Alphabet Inc. $GOOG Shares Bought by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in Alphabet Inc. (NASDAQ:GOOG) by 3.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,918,831 shares of the information services provider’s stock after buying an additional 355,064 shares during the period. Alphabet makes up approximately 1.7% of Mitsubishi UFJ Asset Management Co. Ltd.’s portfolio, making the stock its 9th biggest position. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Alphabet were worth $2,415,731,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in shares of Alphabet by 1.3% during the second quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider’s stock valued at $73,927,821,000 after acquiring an additional 5,182,111 shares in the last quarter. State Street Corp grew its position in Alphabet by 1.3% in the 2nd quarter. State Street Corp now owns 188,914,125 shares of the information services provider’s stock valued at $33,511,477,000 after purchasing an additional 2,428,266 shares during the period. Geode Capital Management LLC grew its position in Alphabet by 0.4% in the 2nd quarter. Geode Capital Management LLC now owns 107,760,033 shares of the information services provider’s stock valued at $19,022,926,000 after purchasing an additional 441,177 shares during the period. JPMorgan Chase & Co. increased its stake in Alphabet by 8.6% during the 3rd quarter. JPMorgan Chase & Co. now owns 99,529,742 shares of the information services provider’s stock valued at $24,240,469,000 after purchasing an additional 7,904,434 shares in the last quarter. Finally, Sanders Capital LLC raised its holdings in Alphabet by 6.4% during the second quarter. Sanders Capital LLC now owns 35,357,943 shares of the information services provider’s stock worth $6,272,146,000 after buying an additional 2,117,990 shares during the last quarter. 27.26% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Alphabet

In other news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $19.00, for a total transaction of $35,060,852.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $327.30, for a total transaction of $10,637,250.00. Following the completion of the sale, the chief executive officer directly owned 2,211,872 shares in the company, valued at $723,945,705.60. This trade represents a 1.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 2,112,482 shares of company stock valued at $119,145,289 over the last quarter. 12.99% of the stock is currently owned by insiders.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google rolled out Nano Banana 2, an upgraded AI image generator with faster performance and better text handling — reinforces product leadership for Gemini/search integrations and helps drive user engagement across Google services. Google launches Nano Banana 2
• Positive Sentiment: Alphabet reportedly struck a multibillion-dollar deal to rent its AI chips (TPUs) to Meta — a direct revenue and margin-positive outcome from Alphabet’s AI infrastructure investments. Google signs multibillion-dollar AI chip deal with Meta
• Positive Sentiment: Alphabet is securing power supply agreements for data centers (deals with AES and Xcel), which reduces execution risk for its AI/cloud buildout and supports continued capacity expansion. Alphabet Secures Power Deals
• Positive Sentiment: South Korea approved Google’s request to export high‑precision map data, opening commercial opportunities for Google Maps and Waymo in a market previously restricted — potential revenue and product expansion tailwind. South Korea approves Google bid
• Positive Sentiment: Heavy investors continue to add to Alphabet: notable buying by billionaire Stanley Druckenmiller was reported — an endorsement that can support sentiment among long-term institutional investors. Druckenmiller buys Alphabet
• Neutral Sentiment: Analyst coverage and buy ratings remain favorable (recent upgrades and positive notes on cloud/AI), supporting longer-term upside expectations even after concerns about spending. MarketBeat coverage
• Neutral Sentiment: Short-interest updates in available feeds show anomalous/zero reporting and NaN changes — appears to be noisy data and unlikely to be driving today’s move. (Data entries flagged as 0/NaN.)
• Negative Sentiment: Belgian competition authorities opened a probe into Google’s online ad pricing practices — a regulatory risk that could pressure ad margins or lead to fines/operational changes in Europe. Belgian watchdog probe
• Negative Sentiment: Competitive pressure intensified after OpenAI raised massive funding with Amazon/Nvidia/Microsoft as backers — concentrates AI competition and could blunt parts of Google’s enterprise opportunity or pricing power. OpenAI record funding report
• Negative Sentiment: Investor cautions: critics (Michael Burry, some options trade services) have flagged Alphabet’s aggressive AI capex and warned of margin pressure — a reminder of downside risk if spending outpaces near-term monetization. Michael Burry on Google’s AI spending

Analyst Upgrades and Downgrades

GOOG has been the subject of a number of analyst reports. Phillip Securities upgraded shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a report on Friday, November 7th. Piper Sandler reaffirmed an “overweight” rating and issued a $395.00 price target on shares of Alphabet in a research report on Thursday, February 5th. Truist Financial set a $350.00 price objective on Alphabet in a report on Friday, December 5th. Jefferies Financial Group reissued a “buy” rating and issued a $365.00 price objective on shares of Alphabet in a research note on Monday, January 5th. Finally, Cantor Fitzgerald restated a “neutral” rating on shares of Alphabet in a report on Tuesday, January 20th. Nine analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Alphabet currently has an average rating of “Buy” and a consensus target price of $343.90.

Alphabet Stock Up 1.4%

Shares of NASDAQ:GOOG opened at $311.43 on Friday. Alphabet Inc. has a 1 year low of $142.66 and a 1 year high of $350.15. The company has a market capitalization of $3.77 trillion, a PE ratio of 28.81, a price-to-earnings-growth ratio of 1.82 and a beta of 1.10. The business has a fifty day moving average price of $321.49 and a two-hundred day moving average price of $283.36. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01.

Alphabet (NASDAQ:GOOG) last released its earnings results on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, topping analysts’ consensus estimates of $2.59 by $0.23. The company had revenue of $113.83 billion for 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%.The business’s revenue for the quarter was up 18.0% compared to the same quarter last year. During the same period in the previous year, the business posted $2.15 EPS. Analysts forecast that Alphabet Inc. will post 8.89 earnings per share for the current year.

Alphabet Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be paid a $0.21 dividend. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Monday, March 9th. Alphabet’s payout ratio is presently 7.77%.

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.