Jones Financial Companies Lllp Boosts Holdings in Alphabet Inc. $GOOG

Jones Financial Companies Lllp increased its holdings in Alphabet Inc. (NASDAQ:GOOG) by 15.5% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 220,011 shares of the information services provider’s stock after purchasing an additional 29,574 shares during the period. Jones Financial Companies Lllp’s holdings in Alphabet were worth $54,338,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Robinson Smith Wealth Advisors LLC increased its stake in Alphabet by 1.8% in the 3rd quarter. Robinson Smith Wealth Advisors LLC now owns 2,070 shares of the information services provider’s stock worth $504,000 after purchasing an additional 36 shares during the period. Searle & CO. increased 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 buying an additional 36 shares during the period. BankPlus Wealth Management LLC increased its stake in shares of Alphabet by 1.2% in the third quarter. BankPlus Wealth Management LLC now owns 3,143 shares of the information services provider’s stock worth $766,000 after buying an additional 37 shares during the period. Activest Wealth Management raised its holdings in Alphabet by 0.5% during the 3rd quarter. Activest Wealth Management now owns 7,997 shares of the information services provider’s stock valued at $1,948,000 after buying an additional 38 shares during the last quarter. Finally, Cedar Mountain Advisors LLC boosted its position in Alphabet by 11.8% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 370 shares of the information services provider’s stock valued at $90,000 after buying an additional 39 shares during the period. Institutional investors own 27.26% of the company’s stock.

Insiders Place Their Bets

In other Alphabet news, Director John L. Hennessy sold 600 shares of the firm’s stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $337.52, for a total transaction of $202,512.00. Following the completion of the transaction, the director owned 21,224 shares of the company’s stock, valued at approximately $7,163,524.48. This trade represents a 2.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Amie Thuener O’toole sold 933 shares of Alphabet stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $336.55, for a total transaction of $314,001.15. Following the transaction, the chief accounting officer owned 9,916 shares of the company’s stock, valued at $3,337,229.80. The trade was a 8.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 2,070,464 shares of company stock valued at $106,153,077. Insiders own 12.99% of the company’s stock.

Alphabet Trading Down 2.5%

GOOG opened at $323.10 on Monday. 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 Inc. has a 52 week low of $142.66 and a 52 week high of $350.15. The stock has a market cap of $3.90 trillion, a PE ratio of 29.89, a PEG ratio of 1.79 and a beta of 1.10. The business has a 50 day moving average of $322.32 and a 200-day moving average of $271.94.

Alphabet (NASDAQ:GOOG) last posted its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.59 by $0.23. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The business had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. During the same quarter in the prior year, the company earned $2.15 earnings per share. The firm’s quarterly revenue was up 18.0% compared to the same quarter last year. Equities research analysts predict that Alphabet Inc. will post 8.89 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 9th will be given a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend is Monday, March 9th. Alphabet’s dividend payout ratio (DPR) is 7.77%.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Q4 beat: Alphabet reported higher‑than‑expected revenue and EPS, Google Cloud grew ~48% YoY and backlog jumped to roughly $240B — proof of strong AI demand underpinning long‑term growth. Alphabet Crushes Earnings — MarketBeat
• Positive Sentiment: Product and ecosystem wins: Gemini adoption and enterprise traction (large token/API usage) are driving monetization across Search, YouTube and Cloud; Waymo is also using Google’s Genie‑3 model for virtual training — signals that AI investments are translating into product advantage. Waymo Taps Google’s Genie 3 — TipRanks
• Neutral Sentiment: Analyst view is broadly positive but mixed on valuation: several price‑target raises and buy/overweight ratings highlight conviction in AI/cloud upside, while some firms flag a hold rating because of aggressive capex and near‑term margin pressure. New Analyst Forecast $395 — QuiverQuant
• Neutral Sentiment: Corporate moves: Alphabet announced a small quarterly dividend and continues to convert AI investments into subscriptions and ad monetization — long‑term positives, but limited near‑term impact on share price.
• Negative Sentiment: CapEx shock: management guided roughly $175–185B in 2026 CapEx (nearly double 2025), which spooked investors because it pushes spending and capital intensity into the spotlight and raises near‑term return uncertainty. That guidance is the primary reason shares fell today. Alphabet Resets the Bar for AI Spending — CNBC
• Negative Sentiment: Insider & fund selling: recent insider sales and public fund trimming (and some institutional position reductions) add selling pressure and amplify short‑term downside risk. Stock Down on Insider Selling — AmericanBankingNews
• Negative Sentiment: Policy & reputational risks: a proposed bill to regulate data‑center interconnection/charges and internal employee protests over government cloud contracts could raise operating costs or create reputational/headwind risks for data‑center expansion. Power for the People Act S.3682 — QuiverQuant Google Workers Demand End to Cloud Services — NYTimes

Analyst Ratings Changes

A number of research firms have issued reports on GOOG. Jefferies Financial Group restated a “buy” rating and issued a $365.00 price objective on shares of Alphabet in a research report on Monday, January 5th. Citigroup reaffirmed a “market outperform” rating on shares of Alphabet in a research report on Wednesday, December 17th. BNP Paribas Exane initiated coverage on Alphabet in a research report on Monday, November 24th. They issued an “outperform” rating on the stock. Phillip Securities raised Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research note on Friday, November 7th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Alphabet in a research note on Wednesday, January 21st. Seven investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $343.47.

About Alphabet

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.