Nilsine Partners LLC Acquires 3,623 Shares of Alphabet Inc. $GOOG

Nilsine Partners LLC boosted its holdings in shares of Alphabet Inc. (NASDAQ:GOOG) by 13.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 30,619 shares of the information services provider’s stock after buying an additional 3,623 shares during the quarter. Alphabet makes up approximately 0.7% of Nilsine Partners LLC’s investment portfolio, making the stock its 29th biggest holding. Nilsine Partners LLC’s holdings in Alphabet were worth $10,819,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Castlekeep Investment Advisors LLC purchased a new stake in shares of Alphabet during the 2nd quarter worth $29,000. Lifetime Wealth Management P.C. purchased a new position in Alphabet in the fourth quarter valued at about $38,000. Imprint Wealth LLC bought a new position in Alphabet in the third quarter worth about $31,000. Bard Associates Inc. purchased a new stake in shares of Alphabet during the fourth quarter valued at about $41,000. Finally, Timbuktu Capital Management LLC bought a new stake in shares of Alphabet in the 2nd quarter valued at about $46,000. Institutional investors own 27.26% of the company’s stock.

Insider Buying and Selling

In other news, CAO Marsida Saraci sold 449 shares of Alphabet stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $333.20, for a total transaction of $149,606.80. Following the completion of the transaction, the chief accounting officer directly owned 27,386 shares of the company’s stock, valued at $9,125,015.20. The trade was a 1.61% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, major shareholder 2019 Gp L.L.C. Gv sold 196,931 shares of the business’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $19.46, for a total transaction of $3,832,277.26. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 451,925 shares of company stock valued at $12,371,544. Insiders own 12.99% of the company’s stock.

Alphabet Price Performance

NASDAQ:GOOG opened at $328.38 on Thursday. The firm’s fifty day moving average is $345.69 and its two-hundred day moving average is $341.58. The firm has a market cap of $4.02 trillion, a price-to-earnings ratio of 16.49, a PEG ratio of 0.97 and a beta of 1.21. 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 Inc. has a one year low of $236.58 and a one year high of $404.47.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings data 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. Alphabet had a return on equity of 51.32% and a net margin of 54.77%.The business had revenue of $119.80 billion during the quarter, compared to analysts’ expectations of $116.53 billion. During the same quarter in the previous year, the firm posted $2.31 EPS. The company’s revenue for the quarter was up 24.2% on a year-over-year basis. Research analysts expect that Alphabet Inc. will post 20.5 EPS for the current year.

Alphabet Announces Dividend

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

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet announced at least €13 billion (about $15.1 billion) for AI data centers and digital infrastructure in Finland during 2027–2028. The investment will support Gemini, Search, Maps and YouTube, while a 22-year agreement with Fortum for nuclear power could provide reliable, lower-carbon electricity for energy-intensive AI operations. Google to invest $15 billion AI infrastructure in Finland
• Positive Sentiment: Google Cloud and Accenture are creating a group of 1,000 engineers to help customers deploy AI agents. The initiative may accelerate enterprise adoption of Google’s cloud, AI software and custom chips, strengthening the growth outlook for the Cloud segment. Accenture and Google are teaming up to send 1,000 engineers into the field
• Positive Sentiment: Bank of America and other commentary pointed to resilient web traffic despite rising AI competition, offering reassurance that Google’s core search business has not yet been materially displaced. Bank of America Spots Reassuring Signal for Google Stock
• Neutral Sentiment: Google, Microsoft, Amazon, Meta and Anthropic joined a Canadian data-center development pledge. The agreement supports broader AI infrastructure expansion, although it does not immediately change Alphabet’s earnings outlook. HIVE joins Google, Microsoft and Amazon in new Canada data center pledge
• Negative Sentiment: The Finland commitment reinforces concerns that surging AI capital expenditures could pressure free cash flow before revenue and profits fully scale. Investors are increasingly focused on whether Alphabet can earn attractive returns on its massive infrastructure buildout. Alphabet’s ROIC Is Strong, but Is GOOGL Stock a Buy Now?
• Negative Sentiment: Alphabet warned that changes to European search results required by the Digital Markets Act could reduce search quality and increase costs for businesses, creating potential pressure on user engagement, monetization and regulatory expenses. Google warns of lower quality as it revamps Europe search results
• Negative Sentiment: Meta’s launch of its paid Muse AI agent heightened fears that autonomous assistants could bypass traditional search pages and weaken Alphabet’s search advertising model. Separately, delays affecting Alphabet and Blackstone’s Project Braid data-center venture underscore execution risks in the AI expansion. Meta rises as Muse AI agent arrives

Wall Street Analyst Weigh In

Several research analysts recently commented on the stock. Piper Sandler reiterated an “overweight” rating and set a $395.00 price objective (down from $445.00) on shares of Alphabet in a research note on Thursday, July 23rd. Royal Bank Of Canada reaffirmed a “buy” rating and set a $475.00 price target on shares of Alphabet in a research report on Thursday, July 23rd. Freedom Capital upgraded Alphabet from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 23rd. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $420.00 target price (down from $435.00) on shares of Alphabet in a research report on Thursday, July 23rd. Finally, DA Davidson lowered their price target on Alphabet from $375.00 to $350.00 and set a “neutral” rating for the company in a report on Thursday, July 23rd. Six research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $415.55.

About Alphabet

Alphabet Inc is a technology holding company best known as the parent company of Google. It was established in 2015 as part of a corporate restructuring intended to separate Google’s core internet businesses from a collection of other ventures. Google remains Alphabet’s largest business and serves users, advertisers, businesses and developers worldwide.

Google’s principal products and services include its internet search engine, online advertising platforms, YouTube, Android, Chrome, Google Maps, Google Play and Google Photos.