OneDigital Investment Advisors LLC Decreases Stock Holdings in Alphabet Inc. $GOOG

OneDigital Investment Advisors LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG) by 2.9% in the third quarter, HoldingsChannel.com reports. The firm owned 97,941 shares of the information services provider’s stock after selling 2,901 shares during the quarter. OneDigital Investment Advisors LLC’s holdings in Alphabet were worth $23,853,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of GOOG. Manning & Napier Advisors LLC purchased a new position in shares of Alphabet in the 3rd quarter valued at about $32,000. Tripletail Wealth Management LLC acquired a new position in Alphabet in the third quarter valued at approximately $40,000. University of Illinois Foundation purchased a new position in Alphabet in the second quarter valued at approximately $31,000. Retirement Wealth Solutions LLC increased its stake in Alphabet by 145.0% in 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 during the last quarter. Finally, Horrell Capital Management Inc. lifted its position in shares of Alphabet by 100.0% during the 2nd quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider’s stock worth $35,000 after buying an additional 100 shares during the last quarter. 27.26% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the firm’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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Sundar Pichai sold 32,500 shares of the business’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $327.30, for a total transaction of $10,637,250.00. Following the transaction, the chief executive officer owned 2,211,872 shares in the company, valued at approximately $723,945,705.60. This trade represents a 1.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 2,112,482 shares of company stock valued at $119,145,289. Corporate insiders own 12.99% of the company’s stock.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Analysts and deep-dive bullish takes argue AI-driven capex will widen Alphabet’s competitive moat — Q4 strength (18% revenue growth, 48% Cloud) supports faster recurring revenue and margin expansion, underpinning multi-hundred-dollar price targets. Read More.
• Positive Sentiment: Wells Fargo moved to a more constructive rating (upgrade/Overweight), part of a cluster of bullish analyst notes and raised price targets (median ~ $370), supporting upside expectations. Read More.
• Positive Sentiment: Deep strategic assets and partnerships (14% stake in Anthropic, early SpaceX stake, Gemini distribution across devices) are being highlighted as underappreciated value drivers that reinforce long-term upside. Read More.
• Positive Sentiment: Operationally supportive energy and data‑center deals: Google announced a 1.9GW clean-power backing (including a 100‑hour battery) and utilities (Xcel, AES) signed supply agreements for new data centers — reduces energy risk for large AI builds. Read More. and Read More.
• Neutral Sentiment: Industry context: Bridgewater estimates Big Tech will invest roughly $650B in AI this year — validates the sector capex trend that benefits hyperscalers but doesn’t single out winners. Read More.
• Negative Sentiment: Intensifying AI‑chip competition and trade‑secret tensions (Google vs. Nvidia, new entrants raising capital) could pressure costs and supplier dynamics — a nearer-term risk to margins and model-training economics. Read More. and Read More.
• Negative Sentiment: Investor concerns about the pace of AI capex hitting free cash flow and accounting scrutiny — social/analyst chatter and high-profile skepticism (Michael Burry) raise questions about FCF, depreciation, and reported margins. Read More. and Read More.
• Negative Sentiment: Recent insider selling activity (including CEO filings) is being noted by market participants and can sap near‑term sentiment despite institutional bullishness. Read More.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the stock. Loop Capital raised shares of Alphabet from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, November 18th. Cantor Fitzgerald restated a “neutral” rating on shares of Alphabet in a research note on Tuesday, January 20th. KeyCorp set a $370.00 target price on Alphabet in a research report on Thursday, February 5th. Citigroup reissued a “market outperform” rating on shares of Alphabet in a research report on Wednesday, December 17th. Finally, DA Davidson set a $300.00 price target on Alphabet in a research report on Tuesday, November 25th. Nine investment 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 company’s stock. According to data from MarketBeat, Alphabet currently has an average rating of “Buy” and an average target price of $343.90.

Alphabet Stock Performance

NASDAQ GOOG opened at $310.92 on Wednesday. The firm has a market cap of $3.76 trillion, a P/E ratio of 28.76, a P/E/G ratio of 1.83 and a beta of 1.10. Alphabet Inc. has a 52-week low of $142.66 and a 52-week high of $350.15. The business’s 50-day moving average price is $321.06 and its 200 day moving average price is $281.65. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11.

Alphabet (NASDAQ:GOOG) last posted 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 return on equity of 35.01% and a net margin of 32.81%.The firm had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. During the same period in the prior year, the business earned $2.15 EPS. The firm’s revenue was up 18.0% compared to the same quarter last year. On average, equities research analysts expect that Alphabet Inc. will post 8.89 earnings per share for the current year.

Alphabet Dividend Announcement

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