Arkos Global Advisors acquired a new stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 3,995 shares of the information services provider’s stock, valued at approximately $973,000.
Other institutional investors have also recently made changes to their positions in the company. Imprint Wealth LLC purchased a new position in Alphabet in the 3rd quarter valued at approximately $31,000. Manning & Napier Advisors LLC acquired a new position in shares of Alphabet in the third quarter worth $32,000. Tripletail Wealth Management LLC purchased a new stake in shares of Alphabet during the third quarter worth $40,000. University of Illinois Foundation acquired a new stake in shares of Alphabet in the second quarter valued at $31,000. Finally, Retirement Wealth Solutions LLC raised its stake in shares of Alphabet by 145.0% in the third quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider’s stock valued at $48,000 after acquiring an additional 116 shares in the last quarter. Institutional investors and hedge funds own 27.26% of the company’s stock.
Alphabet News Roundup
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
Analyst Upgrades and Downgrades
Read Our Latest Stock Report on Alphabet
Insider Activity at Alphabet
In other news, CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $303.38, for a total value of $9,859,850.00. Following the completion of the transaction, the chief executive officer owned 1,674,560 shares in the company, valued at approximately $508,028,012.80. This represents a 1.90% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CAO Amie Thuener O’toole sold 955 shares of the stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $298.00, for a total transaction of $284,590.00. Following the completion of the transaction, the chief accounting officer directly owned 9,918 shares in the company, valued at $2,955,564. This trade represents a 8.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 2,112,493 shares of company stock valued at $118,605,094 in the last quarter. Company insiders own 12.99% of the company’s stock.
Alphabet Stock Down 0.6%
Shares of NASDAQ GOOG opened at $301.46 on Friday. The business has a 50-day moving average of $319.36 and a two-hundred day moving average of $290.32. The company has a market capitalization of $3.65 trillion, a price-to-earnings ratio of 27.89, a price-to-earnings-growth ratio of 1.76 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 debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01.
Alphabet (NASDAQ:GOOG – Get Free Report) last released its quarterly earnings data on Thursday, February 5th. The information services provider reported $2.82 EPS for the quarter, beating analysts’ consensus estimates of $2.59 by $0.23. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The business had revenue of $113.83 billion for the quarter, compared to the consensus estimate of $111.24 billion. During the same quarter in the prior year, the business posted $2.15 EPS. The business’s revenue for the quarter was up 18.0% on a year-over-year basis. On average, analysts forecast that Alphabet Inc. will post 8.89 earnings per share for the current fiscal year.
Alphabet Dividend Announcement
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 paid a $0.21 dividend. This represents a $0.84 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, March 9th. Alphabet’s dividend payout ratio is currently 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.
Further Reading
- Five stocks we like better than Alphabet
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- Silver paying 20% dividend. Plus 68% share gains
- Unlocked: Elon Musk’s Next Big IPO
- A personal warning from Martin Weiss (Please read)
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