Baldwin Wealth Partners LLC MA Increases Holdings in Alphabet Inc. $GOOG

Baldwin Wealth Partners LLC MA lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOG) by 5.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 57,412 shares of the information services provider’s stock after purchasing an additional 2,999 shares during the quarter. Alphabet accounts for about 1.2% of Baldwin Wealth Partners LLC MA’s holdings, making the stock its 22nd largest position. Baldwin Wealth Partners LLC MA’s holdings in Alphabet were worth $18,016,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in GOOG. Imprint Wealth LLC bought a new stake in shares of Alphabet during the third quarter valued at about $31,000. Manning & Napier Advisors LLC bought a new position in shares of Alphabet in the third quarter valued at approximately $32,000. Tripletail Wealth Management LLC purchased a new position in Alphabet during the third quarter valued at approximately $40,000. Retirement Wealth Solutions LLC grew its stake in 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 acquiring an additional 116 shares in the last quarter. Finally, Bay Harbor Wealth Management LLC increased its holdings in Alphabet by 56.8% during the 3rd quarter. Bay Harbor Wealth Management LLC now owns 218 shares of the information services provider’s stock worth $53,000 after acquiring an additional 79 shares during the period. Hedge funds and other institutional investors own 27.26% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on GOOG shares. Sanford C. Bernstein reiterated a “market perform” rating and issued a $345.00 price objective on shares of Alphabet in a research report on Thursday, February 5th. Citigroup reissued a “market outperform” rating on shares of Alphabet in a report on Wednesday, December 17th. Royal Bank Of Canada restated an “outperform” rating and set a $375.00 price objective on shares of Alphabet in a research report on Thursday, January 15th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $370.00 price objective on shares of Alphabet in a report on Tuesday, January 20th. Finally, Oppenheimer reissued an “outperform” rating and issued a $360.00 target price on shares of Alphabet in a research note on Thursday, February 5th. Nine research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $345.71.

Insider Buying and Selling at Alphabet

In other news, insider John Kent Walker sold 47,574 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $301.45, for a total value of $14,341,182.30. Following the completion of the sale, 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 position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CAO Amie Thuener O’toole sold 955 shares of the stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $298.00, for a total value of $284,590.00. Following the sale, the chief accounting officer owned 9,918 shares of the company’s stock, valued at $2,955,564. This represents a 8.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 2,110,165 shares of company stock valued at $118,134,117. 12.99% of the stock is currently owned by insiders.

Alphabet Stock Down 2.3%

Shares of NASDAQ GOOG opened at $298.79 on Monday. The stock has a market capitalization of $3.61 trillion, a P/E ratio of 27.64, a PEG ratio of 1.75 and a beta of 1.10. Alphabet Inc. has a one year low of $142.66 and a one year high of $350.15. The firm’s 50 day simple moving average is $317.66 and its two-hundred day simple moving average is $294.01. 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 announced its quarterly earnings data on Thursday, February 5th. The information services provider reported $2.82 earnings per share for the quarter, topping 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 firm had revenue of $113.83 billion during the quarter, compared to analyst estimates of $111.24 billion. During the same period in the previous year, the business posted $2.15 EPS. The business’s quarterly revenue was up 18.0% on a year-over-year basis. As a group, analysts expect that Alphabet Inc. will post 8.89 EPS for the current fiscal year.

Alphabet Announces Dividend

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

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: DeepMind hires Bridgewater’s chief scientist Jasjeet Sekhon — a high‑profile talent win that strengthens Alphabet’s AI research and commercial credentials versus rivals. Read More.
• Positive Sentiment: Google Cloud + CVS launch “Health100” using Gemini models — expands Gemini into consumer healthcare (pharmacy, insurance, wearables) and creates a potential recurring revenue stream for cloud/AI services. Read More.
• Positive Sentiment: Product momentum: Stitch “vibe design” update is drawing real competition away from incumbents (Figma/Adobe) — suggests faster AI‑driven product monetization and market expansion for developer/designer tools. Read More.
• Positive Sentiment: Google struck agreements with five U.S. utilities to curb data‑center power use at peak demand — reduces brownout/cost risk for data‑center expansion and supports more predictable AI operations. Read More.
• Neutral Sentiment: Alphabet is pursuing Pentagon contracts (coverage and video reports) — potential contract upside but comes with employee/PR controversy given industry disputes; outcome is uncertain for near‑term revenue. Read More.
• Negative Sentiment: Supply‑chain/geopolitical risk: reports that Alphabet is increasing use of Chinese suppliers for advanced liquid cooling raise export‑control and political risks for global AI builds. Read More.
• Negative Sentiment: Insider selling: CEO Sundar Pichai and several directors have disclosed recent SEC‑filed share sales — repeated large insider sales can spook short‑term sentiment even if they are scheduled or for diversification. Read More.
• Negative Sentiment: Broader valuation/capex concern: commentary on massive hyperscaler AI capex and uncertain timing of returns is pressuring multiples across cloud/AI names, including Alphabet. Read More.

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.