101,157 Shares in Alphabet Inc. $GOOGL Purchased by First National Bank of Omaha

First National Bank of Omaha acquired a new position in shares of Alphabet Inc. (NASDAQ:GOOGL) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 101,157 shares of the information services provider’s stock, valued at approximately $24,591,000. Alphabet comprises about 1.6% of First National Bank of Omaha’s portfolio, making the stock its 9th biggest position.

A number of other institutional investors also recently modified their holdings of the stock. Financial Gravity Companies Inc. bought a new position in Alphabet in the 2nd quarter worth approximately $31,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of Alphabet in the 3rd quarter valued at $53,000. Corsicana & Co. bought a new stake in shares of Alphabet during the third quarter worth $54,000. Vermillion & White Wealth Management Group LLC lifted its stake 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 valued at $57,000 after acquiring an additional 89 shares during the period. Finally, S&T Bank PA boosted its holdings in Alphabet by 40.2% in the second quarter. S&T Bank PA now owns 345 shares of the information services provider’s stock valued at $61,000 after acquiring an additional 99 shares during the last quarter. 40.03% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on GOOGL. Citizens Jmp reissued a “market outperform” rating and set a $385.00 price objective on shares of Alphabet in a report on Thursday, February 5th. Royal Bank Of Canada boosted their price target on shares of Alphabet from $375.00 to $400.00 and gave the stock an “outperform” rating in a research note on Thursday, February 5th. Citigroup increased their price objective on shares of Alphabet from $350.00 to $390.00 and gave the company a “buy” rating in a report on Friday, February 6th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $400.00 price objective on shares of Alphabet in a research note on Thursday, February 5th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $370.00 target price on shares of Alphabet in a research report on Thursday, February 5th. Three equities research analysts have rated the stock with a Strong Buy rating, forty-three have issued a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $366.57.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Big, sustained AI and cloud investment supports long-term growth thesis: reports show Alphabet is among the large tech players pouring billions into AI infrastructure and chips, reinforcing expectations for continued revenue/market-share gains in AI services. Microsoft and Alphabet Spend Billions On AI: A Closer Look
• Positive Sentiment: Product and infrastructure wins — Google Cloud strong growth and strategic partnerships (including Rakuten integration and recent mapping/export approvals and clean-energy data centers) underline secular revenue drivers and operational resilience. Alphabet (GOOGL) Valuation Check As AI Infrastructure Push And Capex Plans Draw Investor Focus
• Neutral Sentiment: Heightened investor attention and analyst commentary keep stock in focus — multiple pieces note strong interest and differing views on valuation vs. capex plans; this raises volatility but not a clear directional signal. Alphabet Inc. (GOOG) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Short-interest data in feeds is showing anomalous/zero values and should be treated as noise rather than a market-moving signal for now.
• Negative Sentiment: Geopolitical risk hit sentiment today: tech firms temporarily closed Middle East offices and markets sold off amid rising U.S.-Iran tensions, prompting defensive positioning that weighs on high-beta, growth names like Alphabet. Nvidia, Amazon temporarily close Dubai offices, Google employees stranded amid U.S.-Iran war
• Negative Sentiment: Employee and policy scrutiny over military use of AI (letters and internal pressure) could complicate government contracts and public perception as Google negotiates over Gemini-related work with the Pentagon. Google employees call for military limits on AI amid Iran strikes, Anthropic fallout
• Negative Sentiment: Regulatory/safety risk from Waymo: the NTSB is probing incidents of Waymo vehicles illegally passing stopped school buses — a development that raises liability, regulatory scrutiny and reputational risk for Alphabet’s autonomous-vehicle ambitions. NTSB says Waymo robotaxis illegally passed stopped school buses in new incidents

Insider Activity

In related news, insider John Kent Walker sold 47,574 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $301.45, for a total transaction of $14,341,182.30. Following the sale, the insider directly owned 13,227 shares in the company, valued at $3,987,279.15. This trade represents a 78.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CAO Amie Thuener O’toole sold 933 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $336.55, for a total transaction of $314,001.15. Following the completion of the sale, the chief accounting officer directly owned 9,916 shares in the company, valued at $3,337,229.80. This represents a 8.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 2,078,926 shares of company stock worth $108,426,720. Corporate insiders own 11.55% of the company’s stock.

Alphabet Price Performance

GOOGL opened at $303.58 on Wednesday. The stock has a market cap of $3.67 trillion, a P/E ratio of 28.08, a P/E/G ratio of 1.79 and a beta of 1.10. Alphabet Inc. has a 12 month low of $140.53 and a 12 month high of $349.00. 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 company has a fifty day simple moving average of $320.71 and a 200 day simple moving average of $284.77.

Alphabet (NASDAQ:GOOGL) last posted 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. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The firm had revenue of $113.83 billion during the quarter, compared to analysts’ expectations of $111.24 billion. On average, research analysts expect that Alphabet Inc. will post 8.9 EPS for the current year.

Alphabet Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 9th will be paid a dividend of $0.21 per share. 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 7.77%.

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.