Alphabet Inc. $GOOG Stake Boosted by First Dallas Securities Inc.

First Dallas Securities Inc. increased its position in shares of Alphabet Inc. (NASDAQ:GOOG) by 251.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,605 shares of the information services provider’s stock after acquiring an additional 4,010 shares during the period. First Dallas Securities Inc.’s holdings in Alphabet were worth $1,365,000 as of its most recent filing with the Securities and Exchange Commission.

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

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on GOOG. Jefferies Financial Group restated a “buy” rating and set a $365.00 price target on shares of Alphabet in a report on Monday, January 5th. BNP Paribas Exane began coverage on shares of Alphabet in a research report on Monday, November 24th. They set an “outperform” rating on the stock. Barclays raised their target price on Alphabet from $250.00 to $315.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. Wolfe Research upped their price target on Alphabet from $290.00 to $350.00 and gave the stock an “outperform” rating in a research note on Thursday, October 30th. Finally, HSBC reissued a “buy” rating and issued a $335.00 price objective on shares of Alphabet in a research note on Thursday, October 30th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $343.90.

Insider Buying and Selling

In related news, Director John L. Hennessy sold 600 shares of the business’s stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $337.52, for a total transaction of $202,512.00. Following the transaction, the director directly owned 21,224 shares in the company, valued at $7,163,524.48. The trade was a 2.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Amie Thuener O’toole sold 933 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $336.55, for a total value of $314,001.15. Following the completion of the transaction, the chief accounting officer directly owned 9,916 shares of the company’s stock, valued at approximately $3,337,229.80. This trade represents a 8.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 2,069,864 shares of company stock worth $105,985,041. 12.99% of the stock is currently owned by corporate insiders.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Strong AI & Cloud momentum — Google’s Gemini and cloud businesses continue to show rapid user and revenue growth, supporting the company’s long‑term monetization outlook and attracting bullish analyst coverage (Scotiabank recently raised its target). Scotiabank Maintains Outperform on Alphabet
• Positive Sentiment: New AI shopping monetization tests — Google is rolling shopping features into Search and Gemini, a direct path to monetize AI interactions (ads in AI responses). This supports medium‑term revenue upside as AI becomes an ad/shopping channel. Google Weaves New Shopping Feature Into Search and Gemini
• Positive Sentiment: Waymo deployment progress — Waymo’s rollout of next‑gen Ojai robotaxis improves execution visibility for Alphabet’s autonomy unit and shows continued non‑ad growth investments. Waymo begins deploying next-gen Ojai robotaxis
• Neutral Sentiment: Century bond demand — Alphabet’s rare 100‑year bond and a large multi‑currency debt package were heavily subscribed, showing investor appetite for long‑dated paper but raising questions about signal vs. financing choice. Coverage is mixed on whether this is a positive demand signal or a red flag about heavy AI funding. Why Alphabet’s 100-year sterling bond is raising new fears
• Neutral Sentiment: Institutional flows mixed — some funds (Egerton, Fisher) added positions while others trimmed. Large 13F moves and continued analyst buy ratings keep a structural buyer base but create near‑term rotation noise. Egerton opens new $338.5M GOOG position
• Negative Sentiment: EU antitrust probes into search ad auction practices — Reuters/Bloomberg report fresh EU investigations into Google’s ad auction/pricing practices in Europe, a direct regulatory risk to the core ad business and a catalyst for negative investor reaction. Google targeted by EU over search ad auction practices
• Negative Sentiment: CapEx and financing fears — heavy FY2026 capex guidance ($175–185B), a $31.5B bond program and the century bond have spooked some investors concerned about free‑cash‑flow pressure and dilution risk, which contributed to recent share weakness after earnings. Alphabet Drops 7% Post Q4 Earnings
• Negative Sentiment: Some big holders trimming — the Swiss National Bank and several funds have cut GOOGL exposure in recent filings, which can amplify downward pressure in the near term. Swiss National Bank reduces GOOGL holdings

Alphabet Stock Performance

GOOG opened at $309.37 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 50 day moving average price is $322.20 and its two-hundred day moving average price is $274.25. The firm has a market capitalization of $3.73 trillion, a P/E ratio of 28.62, a price-to-earnings-growth ratio of 1.83 and a beta of 1.10. Alphabet Inc. has a 12-month low of $142.66 and a 12-month high of $350.15.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, topping analysts’ consensus estimates of $2.59 by $0.23. The company had revenue of $113.83 billion during 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 company’s quarterly revenue was up 18.0% compared to the same quarter last year. During the same period in the previous year, the company earned $2.15 earnings per share. On average, equities analysts forecast that Alphabet Inc. will post 8.89 earnings per share for the current year.

Alphabet Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be issued a $0.21 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. 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.