Achmea Investment Management B.V. Acquires 4,430 Shares of Alphabet Inc. $GOOG

Achmea Investment Management B.V. grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOG) by 0.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 557,250 shares of the information services provider’s stock after buying an additional 4,430 shares during the quarter. Alphabet accounts for 1.7% of Achmea Investment Management B.V.’s portfolio, making the stock its 8th largest position. Achmea Investment Management B.V.’s holdings in Alphabet were worth $135,718,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Tradewinds LLC. boosted its stake in Alphabet by 2,134.8% in the third quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider’s stock valued at $10,984,000 after acquiring an additional 43,080 shares during the period. Atlantic Union Bankshares Corp raised its position in shares of Alphabet by 31.3% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 354,529 shares of the information services provider’s stock worth $86,345,000 after purchasing an additional 84,553 shares during the period. Baltimore Washington Financial Advisors Inc. lifted its holdings in shares of Alphabet by 0.9% in the 3rd quarter. Baltimore Washington Financial Advisors Inc. now owns 221,391 shares of the information services provider’s stock worth $53,920,000 after purchasing an additional 2,009 shares during the last quarter. CWA Asset Management Group LLC lifted its holdings in shares of Alphabet by 2.2% in the 3rd quarter. CWA Asset Management Group LLC now owns 157,143 shares of the information services provider’s stock worth $38,272,000 after purchasing an additional 3,444 shares during the last quarter. Finally, American National Bank of Texas acquired a new position in Alphabet during the 3rd quarter valued at approximately $900,000. Institutional investors and hedge funds own 27.26% of the company’s stock.

Insider Activity

In other Alphabet news, CEO Sundar Pichai sold 32,500 shares of the stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $307.89, for a total transaction of $10,006,425.00. Following the completion of the transaction, the chief executive officer directly owned 1,642,060 shares of the company’s stock, valued at approximately $505,573,853.40. This trade represents a 1.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider John Kent Walker sold 47,574 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $301.45, for a total value of $14,341,182.30. Following the transaction, the insider directly owned 13,227 shares of the company’s stock, valued at approximately $3,987,279.15. The trade was a 78.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 2,109,115 shares of company stock valued at $117,815,536 over the last 90 days. Corporate insiders own 12.99% of the company’s stock.

Alphabet Price Performance

Shares of NASDAQ GOOG opened at $306.30 on Thursday. The stock has a market cap of $3.71 trillion, a P/E ratio of 28.33, a P/E/G ratio of 1.81 and a beta of 1.10. The firm’s 50-day simple moving average is $318.68 and its 200 day simple moving average is $292.32. Alphabet Inc. has a fifty-two week low of $142.66 and a fifty-two week high of $350.15. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11.

Alphabet (NASDAQ:GOOG) last announced its earnings results on Thursday, February 5th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.59 by $0.23. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The firm had revenue of $113.83 billion during the quarter, compared to analyst estimates of $111.24 billion. During the same quarter in the prior year, the firm posted $2.15 EPS. Alphabet’s revenue was up 18.0% compared to the same quarter last year. Equities analysts expect that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Dividend Announcement

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

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on GOOG shares. Wedbush reaffirmed an “outperform” rating and issued a $370.00 target price on shares of Alphabet in a research report on Thursday, February 5th. Guggenheim restated a “buy” rating and set a $375.00 price target on shares of Alphabet in a research report on Monday, December 1st. DA Davidson set a $300.00 price objective on shares of Alphabet in a report on Tuesday, November 25th. KeyCorp set a $370.00 price objective on shares of Alphabet in a research report on Thursday, February 5th. Finally, Truist Financial set a $350.00 target price on shares of Alphabet in a research note on Friday, December 5th. Nine investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $345.71.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: DeepMind hires Jasjeet Sekhon from Bridgewater as chief strategy officer, strengthening DeepMind’s strategic and research bench at a time when top AI talent is a competitive advantage. Bridgewater’s chief scientist Sekhon to join Google’s DeepMind AI unit
• Positive Sentiment: Google rolled out a redesigned Stitch AI design tool that analysts/publications say can displace incumbents (Adobe, Figma), creating near-term competitive pressure on rivals and reinforcing Google’s product-led push into AI-powered developer/designer workflows. Adobe Stock Drops After Google’s Stitch Redesign
• Positive Sentiment: Alphabet’s Wiz acquisition (cloud security) and other cloud investments continue to beef up Google Cloud’s product stack, supporting revenue/corporate sales momentum versus AWS/Azure. GOOGL’s Wiz Buyout Expands Cloud Security Portfolio: What’s Ahead?
• Positive Sentiment: Reports say Google is expanding ties with the U.S. military and is well positioned to benefit after rivals stumble — a potential source of large, recurring cloud and services contracts. Google Sits Pretty as A.I. Rivals Compete for Pentagon Favor
• Positive Sentiment: Alphabet is in talks to buy liquid-cooling systems from Chinese vendors (Envicool and others) and may acquire a Chinese cooling firm — moves aimed at supporting energy-efficient AI data center scale. This reduces future supply/capacity constraints for AI workloads. Google in talks with China’s Envicool, others to buy data centre cooling systems, sources say
• Neutral Sentiment: Google told UK regulators it will let sites opt out of generative-AI features in search, a concession meant to ease competition concerns — reduces regulatory overhang but could limit product scope in the UK. Google to allow AI opt-out to ease UK competition concerns
• Neutral Sentiment: Alphabet paid a small dividend on March 16 ($0.21/share) — a modest cash return that is unlikely to move the stock materially but supports shareholder yield narrative. Google stock just paid dividends; here’s how much investors received
• Negative Sentiment: Analysts flag valuation/near-term margin pressure — Alphabet’s elevated P/E and rising capex for AI/data centers keep some investors cautious despite strong growth. Is Alphabet Stock’s 25.55X PE Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: High executive compensation scrutiny after reports of Sundar Pichai’s large pay package could raise governance concerns for some investors. What Sundar Pichai’s $692 Million Pay Package Says About Alphabet’s Next Chapter

Alphabet Company 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.