Ceeto Capital Group LLC Trims Stake in Alphabet Inc. $GOOG

Ceeto Capital Group LLC cut its stake in shares of Alphabet Inc. (NASDAQ:GOOG) by 10.3% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 17,460 shares of the information services provider’s stock after selling 2,000 shares during the period. Alphabet comprises about 1.2% of Ceeto Capital Group LLC’s investment portfolio, making the stock its 12th biggest position. Ceeto Capital Group LLC’s holdings in Alphabet were worth $4,252,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. University of Illinois Foundation purchased a new stake in Alphabet in the 2nd quarter worth approximately $31,000. Imprint Wealth LLC purchased a new stake in shares of Alphabet in the third quarter worth $31,000. Manning & Napier Advisors LLC bought a new stake in shares of Alphabet during the 3rd quarter valued at $32,000. Tripletail Wealth Management LLC purchased a new position in shares of Alphabet during the 3rd quarter valued at $40,000. Finally, Retirement Wealth Solutions LLC boosted its holdings in Alphabet by 145.0% in the 3rd quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider’s stock worth $48,000 after buying an additional 116 shares during the period. Hedge funds and other institutional investors own 27.26% of the company’s stock.

Alphabet News Summary

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

Insider Transactions at Alphabet

In other Alphabet news, insider John Kent Walker sold 47,574 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $301.45, for a total transaction of $14,341,182.30. Following the sale, the insider directly owned 13,227 shares of the company’s stock, valued at $3,987,279.15. The trade was a 78.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Frances Arnold sold 112 shares of the company’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 sale, the director owned 18,418 shares in the company, valued at approximately $5,580,469.82. This trade represents a 0.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 2,112,493 shares of company stock worth $118,605,094. 12.99% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. Canaccord Genuity Group boosted their price objective on Alphabet from $330.00 to $390.00 and gave the company a “buy” rating in a research report on Wednesday, January 7th. Needham & Company LLC set a $400.00 price objective on shares of Alphabet and gave the company a “buy” rating in a research report on Friday. Sanford C. Bernstein reissued a “market perform” rating and issued a $345.00 target price on shares of Alphabet in a report on Thursday, February 5th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $370.00 target price on shares of Alphabet in a research report on Tuesday, January 20th. Finally, Guggenheim reaffirmed a “buy” rating and set a $375.00 target price on shares of Alphabet in a research note on Monday, December 1st. 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’s stock. According to data from MarketBeat.com, Alphabet presently has a consensus rating of “Buy” and an average price target of $345.71.

Alphabet Stock Down 0.6%

NASDAQ 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 capitalization of $3.65 trillion, a P/E ratio of 27.89, a P/E/G ratio of 1.76 and a beta of 1.10. Alphabet Inc. has a one year low of $142.66 and a one year high of $350.15. The stock has a 50 day moving average price of $319.36 and a 200-day moving average price of $290.32.

Alphabet (NASDAQ:GOOG) last announced its quarterly earnings results on Thursday, February 5th. The information services provider reported $2.82 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.23. The company had revenue of $113.83 billion for 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%. Alphabet’s quarterly revenue was up 18.0% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.15 earnings per share. As a group, equities analysts predict that Alphabet Inc. will post 8.89 EPS for the current fiscal year.

Alphabet Dividend Announcement

The firm 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 $0.21 dividend. The ex-dividend date is Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.3%. Alphabet’s payout ratio is 7.77%.

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.