American Century Companies Inc. Has $2.69 Billion Holdings in Alphabet Inc. $GOOG

American Century Companies Inc. decreased its position in Alphabet Inc. (NASDAQ:GOOG) by 2.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,057,886 shares of the information services provider’s stock after selling 280,694 shares during the quarter. Alphabet makes up 1.4% of American Century Companies Inc.’s investment portfolio, making the stock its 10th largest position. American Century Companies Inc. owned 0.09% of Alphabet worth $2,693,150,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of GOOG. Keystone Investors PTE Ltd. lifted its holdings in Alphabet by 665.6% in the 3rd quarter. Keystone Investors PTE Ltd. now owns 370,116 shares of the information services provider’s stock worth $90,142,000 after buying an additional 321,772 shares during the period. Caitlin John LLC bought a new position in shares of Alphabet during the third quarter valued at approximately $92,000. Dunhill Financial LLC lifted its stake in Alphabet by 4.4% in the third quarter. Dunhill Financial LLC now owns 15,631 shares of the information services provider’s stock worth $3,807,000 after acquiring an additional 658 shares during the period. Accredited Wealth Management LLC lifted its stake in Alphabet by 60.2% in the third quarter. Accredited Wealth Management LLC now owns 3,860 shares of the information services provider’s stock worth $940,000 after acquiring an additional 1,451 shares during the period. Finally, Creative Financial Designs Inc. ADV boosted its holdings in Alphabet by 3.2% in the third quarter. Creative Financial Designs Inc. ADV now owns 10,203 shares of the information services provider’s stock valued at $2,485,000 after acquiring an additional 319 shares in the last quarter. 27.26% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Alphabet

In other Alphabet news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the business’s stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $19.00, for a total transaction of $35,060,852.00. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider John Kent Walker sold 47,574 shares of Alphabet stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $301.45, for a total transaction of $14,341,182.30. Following the transaction, the insider directly owned 13,227 shares of the company’s stock, valued at $3,987,279.15. The trade was a 78.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 2,112,380 shares of company stock worth $119,112,888 over the last three months. 12.99% of the stock is owned by company insiders.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google rolled out Nano Banana 2, an upgraded AI image generator with faster performance and better text handling — reinforces product leadership for Gemini/search integrations and helps drive user engagement across Google services. Google launches Nano Banana 2
• Positive Sentiment: Alphabet reportedly struck a multibillion-dollar deal to rent its AI chips (TPUs) to Meta — a direct revenue and margin-positive outcome from Alphabet’s AI infrastructure investments. Google signs multibillion-dollar AI chip deal with Meta
• Positive Sentiment: Alphabet is securing power supply agreements for data centers (deals with AES and Xcel), which reduces execution risk for its AI/cloud buildout and supports continued capacity expansion. Alphabet Secures Power Deals
• Positive Sentiment: South Korea approved Google’s request to export high‑precision map data, opening commercial opportunities for Google Maps and Waymo in a market previously restricted — potential revenue and product expansion tailwind. South Korea approves Google bid
• Positive Sentiment: Heavy investors continue to add to Alphabet: notable buying by billionaire Stanley Druckenmiller was reported — an endorsement that can support sentiment among long-term institutional investors. Druckenmiller buys Alphabet
• Neutral Sentiment: Analyst coverage and buy ratings remain favorable (recent upgrades and positive notes on cloud/AI), supporting longer-term upside expectations even after concerns about spending. MarketBeat coverage
• Neutral Sentiment: Short-interest updates in available feeds show anomalous/zero reporting and NaN changes — appears to be noisy data and unlikely to be driving today’s move. (Data entries flagged as 0/NaN.)
• Negative Sentiment: Belgian competition authorities opened a probe into Google’s online ad pricing practices — a regulatory risk that could pressure ad margins or lead to fines/operational changes in Europe. Belgian watchdog probe
• Negative Sentiment: Competitive pressure intensified after OpenAI raised massive funding with Amazon/Nvidia/Microsoft as backers — concentrates AI competition and could blunt parts of Google’s enterprise opportunity or pricing power. OpenAI record funding report
• Negative Sentiment: Investor cautions: critics (Michael Burry, some options trade services) have flagged Alphabet’s aggressive AI capex and warned of margin pressure — a reminder of downside risk if spending outpaces near-term monetization. Michael Burry on Google’s AI spending

Analysts Set New Price Targets

Several research firms have recently commented on GOOG. Oppenheimer reaffirmed an “outperform” rating and issued a $360.00 target price on shares of Alphabet in a research report on Thursday, February 5th. DZ Bank upgraded shares of Alphabet to a “strong-buy” rating in a report on Monday, February 16th. DA Davidson set a $300.00 price objective on Alphabet in a research report on Tuesday, November 25th. Wedbush reissued an “outperform” rating and issued a $370.00 target price on shares of Alphabet in a research report on Thursday, February 5th. Finally, KeyCorp set a $370.00 price target on Alphabet in a research report on Thursday, February 5th. Nine analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $343.90.

Alphabet Trading Up 1.4%

Shares of Alphabet stock opened at $311.43 on Monday. Alphabet Inc. has a 1-year low of $142.66 and a 1-year high of $350.15. The company’s fifty day simple moving average is $321.49 and its 200-day simple moving average is $283.93. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. The stock has a market capitalization of $3.77 trillion, a PE ratio of 28.81, a P/E/G ratio of 1.82 and a beta of 1.10.

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

Alphabet Dividend Announcement

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