Texas Capital Bank Wealth Management Services Inc Acquires 3,750 Shares of Alphabet Inc. $GOOG

Texas Capital Bank Wealth Management Services Inc raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOG) by 26.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 18,190 shares of the information services provider’s stock after buying an additional 3,750 shares during the period. Texas Capital Bank Wealth Management Services Inc’s holdings in Alphabet were worth $4,430,000 at the end of the most recent quarter.

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

Key Stories Impacting Alphabet

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 Buying and Selling

In other Alphabet news, Director John L. Hennessy sold 600 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $306.73, for a total transaction of $184,038.00. Following the completion of the transaction, the director owned 20,624 shares of the company’s stock, valued at $6,325,999.52. This represents a 2.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider John Kent Walker sold 47,574 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $301.45, for a total value of $14,341,182.30. Following the transaction, the insider owned 13,227 shares of the company’s stock, valued at approximately $3,987,279.15. The trade was a 78.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 2,112,493 shares of company stock worth $118,605,094 in the last 90 days. 12.99% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts have commented on GOOG shares. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $370.00 target price on shares of Alphabet in a research note on Tuesday, January 20th. Wells Fargo & Company upgraded shares of Alphabet from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 23rd. Scotiabank reissued an “outperform” rating and issued a $400.00 price objective (up from $375.00) on shares of Alphabet in a research note on Thursday, February 5th. Loop Capital upgraded shares of Alphabet from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, November 18th. Finally, Citigroup restated a “market outperform” rating on shares of Alphabet in a research note on Wednesday, December 17th. Nine investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $345.71.

Alphabet Trading Down 0.6%

GOOG stock opened at $301.46 on Friday. Alphabet Inc. has a 1-year low of $142.66 and a 1-year high of $350.15. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. The company has a market capitalization of $3.65 trillion, a price-to-earnings ratio of 27.89, a PEG ratio of 1.78 and a beta of 1.10. The business has a 50 day simple moving average of $319.36 and a two-hundred day simple moving average of $289.75.

Alphabet (NASDAQ:GOOG) last announced 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 business had revenue of $113.83 billion during the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The company’s revenue was up 18.0% on a year-over-year basis. During the same period last year, the firm posted $2.15 EPS. Research analysts anticipate that Alphabet Inc. will post 8.89 EPS for the current fiscal year.

Alphabet Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 9th will be paid 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 dividend payout ratio (DPR) is presently 7.77%.

Alphabet Company 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.