CM Wealth Advisors LLC Boosts Holdings in Alphabet Inc. $GOOG

CM Wealth Advisors LLC raised its stake in shares of Alphabet Inc. (NASDAQ:GOOG) by 25.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,785 shares of the information services provider’s stock after purchasing an additional 2,585 shares during the period. Alphabet accounts for 0.9% of CM Wealth Advisors LLC’s holdings, making the stock its 16th biggest position. CM Wealth Advisors LLC’s holdings in Alphabet were worth $4,012,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. HRC Wealth Management LLC lifted its holdings 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 purchasing an additional 31 shares in the last quarter. Avaii Wealth Management LLC lifted its holdings 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 purchasing an additional 32 shares in the last quarter. Accel Wealth Management lifted its holdings 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 purchasing an additional 33 shares in the last quarter. Accelerate Investment Advisors LLC lifted its holdings 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 purchasing an additional 34 shares in the last quarter. Finally, Towne Trust Company N.A lifted its holdings in Alphabet by 34.0% during the fourth quarter. Towne Trust Company N.A now owns 134 shares of the information services provider’s stock valued at $42,000 after purchasing an additional 34 shares in the last quarter. 27.26% of the stock is owned by hedge funds and other institutional investors.

Alphabet Stock Performance

NASDAQ:GOOG opened at $342.32 on Friday. The company’s 50-day moving average price is $308.26 and its 200-day moving average price is $305.02. 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 company has a market cap of $4.14 trillion, a P/E ratio of 31.67, a P/E/G ratio of 2.09 and a beta of 1.13. Alphabet Inc. has a twelve month low of $149.49 and a twelve month high of $350.15.

Alphabet (NASDAQ:GOOG) last posted its quarterly 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 firm had revenue of $113.83 billion for the quarter, compared to the consensus estimate of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The company’s revenue for the quarter was up 18.0% on a year-over-year basis. During the same period last year, the firm posted $2.15 earnings per share. On average, sell-side analysts forecast that Alphabet Inc. will post 11.53 earnings per share for the current fiscal year.

Alphabet Announces Dividend

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

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google confirmed a planned up to $40 billion commitment to AI startup Anthropic — $10B invested now and up to $30B contingent on performance — signaling a deep strategic partnership that should drive Google Cloud revenue, TPU demand and long‑term AI market share. PYMNTS: Google Doubles Down on Anthropic
• Positive Sentiment: Market and media reaction pushed GOOGL coverage higher today: outlets and traders flagged the deal as bullish for Google Cloud, TPU sales and infrastructure partners, contributing to the stock uptick. Blockonomi: Stock Climbs on $40B Anthropic Partnership
• Positive Sentiment: Alphabet’s recent fundamentals and AI product momentum (Gemini, TPU launches, Cloud partnerships) give investors confidence the Anthropic deal can translate into higher monetization and ad/search engagement — analysts have raised targets and reiterated buys ahead of Q1 earnings. ProactiveInvestors: Buy Rating Ahead of Q1
• Neutral Sentiment: The additional $30B is contingent on milestones — positive if targets are met, but it spreads the cash out over time and ties part of the commitment to execution risk and market conditions. TechCrunch: Google to Invest Up to $40B in Anthropic
• Neutral Sentiment: Global AI competition is intensifying (including from Chinese players) — this validates demand but keeps pricing and product dynamics uncertain. Yahoo Finance: China’s DeepSeek Preview
• Negative Sentiment: Regulatory risk: the EU is pressing Google to give AI rivals access to Android features — any mandated access could weaken parts of Google’s mobile moat and limit competitive advantage for Gemini on Android. PYMNTS: EU Pressure on Android Access
• Negative Sentiment: Scale of AI spending and infrastructure roll‑outs raises CapEx and free‑cash‑flow pressure; investors should watch upcoming Q1 results and FCF guidance for signs the investments are converting into profitable growth. Seeking Alpha: Q1 Preview — CapEx Risks

Insider Activity at Alphabet

In other Alphabet news, Director John L. Hennessy sold 1,050 shares of Alphabet stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $303.41, for a total transaction of $318,580.50. Following the transaction, the director directly owned 4,631 shares of the company’s stock, valued at $1,405,091.71. The trade was a 18.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider John Kent Walker sold 47,574 shares of Alphabet 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 directly owned 13,227 shares in the company, valued at $3,987,279.15. This trade represents a 78.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 2,037,294 shares of company stock valued at $94,216,897 over the last ninety days. Corporate insiders own 12.99% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have issued reports on GOOG shares. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $370.00 price objective on shares of Alphabet in a report on Tuesday, January 20th. Canaccord Genuity Group raised their price target on shares of Alphabet from $330.00 to $390.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. UBS Group reissued a “neutral” rating and issued a $348.00 price target (up from $345.00) on shares of Alphabet in a research note on Thursday, February 12th. DZ Bank raised shares of Alphabet to a “strong-buy” rating in a research note on Monday, February 16th. Finally, Oppenheimer reissued an “outperform” rating and issued a $360.00 price target on shares of Alphabet in a research note on Thursday, February 5th. Seven research 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. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $351.73.

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.