Coldstream Capital Management Inc. Has $40.70 Million Position in Alphabet Inc. $GOOGL

Coldstream Capital Management Inc. boosted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 10.3% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 167,405 shares of the information services provider’s stock after purchasing an additional 15,602 shares during the period. Coldstream Capital Management Inc.’s holdings in Alphabet were worth $40,696,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Norges Bank purchased a new position in shares of Alphabet during the 2nd quarter valued at $21,944,208,000. Berkshire Hathaway Inc purchased a new stake in shares of Alphabet during the third quarter worth $4,338,397,000. Laurel Wealth Advisors LLC raised its holdings in shares of Alphabet by 17,667.7% during the second quarter. Laurel Wealth Advisors LLC now owns 15,245,075 shares of the information services provider’s stock worth $2,686,640,000 after acquiring an additional 15,159,273 shares in the last quarter. Capital World Investors boosted its position in Alphabet by 28.0% during the third quarter. Capital World Investors now owns 53,107,572 shares of the information services provider’s stock valued at $12,910,542,000 after purchasing an additional 11,605,785 shares during the last quarter. Finally, Franklin Resources Inc. boosted its position in Alphabet by 51.7% during the second quarter. Franklin Resources Inc. now owns 31,817,684 shares of the information services provider’s stock valued at $5,607,232,000 after purchasing an additional 10,843,853 shares during 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: Wells Fargo and other analysts have moved upbeat on Alphabet, citing stronger AI and cloud positioning and raising price targets, supporting investor optimism about future revenue and compute advantage. Alphabet (GOOGL) Sees Optimistic Coverage From Analysts
• Positive Sentiment: Alphabet paid its first 2026 dividend of $0.21 per share on March 16, a concrete cash return that can support demand from income-oriented investors. Google stock just paid dividends; here’s how much investors received
• Positive Sentiment: Research houses continue to reiterate buy/overweight ratings (Needham reiterated a buy), reinforcing buy-side conviction and supporting price momentum. Alphabet’s (GOOGL) Buy Rating Reiterated at Needham & Company LLC
• Positive Sentiment: Google procurement teams reportedly visited China to discuss buying liquid cooling gear from local suppliers — a sign of continued data‑center expansion and potential cost/efficiency gains for its cloud and AI compute footprint. Google in talks with China’s Envicool, others to buy data centre cooling systems, sources say
• Neutral Sentiment: Multiple market write-ups (Zacks, Yahoo, Motley Fool summaries) note Alphabet as a trending/overperforming stock due to AI and cloud tailwinds, keeping the name in retail and institutional screens but not providing new catalysts. Alphabet Inc. (GOOG) Outperforms Broader Market: What You Need to Know
• Negative Sentiment: European publishers and tech firms are pressing the EU to accelerate a probe and impose a fine over alleged search favoritism, creating regulatory uncertainty that could pressure margins or fines down the road. Exclusive: European publishers, tech firms urge EU to speed up fine on Google over search
• Negative Sentiment: Some analysts flag valuation and near‑term margin pressure as capex for AI compute ramps and higher operating costs could limit upside despite growth, a narrative that may cap multiple expansion. Is Alphabet Stock’s 25.55X PE Still Worth it? Buy, Sell, or Hold?

Wall Street Analyst Weigh In

Several brokerages have weighed in on GOOGL. Rosenblatt Securities upped their target price on Alphabet from $279.00 to $357.00 and gave the stock a “neutral” rating in a research report on Thursday, February 5th. Truist Financial set a $385.00 price objective on Alphabet in a report on Thursday, February 5th. Sanford C. Bernstein lifted their target price on shares of Alphabet from $305.00 to $335.00 and gave the company a “market perform” rating in a research note on Monday, February 2nd. Pivotal Research boosted their target price on shares of Alphabet from $400.00 to $420.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. Finally, BNP Paribas Exane started coverage on shares of Alphabet in a research note on Monday, November 24th. They set an “outperform” rating and a $355.00 price target on the stock. Three investment 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 stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $367.18.

Alphabet Trading Up 1.8%

Alphabet stock opened at $310.92 on Wednesday. Alphabet Inc. has a 52 week low of $140.53 and a 52 week high of $349.00. The company has a debt-to-equity ratio of 0.11, a quick ratio of 2.01 and a current ratio of 2.01. The firm has a market capitalization of $3.76 trillion, a PE ratio of 28.76, a PEG ratio of 1.79 and a beta of 1.10. The business’s 50-day simple moving average is $318.83 and its 200-day simple moving average is $291.74.

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

Alphabet Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 9th were issued a dividend of $0.21 per share. The ex-dividend date was Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.3%. Alphabet’s payout ratio is 7.77%.

Insider Buying and Selling

In other news, Director John L. Hennessy sold 600 shares of the firm’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $306.73, for a total value of $184,038.00. Following the sale, the director owned 20,624 shares in the company, valued at approximately $6,325,999.52. This trade represents a 2.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider John Kent Walker sold 47,574 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $301.45, for a total transaction of $14,341,182.30. Following the transaction, 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 position. The disclosure for this sale is available in the SEC filing. Insiders sold 2,076,615 shares of company stock valued at $107,809,111 in the last ninety days. Company 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.