Alphabet Inc. $GOOG is Mesirow Financial Investment Management Inc.’s 8th Largest Position

Mesirow Financial Investment Management Inc. lowered its stake in Alphabet Inc. (NASDAQ:GOOG) by 1.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 561,776 shares of the information services provider’s stock after selling 6,335 shares during the quarter. Alphabet comprises 2.4% of Mesirow Financial Investment Management Inc.’s portfolio, making the stock its 8th largest position. Mesirow Financial Investment Management Inc.’s holdings in Alphabet were worth $136,822,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Brighton Jones LLC grew its holdings in Alphabet by 5.6% during the 4th quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider’s stock valued at $22,901,000 after purchasing an additional 6,410 shares in the last quarter. Ignite Planners LLC lifted its holdings in Alphabet by 1.0% in the 2nd quarter. Ignite Planners LLC now owns 14,506 shares of the information services provider’s stock worth $2,697,000 after buying an additional 144 shares in the last quarter. Sequoia Financial Advisors LLC boosted its position in Alphabet by 7.4% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 594,959 shares of the information services provider’s stock valued at $105,540,000 after buying an additional 41,132 shares during the last quarter. Joseph P. Lucia & Associates LLC grew its stake in shares of Alphabet by 3.7% during the second quarter. Joseph P. Lucia & Associates LLC now owns 3,134 shares of the information services provider’s stock valued at $556,000 after acquiring an additional 111 shares in the last quarter. Finally, Evergreen Wealth Management LLC increased its position in shares of Alphabet by 36.3% during the second quarter. Evergreen Wealth Management LLC now owns 10,377 shares of the information services provider’s stock worth $1,841,000 after acquiring an additional 2,766 shares during the last quarter. 27.26% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Alphabet

In other news, insider John Kent Walker sold 47,574 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $301.45, for a total transaction of $14,341,182.30. Following the sale, the insider directly owned 13,227 shares in the company, valued at approximately $3,987,279.15. This represents a 78.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Amie Thuener O’toole sold 2,778 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $312.30, for a total value of $867,569.40. Following the completion of the sale, the chief accounting officer directly owned 8,962 shares in the company, valued at approximately $2,798,832.60. This trade represents a 23.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 2,112,482 shares of company stock worth $119,145,289. Insiders own 12.99% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. Piper Sandler reissued an “overweight” rating and issued a $395.00 price target on shares of Alphabet in a report on Thursday, February 5th. BNP Paribas Exane assumed coverage on Alphabet in a research note on Monday, November 24th. They set an “outperform” rating for the company. BMO Capital Markets restated an “outperform” rating and issued a $400.00 price target on shares of Alphabet in a research note on Thursday, February 5th. Oppenheimer reaffirmed an “outperform” rating and issued a $360.00 price target on shares of Alphabet in a report on Thursday, February 5th. Finally, Guggenheim reissued a “buy” rating and set a $375.00 price objective on shares of Alphabet in a report on Monday, December 1st. Nine analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $343.90.

Alphabet Stock Performance

Shares of GOOG opened at $311.43 on Friday. The stock has a market capitalization of $3.77 trillion, a PE ratio of 28.81, a price-to-earnings-growth ratio of 1.82 and a beta of 1.10. The business’s fifty day moving average price is $321.49 and its 200 day moving average price is $283.36. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. Alphabet Inc. has a 12-month low of $142.66 and a 12-month high of $350.15.

Alphabet (NASDAQ:GOOG) last released its earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, beating the consensus estimate of $2.59 by $0.23. The firm had revenue of $113.83 billion during the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The firm’s revenue for the quarter was up 18.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.15 earnings per share. Equities research analysts forecast that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 9th will be paid a dividend of $0.21 per share. The ex-dividend date is Monday, March 9th. This represents a $0.84 annualized dividend and a yield of 0.3%. Alphabet’s dividend payout ratio is 7.77%.

Alphabet News Summary

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

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.