Swiss Life Asset Management Ltd Boosts Holdings in Alphabet Inc. $GOOG

Swiss Life Asset Management Ltd boosted its position in shares of Alphabet Inc. (NASDAQ:GOOG) by 6.1% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,597,164 shares of the information services provider’s stock after purchasing an additional 91,217 shares during the period. Alphabet comprises about 2.0% of Swiss Life Asset Management Ltd’s investment portfolio, making the stock its 8th biggest position. Swiss Life Asset Management Ltd’s holdings in Alphabet were worth $388,989,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in GOOG. Brighton Jones LLC lifted its position in Alphabet by 5.6% during the 4th quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider’s stock worth $22,901,000 after buying an additional 6,410 shares in the last quarter. LSV Asset Management increased its holdings in shares of Alphabet by 200.0% in the second quarter. LSV Asset Management now owns 840 shares of the information services provider’s stock valued at $149,000 after purchasing an additional 560 shares in the last quarter. Ensign Peak Advisors Inc raised its position in Alphabet by 8.6% in the 2nd quarter. Ensign Peak Advisors Inc now owns 3,882,633 shares of the information services provider’s stock worth $688,740,000 after purchasing an additional 306,204 shares during the last quarter. GDS Wealth Management boosted its position in Alphabet by 2.4% in the 2nd quarter. GDS Wealth Management now owns 2,325 shares of the information services provider’s stock valued at $412,000 after buying an additional 54 shares during the last quarter. Finally, PKS Advisory Services LLC boosted its position in Alphabet by 1.7% in the 2nd quarter. PKS Advisory Services LLC now owns 7,101 shares of the information services provider’s stock valued at $1,260,000 after buying an additional 121 shares during the last quarter. 27.26% of the stock is currently owned by institutional investors and hedge funds.

Alphabet Price Performance

Shares of GOOG opened at $305.73 on Friday. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.11. Alphabet Inc. has a 1 year low of $142.66 and a 1 year high of $350.15. The stock has a market cap of $3.70 trillion, a P/E ratio of 28.28, a price-to-earnings-growth ratio of 1.79 and a beta of 1.10. The stock’s 50-day moving average price is $318.27 and its two-hundred day moving average price is $292.42.

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

Alphabet Announces Dividend

The company also recently declared 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. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, March 9th. Alphabet’s dividend payout ratio (DPR) is currently 7.77%.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Scotiabank reaffirmed an “outperform” rating and set a $400.00 price target (up from $375.00) on shares of Alphabet in a research note on Thursday, February 5th. Canaccord Genuity Group lifted their price objective on Alphabet from $330.00 to $390.00 and gave the stock a “buy” rating in a research report on Wednesday, January 7th. Weiss Ratings restated a “buy (b)” rating on shares of Alphabet in a research report on Wednesday, January 21st. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Alphabet in a research note on Tuesday, January 20th. Finally, Citigroup reissued a “market outperform” rating on shares of Alphabet in a research note on Wednesday, December 17th. Nine analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $345.71.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet and CVS/Google Cloud will launch Health100, an AI health‑engagement platform that embeds Gemini models into pharmacy, insurance and wearable workflows — a potential new commercial channel for Gemini and Google Cloud. Alphabet Taps Health100 To Extend Gemini Deeper Into Consumer Healthcare
• Positive Sentiment: Google signed agreements with five U.S. utilities to cut data‑center usage during peak demand, reducing operational risk and helping secure capacity for AI workloads without relying solely on new grid builds. Google expands utility deals to curb data‑center power use during peak demand
• Positive Sentiment: Product execution: Google’s upgraded Stitch (AI design) and other AI product moves are starting to pressure design/creative competitors (Figma, Adobe), demonstrating Alphabet’s ability to translate AI research into competitive, monetizable tools. This supports Cloud/dev‑tool adoption. Figma’s stock drops 11% in two days after Google releases ‘vibe design’ product
• Positive Sentiment: DeepMind hired Bridgewater’s chief scientist as chief strategy officer — a high‑profile AI talent win that strengthens Alphabet’s research and commercial AI push. Bridgewater’s chief scientist Sekhon to join Google’s DeepMind AI unit
• Positive Sentiment: Google’s Wiz acquisition expands Google Cloud’s security stack — a strategic tuck‑in that helps enterprise AI/cloud sales vs. AWS and Azure. GOOGL’s Wiz Buyout Expands Cloud Security Portfolio
• Neutral Sentiment: Regulatory balance: Google will let sites opt out of generative AI snippets in the UK to address competition concerns — may reduce product scope there but lowers near‑term regulatory friction. Google to allow AI opt‑out to ease UK competition concerns
• Neutral Sentiment: Competitive landscape: analyst commentary highlights Snowflake and other cloud/analytics players as strong alternatives in AI analytics — a reminder that Cloud competition could pressure some incremental market share. Snowflake vs Alphabet: Which Cloud Analytics Stock Has an Edge Now?
• Negative Sentiment: Insider selling: CEO Sundar Pichai and other insiders have executed large recent sales (SEC filings), which can create short‑term investor caution even if sales are routine diversification. Alphabet CEO Sells $10,006,425.00 in Stock
• Negative Sentiment: Supply‑chain/geopolitical risk: reports say Alphabet is increasing reliance on Chinese suppliers for advanced liquid cooling (and may acquire a Chinese cooling firm) — this reduces near‑term constraints but raises export‑control and regulatory risk. Alphabet’s Growing China Cooling Ties Add New Angle To AI Valuation
• Negative Sentiment: Sector headwind: broader concerns about massive hyperscaler AI/data‑center capex weigh on valuations and raise questions about the pace of returns for cloud/AI investments. This Is the Real Reason Tech Stocks Struggle

Insider Activity

In other Alphabet 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 transaction, the insider directly 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $19.00, for a total value of $35,060,852.00. The disclosure for this sale is available in the SEC filing. Insiders sold 2,110,165 shares of company stock worth $118,134,117 over the last quarter. Corporate 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.