1,673 Shares in Alphabet Inc. $GOOG Acquired by Red Lighthouse Investment Management LLC

Red Lighthouse Investment Management LLC acquired a new position in Alphabet Inc. (NASDAQ:GOOG) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 1,673 shares of the information services provider’s stock, valued at approximately $525,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Avaii Wealth Management LLC lifted its stake in shares of Alphabet by 2.3% in the fourth quarter. Avaii Wealth Management LLC now owns 1,437 shares of the information services provider’s stock worth $451,000 after acquiring an additional 32 shares during the period. Accelerate Investment Advisors LLC lifted its stake in shares of Alphabet by 1.1% in the fourth quarter. Accelerate Investment Advisors LLC now owns 3,166 shares of the information services provider’s stock worth $993,000 after acquiring an additional 34 shares during the period. Morse Asset Management Inc lifted its stake in shares of Alphabet by 3.3% in the third quarter. Morse Asset Management Inc now owns 1,093 shares of the information services provider’s stock worth $266,000 after acquiring an additional 35 shares during the period. Robinson Smith Wealth Advisors LLC lifted its stake in shares of Alphabet by 1.8% in the third quarter. Robinson Smith Wealth Advisors LLC now owns 2,070 shares of the information services provider’s stock worth $504,000 after acquiring an additional 36 shares during the period. Finally, Searle & CO. lifted its stake in shares of Alphabet by 0.6% in the third quarter. Searle & CO. now owns 5,703 shares of the information services provider’s stock worth $1,389,000 after acquiring an additional 36 shares during the period. 27.26% of the stock is owned by institutional investors and hedge funds.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Long-term AI chip deal with Broadcom secures Google’s custom TPU roadmap and supply through 2031, reducing supplier risk and supporting scale of Google Cloud/AI racks. Broadcom signs long-term deal to develop Google’s custom AI chips
• Positive Sentiment: Expanded Google–Anthropic–Broadcom compute deals boost demand for Google’s TPU infrastructure and create potential revenue/backlog upside for Google Cloud and partner services. This deepens Google’s position in supplying AI compute to leading model makers. Anthropic ups compute deal with Google and Broadcom amid skyrocketing demand
• Positive Sentiment: CEO Sundar Pichai said the AI shift creates more opportunities for Alphabet to invest in startups (examples cited include SpaceX and Anthropic), signaling strategic capital deployment that can extend Alphabet’s ecosystem and long-term growth vectors. Google CEO Sundar Pichai says ‘AI shift’ opens opportunities to invest in startups
• Positive Sentiment: Waymo opened driverless rides to the public in Nashville, marking a commercialization milestone for Alphabet’s Other Bets and adding a tangible revenue / validation data point for autonomous services. Waymo Opens Driverless Rides to the Public in Nashville
• Neutral Sentiment: Google adjusted Gemini pricing and continues on-device AI rollouts (Gemma 4 support), moves that aim to balance developer adoption vs. monetization but whose revenue impact will take time to materialize. Google Adjusts Gemini Pricing for Different AI Workloads
• Neutral Sentiment: Analyst and market commentary (trending/coverage notes) keeps conviction mixed — some buy/positive notes but also trimmed targets; these shape near-term sentiment more than fundamentals. Alphabet Inc. (GOOG) Laps the Stock Market: Here’s Why
• Negative Sentiment: Investors are pressing Alphabet on water and power use for its data centers; community opposition to some builds and shareholder resolutions increase regulatory and permitting risk for future capacity expansion. Investors press Amazon, Microsoft and Google on water, power use in US data centers
• Negative Sentiment: Heavy planned capital spending (reports of ~$175–$180B range) could pressure margins and free cash flow in the near term, a reminder that aggressive infrastructure investment carries short-term financial strain even if it supports long-term AI leadership. Nobody Believed In Alphabet: In 2026, It Faces Its Biggest Test

Insider Activity

In other news, Director John L. Hennessy sold 1,050 shares of the business’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $303.41, for a total transaction of $318,580.50. Following the completion of the sale, the director owned 4,631 shares in the company, valued at $1,405,091.71. The trade was a 18.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Frances Arnold sold 112 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $302.99, for a total value of $33,934.88. Following the sale, the director owned 18,418 shares of the company’s stock, valued at approximately $5,580,469.82. This represents a 0.60% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 2,069,344 shares of company stock valued at $104,708,426. Corporate insiders own 12.99% of the company’s stock.

Analyst Ratings Changes

Several brokerages have issued reports on GOOG. KeyCorp set a $370.00 price target on Alphabet in a research note on Thursday, February 5th. TD Cowen reissued a “buy” rating and issued a $365.00 price target (up from $355.00) on shares of Alphabet in a research note on Thursday, February 5th. JPMorgan Chase & Co. boosted their price target on Alphabet from $385.00 to $395.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Jefferies Financial Group reissued a “buy” rating and issued a $365.00 price target on shares of Alphabet in a research note on Monday, January 5th. Finally, Raymond James Financial raised Alphabet from an “outperform” rating to a “strong-buy” rating and boosted their price target for the company from $315.00 to $400.00 in a research note on Thursday, January 22nd. Nine research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $345.71.

Alphabet Trading Up 2.1%

NASDAQ GOOG opened at $303.93 on Wednesday. The company has a market cap of $3.68 trillion, a price-to-earnings ratio of 28.12, a P/E/G ratio of 1.80 and a beta of 1.13. Alphabet Inc. has a 52 week low of $145.21 and a 52 week high of $350.15. The business has a 50 day moving average price of $307.66 and a 200-day moving average price of $297.91. 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 released its quarterly earnings data on Thursday, February 5th. The information services provider reported $2.82 EPS for the quarter, beating the consensus estimate of $2.59 by $0.23. 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%.The company’s quarterly revenue was up 18.0% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.15 earnings per share. As a group, equities analysts expect that Alphabet Inc. will post 8.89 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

The company also recently disclosed 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 annualized dividend and a dividend yield of 0.3%. Alphabet’s payout ratio is currently 7.77%.

Alphabet 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.