Sava Penzisko Drushtvo A.D. Skopje Buys Shares of 36,014 Alphabet Inc. $GOOGL

Sava Penzisko Drushtvo A.D. Skopje purchased a new position in Alphabet Inc. (NASDAQ:GOOGL) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 36,014 shares of the information services provider’s stock, valued at approximately $8,755,000. Alphabet makes up approximately 2.9% of Sava Penzisko Drushtvo A.D. Skopje’s holdings, making the stock its 14th largest holding.

A number of other institutional investors have also recently made changes to their positions in the stock. Financial Gravity Companies Inc. purchased a new position in Alphabet in the second quarter worth $31,000. Pilgrim Partners Asia Pte Ltd bought a new stake in Alphabet during the third quarter worth about $53,000. Corsicana & Co. purchased a new position in shares of Alphabet in the 3rd quarter worth about $54,000. Vermillion & White Wealth Management Group LLC increased its position in shares of Alphabet by 37.9% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock valued at $57,000 after purchasing an additional 89 shares during the last quarter. Finally, S&T Bank PA increased its position in shares of Alphabet by 40.2% during the 2nd quarter. S&T Bank PA now owns 345 shares of the information services provider’s stock valued at $61,000 after purchasing an additional 99 shares during the last quarter. Institutional investors own 40.03% of the company’s stock.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google closed its $32 billion acquisition of Israeli cloud-security firm Wiz, folding Wiz into Google Cloud to bolster cloud and AI security capabilities — a major strategic bet that can expand enterprise revenue and product differentiation for Google Cloud. Google completes $32B acquisition of Wiz
• Positive Sentiment: Alphabet’s GFiber unit is combining with Astound Broadband to form an independent fiber provider majority-owned by Stonepeak; Alphabet will be a minority owner — a deal that monetizes capital-intensive infrastructure, reduces execution risk and frees cash for core cloud/AI investments. Google sells partial stake in fiber business, becomes minority owner of new venture
• Positive Sentiment: Canal+ struck a multi-year deal to use Google Cloud’s generative AI for production and content recommendation — a concrete enterprise win that illustrates continued commercial traction for Google Cloud AI in media. Canal+ taps Google’s AI for video production, content recommendation
• Positive Sentiment: Analyst upgrades and technical commentary are supporting the stock: coverage showing a bullish analyst consensus and MarketBeat noting a stabilizing pullback near $300 have likely encouraged buying from institutional and retail investors. Alphabet (NASDAQ:GOOGL) Trading 2.6% Higher on Analyst Upgrade
• Neutral Sentiment: Google’s increased involvement with Pentagon AI (Agent Designer/GenAI.mil) signals potential contract opportunities but also political scrutiny; revenue upside exists but with reputational/regulatory considerations. Google Deploys AI Agents to Help Pentagon Automate Jobs
• Neutral Sentiment: Reports showing odd/unchanged short-interest figures (zeros or NaN in filings) are effectively non-informative and are unlikely to drive the move in GOOGL today.
• Negative Sentiment: Competitive pressure from Microsoft’s expanding AI-cloud ecosystem (dual-model strategy, Anthropic/OpenAI ties) remains a medium-term risk to Google Cloud’s growth and margins. Microsoft Positioned to Win AI Race With Dual-Model Strategy (GOOGL)
• Negative Sentiment: Governance/compensation scrutiny after reporting of CEO Sundar Pichai’s large incentive package tied to long‑term “moonshot” bets could concern some investors worried about pay structure and execution risk. Alphabet CEO Sundar Pichai’s new $692 million compensation package…

Analysts Set New Price Targets

A number of brokerages recently weighed in on GOOGL. UBS Group set a $348.00 target price on Alphabet and gave the stock a “neutral” rating in a research report on Thursday, February 5th. Daiwa Securities Group increased their price target on shares of Alphabet from $333.00 to $380.00 and gave the company a “buy” rating in a research report on Tuesday, February 10th. Roth Mkm boosted their price objective on shares of Alphabet from $365.00 to $395.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Needham & Company LLC upped their price objective on shares of Alphabet from $330.00 to $400.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and set a $370.00 target price on shares of Alphabet in a report on Thursday, February 5th. Three investment analysts have rated the stock with a Strong Buy rating, forty-three have assigned a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, Alphabet currently has a consensus rating of “Moderate Buy” and an average target price of $367.18.

Alphabet Stock Up 0.5%

Shares of Alphabet stock opened at $308.70 on Thursday. The company has a debt-to-equity ratio of 0.11, a quick ratio of 2.01 and a current ratio of 2.01. Alphabet Inc. has a 52-week low of $140.53 and a 52-week high of $349.00. The company’s 50 day moving average price is $319.56 and its 200-day moving average price is $288.48. The stock has a market capitalization of $3.73 trillion, a price-to-earnings ratio of 28.56, a P/E/G ratio of 1.80 and a beta of 1.10.

Alphabet (NASDAQ:GOOGL) last announced its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, beating the consensus estimate of $2.57 by $0.25. The business had revenue of $113.83 billion during the quarter, compared to analysts’ expectations of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. Equities research analysts forecast that Alphabet Inc. will post 8.9 EPS for the current year.

Alphabet Dividend Announcement

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

Insider Buying and Selling

In related news, CAO Amie Thuener O’toole sold 955 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $298.00, for a total transaction of $284,590.00. Following the transaction, the chief accounting officer owned 9,918 shares in the company, valued at $2,955,564. The trade was a 8.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $303.38, for a total value of $9,859,850.00. Following the completion of the sale, the chief executive officer owned 1,674,560 shares in the company, valued at approximately $508,028,012.80. This represents a 1.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,112,493 shares of company stock valued at $118,605,094 over the last ninety days. Corporate insiders own 11.64% of the company’s stock.

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.