AE Wealth Management LLC Boosts Stock Holdings in Alphabet Inc. $GOOGL

AE Wealth Management LLC lifted its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL) by 8.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 924,927 shares of the information services provider’s stock after buying an additional 72,235 shares during the period. Alphabet accounts for approximately 1.4% of AE Wealth Management LLC’s holdings, making the stock its 9th biggest position. AE Wealth Management LLC’s holdings in Alphabet were worth $224,850,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. Financial Gravity Companies Inc. acquired a new position in Alphabet during the 2nd quarter valued at approximately $31,000. CarsonAllaria Wealth Management Ltd. increased its position in Alphabet by 36.4% in the second quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock worth $44,000 after buying an additional 67 shares during the period. Pilgrim Partners Asia Pte Ltd bought a new stake in Alphabet in the third quarter valued at $53,000. Corsicana & Co. acquired a new position in shares of Alphabet during the third quarter valued at $54,000. Finally, Vermillion & White Wealth Management Group LLC grew its position in shares of Alphabet by 37.9% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock worth $57,000 after acquiring an additional 89 shares during the last quarter. Institutional investors own 40.03% of the company’s stock.

Alphabet Price Performance

Alphabet stock opened at $309.00 on Friday. The business’s 50-day simple moving average is $321.51 and its 200 day simple moving average is $273.62. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11. The stock has a market cap of $3.73 trillion, a price-to-earnings ratio of 28.58, a P/E/G ratio of 1.83 and a beta of 1.09. Alphabet Inc. has a 12-month low of $140.53 and a 12-month high of $349.00.

Alphabet (NASDAQ:GOOGL) last released its earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.57 by $0.25. The company had revenue of $113.83 billion for the quarter, compared to the consensus estimate of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. As a group, research analysts anticipate that Alphabet Inc. will post 8.9 earnings per share for the current year.

Alphabet Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 9th will be issued a $0.21 dividend. This represents a $0.84 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, March 9th. Alphabet’s dividend payout ratio is currently 7.77%.

Insider Buying and Selling at Alphabet

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 value of $800,786.28. Following the transaction, the chief accounting officer owned 11,739 shares of the company’s stock, valued at $3,383,884.14. This represents a 19.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider John Kent Walker sold 17,829 shares of the firm’s stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $314.89, for a total value of $5,614,173.81. Following the completion of the transaction, the insider owned 42,972 shares in the company, valued at $13,531,453.08. This represents a 29.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 2,067,086 shares of company stock valued at $105,184,255. 11.64% of the stock is currently owned by corporate insiders.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analysts lifted targets — Arete and New Street recently raised price targets (to $405 and $380 respectively), underscoring continued buy-side conviction around Alphabet’s AI and cloud leadership. Arete Research Adjusts Price Target on Alphabet
• Positive Sentiment: Google Cloud monetization and AI demand remain strong — recent coverage highlights robust Cloud revenue growth and improving profitability from AI workstreams, supporting longer‑term revenue trajectory. Google Cloud Is Turning AI Demand Into Profits
• Positive Sentiment: Waymo product rollout advances — Waymo began deploying sixth‑generation Ojai robotaxis, which the company says are lower‑cost and more weather‑capable, a tangible execution milestone for Alphabet’s autonomous‑vehicle unit. Waymo Begins Deploying Next‑Gen Ojai Robotaxis
• Positive Sentiment: Institutional support — Some major firms (e.g., JPMorgan) are reiterating buy views, which can help stabilize sentiment after short‑term weakness. JPMorgan Chase Reiterates Buy Rating for Alphabet
• Neutral Sentiment: Century bond drew strong demand — Alphabet’s rare 100‑year bond saw heavy uptake (pension buyers), providing low‑cost financing for AI capex but raising debate about long‑dated debt risks. Investors view this as both a funding positive and a longer‑term leverage concern. Why Alphabet’s 100‑Year Bond Is Raising New Fears
• Negative Sentiment: EU antitrust probe into search ad auctions — Regulators in Europe have opened inquiries into Google’s sale of search ads, a regulatory risk that could pressure ad economics or require product changes if enforcement follows. Google Targeted by EU Over Search Ad Auction Practices
• Negative Sentiment: Heavy 2026 capex plan fuels profit‑and‑monetization fears — Coverage highlights a $175B–$185B capex plan for AI infrastructure; that large spend profile is creating near‑term free‑cash‑flow and margin anxiety, which has been cited as a reason for recent share weakness. Alphabet Drops 7% Post Q4 Earnings

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the stock. Royal Bank Of Canada boosted their target price on shares of Alphabet from $375.00 to $400.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. Wolfe Research raised their price target on shares of Alphabet from $380.00 to $390.00 and gave the company an “outperform” rating in a research note on Friday, January 23rd. Citigroup boosted their price objective on Alphabet from $350.00 to $390.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Susquehanna increased their price objective on Alphabet from $225.00 to $350.00 and gave the stock a “positive” rating in a report on Thursday, October 30th. Finally, Guggenheim restated a “buy” rating and issued a $375.00 target price (up from $330.00) on shares of Alphabet in a research report on Monday, December 1st. Three research analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, Alphabet presently has an average rating of “Moderate Buy” and a consensus price target of $361.64.

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.