Compass Planning Associates Inc Purchases New Shares in Alphabet Inc. $GOOG

Compass Planning Associates Inc purchased a new stake in Alphabet Inc. (NASDAQ:GOOG) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 1,725 shares of the information services provider’s stock, valued at approximately $541,000. Alphabet accounts for approximately 0.4% of Compass Planning Associates Inc’s investment portfolio, making the stock its 17th biggest position.

Several other large investors have also recently bought and sold shares of the business. HRC Wealth Management LLC raised its position in Alphabet by 1.0% during the fourth quarter. HRC Wealth Management LLC now owns 3,231 shares of the information services provider’s stock valued at $1,014,000 after buying an additional 31 shares during the period. Avaii Wealth Management LLC raised its position in Alphabet by 2.3% during the fourth quarter. Avaii Wealth Management LLC now owns 1,437 shares of the information services provider’s stock valued at $451,000 after buying an additional 32 shares during the period. Accel Wealth Management raised its position in Alphabet by 0.8% during the fourth quarter. Accel Wealth Management now owns 4,068 shares of the information services provider’s stock valued at $1,276,000 after buying an additional 33 shares during the period. Accelerate Investment Advisors LLC raised its position in Alphabet by 1.1% during the fourth quarter. Accelerate Investment Advisors LLC now owns 3,166 shares of the information services provider’s stock valued at $993,000 after buying an additional 34 shares during the period. Finally, Aspire Capital Advisors LLC raised its position in Alphabet by 2.2% during the fourth quarter. Aspire Capital Advisors LLC now owns 1,609 shares of the information services provider’s stock valued at $505,000 after buying an additional 35 shares during the period. 27.26% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on GOOG shares. Piper Sandler reissued an “overweight” rating and set a $395.00 price target on shares of Alphabet in a research report on Thursday, February 5th. Raymond James Financial raised Alphabet from an “outperform” rating to a “strong-buy” rating and upped their price target for the company from $315.00 to $400.00 in a research report on Thursday, January 22nd. Oppenheimer restated an “outperform” rating and issued a $360.00 target price on shares of Alphabet in a research note on Thursday, February 5th. Wells Fargo & Company raised Alphabet from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 23rd. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $365.00 target price on shares of Alphabet in a research report on Monday, January 5th. Eight 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 company. According to data from MarketBeat, the company has a consensus rating of “Buy” and an average price target of $346.03.

Key Stories Impacting Alphabet

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 news, Director John L. Hennessy sold 1,050 shares of the company’s stock in a transaction dated 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 approximately $1,405,091.71. This represents a 18.48% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $307.89, for a total value of $10,006,425.00. Following the sale, the chief executive officer 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 SEC filing for this sale provides additional information. Insiders have sold a total of 2,068,744 shares of company stock worth $104,505,914 in the last 90 days. Insiders own 12.99% of the company’s stock.

Alphabet Stock Performance

Shares of GOOG stock opened at $339.40 on Friday. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. Alphabet Inc. has a fifty-two week low of $148.40 and a fifty-two week high of $350.15. The stock’s 50-day moving average is $305.98 and its two-hundred day moving average is $301.50. The firm has a market cap of $4.11 trillion, a P/E ratio of 31.40, a PEG ratio of 2.05 and a beta of 1.13.

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

Alphabet Dividend Announcement

The business 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. This represents a $0.84 annualized dividend and a dividend yield of 0.2%. The ex-dividend date was Monday, March 9th. Alphabet’s dividend payout ratio is 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.