Alphabet Inc. $GOOGL Stock Position Lifted by Elmwood Wealth Management Inc.

Elmwood Wealth Management Inc. raised its stake in Alphabet Inc. (NASDAQ:GOOGL) by 15.4% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 15,250 shares of the information services provider’s stock after buying an additional 2,030 shares during the quarter. Alphabet accounts for about 1.3% of Elmwood Wealth Management Inc.’s holdings, making the stock its 27th biggest position. Elmwood Wealth Management Inc.’s holdings in Alphabet were worth $3,707,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of the stock. Vanguard Group Inc. increased its position in Alphabet by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 516,559,609 shares of the information services provider’s stock worth $91,033,300,000 after purchasing an additional 6,733,278 shares during the last quarter. State Street Corp grew its stake in shares of Alphabet by 1.8% in the 2nd quarter. State Street Corp now owns 229,954,269 shares of the information services provider’s stock valued at $40,524,841,000 after buying an additional 4,008,374 shares in the last quarter. Geode Capital Management LLC increased its holdings in Alphabet by 3.1% in the second quarter. Geode Capital Management LLC now owns 141,615,284 shares of the information services provider’s stock worth $24,857,017,000 after buying an additional 4,224,497 shares during the last quarter. Norges Bank acquired a new position in Alphabet in the second quarter worth approximately $21,944,208,000. Finally, Invesco Ltd. raised its position in Alphabet by 1.2% during the second quarter. Invesco Ltd. now owns 44,151,820 shares of the information services provider’s stock valued at $7,780,875,000 after acquiring an additional 503,306 shares in the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google struck a multibillion-dollar deal to rent its Tensor Processing Units to Meta, validating TPU demand and directly boosting Google Cloud/infra revenue potential. Google signs multibillion-dollar AI chip deal with Meta
• Positive Sentiment: Analyst coverage highlights accelerating Google Cloud growth, heavy AI-driven demand and a large backlog (~$240B cited), supporting faster revenue expansion and margin leverage from cloud services. AI Push Provides a Boost to GOOGL’s Cloud Business
• Positive Sentiment: Google launched Nano Banana 2, an upgraded AI image generator with faster speeds and better text rendering — another visible product that drives user engagement and showcases Gemini-era AI improvements. Google launches Nano Banana 2
• Positive Sentiment: Longer-term optionality from stakes and partnerships: coverage points to Alphabet’s meaningful Anthropic stake (equity upside + Google Cloud infra revenue) and other private holdings that could materially boost valuation if monetized. Alphabet’s Quiet Edge: The Hidden Assets Powering Its Run
• Positive Sentiment: Waymo is expanding testing to Chicago and Charlotte as it scales autonomous ride‑hailing — a revenue diversification story that supports the long-term “Other Bets” growth narrative. Waymo to begin testing in Chicago and Charlotte
• Neutral Sentiment: Alphabet folded robotics software unit Intrinsic into Google — operational consolidation that may speed commercialization but has limited near-term revenue impact. Former Alphabet ‘moonshot’ robotics company Intrinsic is folding into Google
• Neutral Sentiment: Google reported disruption of a China-linked hacker network — positive for security posture and enterprise trust but unlikely to move near-term fundamentals. Google disrupts Chinese-linked hackers
• Negative Sentiment: EU regulatory pressure: Google is testing a new search layout to show rivals’ vertical results more prominently in Europe to try to avoid a fine — a change that could reduce some direct monetization in affected result types if broadly adopted. Google to test changes to search results as EU fine looms
• Negative Sentiment: Minor regional/legal friction: a small Russian fine was reported for distributing VPN apps — reputational/regulatory noise but immaterial to global results. Russia fines Google for distributing VPN services
• Negative Sentiment: Market signals: there were reports of insider selling and mixed analyst flows (price-target moves), which can prompt short-term profit-taking after a long GOOGL run. Alphabet Shares Down After Insider Selling

Insider Buying and Selling at Alphabet

In other Alphabet news, CAO Amie Thuener O’toole sold 933 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $336.55, for a total value of $314,001.15. Following the completion of the sale, the chief accounting officer owned 9,916 shares in the company, valued at approximately $3,337,229.80. This trade represents a 8.60% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction that occurred 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 directly owned 2,818,524 shares in the company, valued at $856,605,814.08. The trade was a 1.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,112,482 shares of company stock valued at $119,145,289 over the last quarter. Company insiders own 11.64% of the company’s stock.

Wall Street Analysts Forecast Growth

GOOGL has been the subject of several recent research reports. Sanford C. Bernstein boosted their target price on shares of Alphabet from $305.00 to $335.00 and gave the stock a “market perform” rating in a research report on Monday, February 2nd. Tigress Financial set a $415.00 price objective on shares of Alphabet and gave the stock a “strong-buy” rating in a report on Thursday, February 19th. Wolfe Research raised their target price on Alphabet from $380.00 to $390.00 and gave the company an “outperform” rating in a report on Friday, January 23rd. Citic Securities boosted their price target on Alphabet from $230.00 to $310.00 and gave the stock a “buy” rating in a research report on Monday, November 3rd. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $375.00 price objective (up from $330.00) on shares of Alphabet in a report on Tuesday, January 13th. Three investment analysts have rated the stock with a Strong Buy rating, forty-three have given a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, Alphabet currently has an average rating of “Moderate Buy” and an average price target of $366.57.

Alphabet Stock Performance

Shares of NASDAQ GOOGL opened at $307.38 on Friday. Alphabet Inc. has a 12 month low of $140.53 and a 12 month high of $349.00. The company has a market cap of $3.72 trillion, a P/E ratio of 28.43, a P/E/G ratio of 1.84 and a beta of 1.09. The business’s 50 day moving average is $320.89 and its two-hundred day moving average is $281.45. 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 (NASDAQ:GOOGL) last announced its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.57 by $0.25. The business 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%. On average, equities analysts expect that Alphabet Inc. will post 8.9 EPS for the current year.

Alphabet Announces Dividend

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

Alphabet Profile

Alphabet Inc is the holding company created in 2015 to organize Google and a portfolio of businesses developing technologies beyond Google’s core internet services. Its principal operations are led by Google, which builds and operates consumer-facing products such as Google Search, YouTube, Android, Chrome, Gmail, Google Maps and Google Workspace, as well as advertising platforms (Google Ads and AdSense) that historically generate the majority of its revenue. Google also develops consumer hardware (Pixel phones, Nest smart-home devices, Chromecast) and developer and distribution platforms such as Google Play.

Beyond Google’s consumer and advertising businesses, Alphabet invests in enterprise and infrastructure offerings through Google Cloud, which provides cloud computing, data analytics and productivity services to businesses and institutions.