitalization of $3.77 trillion, a PE ratio of 28.81, a PEG ratio of 1.80 and a beta of 1.10. Alphabet Inc. has a fifty-two week low of $142.66 and a fifty-two week high of $350.15.

Alphabet (NASDAQ:GOOG) last announced its earnings results on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, topping 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 during the quarter, compared to the consensus estimate of $111.24 billion. During the same quarter in the previous year, the firm posted $2.15 EPS. Alphabet’s revenue was up 18.0% compared to the same quarter last year. Equities analysts forecast that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Dividend Announcement

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

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google rolled out Nano Banana 2, an upgraded AI image generator with faster performance and better text handling — reinforces product leadership for Gemini/search integrations and helps drive user engagement across Google services. Google launches Nano Banana 2
• Positive Sentiment: Alphabet reportedly struck a multibillion-dollar deal to rent its AI chips (TPUs) to Meta — a direct revenue and margin-positive outcome from Alphabet’s AI infrastructure investments. Google signs multibillion-dollar AI chip deal with Meta
• Positive Sentiment: Alphabet is securing power supply agreements for data centers (deals with AES and Xcel), which reduces execution risk for its AI/cloud buildout and supports continued capacity expansion. Alphabet Secures Power Deals
• Positive Sentiment: South Korea approved Google’s request to export high‑precision map data, opening commercial opportunities for Google Maps and Waymo in a market previously restricted — potential revenue and product expansion tailwind. South Korea approves Google bid
• Positive Sentiment: Heavy investors continue to add to Alphabet: notable buying by billionaire Stanley Druckenmiller was reported — an endorsement that can support sentiment among long-term institutional investors. Druckenmiller buys Alphabet
• Neutral Sentiment: Analyst coverage and buy ratings remain favorable (recent upgrades and positive notes on cloud/AI), supporting longer-term upside expectations even after concerns about spending. MarketBeat coverage
• Neutral Sentiment: Short-interest updates in available feeds show anomalous/zero reporting and NaN changes — appears to be noisy data and unlikely to be driving today’s move. (Data entries flagged as 0/NaN.)
• Negative Sentiment: Belgian competition authorities opened a probe into Google’s online ad pricing practices — a regulatory risk that could pressure ad margins or lead to fines/operational changes in Europe. Belgian watchdog probe
• Negative Sentiment: Competitive pressure intensified after OpenAI raised massive funding with Amazon/Nvidia/Microsoft as backers — concentrates AI competition and could blunt parts of Google’s enterprise opportunity or pricing power. OpenAI record funding report
• Negative Sentiment: Investor cautions: critics (Michael Burry, some options trade services) have flagged Alphabet’s aggressive AI capex and warned of margin pressure — a reminder of downside risk if spending outpaces near-term monetization. Michael Burry on Google’s AI spending

Analysts Set New Price Targets

A number of research firms have weighed in on GOOG. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $370.00 price target on shares of Alphabet in a research note on Tuesday, January 20th. DA Davidson set a $300.00 target price on shares of Alphabet in a research note on Tuesday, November 25th. TD Cowen reaffirmed a “buy” rating and set a $365.00 price target (up from $355.00) on shares of Alphabet in a research report on Thursday, February 5th. Piper Sandler reiterated an “overweight” rating and issued a $395.00 price target on shares of Alphabet in a research note on Thursday, February 5th. Finally, BMO Capital Markets reissued an “outperform” rating and issued a $400.00 price objective on shares of Alphabet in a research report on Thursday, February 5th. Nine research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $343.90.

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.