Coldstream Capital Management Inc. Buys 18,653 Shares of Alphabet Inc. $GOOG

Coldstream Capital Management Inc. raised its stake in Alphabet Inc. (NASDAQ:GOOG) by 13.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 156,332 shares of the information services provider’s stock after buying an additional 18,653 shares during the period. Coldstream Capital Management Inc.’s holdings in Alphabet were worth $38,075,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. University of Illinois Foundation acquired a new stake in shares of Alphabet during the 2nd quarter valued at $31,000. Imprint Wealth LLC acquired a new position in Alphabet in the 3rd quarter worth about $31,000. Manning & Napier Advisors LLC bought a new position in Alphabet in the third quarter valued at about $32,000. Tripletail Wealth Management LLC bought a new position in Alphabet in the third quarter valued at about $40,000. Finally, Retirement Wealth Solutions LLC boosted its stake in shares of Alphabet by 145.0% during the third quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider’s stock valued at $48,000 after purchasing an additional 116 shares in the last quarter. Institutional investors own 27.26% of the company’s stock.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: MoffettNathanson reiterated a Buy rating and kept a $350 price target, citing robust YouTube monetization and positioning Alphabet as a top media/ad franchise—this typically supports investor confidence in revenue upside. MoffettNathanson Buy Rating
• Positive Sentiment: Alphabet paid a cash dividend ($0.21/share on March 16), signaling shareholder-friendly capital allocation and returning cash to investors—a direct positive for yield-seeking holders. Dividend Payout
• Positive Sentiment: Coverage highlighting Alphabet’s massive multi‑year investments (reported at ~$346B) is being framed as driving durable growth and scale benefits to the bottom line—supportive for long-term earnings expectations. $346B Investment Boost
• Neutral Sentiment: Reuters reports Google procurement teams in China are in talks to buy liquid cooling systems from Envicool and others—operational detail that may lower data‑center costs or raise supply/geopolitical considerations depending on outcomes. China Cooling Systems Talks
• Neutral Sentiment: Short‑interest data in the aggregated feed shows anomalous zeroes for March (likely a reporting/data issue); no clear signal for increased bearish bets from that metric today.
• Neutral Sentiment: Coverage of quantum computing competition (IBM vs. other players) notes Alphabet’s activity in the space but does not yet alter near‑term revenue—relevant for long‑range R&D narrative but not immediate earnings. Quantum Computing Landscape
• Negative Sentiment: European publishers and tech firms are pressing the EU to speed a probe and potential fine over Google Search self‑preferencing—an escalated regulatory risk that could hit search economics or lead to enforcement costs. EU Antitrust Pressure
• Negative Sentiment: Analyst commentary flags valuation concerns (mid‑20s P/E) and rising capex/margin pressure despite AI-driven growth—this frames upside as dependent on sustained margin recovery and execution. Valuation Concerns

Insider Activity

In related news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the business’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $19.00, for a total value of $35,060,852.00. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Amie Thuener O’toole sold 955 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $298.00, for a total transaction of $284,590.00. Following the sale, the chief accounting officer directly owned 9,918 shares in the company, valued at $2,955,564. This trade represents a 8.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 2,076,615 shares of company stock worth $107,809,111 over the last ninety days. Corporate insiders own 12.99% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently weighed in on the company. Piper Sandler restated an “overweight” rating and set a $395.00 price target on shares of Alphabet in a report on Thursday, February 5th. Oppenheimer reiterated an “outperform” rating and set a $360.00 target price on shares of Alphabet in a research report on Thursday, February 5th. Cantor Fitzgerald reissued a “neutral” rating on shares of Alphabet in a report on Tuesday, January 20th. Scotiabank restated an “outperform” rating and issued a $400.00 price target (up from $375.00) on shares of Alphabet in a research report on Thursday, February 5th. Finally, Truist Financial set a $350.00 price target on shares of Alphabet in a research note on Friday, December 5th. Nine analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Alphabet presently has a consensus rating of “Buy” and a consensus target price of $345.71.

Alphabet Price Performance

Alphabet stock opened at $309.41 on Wednesday. The stock’s 50 day moving average is $319.00 and its 200 day moving average is $292.22. Alphabet Inc. has a one year low of $142.66 and a one year high of $350.15. The firm has a market cap of $3.74 trillion, a P/E ratio of 28.62, a P/E/G ratio of 1.78 and a beta of 1.10. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01.

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

Alphabet Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 9th were given a dividend of $0.21 per share. The ex-dividend date was Monday, March 9th. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. Alphabet’s dividend payout ratio is 7.77%.

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.