Alphabet Inc. $GOOG Position Boosted by Cantor Fitzgerald L. P.

Cantor Fitzgerald L. P. lifted its stake in Alphabet Inc. (NASDAQ:GOOG) by 23.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 91,597 shares of the information services provider’s stock after purchasing an additional 17,283 shares during the quarter. Alphabet accounts for 0.2% of Cantor Fitzgerald L. P.’s portfolio, making the stock its 21st largest position. Cantor Fitzgerald L. P.’s holdings in Alphabet were worth $22,308,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. Norges Bank acquired a new position in Alphabet in the 2nd quarter valued at approximately $4,298,572,000. JPMorgan Chase & Co. boosted its stake in shares of 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 buying an additional 7,904,434 shares during the period. Vanguard Group Inc. grew its holdings in shares of Alphabet by 1.3% during the 2nd 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. Assenagon Asset Management S.A. grew its holdings in shares of Alphabet by 73.5% during the 3rd quarter. Assenagon Asset Management S.A. now owns 9,808,152 shares of the information services provider’s stock valued at $2,388,775,000 after acquiring an additional 4,154,929 shares in the last quarter. Finally, Laurel Wealth Advisors LLC increased its stake in shares of Alphabet by 17,547.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,122,727 shares of the information services provider’s stock worth $731,331,000 after acquiring an additional 4,099,366 shares during the last quarter. 27.26% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director Frances Arnold sold 112 shares of the company’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $302.99, for a total transaction of $33,934.88. Following the completion of the sale, the director directly owned 18,418 shares of the company’s stock, valued at approximately $5,580,469.82. This represents a 0.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Amie Thuener O’toole sold 955 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $298.00, for a total transaction of $284,590.00. Following the completion of 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 2,112,493 shares of company stock valued at $118,605,094 in the last three months. Company insiders own 12.99% of the company’s stock.

Alphabet Stock Performance

GOOG opened at $301.46 on Friday. The company has a debt-to-equity ratio of 0.11, a quick ratio of 2.01 and a current ratio of 2.01. The company has a market cap of $3.65 trillion, a PE ratio of 27.89, a price-to-earnings-growth ratio of 1.76 and a beta of 1.10. The stock has a 50-day moving average of $319.36 and a 200-day moving average of $290.32. Alphabet Inc. has a 52-week low of $142.66 and a 52-week high of $350.15.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings data on Thursday, February 5th. The information services provider reported $2.82 earnings per share for the quarter, beating analysts’ consensus estimates of $2.59 by $0.23. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The business had revenue of $113.83 billion for the quarter, compared to the consensus estimate of $111.24 billion. During the same period last year, the business earned $2.15 EPS. The firm’s revenue was up 18.0% compared to the same quarter last year. As a group, equities research analysts forecast 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. Stockholders of record on Monday, March 9th will be given a $0.21 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is currently 7.77%.

Wall Street Analyst Weigh In

GOOG has been the subject of several recent research reports. Canaccord Genuity Group increased their price objective on Alphabet from $330.00 to $390.00 and gave the stock a “buy” rating in a report on Wednesday, January 7th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $365.00 target price on shares of Alphabet in a research report on Monday, January 5th. Needham & Company LLC set a $400.00 price target on Alphabet and gave the stock a “buy” rating in a research note on Friday. BMO Capital Markets reiterated an “outperform” rating and set a $400.00 price target on shares of Alphabet in a report on Thursday, February 5th. Finally, Citigroup reissued a “market outperform” rating on shares of Alphabet in a research note on Wednesday, December 17th. Nine research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $345.71.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: GFiber is combining with Astound Broadband with Stonepeak as majority owner while Alphabet keeps a minority stake — this monetizes Google’s fiber asset, reduces future capex burden and leaves Alphabet with upside exposure to a larger independent broadband operator. Alphabet Inc. (GOOGL)’s Expanding Horizons: AI, Cloud, and Broadband Growth
• Positive Sentiment: Gemini AI is being added to Google Maps via “Ask Maps,” increasing product differentiation and engagement across a high-traffic app — a direct example of AI driving user value and monetization opportunities. Google (GOOGL) Adds Its Gemini AI Model to Google Maps to Allow More Detailed Questions
• Positive Sentiment: Google completed the acquisition of Wiz (~$32B), strengthening cloud security offerings — a strategic tuck-in that can help win larger enterprise cloud deals and justify higher cloud multiple over time. Google Just Closed Its $32 Billion Wiz Deal. How Should You Play GOOGL Stock Here?
• Positive Sentiment: Google changed Android billing rules, cut developer fees and resolved the Epic/Fortnite dispute — removing a legal overhang and improving developer economics for Play Store, which supports long-term app revenue resilience. Google (GOOGL) App Store Brings Back Fortnite, Changes Fee Structure
• Positive Sentiment: Fundamentals and analyst sentiment remain supportive — recent coverage highlights strong Q4 results, cash-rich balance sheet and a consensus “Buy” tilt with several elevated price targets. This underpins medium-term investor confidence. Alphabet Q4: A Fairly Valued Tech Titan To Buy Now
• Neutral Sentiment: Social and options flow show heightened bullish conviction around Gemini and cloud, but this is sentiment-driven and can amplify short-term volatility rather than change fundamentals. Alphabet Stock (GOOG) Opinions on Gemini AI Advancements
• Neutral Sentiment: Recent short-interest data in feeds appears noisy/invalid and does not signal a meaningful squeeze or covering dynamic at present.
• Negative Sentiment: U.K. regulator warnings on protecting children online increase the risk of tighter rules and compliance costs for big tech — a regulatory backdrop that could pressure valuations if enforcement or new rules accelerate. Big tech given warning – and deadline – by UK regulator

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.