Silver Oak Securities Incorporated Increases Position in Alphabet Inc. $GOOG

Silver Oak Securities Incorporated raised its holdings in Alphabet Inc. (NASDAQ:GOOG) by 22.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 14,762 shares of the information services provider’s stock after acquiring an additional 2,720 shares during the period. Silver Oak Securities Incorporated’s holdings in Alphabet were worth $3,595,000 at the end of the most recent quarter.

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

Wall Street Analysts Forecast Growth

A number of brokerages have commented on GOOG. Jefferies Financial Group reaffirmed a “buy” rating and set a $365.00 target price on shares of Alphabet in a research note on Monday. Truist Financial set a $350.00 price target on shares of Alphabet in a report on Friday, December 5th. Wolfe Research lifted their price target on shares of Alphabet from $290.00 to $350.00 and gave the company an “outperform” rating in a research report on Thursday, October 30th. Loop Capital upgraded Alphabet from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, November 18th. Finally, Robert W. Baird lifted their target price on Alphabet from $215.00 to $275.00 and gave the company an “outperform” rating in a research report on Monday, September 22nd. Seven analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, three have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $314.64.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Wall Street upgrades and higher price targets lift the growth narrative for Google Cloud and AI; Jefferies recently raised its target to $365 and many firms maintain buy/outperform calls, supporting longer-term upside. Jefferies raises price target
• Positive Sentiment: Product & commercial traction for Gemini and AI is improving distribution: Samsung plans to double devices running Gemini to ~800M units this year — a major scale tailwind for Gemini adoption across mobile. Samsung to double Gemini devices
• Positive Sentiment: AI infrastructure push: initiatives like TorchTPU, increased TPU patenting and moves to reduce Nvidia dependence, plus cloud/infrastructure M&A, strengthen Alphabet’s ability to monetize AI at scale. These strategic moves are supportive of margins and competitive positioning. Seeking Alpha on TorchTPU & infrastructure
• Neutral Sentiment: Small lobbying disclosure: ~$80k reported for Google Public Sector work on DoD cloud services — notable for contract tracking but not material by itself. Quiver lobbying disclosure
• Negative Sentiment: Heavy insider selling is a clear near-term negative: Quiver data shows 161 insider sales in six months (including large Sundar Pichai sales), which can spook investors and fuel profit-taking. Quiver on insider selling & sentiment
• Negative Sentiment: Competitive risks: OpenAI/ChatGPT usage metrics show Gemini narrowing the gap, but competition remains intense — news flow comparing market share can pressure sentiment and prompt volatility. CNBC: ChatGPT vs Gemini

Insider Buying and Selling at Alphabet

In other Alphabet news, CEO Sundar Pichai sold 32,500 shares of the stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $299.80, for a total transaction of $9,743,500.00. Following the sale, the chief executive officer directly owned 2,239,619 shares in the company, valued at $671,437,776.20. This represents a 1.43% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Frances Arnold sold 102 shares of the firm’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $313.45, for a total transaction of $31,971.90. Following the completion of the transaction, the director directly owned 18,205 shares of the company’s stock, valued at $5,706,357.25. This represents a 0.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 195,465 shares of company stock valued at $57,056,497. Corporate insiders own 12.99% of the company’s stock.

Alphabet Stock Down 0.9%

Shares of NASDAQ GOOG opened at $314.55 on Wednesday. The firm has a market cap of $3.80 trillion, a price-to-earnings ratio of 31.02, a PEG ratio of 1.75 and a beta of 1.09. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 0.06. Alphabet Inc. has a 52-week low of $142.66 and a 52-week high of $328.67. The business’s 50 day moving average is $304.13 and its two-hundred day moving average is $247.26.

Alphabet (NASDAQ:GOOG) last released its quarterly earnings results on Thursday, October 30th. The information services provider reported $2.87 EPS for the quarter, topping the consensus estimate of $2.29 by $0.58. The business had revenue of $102.35 billion during the quarter, compared to analyst estimates of $99.90 billion. Alphabet had a return on equity of 35.00% and a net margin of 32.23%.The company’s quarterly revenue was up 15.9% on a year-over-year basis. During the same period last year, the business posted $2.12 earnings per share. Research analysts predict that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Announces Dividend

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

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.