Mizuho Markets Americas LLC Makes New $51.15 Million Investment in Alphabet Inc. $GOOG

Mizuho Markets Americas LLC purchased a new stake in shares of Alphabet Inc. (NASDAQ:GOOG) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 210,000 shares of the information services provider’s stock, valued at approximately $51,146,000. Alphabet comprises approximately 1.0% of Mizuho Markets Americas LLC’s holdings, making the stock its 24th largest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Allstate Corp grew its holdings in Alphabet by 1,751.8% in the 3rd quarter. Allstate Corp now owns 178,534 shares of the information services provider’s stock worth $43,482,000 after buying an additional 168,893 shares in the last quarter. Violich Capital Management Inc. boosted its position in Alphabet by 2.4% during the 3rd quarter. Violich Capital Management Inc. now owns 337,398 shares of the information services provider’s stock worth $82,173,000 after acquiring an additional 7,845 shares during the period. NorthCrest Asset Manangement LLC grew its stake in shares of Alphabet by 4.3% in the third quarter. NorthCrest Asset Manangement LLC now owns 60,173 shares of the information services provider’s stock worth $14,870,000 after purchasing an additional 2,502 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its stake in shares of Alphabet by 1.5% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 1,223,730 shares of the information services provider’s stock worth $302,420,000 after purchasing an additional 18,106 shares in the last quarter. Finally, Inspire Advisors LLC acquired a new position in shares of Alphabet during the third quarter valued at $207,000. 27.26% of the stock is currently owned by institutional investors and hedge funds.

Alphabet News Roundup

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

Insider Buying and Selling at Alphabet

In other Alphabet news, CAO Amie Thuener O’toole sold 2,778 shares of the company’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $312.30, for a total transaction of $867,569.40. Following the completion of the sale, the chief accounting officer directly owned 8,962 shares of the company’s stock, valued at approximately $2,798,832.60. This represents a 23.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Sundar Pichai sold 32,500 shares of the firm’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $327.30, for a total transaction of $10,637,250.00. Following the completion of the transaction, the chief executive officer owned 2,211,872 shares of the company’s stock, valued at approximately $723,945,705.60. The trade was a 1.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 225,187 shares of company stock valued at $69,365,318 over the last 90 days. 12.99% of the stock is owned by insiders.

Alphabet Stock Down 0.7%

GOOG stock opened at $328.55 on Monday. Alphabet Inc. has a 12 month low of $142.66 and a 12 month high of $341.20. The firm has a market cap of $3.96 trillion, a PE ratio of 32.40, a P/E/G ratio of 1.81 and a beta of 1.09. The firm has a 50 day simple moving average of $316.33 and a 200 day simple moving average of $261.38. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.75 and a quick ratio of 1.75.

Alphabet (NASDAQ:GOOG) last posted its quarterly earnings results on Thursday, October 30th. The information services provider reported $2.87 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $102.35 billion for the quarter, compared to analyst estimates of $99.90 billion. During the same quarter in the previous year, the business posted $2.12 earnings per share. The firm’s quarterly revenue was up 15.9% compared to the same quarter last year. Equities research analysts forecast that Alphabet Inc. will post 8.89 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

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

Wall Street Analyst Weigh In

Several research firms recently weighed in on GOOG. Phillip Securities raised shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a report on Friday, November 7th. Loop Capital raised shares of Alphabet from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 18th. Guggenheim reiterated a “buy” rating and set a $375.00 price objective on shares of Alphabet in a research note on Monday, December 1st. Morgan Stanley boosted their target price on Alphabet from $210.00 to $270.00 and gave the stock an “overweight” rating in a report on Thursday, October 2nd. Finally, Scotiabank restated an “outperform” rating and issued a $375.00 target price (up from $336.00) on shares of Alphabet in a research report on Friday, January 9th. Eight research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $326.13.

Alphabet Profile

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.