Alphabet Inc. $GOOG is Whittier Trust Co.’s 4th Largest Position

Whittier Trust Co. raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOG) by 1.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,531,488 shares of the information services provider’s stock after acquiring an additional 25,069 shares during the quarter. Alphabet makes up about 4.3% of Whittier Trust Co.’s investment portfolio, making the stock its 4th biggest position. Whittier Trust Co.’s holdings in Alphabet were worth $377,435,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the business. IFS Advisors LLC raised its position in shares of Alphabet by 400.0% during the second quarter. IFS Advisors LLC now owns 150 shares of the information services provider’s stock valued at $27,000 after buying an additional 120 shares during the last quarter. WestEnd Advisors LLC grew its stake in Alphabet by 58.7% during the second quarter. WestEnd Advisors LLC now owns 165 shares of the information services provider’s stock valued at $29,000 after acquiring an additional 61 shares in the last quarter. Fairman Group LLC increased its holdings in Alphabet by 121.3% in the 2nd quarter. Fairman Group LLC now owns 177 shares of the information services provider’s stock valued at $31,000 after acquiring an additional 97 shares during the last quarter. University of Illinois Foundation bought a new stake in Alphabet in the 2nd quarter valued at $31,000. Finally, Manning & Napier Advisors LLC purchased a new stake in Alphabet in the 3rd quarter worth $32,000. Institutional investors own 27.26% of the company’s stock.

Insider Activity

In related 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 sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CAO Amie Thuener O’toole sold 2,778 shares of the firm’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $312.30, for a total transaction of $867,569.40. Following the completion of the sale, the chief accounting officer directly owned 8,962 shares of the company’s stock, valued at approximately $2,798,832.60. The trade was a 23.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 2,069,531 shares of company stock valued at $104,158,826 in the last quarter. 12.99% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on GOOG. Rosenblatt Securities set a $279.00 target price on Alphabet in a report on Thursday, October 30th. KeyCorp reaffirmed an “overweight” rating and issued a $360.00 price objective on shares of Alphabet in a research note on Monday, January 26th. Jefferies Financial Group reaffirmed a “buy” rating and set a $365.00 price objective on shares of Alphabet in a report on Monday, January 5th. Wolfe Research raised their target price on shares of Alphabet from $290.00 to $350.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. Finally, Hsbc Global Res raised shares of Alphabet to a “strong-buy” rating in a research note on Tuesday, October 7th. Eight research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, three have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $330.83.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google’s new Project Genie AI model — which can turn short prompts into fully rendered, playable 3D worlds and characters — is being viewed as a strategic win for Alphabet’s AI leadership and platform reach; the announcement spooked game developers but signals a new product avenue for Google that could expand ads, cloud consumption and developer tools. Videogame stocks slide on Google’s AI model that turns prompts into playable worlds
• Positive Sentiment: An analyst note expects Alphabet to beat Q4 revenue and EPS as AI lifts ads and cloud demand — a direct fundamental rationale for upside to near-term earnings and investor estimates. Alphabet Could Power Past Forecasts As AI Lifts Ads, Cloud: Analyst
• Positive Sentiment: Large institutional buying: Vanguard reportedly added material GOOGL exposure in its latest filing, which supports demand for the shares from big passive/active holders. Fund Update: VANGUARD GROUP INC Just Disclosed New Holdings
• Positive Sentiment: Google disrupted a major residential proxy network used by bad actors, a security move that reduces abuse risk across its ecosystem and is a modest reputational/operational positive. Google disrupts large residential proxy network, reducing devices used by operators by ‘millions’
• Neutral Sentiment: Wall Street is focused on Q4 guidance and key metric estimates ahead of earnings; expectations and guidance will likely drive short-term moves more than some headlines. Ahead of Alphabet (GOOGL) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Profile/endorsement notes: coverage pieces and fund letters (e.g., Giverny Capital mention, Tim Cook comments on partnership) keep sentiment visible but are unlikely to move the tape materially on their own. Alphabet (GOOG) Contributed 4.7% to Giverny Capital Asset Management’s 2025 Growth
• Negative Sentiment: A former Google engineer was convicted of stealing AI trade secrets and uploading internal materials to personal cloud accounts — a legal/security headwind that raises concerns about IP protection and could prompt tighter controls and scrutiny. Former Google engineer found guilty of espionage and theft of AI tech
• Negative Sentiment: Waymo involvement in a pedestrian incident has triggered an NHTSA probe; regulatory/safety risks around Waymo’s rollout remain a potential liability and source of short-term volatility for Alphabet. A Waymo hit a child near an elementary school. The NHTSA is investigating

Alphabet Stock Performance

NASDAQ GOOG opened at $338.53 on Monday. The company has a market cap of $4.09 trillion, a P/E ratio of 33.39, a P/E/G ratio of 1.86 and a beta of 1.10. The business’s 50 day moving average price is $320.91 and its 200-day moving average price is $266.82. Alphabet Inc. has a fifty-two week low of $142.66 and a fifty-two week high of $342.29. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.75 and a current ratio of 1.75.

Alphabet Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 8th were issued a $0.21 dividend. This represents a $0.84 annualized dividend and a dividend yield of 0.2%. The ex-dividend date was Monday, December 8th. Alphabet’s dividend payout ratio (DPR) is 8.28%.

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.