Alphabet Inc. $GOOGL Shares Purchased by Westmount Partners LLC

Westmount Partners LLC boosted its stake in Alphabet Inc. (NASDAQ:GOOGL) by 15.4% in the 4th quarter, Holdings Channel reports. The firm owned 28,644 shares of the information services provider’s stock after purchasing an additional 3,821 shares during the period. Alphabet comprises about 2.2% of Westmount Partners LLC’s portfolio, making the stock its 10th largest holding. Westmount Partners LLC’s holdings in Alphabet were worth $8,966,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in GOOGL. CIBC Bancorp USA Inc. acquired a new position in shares of Alphabet in the third quarter worth $416,217,000. Griffin Asset Management Inc. grew its stake in shares of Alphabet by 13.9% in the third quarter. Griffin Asset Management Inc. now owns 58,731 shares of the information services provider’s stock worth $14,277,000 after acquiring an additional 7,180 shares in the last quarter. Sovran Advisors LLC grew its stake in shares of Alphabet by 23.6% in the third quarter. Sovran Advisors LLC now owns 22,219 shares of the information services provider’s stock worth $5,401,000 after acquiring an additional 4,241 shares in the last quarter. Wright Investors Service Inc. grew its stake in shares of Alphabet by 21.2% in the third quarter. Wright Investors Service Inc. now owns 50,064 shares of the information services provider’s stock worth $12,171,000 after acquiring an additional 8,746 shares in the last quarter. Finally, CIBC Asset Management Inc grew its stake in shares of Alphabet by 3.8% during the third quarter. CIBC Asset Management Inc now owns 1,666,577 shares of the information services provider’s stock worth $405,131,000 after purchasing an additional 60,831 shares in the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

Insider Buying and Selling

In other Alphabet news, CAO Amie Thuener O’toole sold 955 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $298.00, for a total value 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. This represents a 8.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider John Kent Walker sold 47,574 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $301.45, for a total transaction of $14,341,182.30. Following the completion of the transaction, the insider owned 13,227 shares of the company’s stock, valued at $3,987,279.15. This represents a 78.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 2,069,344 shares of company stock valued at $104,708,426 over the last ninety days. Company insiders own 11.55% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on GOOGL shares. Roth Mkm boosted their target price on shares of Alphabet from $365.00 to $395.00 and gave the stock a “buy” rating in a research note on Thursday, February 5th. Rosenblatt Securities increased their price objective on Alphabet from $279.00 to $357.00 and gave the company a “neutral” rating in a report on Thursday, February 5th. Raymond James Financial upgraded Alphabet from a “moderate buy” rating to a “strong-buy” rating in a report on Thursday, January 22nd. Cantor Fitzgerald reiterated an “overweight” rating and issued a $370.00 price objective on shares of Alphabet in a report on Thursday, February 5th. Finally, Argus increased their price objective on Alphabet from $365.00 to $385.00 and gave the company a “buy” rating in a report on Friday, February 6th. Three research analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, Alphabet presently has an average rating of “Moderate Buy” and a consensus price target of $367.33.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Long‑term Broadcom partnership secures future custom AI chips and networking for Google’s next‑gen AI racks, reducing execution risk for Google’s TPU roadmap and data‑center scale — a bullish infrastructure outcome for Google Cloud revenue and model economics. Broadcom signs long-term deal to develop Google’s custom AI chips
• Positive Sentiment: Google Cloud is the fastest‑growing major cloud platform (roughly 50% YoY in Q4), with a surging $240B cloud backlog and TPU hardware advantage — all supporting durable high‑margin cloud and AI revenue growth. This is the fundamental thesis investors are buying. Google Cloud Is the World’s Fastest-Growing Major Cloud Platform
• Positive Sentiment: Anthropic’s expanding compute deals (and use of Google/Broadcom capacity/TPUs) underline third‑party customer demand for Google’s AI infrastructure, implying higher cloud consumption from large AI model operators. Anthropic ups compute deal with Google and Broadcom amid skyrocketing demand
• Positive Sentiment: CEO Sundar Pichai’s remarks that the AI shift creates new opportunities to invest in startups signal active capital deployment into strategic AI partners and stakes (e.g., Anthropic/others), which could strengthen ecosystem ties and long‑term cloud demand. Google CEO Sundar Pichai says ‘AI shift’ opens opportunities to invest in startups
• Positive Sentiment: On‑device AI rollouts (Gemma 4, offline support) and developer stickiness help Google broaden endpoints for its AI stack, lowering customer AI costs and increasing multi‑layer monetization (cloud + device + API). Alphabet Stock Edges Higher Tuesday: What’s Going On?
• Neutral Sentiment: Analysts and boutiques are updating price targets and reiterating constructive theses on GOOGL as a large‑cap AI/cloud play; useful for sentiment but not an immediate catalyst on its own. Wall Street analyst updates Google stock price target
• Negative Sentiment: Shareholder pressure over water and power use at U.S. data centers highlights regulatory/community and ESG risks that could delay or increase the cost of future data‑center builds — a potential headwind for capex timelines and site availability. Investors press Amazon, Microsoft and Google on water, power use in US data centers

Alphabet Stock Performance

NASDAQ GOOGL opened at $305.46 on Wednesday. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. Alphabet Inc. has a 1 year low of $143.03 and a 1 year high of $349.00. The company has a market capitalization of $3.70 trillion, a PE ratio of 28.26, a P/E/G ratio of 1.81 and a beta of 1.12. The company has a fifty day moving average of $308.04 and a two-hundred day moving average of $297.62.

Alphabet (NASDAQ:GOOGL) last released its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.57 by $0.25. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The company had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. As a group, analysts expect that Alphabet Inc. will post 8.9 earnings per share for the current year.

Alphabet Dividend Announcement

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

About Alphabet

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.