Alphabet Inc. $GOOGL Shares Purchased by Mufg Securities Americas Inc.

Mufg Securities Americas Inc. grew its position in Alphabet Inc. (NASDAQ:GOOGL) by 21.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 156,863 shares of the information services provider’s stock after purchasing an additional 27,875 shares during the period. Alphabet comprises approximately 2.5% of Mufg Securities Americas Inc.’s holdings, making the stock its 7th biggest holding. Mufg Securities Americas Inc.’s holdings in Alphabet were worth $38,133,000 as of its most recent filing with the SEC.

A number of other hedge funds have also made changes to their positions in the company. Brooktree Capital Management acquired a new stake in Alphabet during the 2nd quarter valued at $352,000. Griffin Asset Management Inc. grew its holdings in shares of Alphabet by 13.9% during the third quarter. Griffin Asset Management Inc. now owns 58,731 shares of the information services provider’s stock worth $14,277,000 after purchasing an additional 7,180 shares during the last quarter. Sovran Advisors LLC increased its stake in shares of Alphabet by 23.6% in the third quarter. Sovran Advisors LLC now owns 22,219 shares of the information services provider’s stock valued at $5,401,000 after buying an additional 4,241 shares in the last quarter. Birchcreek Wealth Management LLC raised its holdings in shares of Alphabet by 2.9% in the second quarter. Birchcreek Wealth Management LLC now owns 8,028 shares of the information services provider’s stock valued at $1,415,000 after buying an additional 223 shares during the last quarter. Finally, Centerpoint Advisory Group lifted its position in Alphabet by 21.0% during the 2nd quarter. Centerpoint Advisory Group now owns 2,407 shares of the information services provider’s stock worth $424,000 after buying an additional 418 shares in the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analyst and media coverage highlighting Alphabet’s AI progress and market outperformance helped lift sentiment — multiple headlines noted the stock outpaced the market and framed Google as a top AI investment. Alphabet (GOOGL) Exceeds Market Returns: Some Facts to Consider
• Positive Sentiment: Buy-side and retail commentary continues to position Alphabet as a core AI play (search monetization + enterprise AI/Gemini), supporting the rally and investor willingness to re-rate growth expectations. You Don’t Need Polymarket to Make a Winning Bet. Just Buy This AI Stock.
• Neutral Sentiment: Small-cap AI infrastructure startup news (Crafting) and other ecosystem activity remind investors that AI innovation is broadening, but these announcements have limited direct near-term impact on Alphabet’s fundamentals. Crafting Announces General Availability of Crafting for Agents and $5.5M Seed Round
• Neutral Sentiment: Reported short-interest figures are effectively zero in the recent snapshot (odd data point), meaning short squeezes look unlikely to be a direct driver right now.
• Negative Sentiment: Insider selling by Alphabet’s CEO — a disclosed sale of roughly $9.86M — can weigh on sentiment and is being noted by market participants as a near-term negative catalyst. Insider Selling: Alphabet (NASDAQ:GOOGL) CEO Sells $9,859,850.00 in Stock
• Negative Sentiment: Competitive pressure from Microsoft’s aggressive AI/cloud positioning (Anthropic/OpenAI partnerships, Azure demand) is a reigning concern for investors who weigh enterprise cloud share and model-agnostic infrastructure as a risk to Alphabet’s cloud/AI monetization runway.

Alphabet Price Performance

Shares of GOOGL opened at $306.36 on Tuesday. The stock has a market cap of $3.71 trillion, a P/E ratio of 28.34, a price-to-earnings-growth ratio of 1.75 and a beta of 1.10. Alphabet Inc. has a 1 year low of $140.53 and a 1 year high of $349.00. The stock’s 50-day moving average price is $319.79 and its two-hundred day moving average price is $287.62. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.11.

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

Alphabet Announces Dividend

The company 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 dividend of $0.21 per share. The ex-dividend date is Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. Alphabet’s payout ratio is currently 7.77%.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on GOOGL shares. Needham & Company LLC boosted their target price on shares of Alphabet from $330.00 to $400.00 and gave the stock a “buy” rating in a research note on Thursday, February 5th. Piper Sandler reissued an “overweight” rating and set a $395.00 price objective (up from $365.00) on shares of Alphabet in a report on Thursday, February 5th. Raymond James Financial raised shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research note on Thursday, January 22nd. Citigroup lifted their price target on shares of Alphabet from $350.00 to $390.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Finally, Wedbush boosted their price target on shares of Alphabet from $360.00 to $370.00 and gave the stock an “outperform” rating in a research note on Thursday, February 5th. Three investment analysts have rated the stock with a Strong Buy rating, forty-three have assigned a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $367.18.

Insider Transactions at Alphabet

In other news, CAO Amie Thuener O’toole sold 955 shares of Alphabet stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $298.00, for a total transaction of $284,590.00. Following the transaction, the chief accounting officer directly owned 9,918 shares of the company’s stock, valued at $2,955,564. This trade represents a 8.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Sundar Pichai sold 32,500 shares of the business’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $303.38, for a total transaction of $9,859,850.00. Following the completion of the transaction, the chief executive officer directly owned 1,674,560 shares of the company’s stock, valued at $508,028,012.80. This trade represents a 1.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 2,112,493 shares of company stock valued at $118,605,094. Corporate insiders own 11.55% of the company’s stock.

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.