Dala Group LLC Buys Shares of 5,690 Alphabet Inc. $GOOG

Dala Group LLC bought a new position in shares of Alphabet Inc. (NASDAQ:GOOG) during the first quarter, HoldingsChannel reports. The fund bought 5,690 shares of the information services provider’s stock, valued at approximately $1,635,000. Alphabet makes up about 1.4% of Dala Group LLC’s portfolio, making the stock its 19th largest holding.

Several other institutional investors also recently modified their holdings of the stock. Auto Owners Insurance Co boosted its holdings in shares of Alphabet by 38,409.2% during the 4th quarter. Auto Owners Insurance Co now owns 179,836,276 shares of the information services provider’s stock valued at $5,643,262,000 after acquiring an additional 179,369,280 shares in the last quarter. J. Stern & Co. LLP increased its holdings in Alphabet by 28,482.8% in the 4th quarter. J. Stern & Co. LLP now owns 112,091,870 shares of the information services provider’s stock worth $35,174,429,000 after purchasing an additional 111,699,704 shares in the last quarter. Norges Bank acquired a new position in Alphabet in the 4th quarter worth about $18,093,665,000. Cardano Risk Management B.V. raised its position in Alphabet by 850.3% in the fourth quarter. Cardano Risk Management B.V. now owns 17,692,600 shares of the information services provider’s stock valued at $5,551,938,000 after purchasing an additional 15,830,754 shares during the last quarter. Finally, Vanguard Group Inc. raised its position in Alphabet by 2.0% in the fourth quarter. Vanguard Group Inc. now owns 421,013,782 shares of the information services provider’s stock valued at $132,114,125,000 after purchasing an additional 8,128,234 shares during the last quarter. 27.26% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts have recently commented on GOOG shares. Freedom Capital raised Alphabet from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 23rd. Piper Sandler reaffirmed an “overweight” rating and issued a $395.00 price objective (down from $445.00) on shares of Alphabet in a research note on Thursday, July 23rd. Morgan Stanley dropped their price objective on shares of Alphabet from $415.00 to $400.00 and set an “overweight” rating for the company in a report on Thursday, July 23rd. Phillip Securities upgraded shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Monday, July 27th. Finally, Wolfe Research set a $460.00 target price on shares of Alphabet in a report on Thursday, July 23rd. Seven research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $410.09.

Alphabet Stock Performance

Shares of GOOG stock opened at $356.65 on Friday. The business’s 50 day simple moving average is $355.82 and its 200 day simple moving average is $337.91. Alphabet Inc. has a one year low of $188.70 and a one year high of $404.47. The stock has a market capitalization of $4.36 trillion, a PE ratio of 17.91, a PEG ratio of 1.00 and a beta of 1.23. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.72 and a quick ratio of 2.64.

Alphabet (NASDAQ:GOOG) last released its quarterly earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.87 by $6.24. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. The firm had revenue of $119.80 billion during the quarter, compared to analyst estimates of $116.53 billion. During the same quarter last year, the business earned $2.31 EPS. The company’s revenue was up 24.2% compared to the same quarter last year. As a group, research analysts forecast that Alphabet Inc. will post 20.51 earnings per share for the current year.

Alphabet Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 14th. Stockholders of record on Monday, September 7th will be paid a $0.22 dividend. This represents a $0.88 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Friday, September 4th. Alphabet’s dividend payout ratio is currently 4.42%.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: AI and cloud growth are supporting the stock. Investors are responding to evidence that Alphabet’s large AI investments can drive revenue and profits. Google Cloud continues to be a key valuation driver, while the company’s custom AI chips are increasingly viewed as credible alternatives to Nvidia’s products. Alphabet and Amazon custom AI chips
• Positive Sentiment: Strong fundamentals and bullish positioning remain supportive. Alphabet recently reported quarterly revenue of $119.8 billion, up 24.2% year over year, and exceeded consensus EPS expectations. Analysts remain broadly positive, while investors purchased approximately 275,667 call options Friday—about 33% above average daily call volume.
• Positive Sentiment: Enterprise AI partnerships could expand Google Cloud demand. Alphabet’s Gemini models are being integrated into Oracle’s enterprise software, and the company is reportedly backing financing for an Anthropic data center. These developments could generate additional demand for Alphabet’s cloud infrastructure and AI services.
• Neutral Sentiment: Capital spending remains the central investment debate. Alphabet raised its 2026 capital-expenditure outlook to $195 billion–$205 billion. The spending is intended to capture AI demand, but investors are watching whether future revenue growth will justify the scale of the investment.
• Negative Sentiment: AI spending is weighing on cash flow. A sharp increase in infrastructure investment reportedly pushed free cash flow negative in the latest quarter, while rising memory and data-center costs could increase future depreciation and pressure margins. AI buildout costs
• Negative Sentiment: Google withdrew its Earth AI feature after misinformation concerns. The one-day-old feature allowed fabricated AI images inside Google Earth, and its cancellation highlights reputational and product-governance risks. Google Earth AI feature cancellation

Insider Activity

In related news, Director Frances Arnold sold 82 shares of Alphabet stock in a transaction on Thursday, July 30th. The shares were sold at an average price of $333.39, for a total transaction of $27,337.98. Following the completion of the transaction, the director owned 18,914 shares of the company’s stock, valued at $6,305,738.46. This trade represents a 0.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Marsida Saraci sold 449 shares of the business’s stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $333.20, for a total transaction of $149,606.80. Following the completion of the transaction, the chief accounting officer owned 27,386 shares in the company, valued at approximately $9,125,015.20. The trade was a 1.61% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 600,547 shares of company stock valued at $16,255,540. 12.99% of the stock is owned by corporate insiders.

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.