Tranquility Partners LLC Boosts Position in Alphabet Inc. $GOOG

Tranquility Partners LLC grew its position in Alphabet Inc. (NASDAQ:GOOG) by 13.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,593 shares of the information services provider’s stock after buying an additional 2,015 shares during the quarter. Alphabet accounts for approximately 1.4% of Tranquility Partners LLC’s holdings, making the stock its 15th biggest holding. Tranquility Partners LLC’s holdings in Alphabet were worth $4,041,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in GOOG. BankPlus Wealth Management LLC increased its holdings in Alphabet by 1.2% during the 3rd quarter. BankPlus Wealth Management LLC now owns 3,143 shares of the information services provider’s stock valued at $766,000 after acquiring an additional 37 shares in the last quarter. Cedar Mountain Advisors LLC increased its stake in shares of Alphabet by 11.8% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 370 shares of the information services provider’s stock worth $90,000 after purchasing an additional 39 shares in the last quarter. Higgins & Schmidt Wealth Strategies LLC increased its stake in shares of Alphabet by 2.2% during the 3rd quarter. Higgins & Schmidt Wealth Strategies LLC now owns 1,818 shares of the information services provider’s stock worth $443,000 after purchasing an additional 40 shares in the last quarter. Hartmann Taylor Wealth Management LLC raised its position in shares of Alphabet by 2.3% during the 3rd quarter. Hartmann Taylor Wealth Management LLC now owns 1,813 shares of the information services provider’s stock worth $442,000 after purchasing an additional 40 shares during the last quarter. Finally, Riverbend Wealth Management LLC lifted its stake in Alphabet by 1.0% in the 3rd quarter. Riverbend Wealth Management LLC now owns 4,198 shares of the information services provider’s stock valued at $1,023,000 after buying an additional 41 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: KeyBanc raised its price target on Alphabet to $360 and kept an Overweight rating, citing sustained AI and cloud momentum that supports a higher valuation. Alphabet (GOOGL) Price Target Lifted at KeyBanc on AI and Cloud Momentum
• Positive Sentiment: Mirae Asset reported a material add to GOOGL (roughly 319k shares), signalling institutional demand that can support near-term upside. Fund Update: Mirae Asset Global Investments Co., Ltd. Just Disclosed New Holdings
• Positive Sentiment: Google has accelerated targeted AI acquisitions, talent deals and strategic investments to bolster Gemini in media generation, voice and international distribution — a product/tech story investors prize. Google Accelerates AI Deals to Strengthen Gemini in Media and Voice
• Neutral Sentiment: Pelosi-related filings show complex trading (sales and option rolls) in big tech, including past GOOGL activity; reads as portfolio optimization rather than a clear sell signal for the company. Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends
• Neutral Sentiment: Macro/sector flow: the “Magnificent 7” earnings cadence and broader AI thematic momentum are lifting appetite for marquee AI winners like Alphabet, though reactions will hinge on upcoming results from peers. Magnificent 7 earnings season kicks off, spotlighting AI bets
• Negative Sentiment: The European Commission has opened proceedings and said it will provide guidance to force Google to give rivals access to Gemini services/data under the DMA, and set timelines (six‑month pressure reported) — a regulatory headwind that could constrain product leverage in Europe. EU starts proceedings to assist Google in complying with tech rules
• Negative Sentiment: Google agreed to a preliminary $68M settlement over claims its voice assistant listened to users — a modest hit financially but a reputational/regulatory reminder. Google pays $68 million to settle claims its voice assistant spied on users
• Negative Sentiment: Competition risks: reports that OpenAI will sell ads in ChatGPT and Microsoft’s launch of a new inference chip (Maia 200) tighten competitive pressure on ad and cloud economics—factors analysts monitor for margin impact. Alphabet: Valuation Concerns + Weakening Free Cash Flow = Rating Downgrade

Alphabet Stock Performance

NASDAQ:GOOG opened at $335.00 on Wednesday. The company has a market cap of $4.04 trillion, a P/E ratio of 33.04, a P/E/G ratio of 1.84 and a beta of 1.09. The firm’s 50 day moving average is $318.29 and its two-hundred day moving average is $263.55. Alphabet Inc. has a fifty-two week low of $142.66 and a fifty-two week high of $341.20. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 0.06.

Alphabet (NASDAQ:GOOG) last released its quarterly earnings data on Thursday, October 30th. The information services provider reported $2.87 EPS for the quarter, topping analysts’ consensus estimates of $2.29 by $0.58. The business had revenue of $102.35 billion during the quarter, compared to the consensus estimate of $99.90 billion. Alphabet had a return on equity of 35.00% and a net margin of 32.23%.The business’s revenue for the quarter was up 15.9% on a year-over-year basis. During the same period in the prior year, the firm posted $2.12 EPS. Analysts expect that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 8th were paid a dividend of $0.21 per share. The ex-dividend date was Monday, December 8th. This represents a $0.84 annualized dividend and a yield of 0.3%. Alphabet’s dividend payout ratio is currently 8.28%.

Insider Activity at Alphabet

In other news, Director John L. Hennessy sold 600 shares of Alphabet stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $337.52, for a total value of $202,512.00. Following the transaction, the director directly owned 21,224 shares of the company’s stock, valued at $7,163,524.48. The trade was a 2.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, Director Frances Arnold sold 102 shares of the business’s stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $313.45, for a total value of $31,971.90. Following the sale, the director owned 18,205 shares of the company’s stock, valued at $5,706,357.25. The trade was a 0.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 225,187 shares of company stock valued at $69,365,318 over the last three months. Insiders own 12.99% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have weighed in on the company. KeyCorp reissued an “overweight” rating and set a $360.00 price target on shares of Alphabet in a research report on Monday. UBS Group reaffirmed a “neutral” rating on shares of Alphabet in a research note on Thursday, October 30th. Piper Sandler boosted their target price on shares of Alphabet from $285.00 to $330.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. Loop Capital raised shares of Alphabet from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 18th. Finally, DA Davidson set a $300.00 price target on shares of Alphabet in a report on Tuesday, November 25th. Eight research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, three have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $327.13.

About Alphabet

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.