Three Seasons Wealth LLC Has $1.96 Million Stock Position in Alphabet Inc. $GOOGL

Three Seasons Wealth LLC lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 43.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,831 shares of the information services provider’s stock after purchasing an additional 2,065 shares during the quarter. Three Seasons Wealth LLC’s holdings in Alphabet were worth $1,964,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the company. NewEdge Wealth LLC boosted its stake in shares of Alphabet by 11.8% in the 4th quarter. NewEdge Wealth LLC now owns 887,209 shares of the information services provider’s stock worth $277,696,000 after buying an additional 93,293 shares during the last quarter. PFG Investments LLC lifted its holdings in Alphabet by 2.6% during the first quarter. PFG Investments LLC now owns 89,299 shares of the information services provider’s stock worth $25,679,000 after acquiring an additional 2,269 shares during the period. World Investment Advisors lifted its holdings in Alphabet by 9.2% during the fourth quarter. World Investment Advisors now owns 274,761 shares of the information services provider’s stock worth $86,000,000 after acquiring an additional 23,107 shares during the period. Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust purchased a new position in Alphabet in the fourth quarter worth $28,902,000. Finally, Private Advisory Group LLC grew its stake in Alphabet by 12.2% in the 4th quarter. Private Advisory Group LLC now owns 24,717 shares of the information services provider’s stock valued at $7,736,000 after purchasing an additional 2,678 shares during the period. 40.03% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet’s Q2 results showed strong underlying demand, including an 82% surge in Google Cloud revenue and continued growth in Search and YouTube, reinforcing that its core businesses are still expanding. Google Cloud CEO Kurian says customers are spending 50% more as segment blows away expectations
• Positive Sentiment: Analysts at Barclays argued that a TPU-as-a-service offering could materially lift Alphabet’s long-term profitability, suggesting the market may be underestimating future AI monetization. TPU-As-A-Service could boost Google’s 2028 profit by over 15%: Barclays
• Positive Sentiment: Verizon signed a more than $1 billion dark-fiber deal to support Google’s data centers, underscoring ongoing infrastructure demand tied to Alphabet’s AI and cloud expansion. Verizon signs deal with Google worth over $1 billion
• Neutral Sentiment: Alphabet was included in a momentum screen highlighting stocks with strong earnings and favorable price trends, which is supportive but not a major stock-specific catalyst. 3 High-Momentum Stocks to Buy Now Before They Surge
• Neutral Sentiment: Short-interest data showed no meaningful short position, so this does not appear to be a major driver of the move.
• Negative Sentiment: Investors are worried that Alphabet’s AI spending is becoming too large, with the company increasing 2026 capex guidance and reporting negative free cash flow for the first time in years. Alphabet earnings takeaways: Q2 revenue beats, GOOGL stock sinks on 2026 capex hike
• Negative Sentiment: Alphabet also faced fresh regulatory pressure after the European Commission fined Google about $1 billion under the Digital Markets Act. Google hit with $1 billion EU fine, first under landmark rules
• Negative Sentiment: Waymo reportedly may try to end its partnership with Uber, which could create uncertainty around one of Alphabet’s autonomous-driving distribution channels. Waymo reportedly mulling a breakup with Uber

Alphabet Stock Up 0.6%

Alphabet stock opened at $319.74 on Friday. Alphabet Inc. has a 1-year low of $187.82 and a 1-year high of $408.61. The firm has a market capitalization of $3.87 trillion, a price-to-earnings ratio of 16.06, a P/E/G ratio of 1.31 and a beta of 1.24. The company has a current ratio of 2.72, a quick ratio of 1.92 and a debt-to-equity ratio of 0.16. The firm has a 50 day simple moving average of $362.93 and a 200 day simple moving average of $338.74.

Alphabet (NASDAQ:GOOGL) last issued its earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.89 by $6.22. The business had revenue of $119.80 billion for the quarter, compared to analysts’ expectations of $117.07 billion. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. On average, analysts predict that Alphabet Inc. will post 17.59 earnings per share for the current year.

Alphabet Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, September 14th. Investors of record on Monday, September 7th will be paid a dividend of $0.22 per share. This represents a $0.88 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Friday, September 4th. Alphabet’s payout ratio is presently 4.42%.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the company. Freedom Capital upgraded Alphabet from a “hold” rating to a “strong-buy” rating in a research note on Thursday. Zacks Research raised shares of Alphabet from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. Royal Bank Of Canada reissued an “outperform” rating and set a $425.00 target price on shares of Alphabet in a research report on Thursday. BMO Capital Markets set a $465.00 price target on shares of Alphabet and gave the stock an “outperform” rating in a report on Thursday. Finally, Wells Fargo & Company set a $411.00 price objective on Alphabet and gave the company an “overweight” rating in a report on Thursday. Five investment analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, Alphabet has a consensus rating of “Buy” and a consensus price target of $419.86.

Insider Buying and Selling at Alphabet

In related news, CAO Marsida Saraci sold 449 shares of the stock in a transaction dated Friday, June 26th. The stock was sold at an average price of $341.72, for a total transaction of $153,432.28. Following the sale, the chief accounting officer owned 27,348 shares of the company’s stock, valued at approximately $9,345,358.56. This represents a 1.62% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, major shareholder 2019 Gp L.L.C. Gv sold 87,475 shares of the firm’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $23.75, for a total value of $2,077,531.25. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 159,415 shares of company stock worth $7,672,279 in the last three months. 11.61% of the stock is currently owned by corporate insiders.

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.