Consilium Wealth Advisory LLC Has $5.02 Million Stock Holdings in Alphabet Inc. $GOOGL

Consilium Wealth Advisory LLC raised its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 11.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 20,649 shares of the information services provider’s stock after purchasing an additional 2,082 shares during the quarter. Alphabet accounts for 1.9% of Consilium Wealth Advisory LLC’s portfolio, making the stock its 14th largest holding. Consilium Wealth Advisory LLC’s holdings in Alphabet were worth $5,020,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of GOOGL. Breakwater Investment Management raised its stake in Alphabet by 1.0% during the third quarter. Breakwater Investment Management now owns 4,228 shares of the information services provider’s stock worth $1,028,000 after acquiring an additional 41 shares in the last quarter. Wealth Alliance Advisory Group LLC increased its position in shares of Alphabet by 1.0% during the 3rd quarter. Wealth Alliance Advisory Group LLC now owns 4,045 shares of the information services provider’s stock worth $983,000 after purchasing an additional 41 shares in the last quarter. Contravisory Investment Management Inc. increased its position in shares of Alphabet by 2.9% during the 3rd quarter. Contravisory Investment Management Inc. now owns 1,572 shares of the information services provider’s stock worth $382,000 after purchasing an additional 44 shares in the last quarter. Wallington Asset Management LLC lifted its holdings in Alphabet by 1.4% during the 3rd quarter. Wallington Asset Management LLC now owns 3,324 shares of the information services provider’s stock valued at $808,000 after purchasing an additional 45 shares during the last quarter. Finally, LongView Wealth Management boosted its position in Alphabet by 1.2% in the third quarter. LongView Wealth Management now owns 3,817 shares of the information services provider’s stock valued at $928,000 after buying an additional 46 shares in the last quarter. 40.03% of the stock is owned by institutional investors and hedge funds.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet’s market value climbed past Apple’s, reinforcing investor confidence that Google is regaining leadership among mega‑cap tech names and boosting sentiment for GOOGL shares. Alphabet’s market cap surpasses Apple’s (CNBC)
• Positive Sentiment: Analysts have been raising ratings and price targets on Alphabet into Q4/Q1, with MarketBeat and other outlets highlighting a wave of bullish revisions tied to AI progress and regulatory relief — a factor supporting further upside. 5 Stocks Wall Street Repriced Higher (MarketBeat)
• Positive Sentiment: Operational catalysts: recent coverage points to faster AI momentum (Gemini/model upgrades), a stronger cloud AI story and an AI chip/cloud positioning that could lift revenue mix and margins over time — these fundamentals underpin the bullish narrative. How Google Got Its Groove Back (WSJ) Alphabet’s AI Cloud Moment (Seeking Alpha)
• Neutral Sentiment: Valuation discussions: commentators are debating whether GOOGL’s strong ~1‑year run makes it late to buy; elevated expectations increase sensitivity to any revenue or margin misses. Is It Too Late To Consider Alphabet? (Yahoo Finance)
• Negative Sentiment: Legal and reputational risk: Alphabet and Character.AI agreed to settle lawsuits tied to minors harmed after interacting with chatbots, including at least one tragic suicide — this raises potential legal costs, regulatory scrutiny of AI safety, and reputational pressures that could weigh on the stock if litigation or regulation expands. Google and Character.AI to Settle Lawsuit (NYT) Google, Character.AI to settle suits (CNBC)

Alphabet Stock Up 2.5%

Shares of NASDAQ GOOGL opened at $322.05 on Thursday. Alphabet Inc. has a 1 year low of $140.53 and a 1 year high of $328.83. The firm’s 50-day moving average is $304.36 and its 200-day moving average is $247.06. 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 firm has a market capitalization of $3.89 trillion, a PE ratio of 31.76, a price-to-earnings-growth ratio of 1.73 and a beta of 1.08.

Alphabet (NASDAQ:GOOGL) last announced its quarterly earnings data on Wednesday, October 29th. The information services provider reported $2.87 earnings per share for the quarter, beating the consensus estimate of $2.29 by $0.58. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. The business had revenue of $102.35 billion for the quarter, compared to analyst estimates of $99.90 billion. Equities analysts expect that Alphabet Inc. will post 8.9 EPS for the current year.

Alphabet Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 8th were given a $0.21 dividend. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Monday, December 8th. Alphabet’s dividend payout ratio (DPR) is currently 8.28%.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the stock. Citizens Jmp lifted their target price on shares of Alphabet from $340.00 to $385.00 and gave the company a “market outperform” rating in a research note on Wednesday, December 31st. JMP Securities reaffirmed a “market outperform” rating and set a $290.00 price target on shares of Alphabet in a report on Wednesday, October 22nd. Barclays reissued an “overweight” rating and issued a $315.00 price objective (up previously from $250.00) on shares of Alphabet in a research note on Thursday, October 30th. KeyCorp restated an “overweight” rating and issued a $300.00 target price (up from $265.00) on shares of Alphabet in a research note on Monday, October 27th. Finally, BMO Capital Markets lifted their price target on Alphabet from $340.00 to $343.00 and gave the company an “outperform” rating in a report on Tuesday, December 16th. Four research analysts have rated the stock with a Strong Buy rating, forty-two have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, Alphabet currently has an average rating of “Moderate Buy” and an average target price of $321.27.

Insider Buying and Selling at Alphabet

In related news, insider John Kent Walker sold 17,829 shares of the company’s stock in a transaction dated Tuesday, December 30th. The stock was sold at an average price of $314.89, for a total value of $5,614,173.81. Following the completion of the sale, the insider owned 42,972 shares in the company, valued at approximately $13,531,453.08. This represents a 29.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CEO Sundar Pichai sold 32,500 shares of the stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $299.80, for a total value of $9,743,500.00. Following the completion of the transaction, the chief executive officer directly owned 2,239,619 shares in the company, valued at $671,437,776.20. The trade was a 1.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 192,687 shares of company stock valued at $56,255,711 over the last quarter. 11.64% of the stock is owned by corporate insiders.

Alphabet Profile

Alphabet Inc is the holding company created in 2015 to organize Google and a portfolio of businesses developing technologies beyond Google’s core internet services. Its principal operations are led by Google, which builds and operates consumer-facing products such as Google Search, YouTube, Android, Chrome, Gmail, Google Maps and Google Workspace, as well as advertising platforms (Google Ads and AdSense) that historically generate the majority of its revenue. Google also develops consumer hardware (Pixel phones, Nest smart-home devices, Chromecast) and developer and distribution platforms such as Google Play.

Beyond Google’s consumer and advertising businesses, Alphabet invests in enterprise and infrastructure offerings through Google Cloud, which provides cloud computing, data analytics and productivity services to businesses and institutions.