Banque Cantonale Vaudoise Purchases 1,678 Shares of Alphabet Inc. $GOOG

Banque Cantonale Vaudoise increased its position in shares of Alphabet Inc. (NASDAQ:GOOG) by 1.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 92,442 shares of the information services provider’s stock after purchasing an additional 1,678 shares during the quarter. Alphabet makes up about 0.8% of Banque Cantonale Vaudoise’s holdings, making the stock its 17th biggest position. Banque Cantonale Vaudoise’s holdings in Alphabet were worth $22,514,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Vestcor Inc lifted its holdings in Alphabet by 0.8% during the third quarter. Vestcor Inc now owns 140,119 shares of the information services provider’s stock worth $34,126,000 after acquiring an additional 1,156 shares during the period. Schroder Investment Management Group grew its stake in Alphabet by 3.6% in the 3rd quarter. Schroder Investment Management Group now owns 2,667,218 shares of the information services provider’s stock valued at $649,601,000 after purchasing an additional 92,988 shares during the period. Gerber Kawasaki Wealth & Investment Management increased its position in shares of Alphabet by 2.9% during the 3rd quarter. Gerber Kawasaki Wealth & Investment Management now owns 273,093 shares of the information services provider’s stock valued at $66,512,000 after purchasing an additional 7,791 shares during the last quarter. Fort Sheridan Advisors LLC raised its stake in shares of Alphabet by 7.7% during the 3rd quarter. Fort Sheridan Advisors LLC now owns 112,468 shares of the information services provider’s stock worth $27,392,000 after purchasing an additional 8,029 shares during the period. Finally, Flavin Financial Services Inc. raised its stake in shares of Alphabet by 7.6% during the 3rd quarter. Flavin Financial Services Inc. now owns 17,220 shares of the information services provider’s stock worth $4,194,000 after purchasing an additional 1,220 shares during the period. 27.26% of the stock is owned by institutional investors.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google Cloud won a meaningful enterprise customer use-case after reports that CVS Health will roll out an AI-enabled platform built with Google Cloud — a tangible proof-point for cloud AI demand and potential recurring revenue growth. Alphabet Inc. (GOOGL): CVS Health To Roll Out AI-enabled Platform With Google Cloud
• Positive Sentiment: Analysts and prominent investors reiterated bullish views on Alphabet’s franchise — highlighting YouTube’s monetization and Google’s AI stack (Gemini/TPUs) as durable growth engines that support higher long-term revenue multiple. ‘This Is a Huge Asset,’ Says Analyst about Alphabet Stock (GOOGL)
• Neutral Sentiment: Multiple media pieces continue to position Alphabet as a top AI pick (consumer search + enterprise cloud). These stories support the bull narrative but may be largely priced in given prior rallies. You Don’t Need Polymarket to Make a Winning Bet. Just Buy This AI Stock.
• Neutral Sentiment: Competitor dynamics matter: coverage noting Microsoft’s deepening AI/cloud ties underscores the competitive backdrop for cloud margins and enterprise wins — a reminder Alphabet must defend share in a capital-intensive race. Microsoft Positioned to Win AI Race With Dual-Model Strategy
• Negative Sentiment: Investors remain sensitive to governance and compensation risk after approval of a sizable CEO pay package tied to Waymo targets; prior coverage linked the package to a near-term stock pullback. Alphabet Approves $692 Million Pay Package for CEO Sundar Pichai with Waymo Growth Incentives
• Negative Sentiment: Hardware and supply risks: reports that Nvidia’s HBM buying spree is causing a memory shortage raise the prospect of higher capex and component costs for data-center operators, which could pressure margins for large cloud providers including Google. Nvidia’s (NVDA) Memory Shortage Could Cause Google (GOOGL) Billions
• Negative Sentiment: Regulatory risk: Indonesia’s plan to restrict high‑risk digital platforms for under‑16s introduces regional policy uncertainty that could affect ad targeting/engagement in a sizable market. Update: Indonesia Plans to Ban High-Risk Digital Platforms for Children Under 16

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the stock. BMO Capital Markets restated an “outperform” rating and set a $400.00 price target on shares of Alphabet in a research report on Thursday, February 5th. Scotiabank reaffirmed an “outperform” rating and issued a $400.00 price objective (up from $375.00) on shares of Alphabet in a research report on Thursday, February 5th. UBS Group reiterated a “neutral” rating and issued a $348.00 target price (up from $345.00) on shares of Alphabet in a research note on Thursday, February 12th. DA Davidson set a $300.00 price target on shares of Alphabet in a research note on Tuesday, November 25th. Finally, Oppenheimer reaffirmed an “outperform” rating and issued a $360.00 price target on shares of Alphabet in a report on Thursday, February 5th. Nine analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Alphabet presently has an average rating of “Buy” and an average target price of $343.90.

Alphabet Trading Up 2.6%

NASDAQ:GOOG opened at $306.01 on Tuesday. Alphabet Inc. has a 1 year low of $142.66 and a 1 year high of $350.15. The stock’s fifty day moving average price is $320.11 and its two-hundred day moving average price is $288.17. 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 company has a market cap of $3.70 trillion, a P/E ratio of 28.31, a P/E/G ratio of 1.75 and a beta of 1.10.

Alphabet (NASDAQ:GOOG) last announced its quarterly earnings results on Thursday, February 5th. The information services provider reported $2.82 earnings per share for the quarter, beating the consensus estimate of $2.59 by $0.23. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The company had revenue of $113.83 billion during the quarter, compared to analysts’ expectations of $111.24 billion. During the same period in the previous year, the business earned $2.15 earnings per share. The firm’s quarterly revenue was up 18.0% compared to the same quarter last year. As a group, analysts expect that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be issued 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 payout ratio is presently 7.77%.

Insider Activity

In related news, insider John Kent Walker sold 47,574 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $301.45, for a total transaction of $14,341,182.30. Following the completion of the transaction, the insider owned 13,227 shares of the company’s stock, valued at approximately $3,987,279.15. The trade was a 78.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director John L. Hennessy sold 600 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $306.73, for a total transaction of $184,038.00. Following the sale, the director directly owned 20,624 shares in the company, valued at $6,325,999.52. This trade represents a 2.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 2,112,493 shares of company stock valued at $118,605,094. 12.99% of the stock is currently owned by insiders.

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.