Baron Silver Stevens Financial Advisors LLC Raises Position in Alphabet Inc. $GOOG

Baron Silver Stevens Financial Advisors LLC boosted its stake in Alphabet Inc. (NASDAQ:GOOG) by 30.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 10,747 shares of the information services provider’s stock after acquiring an additional 2,489 shares during the quarter. Baron Silver Stevens Financial Advisors LLC’s holdings in Alphabet were worth $2,617,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the company. Bleakley Financial Group LLC boosted its holdings in Alphabet by 1.4% in the second quarter. Bleakley Financial Group LLC now owns 170,020 shares of the information services provider’s stock worth $30,160,000 after acquiring an additional 2,304 shares in the last quarter. CWA Asset Management Group LLC increased its holdings in shares of Alphabet by 2.2% during the third quarter. CWA Asset Management Group LLC now owns 157,143 shares of the information services provider’s stock valued at $38,272,000 after acquiring an additional 3,444 shares in the last quarter. American National Bank of Texas purchased a new position in shares of Alphabet in the 3rd quarter worth about $900,000. Northwestern Mutual Wealth Management Co. boosted its stake in Alphabet by 3.7% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,164,341 shares of the information services provider’s stock worth $206,542,000 after purchasing an additional 42,028 shares in the last quarter. Finally, Tower View Wealth Management LLC boosted its stake in Alphabet by 6.9% in the 2nd quarter. Tower View Wealth Management LLC now owns 27,644 shares of the information services provider’s stock worth $4,904,000 after purchasing an additional 1,776 shares in the last quarter. Hedge funds and other institutional investors own 27.26% of the company’s stock.

Insiders Place Their Bets

In other news, CAO Amie Thuener O’toole sold 2,778 shares of the stock in a transaction on Monday, November 17th. The stock was sold at an average price of $288.26, for a total transaction of $800,786.28. Following the transaction, the chief accounting officer owned 11,739 shares of the company’s stock, valued at approximately $3,383,884.14. This represents a 19.14% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider John Kent Walker sold 17,829 shares of the stock in a transaction dated Tuesday, December 30th. The stock was sold at an average price of $314.89, for a total transaction of $5,614,173.81. Following the transaction, the insider owned 42,972 shares in the company, valued at approximately $13,531,453.08. The trade was a 29.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 225,187 shares of company stock worth $69,365,318 in the last three months. Corporate insiders own 12.99% of the company’s stock.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Major analyst upgrade and higher price targets highlight AI-driven upside — Raymond James raised GOOG to “Strong Buy” and boosted its price target (street chatter also shows multiple firms lifting targets), supporting investor confidence in Alphabet’s AI strategy and Google Cloud momentum. Article Title
• Positive Sentiment: Big investors adding shares — Baillie Gifford disclosed adding ~1.19M GOOGL shares in the latest 13F filing, a sign of continued institutional accumulation that can underpin price support. Article Title
• Positive Sentiment: Strong AI ecosystem wins — Apple reportedly will use Google’s Gemini to power the next Siri, expanding Gemini’s distribution and reinforcing Alphabet’s AI moat and monetization pathways. Article Title
• Neutral Sentiment: Analyst and media coverage remains focused on AI and technicals — Several outlets and analysts are publishing bullish previews and technical trading ideas (including MarketBeat, Zacks, TipRanks), which keeps interest high but doesn’t guarantee near-term moves. Article Title
• Neutral Sentiment: Waymo expansion vs. scrutiny — Waymo launched robotaxis in Miami (expansion signal), which can drive future growth for Alphabet’s autonomy segment but also raises operational/legal exposure as deployment scales. Article Title
• Negative Sentiment: NTSB opens probe into Waymo after robotaxis passed stopped school buses — A federal safety investigation into repeated illegal passes in Austin (reported incidents across states) creates regulatory and reputational risk for Waymo and, by extension, Alphabet. That headline is the clearest near-term negative catalyst. Article Title
• Negative Sentiment: Antitrust litigation risk persists — A federal judge allowed a consumer antitrust lawsuit over Google Search to proceed, keeping legal exposure and potential remedies on the radar for investors assessing longer-term regulatory risk. Article Title

Alphabet Trading Down 0.7%

Shares of GOOG stock opened at $328.55 on Friday. 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 has a market capitalization of $3.96 trillion, a price-to-earnings ratio of 32.40, a price-to-earnings-growth ratio of 1.82 and a beta of 1.09. Alphabet Inc. has a 12-month low of $142.66 and a 12-month high of $341.20. The stock’s 50-day moving average price is $316.33 and its 200-day moving average price is $260.20.

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

Alphabet Announces Dividend

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

Analyst Upgrades and Downgrades

GOOG has been the topic of a number of recent analyst reports. Barclays increased their price target on shares of Alphabet from $250.00 to $315.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. Wolfe Research increased their target price on Alphabet from $290.00 to $350.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Loop Capital raised Alphabet from a “hold” rating to a “strong-buy” rating in a report on Tuesday, November 18th. BMO Capital Markets reaffirmed an “outperform” rating and set a $340.00 price target on shares of Alphabet in a report on Thursday, October 30th. Finally, Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Alphabet in a research report on Tuesday. Eight investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $326.13.

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.