Silver Oak Securities Incorporated increased its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 12.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 32,597 shares of the information services provider’s stock after purchasing an additional 3,534 shares during the period. Silver Oak Securities Incorporated’s holdings in Alphabet were worth $7,924,000 as of its most recent SEC filing.
A number of other institutional investors also recently added to or reduced their stakes in the business. Vanguard Group Inc. boosted its stake in shares of Alphabet by 1.3% in the second quarter. Vanguard Group Inc. now owns 516,559,609 shares of the information services provider’s stock valued at $91,033,300,000 after buying an additional 6,733,278 shares in the last quarter. State Street Corp boosted its position in shares of Alphabet by 1.8% during the 2nd quarter. State Street Corp now owns 229,954,269 shares of the information services provider’s stock worth $40,524,841,000 after purchasing an additional 4,008,374 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of Alphabet by 3.1% during the 2nd quarter. Geode Capital Management LLC now owns 141,615,284 shares of the information services provider’s stock worth $24,857,017,000 after purchasing an additional 4,224,497 shares during the period. Norges Bank acquired a new position in shares of Alphabet during the 2nd quarter worth $21,944,208,000. Finally, Invesco Ltd. lifted its stake in shares of Alphabet by 1.2% in the second quarter. Invesco Ltd. now owns 44,151,820 shares of the information services provider’s stock valued at $7,780,875,000 after purchasing an additional 503,306 shares during the period. Hedge funds and other institutional investors own 40.03% of the company’s stock.
Alphabet News Roundup
Here are the key news stories impacting Alphabet this week:
- Positive Sentiment: AI & advertising momentum: Analysts and media posit that Alphabet’s Gemini/AI-search progress and a strong advertising engine are driving a renewed rally and expectations that the company can join the $4 trillion market-cap group. Prediction: This Artificial Intelligence Stock Will Become a Member of the $4 Trillion Club in 2026
- Positive Sentiment: Market-cap milestone: Alphabet has overtaken Apple to become the world’s second-most valuable public company — a status shift that can attract index/ETF flows and underpins momentum. Google Claims Apple’s Spot on Most-Valuable-Companies List
- Positive Sentiment: Wall Street upgrades: Multiple analysts have raised price targets and issued bullish notes heading into 2026, reinforcing institutional demand and supporting higher valuations. Analyst revises Google stock price target for the next 12 months
- Neutral Sentiment: Wiz acquisition pending EU decision: The EU will decide on Alphabet’s $32B Wiz buy by Feb. 10 — resolution will remove a major overhang but could bring remedies or conditions. EU antitrust regulators to decide on Google’s Wiz deal by February 10
- Neutral Sentiment: Lawsuit settlements on AI chatbots: Alphabet and Character.AI settled suits tied to minors’ harm, which reduces immediate legal uncertainty but keeps reputational and regulatory scrutiny active. Google and Character.AI to Settle Lawsuit Over Teenager’s Death
- Negative Sentiment: App-store pressure from U.S. senators: Three Democratic senators urged Apple and Google to suspend Elon Musk’s X and Grok apps after allegations that Grok-enabled image generation facilitated sexualized images of minors — this directly implicates Google’s Play Store and could invite political/regulatory attention. Grok and X should be suspended from Apple, Google app stores, Democratic senators say
- Negative Sentiment: Insider selling: CEO Sundar Pichai sold 32,500 shares (SEC filing). The sale is small relative to his holdings but can be viewed negatively by some market participants. Sundar Pichai stock sale filing
- Negative Sentiment: Talent poaching: Nvidia hired a senior Google marketing executive as CMO — a signal that top talent is mobile amid fierce AI competition, which could concern investors about retention. Nvidia Hires Google Veteran as Its First Chief Marketing Officer
Insider Buying and Selling at Alphabet
Wall Street Analysts Forecast Growth
GOOGL has been the topic of several recent analyst reports. DA Davidson restated a “neutral” rating and set a $300.00 target price on shares of Alphabet in a research report on Tuesday, November 25th. CIBC boosted their price target on Alphabet to $315.00 in a research note on Monday, October 20th. Mizuho set a $365.00 price target on Alphabet and gave the stock an “outperform” rating in a report on Friday. HSBC lifted their price objective on Alphabet from $335.00 to $370.00 and gave the stock a “buy” rating in a report on Tuesday, December 2nd. Finally, BNP Paribas Exane assumed coverage on Alphabet in a report on Monday, November 24th. They issued an “outperform” rating and a $355.00 target price on the stock. Three investment analysts have rated the stock with a Strong Buy rating, forty-four have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $323.19.
Check Out Our Latest Stock Analysis on Alphabet
Alphabet Stock Performance
Alphabet stock opened at $328.57 on Friday. Alphabet Inc. has a fifty-two week low of $140.53 and a fifty-two week high of $330.83. The company has a market capitalization of $3.96 trillion, a price-to-earnings ratio of 32.40, a PEG ratio of 1.81 and a beta of 1.08. The stock has a fifty day moving average of $306.19 and a two-hundred day moving average of $249.31. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.75 and a current ratio of 1.75.
Alphabet (NASDAQ:GOOGL – Get Free Report) last posted its quarterly earnings data on Wednesday, October 29th. The information services provider reported $2.87 EPS for the quarter, beating analysts’ consensus estimates of $2.29 by $0.58. The business had revenue of $102.35 billion for the quarter, compared to analyst estimates of $99.90 billion. Alphabet had a return on equity of 35.00% and a net margin of 32.23%. On average, analysts anticipate that Alphabet Inc. will post 8.9 EPS for the current fiscal year.
Alphabet Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 8th were paid 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 of this dividend was Monday, December 8th. Alphabet’s dividend payout ratio (DPR) is currently 8.28%.
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.
Further Reading
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