Alphabet Inc. $GOOG Shares Purchased by Two Sigma Securities LLC

Two Sigma Securities LLC grew its position in shares of Alphabet Inc. (NASDAQ:GOOG) by 2,139.6% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 27,166 shares of the information services provider’s stock after purchasing an additional 25,953 shares during the quarter. Alphabet accounts for about 0.8% of Two Sigma Securities LLC’s holdings, making the stock its 11th biggest holding. Two Sigma Securities LLC’s holdings in Alphabet were worth $9,599,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Castlekeep Investment Advisors LLC bought a new position in shares of Alphabet in the second quarter valued at approximately $29,000. Lifetime Wealth Management P.C. acquired a new stake in Alphabet during the 4th quarter worth about $38,000. Imprint Wealth LLC purchased a new stake in shares of Alphabet in the 3rd quarter valued at approximately $31,000. Bard Associates Inc. acquired a new stake in shares of Alphabet in the fourth quarter worth $41,000. Finally, Commonwealth Retirement Investments LLC acquired a new position in shares of Alphabet in the 4th quarter valued at about $45,000. 27.26% of the stock is owned by institutional investors.

Alphabet Trading Up 1.6%

GOOG stock opened at $339.08 on Friday. The stock has a market cap of $4.15 trillion, a price-to-earnings ratio of 17.03, a price-to-earnings-growth ratio of 0.97 and a beta of 1.21. The company has a fifty day moving average price of $346.95 and a two-hundred day moving average price of $340.75. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.72 and a quick ratio of 2.64. Alphabet Inc. has a one year low of $226.76 and a one year high of $404.47.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings results on Thursday, July 23rd. The information services provider reported $9.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.87 by $6.24. The company had revenue of $119.80 billion during the quarter, compared to the consensus estimate of $116.53 billion. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. The firm’s quarterly revenue was up 24.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.31 EPS. Equities analysts anticipate that Alphabet Inc. will post 20.5 EPS for the current year.

Alphabet Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, September 14th. Stockholders of record on Monday, September 7th will be given a dividend of $0.22 per share. The ex-dividend date is Friday, September 4th. This represents a $0.88 annualized dividend and a dividend yield of 0.3%. Alphabet’s dividend payout ratio is currently 4.42%.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google launched Gemini 3.8 Flash, including versions designed for coding, agentic tasks and cybersecurity. The release reinforces Alphabet’s effort to close performance gaps with OpenAI and Anthropic and supports the investment case for its AI products and cloud platform. Google’s Gemini 3.8 Flash is built for agents
• Positive Sentiment: New conversational voice features in Gmail, Docs and Keep give users more ways to interact with Google’s AI ecosystem, potentially improving Gemini adoption and monetization across Workspace. Google launches AI voice features in Gmail, Docs and Keep
• Positive Sentiment: Berkshire Hathaway CEO Greg Abel described Alphabet as a significant AI player after Berkshire increased its stake, providing a high-profile vote of confidence in Google’s AI strategy. Berkshire CEO Abel says Alphabet is a significant AI player
• Positive Sentiment: Alphabet’s AI-related energy initiatives—including a 400-megawatt geothermal agreement with Fervo—highlight efforts to secure power for data-center expansion. Strong recent Cloud growth and revenue momentum further support the bullish narrative. Enhanced geothermal notches another win as Google buys 400 MW from Fervo
• Neutral Sentiment: Google’s WeatherNext 3 model and its collaboration on virtual power plants and clean-energy storage expand Alphabet’s technology and infrastructure partnerships, but the near-term financial impact remains uncertain. Google’s new AI weather model could help energy companies
• Negative Sentiment: Alphabet still faces antitrust-related remedies, a securities-fraud investigation announcement and scrutiny over service outages, while its large AI capital-spending program could pressure free cash flow. Reports that a promised Gemini flagship model remains delayed also raise concerns about product execution. Securities fraud investigation into Alphabet continues

Insiders Place Their Bets

In other Alphabet news, major shareholder 2019 Gp L.L.C. Gv sold 196,931 shares of Alphabet stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $19.46, for a total transaction of $3,832,277.26. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director John Hennessy sold 1,050 shares of the stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $368.63, for a total value of $387,061.50. Following the sale, the director owned 1,481 shares of the company’s stock, valued at $545,941.03. This represents a 41.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 451,925 shares of company stock valued at $12,371,544 in the last ninety days. Corporate insiders own 12.99% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on GOOG shares. Wedbush assumed coverage on Alphabet in a research report on Thursday, July 16th. They issued an “outperform” rating and a $445.00 target price on the stock. DZ Bank upgraded Alphabet to a “strong-buy” rating in a report on Thursday, July 23rd. Stifel Nicolaus set a $420.00 price target on Alphabet in a research note on Wednesday, May 20th. Raymond James Financial restated a “strong-buy” rating on shares of Alphabet in a research note on Thursday, July 23rd. Finally, Barclays reiterated an “overweight” rating and issued a $425.00 price target (up from $405.00) on shares of Alphabet in a research report on Thursday, July 23rd. Six equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and an average target price of $415.55.

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.