Mayflower Financial Advisors LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 10.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 42,630 shares of the information services provider’s stock after purchasing an additional 4,053 shares during the period. Alphabet makes up approximately 1.3% of Mayflower Financial Advisors LLC’s holdings, making the stock its 12th largest position. Mayflower Financial Advisors LLC’s holdings in Alphabet were worth $13,343,000 at the end of the most recent quarter.
Several other hedge funds have also recently added to or reduced their stakes in the business. Regatta Capital Group LLC grew its holdings in Alphabet by 0.9% in the 4th quarter. Regatta Capital Group LLC now owns 73,373 shares of the information services provider’s stock valued at $22,966,000 after buying an additional 651 shares during the last quarter. Well Done LLC increased its position in Alphabet by 93.3% in the 4th quarter. Well Done LLC now owns 4,546 shares of the information services provider’s stock worth $1,423,000 after buying an additional 2,194 shares during the period. Argentarii LLC lifted its holdings in shares of Alphabet by 29.2% during the fourth quarter. Argentarii LLC now owns 53,383 shares of the information services provider’s stock worth $16,709,000 after buying an additional 12,065 shares during the last quarter. Define Financial LLC acquired a new position in shares of Alphabet during the fourth quarter worth approximately $270,000. Finally, Signal Advisors Wealth LLC boosted its position in shares of Alphabet by 5.5% in the fourth quarter. Signal Advisors Wealth LLC now owns 47,354 shares of the information services provider’s stock valued at $14,822,000 after acquiring an additional 2,468 shares during the period. Institutional investors own 40.03% of the company’s stock.
Insider Buying and Selling
In related news, CAO Amie Thuener O’toole sold 955 shares of Alphabet stock in a transaction dated Tuesday, March 3rd. The stock was 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 directly owned 9,918 shares of the company’s stock, valued at $2,955,564. The trade was a 8.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider John Kent Walker sold 47,574 shares of the company’s stock in a transaction dated 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 transaction, the insider owned 13,227 shares in the company, valued at approximately $3,987,279.15. This trade represents a 78.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 2,092,234 shares of company stock valued at $112,487,971. Insiders own 11.55% of the company’s stock.
Alphabet News Summary
- Positive Sentiment: Google rolled out Veo 3.1 Lite, a lower‑cost video AI model aimed at broadening developer adoption by delivering similar speed at under half the cost versus premium models — a direct product push that could expand AI usage and cloud/compute revenue. Google Unveils Cheaper AI Video Model to Expand Adoption
- Positive Sentiment: Market reaction was aided by a geopolitical tailwind: shares jumped after reports President Trump signaled a willingness to end the multi‑week conflict with Iran, reducing risk‑off pressure on mega‑cap tech stocks. Alphabet (GOOGL) Stock Trades Up, Here Is Why
- Positive Sentiment: Needham reiterated a Buy on GOOGL with a $400 price target, reinforcing bullish analyst sentiment and providing an upside anchor for investors. Needham Reiterates Buy on Alphabet Inc. (GOOGL) With $400 Price Target
- Positive Sentiment: Reports show high‑profile investors adding to positions (e.g., Stanley Druckenmiller), and coverage that highlights Alphabet as a core AI/cloud compounder — both support demand and sentiment. Billionaire Stanley Druckenmiller Piled Into 2 of the Hottest AI Stocks for a Second Consecutive Quarter
- Neutral Sentiment: Alphabet remains featured in thematic AI/cloud roundups (cloud backlog growth and strong Q4 cloud revenue cited), underscoring long‑term structural demand even as near‑term volatility persists. 5 Cloud and AI Infrastructure Stocks Powering the Next Wave of AI
- Neutral Sentiment: Alphabet issued very long‑dated debt (100‑year issuance), a financing move that locks cheap funding long‑term but has mixed near‑term implications for capital allocation. Alphabet Taps Debt Markets With 100-Year Issuance
- Neutral Sentiment: Product/UX updates around Gmail and crypto wallet integrations were highlighted in recent coverage; this flags product complexity in crypto flows but is not yet a clear revenue catalyst. New Gmail update highlights major crypto wallet struggle
- Negative Sentiment: Regulatory risk: Indonesia summoned Google over non‑compliance with new child social media curbs, highlighting widening global regulatory scrutiny that could increase compliance costs or product restrictions abroad. Indonesia summons Meta and Google over non-compliance with child social media curbs, minister says
- Negative Sentiment: Publishers such as Future PLC blamed recent Google search changes for pressure on higher‑margin ad revenues, a reminder that platform shifts can disrupt partners and attract criticism/regulatory attention. Future shares flop on profit warning as Google search changes hit ad revenues
Analysts Set New Price Targets
A number of equities analysts recently issued reports on the stock. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $370.00 target price on shares of Alphabet in a research report on Thursday, February 5th. The Goldman Sachs Group reissued a “buy” rating and issued a $375.00 price target (up from $330.00) on shares of Alphabet in a report on Tuesday, January 13th. JPMorgan Chase & Co. restated a “buy” rating on shares of Alphabet in a research report on Monday, February 9th. Tigress Financial set a $415.00 price objective on shares of Alphabet and gave the stock a “strong-buy” rating in a report on Thursday, February 19th. Finally, Argus upped their price objective on shares of Alphabet from $365.00 to $385.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Three equities research analysts have rated the stock with a Strong Buy rating, forty-four have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $368.06.
Check Out Our Latest Report on Alphabet
Alphabet Price Performance
NASDAQ:GOOGL opened at $287.56 on Wednesday. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11. The firm has a market cap of $3.48 trillion, a PE ratio of 26.60, a price-to-earnings-growth ratio of 1.60 and a beta of 1.10. Alphabet Inc. has a 12 month low of $140.53 and a 12 month high of $349.00. The company’s 50-day moving average price is $311.25 and its two-hundred day moving average price is $295.96.
Alphabet (NASDAQ:GOOGL – Get Free Report) last posted its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, topping 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 analyst estimates of $111.24 billion. On average, equities analysts anticipate that Alphabet Inc. will post 8.9 EPS for the current fiscal year.
Alphabet Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Monday, March 9th were given a $0.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $0.84 annualized dividend and a yield of 0.3%. Alphabet’s payout ratio is presently 7.77%.
Alphabet Company Profile
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.
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