Alphabet Inc. $GOOG Shares Purchased by Savvy Advisors Inc.

Savvy Advisors Inc. raised its position in Alphabet Inc. (NASDAQ:GOOG) by 18.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 57,723 shares of the information services provider’s stock after acquiring an additional 9,053 shares during the quarter. Savvy Advisors Inc.’s holdings in Alphabet were worth $14,058,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the business. University of Illinois Foundation acquired a new stake in Alphabet during the 2nd quarter worth approximately $31,000. Manning & Napier Advisors LLC purchased a new stake in shares of Alphabet during the third quarter worth $32,000. Horrell Capital Management Inc. raised its stake in shares of Alphabet by 100.0% in the second quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider’s stock valued at $35,000 after acquiring an additional 100 shares in the last quarter. LGT Financial Advisors LLC purchased a new position in Alphabet in the second quarter valued at $37,000. Finally, Briaud Financial Planning Inc acquired a new position in Alphabet during the 2nd quarter worth $39,000. Institutional investors and hedge funds own 27.26% of the company’s stock.

Wall Street Analyst Weigh In

GOOG has been the topic of a number of analyst reports. Loop Capital raised Alphabet from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, November 18th. BNP Paribas Exane assumed coverage on shares of Alphabet in a report on Monday, November 24th. They issued an “outperform” rating on the stock. Bank of America lifted their price target on shares of Alphabet from $280.00 to $335.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. Raymond James Financial raised shares of Alphabet from an “outperform” rating to a “strong-buy” rating and increased their price objective for the company from $315.00 to $400.00 in a research report on Thursday, January 22nd. Finally, Jefferies Financial Group reiterated a “buy” rating and set a $365.00 target price on shares of Alphabet in a research note on Monday, January 5th. Seven analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $343.90.

Insider Buying and Selling

In other news, CAO Amie Thuener O’toole sold 933 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $336.55, for a total value of $314,001.15. Following the completion of the sale, the chief accounting officer directly owned 9,916 shares of the company’s stock, valued at approximately $3,337,229.80. This represents a 8.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director John L. Hennessy sold 600 shares of Alphabet stock in a transaction on Tuesday, January 13th. The shares were sold at an average price of $337.52, for a total transaction of $202,512.00. Following the completion of the transaction, the director directly owned 21,224 shares in the company, valued at $7,163,524.48. The trade was a 2.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 2,064,308 shares of company stock valued at $104,383,469 in the last 90 days. Company insiders own 12.99% of the company’s stock.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google Cloud strength and AI adoption: Cloud revenue surged ~48% y/y, Gemini usage and API adoption are scaling rapidly and enterprise backlog expanded sharply—this supports longer‑term growth expectations. Google Cloud Revenue Just Surged 48%
• Positive Sentiment: Analyst upgrades and higher price targets: Several firms (Piper Sandler, KeyBanc and others) raised price targets after Q4 results, providing a cushion for the shares despite recent weakness. Piper Sandler and KeyBanc Raise Alphabet Price Targets
• Neutral Sentiment: AI summit visibility: CEO Sundar Pichai (and other industry leaders) attending a high‑profile AI summit in India raises Alphabet’s strategic profile in a key market but is more of a long‑term positive than an immediate price driver. India hosts global AI summit
• Neutral Sentiment: Options/contrarian flows: Some market commentary flags muted institutional urgency and suggests option strategies and contrarian buyers may be active around the pullback. This can limit downside but won’t move fundamentals immediately. Calm Waters for Alphabet Stock Present a Tempting Options Trade
• Negative Sentiment: Huge 2026 CapEx guidance and financing worries: Management signaled $175–185B in 2026 capex to build AI compute; investors fear lower free cash flow and additional debt issuance to fund spending. That guidance (and talk of tapping debt markets) is a primary reason for near‑term selling. Alphabet Stock Opinions on Q4 Earnings and AI Capex Surge
• Negative Sentiment: Insider and institutional selling: Recent filings and fund rebalances show notable insider sales and some large institutional trims, which increases short‑term selling pressure and investor caution. Altarock Partners Cuts Alphabet Stake
• Negative Sentiment: Retail sentiment/near‑term price action: Social discussions and short‑term technical selling (and a recent analyst note citing a $348 target after a February dip) have amplified momentum to the downside in the short term. Analysts Set $348 Target for Google After February Dip

Alphabet Price Performance

Shares of NASDAQ:GOOG opened at $306.02 on Tuesday. Alphabet Inc. has a 12 month low of $142.66 and a 12 month high of $350.15. The firm has a market capitalization of $3.70 trillion, a P/E ratio of 28.31, a P/E/G ratio of 1.80 and a beta of 1.10. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. The company’s fifty day moving average price is $321.71 and its 200 day moving average price is $276.93.

Alphabet (NASDAQ:GOOG) last released its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.59 by $0.23. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The company had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. During the same quarter in the prior year, the firm posted $2.15 earnings per share. Alphabet’s revenue for the quarter was up 18.0% on a year-over-year basis. As a group, sell-side analysts predict that Alphabet Inc. will post 8.89 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be given 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 yield of 0.3%. Alphabet’s payout ratio is 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.