Alphabet Inc. $GOOG Holdings Reduced by Douglass Winthrop Advisors LLC

Douglass Winthrop Advisors LLC decreased its holdings in Alphabet Inc. (NASDAQ:GOOG) by 1.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,512,571 shares of the information services provider’s stock after selling 26,567 shares during the period. Alphabet comprises about 6.4% of Douglass Winthrop Advisors LLC’s investment portfolio, making the stock its 2nd biggest holding. Douglass Winthrop Advisors LLC’s holdings in Alphabet were worth $368,387,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Tradewinds LLC. boosted its holdings in shares of Alphabet by 2,134.8% during the 3rd quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider’s stock valued at $10,984,000 after acquiring an additional 43,080 shares during the last quarter. Atlantic Union Bankshares Corp raised its holdings in shares of Alphabet by 31.3% during the third quarter. Atlantic Union Bankshares Corp now owns 354,529 shares of the information services provider’s stock valued at $86,345,000 after purchasing an additional 84,553 shares during the last quarter. Baltimore Washington Financial Advisors Inc. raised its holdings in shares of Alphabet by 0.9% during the third quarter. Baltimore Washington Financial Advisors Inc. now owns 221,391 shares of the information services provider’s stock valued at $53,920,000 after purchasing an additional 2,009 shares during the last quarter. CWA Asset Management Group LLC lifted its position in Alphabet by 2.2% during the third quarter. CWA Asset Management Group LLC now owns 157,143 shares of the information services provider’s stock valued at $38,272,000 after purchasing an additional 3,444 shares during the period. Finally, American National Bank of Texas bought a new position in Alphabet during the third quarter valued at approximately $900,000. Hedge funds and other institutional investors own 27.26% of the company’s stock.

Alphabet Stock Up 0.5%

GOOG opened at $308.42 on Thursday. The firm’s 50 day simple moving average is $319.85 and its two-hundred day simple moving average is $289.01. The company has a market capitalization of $3.73 trillion, a PE ratio of 28.53, a PEG ratio of 1.80 and a beta of 1.10. Alphabet Inc. has a 1-year low of $142.66 and a 1-year high of $350.15. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.11.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings data on Thursday, February 5th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.59 by $0.23. The firm had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The company’s revenue for the quarter was up 18.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.15 EPS. As a group, equities analysts forecast that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Announces Dividend

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

Insider Buying and Selling at Alphabet

In other news, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $303.38, for a total transaction of $9,859,850.00. Following the transaction, the chief executive officer directly owned 1,674,560 shares of the company’s stock, valued at $508,028,012.80. The trade was a 1.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Frances Arnold sold 112 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $302.99, for a total value of $33,934.88. Following the transaction, the director owned 18,418 shares of the company’s stock, valued at approximately $5,580,469.82. This trade represents a 0.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,112,493 shares of company stock valued at $118,605,094 in the last ninety days. 12.99% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of equities research analysts have commented on GOOG shares. DA Davidson set a $300.00 target price on shares of Alphabet in a research report on Tuesday, November 25th. Piper Sandler reissued an “overweight” rating and set a $395.00 price target on shares of Alphabet in a report on Thursday, February 5th. Raymond James Financial upgraded Alphabet from an “outperform” rating to a “strong-buy” rating and raised their price target for the stock from $315.00 to $400.00 in a research note on Thursday, January 22nd. Loop Capital raised Alphabet from a “hold” rating to a “strong-buy” rating in a report on Tuesday, November 18th. Finally, Citigroup reissued a “market outperform” rating on shares of Alphabet in a report on Wednesday, December 17th. Nine analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $343.90.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet closed its largest-ever acquisition, buying cybersecurity firm Wiz for $32 billion — a big strategic push to bolster Google Cloud’s security offering and cross‑sell to existing cloud customers. Google completes $32B acquisition of Wiz
• Positive Sentiment: GFiber (Google Fiber) is combining with Stonepeak’s Astound Broadband; Alphabet takes a minority stake while Stonepeak becomes majority owner — a capital‑efficient move that trims ongoing fiber capex and creates a scaled independent broadband operator. Google sells partial stake in fiber business
• Positive Sentiment: Product and commercial momentum: Google rolled Gemini Embedding 2 into Workspace apps and logged new AI deals (e.g., Canal+), which support monetization of AI features across cloud, ads and productivity suites. Gemini AI powers Workspace automation Canal+ taps Google’s AI
• Positive Sentiment: Expanded government engagement — Google is deploying Gemini AI agents on the Pentagon portal for administrative automation, reinforcing large‑scale enterprise/government adoption of its AI stack. Google deepens Pentagon AI push
• Neutral Sentiment: Technical/flow context: MarketBeat highlights the stock finding support near ~$300 and strong institutional inflows — a neutral-to-supportive backdrop for longer-term holders. Alphabet’s Pullback May Be Opening a New Entry Point
• Neutral Sentiment: Short‑interest data in recent feeds appears inconsistent/corrupted (zeros/NaNs) — no clear signal from shorts today.
• Negative Sentiment: Competitive and valuation caution: analysts and commentary note rising competition in AI (OpenAI, Microsoft/Anthropic) and argue the stock may still be vulnerable after the recent pullback — tempering upside despite strategic wins. Google’s AI Dominance Is Being Tested
• Negative Sentiment: Market cautiousness: commentary urging that “it’s too early to buy the dip” reflects investor wariness that could limit strong near‑term rallies. It’s Too Early To Buy the Dip in GOOG Stock

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.