Voya Investment Management LLC Raises Position in Alphabet Inc. $GOOG

Voya Investment Management LLC boosted its position in Alphabet Inc. (NASDAQ:GOOG) by 2.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,911,935 shares of the information services provider’s stock after purchasing an additional 62,636 shares during the period. Alphabet comprises approximately 0.7% of Voya Investment Management LLC’s portfolio, making the stock its 19th biggest holding. Voya Investment Management LLC’s holdings in Alphabet were worth $709,202,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. IFS Advisors LLC grew its stake in shares of Alphabet by 400.0% during the 2nd quarter. IFS Advisors LLC now owns 150 shares of the information services provider’s stock worth $27,000 after acquiring an additional 120 shares during the period. Robbins Farley lifted its holdings in Alphabet by 60.0% during the second quarter. Robbins Farley now owns 160 shares of the information services provider’s stock valued at $28,000 after purchasing an additional 60 shares during the last quarter. WestEnd Advisors LLC boosted its position in Alphabet by 58.7% during the second quarter. WestEnd Advisors LLC now owns 165 shares of the information services provider’s stock worth $29,000 after purchasing an additional 61 shares during the period. Fairman Group LLC increased its stake in shares of Alphabet by 121.3% in the second quarter. Fairman Group LLC now owns 177 shares of the information services provider’s stock worth $31,000 after purchasing an additional 97 shares in the last quarter. Finally, University of Illinois Foundation bought a new stake in shares of Alphabet in the second quarter valued at approximately $31,000. 27.26% of the stock is owned by institutional investors.

Alphabet Price Performance

NASDAQ:GOOG opened at $308.61 on Friday. Alphabet Inc. has a 52-week low of $142.66 and a 52-week high of $328.67. The stock has a fifty day moving average of $289.83 and a 200 day moving average of $235.03. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.75 and a current ratio of 1.75. The firm has a market capitalization of $3.72 trillion, a price-to-earnings ratio of 30.43, a P/E/G ratio of 1.79 and a beta of 1.07.

Alphabet (NASDAQ:GOOG) last released its quarterly earnings results on Thursday, October 30th. The information services provider reported $2.87 earnings per share for the quarter, beating the consensus estimate of $2.29 by $0.58. The firm had revenue of $102.35 billion for the quarter, compared to analysts’ expectations of $99.90 billion. Alphabet had a return on equity of 35.00% and a net margin of 32.23%.The company’s revenue was up 15.9% compared to the same quarter last year. During the same quarter last year, the firm posted $2.12 EPS. On average, research analysts expect that Alphabet Inc. will post 8.89 EPS for the current fiscal year.

Alphabet Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 8th were given a dividend of $0.21 per share. The ex-dividend date was Monday, December 8th. This represents a $0.84 annualized dividend and a yield of 0.3%. Alphabet’s payout ratio is presently 8.28%.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the stock. Bank of America raised their price objective on shares of Alphabet from $280.00 to $335.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. BNP Paribas initiated coverage on Alphabet in a report on Monday, November 24th. They issued an “outperform” rating for the company. Rosenblatt Securities set a $279.00 price target on Alphabet in a research report on Thursday, October 30th. Loop Capital upgraded Alphabet from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 18th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Alphabet in a report on Wednesday, October 8th. Seven research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $313.04.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google Cloud scored a very large security‑services expansion with Palo Alto Networks that sources say is “approaching $10 billion,” a material commercial win that should lift cloud revenue and backlog expectations. Google Cloud lands deal with Palo Alto Networks
• Positive Sentiment: Brokerage momentum: Wedbush and other analysts have recently raised targets/ratings (new Wedbush $350 target) — analyst upgrades and higher price targets are supporting buyer interest. New Analyst Forecast: $GOOGL Given $350 Price Target
• Positive Sentiment: Talent win for AI: Coverage reports ~20% of Google’s 2025 AI software-engineer hires were “boomerang” ex‑employees — a sign management is successfully rehiring experienced AI staff amid intense competition, which supports execution on Gemini, cloud AI products and new hardware/software initiatives. Google’s boomerang year: 20% of AI software engineers hired in 2025 were ex-employees
• Neutral Sentiment: Social/market chatter highlights AI product strength (Gemini updates) and Waymo funding talk — these narratives can lift sentiment but carry execution and valuation risk if monetization timelines slip. Opinions on AI Innovations and Waymo Funding
• Neutral Sentiment: Technical/trading signals: Power‑inflow/order‑flow alerts and recent intraday momentum have drawn short‑term traders into GOOG, amplifying moves on news. GOOG Hits Intraday High After Key Trading Signal
• Negative Sentiment: Regulatory/legal headwinds: Mexico’s antitrust authority ordered Google to drop certain Android restrictions, and a Spanish consumer group has opened preliminary legal action over alleged data collection — these actions raise compliance, litigation and product‑bundling risk in key markets. Mexico’s antitrust commission resolves Android competition case Spanish consumer group seeks to sue Google in data row
• Negative Sentiment: Insider selling: Multiple filings show director/exec stock sales (including CEO sales disclosed) — routine for tax/planning but some investors view concentrated insider sales negatively in the short term. Alphabet insider buying and selling

Insider Activity at Alphabet

In other news, Director Frances Arnold sold 102 shares of Alphabet stock in a transaction on Monday, December 1st. The shares were sold at an average price of $317.66, for a total transaction of $32,401.32. Following the completion of the sale, the director directly owned 18,104 shares of the company’s stock, valued at approximately $5,750,916.64. The trade was a 0.56% 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 2,778 shares of the stock in a transaction on Monday, December 15th. The shares were sold at an average price of $312.30, for a total value of $867,569.40. Following the completion of the transaction, the chief accounting officer directly owned 8,962 shares in the company, valued at approximately $2,798,832.60. This represents a 23.66% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 228,906 shares of company stock valued at $63,984,117. Company insiders own 12.99% of the company’s stock.

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.