Alphabet Inc. $GOOG Shares Acquired by Accretive Wealth Partners LLC

Accretive Wealth Partners LLC boosted its position in Alphabet Inc. (NASDAQ:GOOG) by 25.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 24,885 shares of the information services provider’s stock after buying an additional 5,072 shares during the quarter. Alphabet makes up about 1.8% of Accretive Wealth Partners LLC’s investment portfolio, making the stock its 11th biggest holding. Accretive Wealth Partners LLC’s holdings in Alphabet were worth $6,061,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of GOOG. Tradewinds LLC. lifted its holdings in Alphabet by 2,134.8% in the 3rd quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider’s stock valued at $10,984,000 after acquiring an additional 43,080 shares during the last quarter. Atlantic Union Bankshares Corp grew its stake in shares of Alphabet by 31.3% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 354,529 shares of the information services provider’s stock worth $86,345,000 after purchasing an additional 84,553 shares during the last quarter. Bleakley Financial Group LLC raised its holdings in shares of Alphabet by 1.4% in the 2nd quarter. Bleakley Financial Group LLC now owns 170,020 shares of the information services provider’s stock worth $30,160,000 after purchasing an additional 2,304 shares in the last quarter. CWA Asset Management Group LLC raised its holdings in shares of Alphabet by 2.2% in the 3rd quarter. CWA Asset Management Group LLC now owns 157,143 shares of the information services provider’s stock worth $38,272,000 after purchasing an additional 3,444 shares in the last quarter. Finally, American National Bank of Texas acquired a new stake in Alphabet during the third quarter valued at approximately $900,000. Institutional investors own 27.26% of the company’s stock.

Insider Buying and Selling

In other news, insider John Kent Walker sold 47,574 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $301.45, for a total value of $14,341,182.30. Following the transaction, the insider directly owned 13,227 shares of the company’s stock, valued at approximately $3,987,279.15. This represents a 78.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Sundar Pichai sold 32,500 shares of the stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $303.92, for a total value of $9,877,400.00. Following the sale, the chief executive officer owned 2,818,524 shares of the company’s stock, valued at approximately $856,605,814.08. This represents a 1.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 2,112,482 shares of company stock worth $119,145,289. Insiders own 12.99% of the company’s stock.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analysts and brokers have raised price targets and highlighted AI/cloud upside (UBS, Canaccord), citing Gemini adoption and generative‑AI capex that could add meaningful cloud revenue. UBS generative AI capex note
• Positive Sentiment: Alphabet committed to a major $15B America‑India Connect initiative and announced partnerships (Zillow, Sea) that expand Gemini/Cloud into verticals — positive for long‑term cloud/ads monetization and market reach. America-India Connect announcement
• Positive Sentiment: Notable institutional buying from hedge funds (e.g., Appaloosa/Tepper, Altimeter, Viking) signals conviction in Alphabet’s AI/Cloud thesis and can support the stock through execution milestones. Appaloosa increases stake
• Neutral Sentiment: Product demos (Gemini AI coach, music features) and consumer launches (Pixel device with AI features) improve user engagement and positioning but are not immediate revenue drivers. Gemini demo on CNBC
• Neutral Sentiment: Reported short‑interest data for February shows anomalies (zeros/NaN) and provides no clear bearish signal at present; treat the statistic cautiously until reconciled.
• Negative Sentiment: Insider selling: senior execs disclosed sizable sales (Sundar Pichai, John Kent Walker), which markets often view as a modest near‑term negative signal despite normal tax/liquidity reasons. Pichai sale filing Walker sale filing
• Negative Sentiment: Legal/IP risk: prosecutors have charged engineers in an alleged scheme to steal Google trade secrets and pass files abroad — reputational and security concerns that could invite regulatory scrutiny. Trade-secrets indictment
• Negative Sentiment: Execution/supply risks: DeepMind’s CEO warned that memory‑chip shortages constrain agentic AI research/deployment, which could slow rollout timing or raise costs for compute‑intensive initiatives. DeepMind chip shortage comments
• Negative Sentiment: Several institutional investors disclosed trims (Pershing Square, Longview, others). Broad portfolio rebalancing can weigh on near‑term sentiment even if longer‑term AI momentum remains. Pershing Square trim

Alphabet Stock Up 3.7%

Shares of Alphabet stock opened at $314.90 on Friday. Alphabet Inc. has a 1 year low of $142.66 and a 1 year high of $350.15. The company has a market cap of $3.81 trillion, a P/E ratio of 29.13, a P/E/G ratio of 1.78 and a beta of 1.10. 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 stock has a 50-day moving average price of $320.95 and a 200 day moving average price of $278.92.

Alphabet (NASDAQ:GOOG) last released its earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, beating the consensus estimate of $2.59 by $0.23. The company had revenue of $113.83 billion for the quarter, compared to analysts’ expectations of $111.24 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The business’s revenue for the quarter was up 18.0% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.15 EPS. As a group, analysts expect that Alphabet Inc. will post 8.89 EPS for the current fiscal year.

Alphabet Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be paid a $0.21 dividend. This represents a $0.84 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, March 9th. Alphabet’s dividend payout ratio is currently 7.77%.

Analyst Ratings Changes

GOOG has been the topic of several recent research reports. UBS Group restated a “neutral” rating and issued a $348.00 price target (up previously from $345.00) on shares of Alphabet in a research report on Thursday, February 12th. Scotiabank reissued an “outperform” rating and set a $400.00 price objective (up from $375.00) on shares of Alphabet in a research note on Thursday, February 5th. HSBC restated a “buy” rating and issued a $335.00 target price on shares of Alphabet in a report on Thursday, October 30th. Pivotal Research reaffirmed a “buy” rating and set a $420.00 target price (up from $400.00) on shares of Alphabet in a report on Thursday, February 5th. Finally, TD Cowen reiterated a “buy” rating and issued a $365.00 price target (up previously from $355.00) on shares of Alphabet in a research report on Thursday, February 5th. Eight research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Alphabet presently has an average rating of “Buy” and an average price target of $343.90.

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.