UMB Bank n.a. Purchases 3,278 Shares of Alphabet Inc. $GOOG

UMB Bank n.a. raised its position in Alphabet Inc. (NASDAQ:GOOG) by 2.7% during the third quarter, according to its most recent filing with the SEC. The firm owned 124,727 shares of the information services provider’s stock after purchasing an additional 3,278 shares during the period. UMB Bank n.a.’s holdings in Alphabet were worth $30,377,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of GOOG. WestEnd Advisors LLC lifted its stake 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 during the period. Fairman Group LLC increased its holdings in Alphabet by 121.3% in the second quarter. Fairman Group LLC now owns 177 shares of the information services provider’s stock worth $31,000 after purchasing an additional 97 shares in the last quarter. University of Illinois Foundation acquired a new position in Alphabet in the second quarter valued at approximately $31,000. Manning & Napier Advisors LLC bought a new position in shares of Alphabet during the 3rd quarter worth approximately $32,000. Finally, Horrell Capital Management Inc. grew its position in shares of Alphabet by 100.0% during the 2nd quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider’s stock worth $35,000 after buying an additional 100 shares during the period. 27.26% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $19.00, for a total value of $35,060,852.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider John Kent Walker sold 17,829 shares of the stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $314.89, for a total value of $5,614,173.81. Following the sale, the insider directly owned 42,972 shares of the company’s stock, valued at $13,531,453.08. The trade was a 29.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 2,070,464 shares of company stock worth $106,153,077 over the last 90 days. 12.99% of the stock is currently owned by corporate insiders.

Key Stories Impacting Alphabet

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

Alphabet Price Performance

Shares of NASDAQ:GOOG opened at $323.10 on Friday. The company has a current ratio of 2.01, a quick ratio of 1.75 and a debt-to-equity ratio of 0.11. The stock has a market cap of $3.90 trillion, a PE ratio of 29.89, a price-to-earnings-growth ratio of 1.82 and a beta of 1.10. The stock’s fifty day simple moving average is $322.32 and its two-hundred day simple moving average is $271.38. Alphabet Inc. has a 1-year low of $142.66 and a 1-year high of $350.15.

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

Alphabet Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be given a dividend of $0.21 per share. The ex-dividend date of this dividend is Monday, March 9th. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is currently 8.28%.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. Oppenheimer reiterated an “outperform” rating and set a $360.00 target price on shares of Alphabet in a research report on Thursday. DA Davidson set a $300.00 price objective on shares of Alphabet in a report on Tuesday, November 25th. Phillip Securities raised shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Friday, November 7th. KeyCorp set a $370.00 target price on Alphabet in a research report on Thursday. Finally, Guggenheim reiterated a “buy” rating and issued a $375.00 price target on shares of Alphabet in a report on Monday, December 1st. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $343.47.

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.