Moody Lynn & Lieberson LLC Has $16.26 Million Stock Holdings in Alphabet Inc. $GOOG

Moody Lynn & Lieberson LLC increased its position in shares of Alphabet Inc. (NASDAQ:GOOG) by 7.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 51,815 shares of the information services provider’s stock after buying an additional 3,436 shares during the quarter. Moody Lynn & Lieberson LLC’s holdings in Alphabet were worth $16,260,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC raised its position in shares of Alphabet by 5.6% during the fourth quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider’s stock worth $22,901,000 after purchasing an additional 6,410 shares during the period. Cheviot Value Management LLC grew its position in Alphabet by 11.2% in the 2nd quarter. Cheviot Value Management LLC now owns 4,778 shares of the information services provider’s stock valued at $848,000 after purchasing an additional 480 shares during the period. Vance Wealth LLC increased its stake in Alphabet by 8.6% during the 2nd quarter. Vance Wealth LLC now owns 6,410 shares of the information services provider’s stock valued at $1,137,000 after purchasing an additional 509 shares in the last quarter. StoneX Group Inc. increased its stake in Alphabet by 0.5% during the 2nd quarter. StoneX Group Inc. now owns 27,887 shares of the information services provider’s stock valued at $4,946,000 after purchasing an additional 147 shares in the last quarter. Finally, Financial & Tax Architects LLC raised its holdings in Alphabet by 6.7% during the second quarter. Financial & Tax Architects LLC now owns 9,169 shares of the information services provider’s stock worth $1,626,000 after buying an additional 572 shares during the last quarter. Institutional investors own 27.26% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have weighed in on GOOG shares. Pivotal Research reaffirmed a “buy” rating and issued a $420.00 price objective (up from $400.00) on shares of Alphabet in a research note on Thursday, February 5th. Needham & Company LLC set a $400.00 target price on shares of Alphabet and gave the stock a “buy” rating in a report on Friday, March 13th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $370.00 price target on shares of Alphabet in a research report on Tuesday, January 20th. TD Cowen reiterated a “buy” rating and set a $365.00 price target (up from $355.00) on shares of Alphabet in a research note on Thursday, February 5th. Finally, Oppenheimer reissued an “outperform” rating and set a $360.00 price objective on shares of Alphabet in a report on Thursday, February 5th. Nine equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Alphabet currently has a consensus rating of “Buy” and a consensus price target of $345.71.

Alphabet Price Performance

Alphabet stock opened at $294.46 on Friday. Alphabet Inc. has a 12 month low of $142.66 and a 12 month high of $350.15. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.11. The business’s 50 day simple moving average is $309.00 and its 200 day simple moving average is $296.92. The company has a market cap of $3.56 trillion, a price-to-earnings ratio of 27.24, a PEG ratio of 1.80 and a beta of 1.13.

Alphabet (NASDAQ:GOOG) last released its earnings results on Thursday, February 5th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.59 by $0.23. The business 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%.The business’s revenue for the quarter was up 18.0% on a year-over-year basis. During the same period last year, the business posted $2.15 earnings per share. Sell-side analysts forecast that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Announces Dividend

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

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google rolled out Gemma 4, an open‑source AI model family that strengthens Google’s developer ecosystem and supports future cloud/AI revenue opportunities. Read More.
• Positive Sentiment: Google updated Gemini API pricing with “Flex” and “Priority” tiers to balance speed, cost and reliability — that could broaden usage, enable more price‑sensitive workloads, and boost API adoption/revenue. Read More.
• Positive Sentiment: Technical advances like TurboQuant (memory/compression for large models) can lower infrastructure costs for AI workloads and improve margins over time — a structural benefit to Google’s cloud/AI economics. Read More.
• Neutral Sentiment: Wells Fargo and other analysts remain constructive (Overweight/Buy) but have trimmed price targets — signaling confidence in the long run while dialing back near‑term expectations. Read More.
• Neutral Sentiment: Market/ETF flows continue to amplify Alphabet’s moves (SPY/QQQ dynamics): macro risk‑on/off days can create outsized short‑term volatility for big caps. Read More.
• Neutral Sentiment: Big Tech H‑1B filings have fallen, reflecting broader hiring freezes/reshuffling across the sector — not an Alphabet‑specific revenue issue but a labor/strategy signal. Read More.
• Negative Sentiment: Turkey’s competition authority opened an investigation into Google’s advertising and billing practices — regulatory probes risk fines, remedial costs and local ad‑revenue disruption. Read More.
• Negative Sentiment: Alphabet’s principal accounting officer, Amie Thuener O’Toole, is leaving (joining Broadcom as CFO) — departure of a senior finance leader creates some short‑term transition risk for controls and reporting. Read More.
• Negative Sentiment: Semianalysis warned heavy AI capex could push Google’s free cash flow toward zero next year — investors sensitive to FCF may penalize valuation if spending outpaces monetization. Read More.
• Negative Sentiment: Recent insider selling by senior executives (e.g., John Kent Walker) adds to near‑term negative sentiment, especially amid market sensitivity to insider activity. Read More.
• Negative Sentiment: Broader legal pressure on platforms (recent cases challenging Section 230 protections) raises regulatory and litigation risk for YouTube/Google content/ad products. Read More.

Insider Transactions at Alphabet

In other Alphabet news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the company’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $19.00, for a total transaction of $35,060,852.00. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider John Kent Walker sold 47,574 shares of the stock in a transaction dated 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 owned 13,227 shares of the company’s stock, valued at $3,987,279.15. This represents a 78.25% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,101,844 shares of company stock worth $115,147,751 over the last 90 days. 12.99% of the stock is owned by insiders.

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.