Salomon & Ludwin LLC Boosts Position in Alphabet Inc. $GOOG

Salomon & Ludwin LLC raised its stake in Alphabet Inc. (NASDAQ:GOOG) by 94.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,022 shares of the information services provider’s stock after purchasing an additional 1,953 shares during the period. Salomon & Ludwin LLC’s holdings in Alphabet were worth $991,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Kingstone Capital Partners Texas LLC lifted its position in Alphabet by 580,897.4% in the second quarter. Kingstone Capital Partners Texas LLC now owns 135,087,705 shares of the information services provider’s stock valued at $23,963,208,000 after acquiring an additional 135,064,454 shares during the last quarter. Norges Bank acquired a new stake in shares of Alphabet during the second quarter worth about $4,298,572,000. Vanguard Group Inc. lifted its holdings in shares of Alphabet by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider’s stock valued at $73,927,821,000 after purchasing an additional 5,182,111 shares during the last quarter. Assenagon Asset Management S.A. boosted its position in shares of Alphabet by 73.5% in the 3rd quarter. Assenagon Asset Management S.A. now owns 9,808,152 shares of the information services provider’s stock valued at $2,388,775,000 after purchasing an additional 4,154,929 shares during the period. Finally, Laurel Wealth Advisors LLC grew its stake in Alphabet by 17,547.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,122,727 shares of the information services provider’s stock worth $731,331,000 after buying an additional 4,099,366 shares during the last quarter. Institutional investors and hedge funds own 27.26% of the company’s stock.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Jefferies raised its price target to $365 and reiterated Buy, citing Google Cloud’s strong growth trajectory and Alphabet’s “data moat” — an analyst move that often draws inflows and supports higher valuations. Alphabet (GOOGL) Stock: Jefferies Raises Price Target to $365 on Google Cloud Growth
• Positive Sentiment: Broad analyst upgrades and higher price targets (multiple firms raising outlooks) are boosting sentiment — Market and social chatter highlights Gemini AI, AI-driven ad upside and sustained Cloud expansion as the fundamental drivers. Alphabet Stock (GOOGL) Opinions on AI and Cloud Growth
• Positive Sentiment: Samsung plans to double devices using Google’s Gemini to ~800M units this year — a major distribution win that should drive user engagement with Gemini-powered features and strengthen Google’s platform reach. Samsung to double mobile devices powered by Google’s Gemini to 800 mln units this year
• Positive Sentiment: Alphabet is accelerating patent filings around its Tensor Processing Units (TPUs), signaling a push to capture more AI infrastructure demand and reduce reliance on rivals’ chips — a long‑term revenue/competitive positive if commercialized. Google (GOOGL) accelerates AI chip patents as Big Tech moves to cut Nvidia reliance
• Neutral Sentiment: Large institutional moves show both significant additions (UBS AM, Berkshire, FMR) and some trimming (Morgan Stanley). Institutional flows can amplify momentum but also mean profit‑taking risk — watch 13F updates and block trades. Alphabet Stock (GOOGL) Opinions on AI and Cloud Growth
• Neutral Sentiment: Media and retail lists rank Alphabet among top 2026 picks (reflecting strong momentum), but consensus price targets are mixed — upside is increasingly tied to continued Cloud and AI execution rather than ad recovery alone. MarketBeat coverage of Alphabet (GOOGL)
• Negative Sentiment: Insiders have sold heavily over the past six months (notably CEO Sundar Pichai), which can worry some investors about timing of sales and reduce confidence despite public-positive results. Alphabet Stock (GOOGL) Opinions on AI and Cloud Growth
• Negative Sentiment: Reuters reported corruption charges against an ex‑Indonesian minister tied to a Google laptop procurement matter — a reputational/legal headline that is regionally specific and unlikely to hit core U.S. revenue but still a near‑term negative headline. Ex-Indonesian minister faces graft charges over Google laptop procurement

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Phillip Securities upgraded Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research note on Friday, November 7th. Piper Sandler upped their price target on shares of Alphabet from $285.00 to $330.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. UBS Group reiterated a “neutral” rating on shares of Alphabet in a research note on Thursday, October 30th. Morgan Stanley raised their price objective on shares of Alphabet from $210.00 to $270.00 and gave the stock an “overweight” rating in a research report on Thursday, October 2nd. Finally, Barclays upped their target price on shares of Alphabet from $250.00 to $315.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. Seven research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $314.64.

Insider Transactions at Alphabet

In related news, CEO Sundar Pichai sold 32,500 shares of the business’s stock in a transaction dated Wednesday, October 15th. The shares were sold at an average price of $250.15, for a total transaction of $8,129,875.00. Following the sale, the chief executive officer owned 2,369,619 shares of the company’s stock, valued at approximately $592,760,192.85. The trade was a 1.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider John Kent Walker sold 17,829 shares of the stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $314.89, for a total transaction of $5,614,173.81. Following the completion of the transaction, the insider directly owned 42,972 shares of the company’s stock, valued at approximately $13,531,453.08. This trade represents a 29.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 195,465 shares of company stock valued at $57,056,497 in the last ninety days. 12.99% of the stock is currently owned by company insiders.

Alphabet Price Performance

Shares of GOOG opened at $317.32 on Tuesday. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 0.06. The stock’s 50 day moving average is $303.20 and its two-hundred day moving average is $246.23. Alphabet Inc. has a twelve month low of $142.66 and a twelve month high of $328.67. The firm has a market capitalization of $3.83 trillion, a PE ratio of 31.29, a P/E/G ratio of 1.74 and a beta of 1.09.

Alphabet (NASDAQ:GOOG) last posted its quarterly earnings results on Thursday, October 30th. The information services provider reported $2.87 EPS for the quarter, beating the consensus estimate of $2.29 by $0.58. Alphabet had a return on equity of 35.00% and a net margin of 32.23%.The business had revenue of $102.35 billion during the quarter, compared to analysts’ expectations of $99.90 billion. During the same period last year, the firm earned $2.12 EPS. The company’s quarterly revenue was up 15.9% compared to the same quarter last year. Research analysts anticipate that Alphabet Inc. will post 8.89 earnings per share for the current year.

Alphabet Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 8th were given a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Monday, December 8th. Alphabet’s payout ratio is presently 8.28%.

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.