Landscape Capital Management L.L.C. acquired a new stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 5,758 shares of the information services provider’s stock, valued at approximately $2,058,000.
A number of other hedge funds also recently bought and sold shares of the business. Concord Investment Counsel Inc. lifted its stake in Alphabet by 1.7% in the 2nd quarter. Concord Investment Counsel Inc. now owns 65,560 shares of the information services provider’s stock worth $23,002,000 after purchasing an additional 1,075 shares in the last quarter. EP Wealth Advisors LLC grew its position in shares of Alphabet by 3.5% in the second quarter. EP Wealth Advisors LLC now owns 1,082,743 shares of the information services provider’s stock valued at $386,940,000 after purchasing an additional 36,532 shares in the last quarter. M1 Capital Management LLC grew its position in shares of Alphabet by 2.8% in the second quarter. M1 Capital Management LLC now owns 6,243 shares of the information services provider’s stock valued at $2,231,000 after purchasing an additional 172 shares in the last quarter. HughesLittle Investment Management Ltd. increased its holdings in shares of Alphabet by 0.3% in the second quarter. HughesLittle Investment Management Ltd. now owns 120,157 shares of the information services provider’s stock valued at $42,941,000 after purchasing an additional 415 shares during the last quarter. Finally, Burnham & Co LLC acquired a new stake in shares of Alphabet in the second quarter valued at approximately $3,593,000. Institutional investors and hedge funds own 40.03% of the company’s stock.
Insider Buying and Selling at Alphabet
In related news, major shareholder 2019 Gp L.L.C. Gv sold 118,138 shares of the stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $18.90, for a total transaction of $2,232,808.20. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Frances Arnold sold 82 shares of Alphabet stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $337.71, for a total transaction of $27,692.22. Following the completion of the sale, the director owned 18,995 shares of the company’s stock, valued at $6,414,801.45. This trade represents a 0.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 451,925 shares of company stock worth $12,371,544 over the last three months. Insiders own 11.61% of the company’s stock.
More Alphabet News
- Positive Sentiment: Google Cloud revenue growth and expanding margins continue to support Alphabet’s AI investment strategy. Supporters argue that cloud growth—reportedly up 82% year over year—could eventually justify the company’s much higher spending. Google Cloud growth article
- Positive Sentiment: A federal judge rejected a forced breakup of Google’s ad-tech business, limiting the immediate structural risk to Alphabet. The company will instead face behavioral remedies, although the ad-network business recently contracted. Google ad-business ruling
- Positive Sentiment: New AI features in Gmail, Docs and Keep, along with continued Gemini development, could improve user engagement and strengthen Alphabet’s competitive position in generative AI. Rosenblatt also reaffirmed a buy rating with a $410 price target. Google AI product launch
- Neutral Sentiment: Alphabet will pay a quarterly dividend of $0.22 per share on September 14 to shareholders of record on September 4, providing a modest income component but unlikely to materially change the investment case. Alphabet dividend article
- Negative Sentiment: Alphabet raised 2026 capital-spending guidance to approximately $195 billion–$205 billion. Second-quarter free cash flow turned negative as capital expenditures reached $44.9 billion, raising concerns that AI infrastructure spending may take years to generate adequate returns. Alphabet cloud margins and AI spending
- Negative Sentiment: Investors are also concerned about execution: Gemini 3.5 Pro reportedly remained delayed, while the company faces multiple securities-fraud investigations and continued scrutiny over its ad-tech practices. These issues add legal and competitive risk to an already expensive AI buildout. Gemini delay article
Analyst Ratings Changes
A number of equities analysts have weighed in on the company. Oppenheimer boosted their price objective on Alphabet from $425.00 to $445.00 and gave the stock an “outperform” rating in a research note on Friday, May 15th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $420.00 target price (down from $435.00) on shares of Alphabet in a research note on Thursday, July 23rd. KeyCorp lifted their price target on Alphabet from $425.00 to $445.00 and gave the stock an “overweight” rating in a report on Friday, July 10th. UBS Group lowered their price target on shares of Alphabet from $400.00 to $379.00 and set a “neutral” rating on the stock in a research report on Thursday, July 23rd. Finally, DA Davidson set a $350.00 price objective on shares of Alphabet and gave the company a “neutral” rating in a report on Thursday, July 23rd. Five equities research analysts have rated the stock with a Strong Buy rating, forty-five have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $420.19.
View Our Latest Report on Alphabet
Alphabet Price Performance
NASDAQ:GOOGL opened at $338.46 on Friday. Alphabet Inc. has a 52 week low of $231.90 and a 52 week high of $408.61. The stock’s fifty day moving average is $349.02 and its two-hundred day moving average is $342.61. The company has a market capitalization of $4.14 trillion, a P/E ratio of 17.00, a P/E/G ratio of 0.98 and a beta of 1.22. The company has a quick ratio of 2.64, a current ratio of 2.72 and a debt-to-equity ratio of 0.16.
Alphabet (NASDAQ:GOOGL – Get Free Report) last released its quarterly earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.89 by $6.22. The business had revenue of $119.80 billion during the quarter, compared to analysts’ expectations of $117.07 billion. Alphabet had a return on equity of 51.32% and a net margin of 54.77%. Equities analysts expect that Alphabet Inc. will post 20.5 EPS for the current year.
Alphabet Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Monday, September 14th. Shareholders of record on Monday, September 7th will be paid a dividend of $0.22 per share. This represents a $0.88 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend is Friday, September 4th. Alphabet’s dividend payout ratio (DPR) is 4.42%.
Alphabet Profile
Alphabet Inc is the holding company created in 2015 to organize Google and a portfolio of businesses developing technologies beyond Google’s core internet services. Its principal operations are led by Google, which builds and operates consumer-facing products such as Google Search, YouTube, Android, Chrome, Gmail, Google Maps and Google Workspace, as well as advertising platforms (Google Ads and AdSense) that historically generate the majority of its revenue. Google also develops consumer hardware (Pixel phones, Nest smart-home devices, Chromecast) and developer and distribution platforms such as Google Play.
Beyond Google’s consumer and advertising businesses, Alphabet invests in enterprise and infrastructure offerings through Google Cloud, which provides cloud computing, data analytics and productivity services to businesses and institutions.
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