Bfsg LLC Sells 1,711 Shares of Alphabet Inc. $GOOG

Bfsg LLC decreased its holdings in Alphabet Inc. (NASDAQ:GOOG) by 3.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 50,678 shares of the information services provider’s stock after selling 1,711 shares during the period. Alphabet comprises about 1.5% of Bfsg LLC’s investment portfolio, making the stock its 13th biggest holding. Bfsg LLC’s holdings in Alphabet were worth $15,903,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Tradewinds LLC. increased its position in shares of Alphabet by 2,134.8% during the third quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider’s stock worth $10,984,000 after purchasing an additional 43,080 shares in the last quarter. Kathmere Capital Management LLC increased its holdings in Alphabet by 8.5% in the 4th quarter. Kathmere Capital Management LLC now owns 29,896 shares of the information services provider’s stock worth $9,381,000 after buying an additional 2,341 shares during the period. Atlantic Union Bankshares Corp increased its holdings in Alphabet by 31.3% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 354,529 shares of the information services provider’s stock worth $86,345,000 after buying an additional 84,553 shares during the period. Baltimore Washington Financial Advisors Inc. grew its position in Alphabet by 0.9% during 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 period. Finally, CWA Asset Management Group LLC grew its position in Alphabet by 2.2% during 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 period. 27.26% of the stock is currently owned by institutional investors.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Reports say Google is in talks with the U.S. Department of Defense to allow its Gemini models to be used in classified settings — a potential large, high‑visibility contract that would expand Alphabet’s government AI footprint and validate Gemini for sensitive enterprise use. Google, Pentagon discuss classified AI deal, the Information reports
• Positive Sentiment: QuiverQuant flags a large institutional buying update: SG Americas reportedly added ~9.8M GOOGL shares in its 13F — a sign of meaningful institutional demand. Fund Update: SG Americas Securities, LLC Just Disclosed New Holdings
• Positive Sentiment: Alphabet signed a long‑term energy supply deal (NiSource) to power a large Indiana data center — reduces power risk for hyperscale operations and supports cloud/AI capacity growth. NiSource signs long-term power deal with Alphabet, expands Amazon agreement
• Positive Sentiment: Product momentum: Google announced personalized image generation tied to Gemini and new features (Nano Banana) — tangible AI product rollouts that support user engagement and future monetization paths. Google will let users connect their photos to the Gemini chatbot and Nano Banana
• Positive Sentiment: Strategic partnerships (e.g., Thoma Bravo) and analyst/upside coverage highlight enterprise AI/Cyber expansion — supports longer‑term revenue diversification beyond ads. Alphabet Faces Legal Pressures While Pursuing Enterprise AI Growth Potential
• Neutral Sentiment: Several bullish analyst and retail pieces reiterate Alphabet as a top long‑term growth/AI pick — helpful for sentiment but largely opinion‑driven. Why Alphabet (GOOGL) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Price forecasts from ML models and ranking lists (Finbold, Motley Fool) are circulating — they draw attention but are speculative and not a primary driver of fundamentals. Machine learning algorithm predicts Google stock price on April 30, 2026
• Negative Sentiment: The EU’s Digital Markets Act proposals would force Google to share detailed search/ranking/click data with rivals — a material regulatory risk that could weaken search defensibility and ad targeting advantages. Google should allow third-party search engines access to data, EU says
• Negative Sentiment: Alphabet is guiding toward higher AI capex for 2026 (data center, custom silicon, energy costs) — analysts warn this could compress margins and free cash flow in the near term. Alphabet Shares Rise 7% YTD: Buy, Sell, or Hold the GOOGL Stock?
• Negative Sentiment: Ongoing legal and antitrust pressures (Android/App distribution suits, advertiser arbitration) and some asset managers trimming positions add regulatory/legal downside and selling signals. Alphabet Faces Legal Pressures While Pursuing Enterprise AI Growth Potential

Insider Activity at Alphabet

In other Alphabet news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the stock in a transaction on Friday, January 30th. The stock was sold at an average price of $19.00, for a total transaction of $35,060,852.00. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CEO Sundar Pichai sold 32,500 shares of the firm’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $303.92, for a total value of $9,877,400.00. Following the sale, the chief executive officer owned 2,818,524 shares in the company, valued at $856,605,814.08. This trade represents a 1.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 2,068,744 shares of company stock valued at $104,505,914. Corporate insiders own 12.99% of the company’s stock.

Alphabet Stock Up 2.0%

NASDAQ:GOOG opened at $339.40 on Friday. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11. The stock’s fifty day moving average is $305.98 and its two-hundred day moving average is $301.50. Alphabet Inc. has a 52 week low of $148.40 and a 52 week high of $350.15. The stock has a market capitalization of $4.11 trillion, a price-to-earnings ratio of 31.40, a price-to-earnings-growth ratio of 2.05 and a beta of 1.13.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings results on Thursday, February 5th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.59 by $0.23. The business had revenue of $113.83 billion for the quarter, compared to analysts’ expectations of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The business’s quarterly revenue was up 18.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.15 earnings per share. Research analysts anticipate that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Monday, March 9th were issued a dividend of $0.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $0.84 annualized dividend and a dividend yield of 0.2%. Alphabet’s dividend payout ratio (DPR) is presently 7.77%.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on GOOG. Jefferies Financial Group reaffirmed a “buy” rating and set a $365.00 price objective on shares of Alphabet in a research note on Monday, January 5th. Wedbush reissued an “outperform” rating and issued a $370.00 price target on shares of Alphabet in a research note on Thursday, February 5th. BMO Capital Markets reissued an “outperform” rating and issued a $400.00 price target on shares of Alphabet in a research note on Thursday, February 5th. Scotiabank reiterated an “outperform” rating and issued a $400.00 price objective (up from $375.00) on shares of Alphabet in a report on Thursday, February 5th. Finally, Canaccord Genuity Group lifted their price objective on Alphabet from $330.00 to $390.00 and gave the stock a “buy” rating in a report on Wednesday, January 7th. Eight investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $346.03.

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.