Uhlmann Price Securities LLC Grows Holdings in Alphabet Inc. $GOOG

Posted by Stephan Jacobs on Jun 23rd, 2026

Uhlmann Price Securities LLC increased its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 48.5% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 18,512 shares of the information services provider’s stock after purchasing an additional 6,049 shares during the quarter. Alphabet accounts for 0.4% of Uhlmann Price Securities LLC’s investment portfolio, making the stock its 7th biggest position. Uhlmann Price Securities LLC’s holdings in Alphabet were worth $5,326,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Lexington Hill Partners LLC boosted its position in Alphabet by 84.8% during the first quarter. Lexington Hill Partners LLC now owns 2,807 shares of the information services provider’s stock valued at $805,000 after buying an additional 1,288 shares during the period. Genesis Private Wealth LLC lifted its stake in shares of Alphabet by 5.0% in the 1st quarter. Genesis Private Wealth LLC now owns 2,827 shares of the information services provider’s stock valued at $811,000 after acquiring an additional 134 shares during the last quarter. Diversified Trust Co lifted its stake in shares of Alphabet by 9.2% in the 1st quarter. Diversified Trust Co now owns 122,824 shares of the information services provider’s stock valued at $35,233,000 after acquiring an additional 10,359 shares during the last quarter. Baron Wealth Management LLC boosted its holdings in Alphabet by 87.5% during the 1st quarter. Baron Wealth Management LLC now owns 8,769 shares of the information services provider’s stock valued at $2,516,000 after acquiring an additional 4,091 shares during the period. Finally, Solitude Financial Services boosted its holdings in Alphabet by 142.7% during the 1st quarter. Solitude Financial Services now owns 5,547 shares of the information services provider’s stock valued at $1,591,000 after acquiring an additional 3,261 shares during the period. 27.26% of the stock is owned by institutional investors.

Alphabet Stock Down 5.1%

Shares of NASDAQ:GOOG opened at $348.78 on Tuesday. Alphabet Inc. has a 52-week low of $163.33 and a 52-week high of $404.47. The firm has a market capitalization of $4.23 trillion, a P/E ratio of 26.60, a P/E/G ratio of 1.57 and a beta of 1.22. The stock has a 50 day moving average price of $364.96 and a 200-day moving average price of $331.41. The company has a debt-to-equity ratio of 0.16, a quick ratio of 1.92 and a current ratio of 1.92.

Alphabet (NASDAQ:GOOG – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The information services provider reported $5.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.68 by $2.43. Alphabet had a net margin of 37.92% and a return on equity of 38.99%. The company had revenue of $109.90 billion during the quarter, compared to analysts’ expectations of $106.96 billion. During the same period last year, the company posted $2.81 EPS. Alphabet’s revenue was up 21.8% on a year-over-year basis. As a group, equities research analysts anticipate that Alphabet Inc. will post 14.3 EPS for the current fiscal year.

Alphabet Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Monday, June 8th were paid a $0.22 dividend. This is an increase from Alphabet’s previous quarterly dividend of $0.21. This represents a $0.88 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Monday, June 8th. Alphabet’s dividend payout ratio (DPR) is presently 6.71%.

Insider Activity

In other Alphabet news, insider John Kent Walker sold 8,993 shares of the business’s stock in a transaction dated Friday, March 27th. The stock was sold at an average price of $275.89, for a total value of $2,481,078.77. Following the completion of the transaction, the insider owned 51,808 shares of the company’s stock, valued at approximately $14,293,309.12. The trade was a 14.79% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Frances Arnold sold 102 shares of the stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $381.00, for a total transaction of $38,862.00. Following the transaction, the director owned 18,721 shares in the company, valued at approximately $7,132,701. This trade represents a 0.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 160,516 shares of company stock valued at $7,344,604. Corporate insiders own 12.99% of the company’s stock.

Wall Street Analyst Weigh In

GOOG has been the subject of several recent research reports. Needham & Company LLC set a $400.00 price objective on Alphabet and gave the company a “buy” rating in a research report on Friday, March 13th. Pivotal Research restated a “buy” rating and issued a $470.00 target price (up from $420.00) on shares of Alphabet in a report on Wednesday, April 29th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Alphabet in a research note on Monday, April 20th. Citigroup reissued a “market outperform” rating on shares of Alphabet in a research report on Monday. Finally, Freedom Capital lowered shares of Alphabet from a “strong-buy” rating to a “hold” rating in a report on Monday, May 4th. Five analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $376.78.

Get Our Latest Stock Report on GOOG

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

Negative Sentiment: Key AI researchers have left Alphabet for competitors, intensifying worries that the company is losing critical talent needed to lead in generative AI. Reuters: Google DeepMind signs AI research deal with film studio A24
Negative Sentiment: Investors are also worried that Alphabet’s aggressive AI spending plans, including a large equity raise to fund infrastructure and compute, could dilute shareholders and pressure free cash flow. Quiver Quantitative: Alphabet Slides as AI Funding Plan Fuels Dilution Worries
Neutral Sentiment: Alphabet also announced a $75 million AI research partnership with A24, showing it is still investing in new AI use cases, but this was overshadowed by the talent-loss narrative. TechCrunch: Google DeepMind bets $75M on AI’s future in Hollywood with A24 deal
Neutral Sentiment: Recent fundamentals remain strong, with Alphabet’s latest quarter beating expectations on both earnings and revenue, which helps offset some of the negative sentiment. Alphabet stock page

Alphabet Profile

(Free Report)

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.