Alphabet Inc. $GOOG Shares Acquired by Mediolanum International Funds Ltd

Mediolanum International Funds Ltd lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOG) by 6.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 817,665 shares of the information services provider’s stock after buying an additional 48,757 shares during the quarter. Alphabet accounts for approximately 2.1% of Mediolanum International Funds Ltd’s holdings, making the stock its 8th largest holding. Mediolanum International Funds Ltd’s holdings in Alphabet were worth $199,805,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Manning & Napier Advisors LLC purchased a new position in Alphabet in the third quarter valued at about $32,000. Tripletail Wealth Management LLC purchased a new stake in Alphabet during the 3rd quarter worth approximately $40,000. WestEnd Advisors LLC raised its position in shares of Alphabet by 58.7% in the 2nd quarter. WestEnd Advisors LLC now owns 165 shares of the information services provider’s stock valued at $29,000 after purchasing an additional 61 shares in the last quarter. University of Illinois Foundation purchased a new position in shares of Alphabet during the 2nd quarter valued at approximately $31,000. Finally, Fairman Group LLC boosted its stake in shares of Alphabet by 121.3% during the 2nd quarter. Fairman Group LLC now owns 177 shares of the information services provider’s stock valued at $31,000 after buying an additional 97 shares during the last quarter. Hedge funds and other institutional investors own 27.26% of the company’s stock.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Q4 beat: Alphabet reported higher‑than‑expected revenue and EPS, Google Cloud grew ~48% YoY and backlog jumped to roughly $240B — proof of strong AI demand underpinning long‑term growth. Alphabet Crushes Earnings — MarketBeat
• Positive Sentiment: Product and ecosystem wins: Gemini adoption and enterprise traction (large token/API usage) are driving monetization across Search, YouTube and Cloud; Waymo is also using Google’s Genie‑3 model for virtual training — signals that AI investments are translating into product advantage. Waymo Taps Google’s Genie 3 — TipRanks
• Neutral Sentiment: Analyst view is broadly positive but mixed on valuation: several price‑target raises and buy/overweight ratings highlight conviction in AI/cloud upside, while some firms flag a hold rating because of aggressive capex and near‑term margin pressure. New Analyst Forecast $395 — QuiverQuant
• Neutral Sentiment: Corporate moves: Alphabet announced a small quarterly dividend and continues to convert AI investments into subscriptions and ad monetization — long‑term positives, but limited near‑term impact on share price.
• Negative Sentiment: CapEx shock: management guided roughly $175–185B in 2026 CapEx (nearly double 2025), which spooked investors because it pushes spending and capital intensity into the spotlight and raises near‑term return uncertainty. That guidance is the primary reason shares fell today. Alphabet Resets the Bar for AI Spending — CNBC
• Negative Sentiment: Insider & fund selling: recent insider sales and public fund trimming (and some institutional position reductions) add selling pressure and amplify short‑term downside risk. Stock Down on Insider Selling — AmericanBankingNews
• Negative Sentiment: Policy & reputational risks: a proposed bill to regulate data‑center interconnection/charges and internal employee protests over government cloud contracts could raise operating costs or create reputational/headwind risks for data‑center expansion. Power for the People Act S.3682 — QuiverQuant Google Workers Demand End to Cloud Services — NYTimes

Insider Buying and Selling at Alphabet

In related news, CAO Amie Thuener O’toole sold 2,778 shares of the firm’s stock in a transaction that occurred on 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 in the company, valued at approximately $2,798,832.60. This trade represents a 23.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the stock in a transaction on Friday, January 30th. The shares were sold at an average price of $19.00, for a total value of $35,060,852.00. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 2,070,464 shares of company stock worth $106,153,077. Company insiders own 12.99% of the company’s stock.

Alphabet Price Performance

Shares of NASDAQ:GOOG opened at $323.10 on Friday. The firm’s 50 day moving average is $322.32 and its two-hundred day moving average is $271.38. The firm has a market capitalization of $3.90 trillion, a P/E ratio of 29.89, a PEG ratio of 1.82 and a beta of 1.10. The company has a current ratio of 2.01, a quick ratio of 1.75 and a debt-to-equity ratio of 0.11. Alphabet Inc. has a 52 week low of $142.66 and a 52 week high of $350.15.

Alphabet (NASDAQ:GOOG) last announced its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.59 by $0.23. The company had revenue of $113.83 billion during the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The firm’s quarterly revenue was up 18.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.15 EPS. Analysts anticipate that Alphabet Inc. will post 8.89 earnings per share for the current year.

Alphabet Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be issued a $0.21 dividend. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend is Monday, March 9th. Alphabet’s dividend payout ratio is presently 8.28%.

Wall Street Analyst Weigh In

A number of research analysts have commented on GOOG shares. TD Cowen reiterated a “buy” rating and set a $365.00 price objective (up from $355.00) on shares of Alphabet in a research note on Thursday. Phillip Securities raised shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Friday, November 7th. Sanford C. Bernstein reiterated a “market perform” rating and issued a $345.00 price target on shares of Alphabet in a research note on Thursday. HSBC restated a “buy” rating and set a $335.00 price objective on shares of Alphabet in a research note on Thursday, October 30th. Finally, Raymond James Financial upgraded Alphabet from an “outperform” rating to a “strong-buy” rating and lifted their target price for the stock from $315.00 to $400.00 in a research report on Thursday, January 22nd. Seven analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Alphabet presently has an average rating of “Buy” and an average price target of $343.47.

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.