von Borstel & Associates Inc. Makes New Investment in Alphabet Inc. $GOOG

von Borstel & Associates Inc. acquired a new stake in shares of Alphabet Inc. (NASDAQ:GOOG) in the third quarter, HoldingsChannel.com reports. The fund acquired 2,506 shares of the information services provider’s stock, valued at approximately $610,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. University of Illinois Foundation purchased a new stake in Alphabet during the 2nd quarter valued at $31,000. Manning & Napier Advisors LLC purchased a new position in shares of Alphabet in the third quarter valued at about $32,000. Tripletail Wealth Management LLC purchased a new position in shares of Alphabet in the third quarter valued at about $40,000. Retirement Wealth Solutions LLC raised its stake in shares of Alphabet by 145.0% during 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 during the last quarter. Finally, Bay Harbor Wealth Management LLC raised its stake in shares of Alphabet by 56.8% during the third quarter. Bay Harbor Wealth Management LLC now owns 218 shares of the information services provider’s stock valued at $53,000 after acquiring an additional 79 shares during the last quarter. Institutional investors own 27.26% of the company’s stock.

Analyst Ratings Changes

Several analysts recently issued reports on the company. Oppenheimer reissued an “outperform” rating and issued a $360.00 target price on shares of Alphabet in a research note on Thursday, February 5th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $375.00 price target on shares of Alphabet in a research report on Thursday, January 15th. UBS Group reiterated a “neutral” rating and issued a $348.00 price objective (up from $345.00) on shares of Alphabet in a report on Thursday, February 12th. Wells Fargo & Company upgraded Alphabet from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 23rd. Finally, Pivotal Research reissued a “buy” rating and set a $420.00 target price (up from $400.00) on shares of Alphabet in a research note on Thursday, February 5th. Nine research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $345.71.

Alphabet Stock Performance

Shares of GOOG opened at $301.46 on Friday. The company has a 50-day simple moving average of $319.36 and a two-hundred day simple moving average of $289.75. 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 firm has a market capitalization of $3.65 trillion, a PE ratio of 27.89, a price-to-earnings-growth ratio of 1.78 and a beta of 1.10. Alphabet Inc. has a one year low of $142.66 and a one year high of $350.15.

Alphabet (NASDAQ:GOOG) last announced its earnings results on Thursday, February 5th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.59 by $0.23. The firm had revenue of $113.83 billion during the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The business’s revenue was up 18.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.15 EPS. On average, analysts anticipate that Alphabet Inc. will post 8.89 EPS for the current fiscal year.

Alphabet Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors 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 of this dividend is Monday, March 9th. Alphabet’s dividend payout ratio is presently 7.77%.

Insider Transactions at Alphabet

In other Alphabet news, CAO Amie Thuener O’toole sold 2,778 shares of the firm’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $312.30, for a total transaction of $867,569.40. Following the completion of the transaction, the chief accounting officer owned 8,962 shares of the company’s stock, valued at approximately $2,798,832.60. This trade represents a 23.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Sundar Pichai sold 32,500 shares of the business’s stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $321.21, for a total transaction of $10,439,325.00. Following the sale, the chief executive officer owned 2,244,372 shares in the company, valued at approximately $720,914,730.12. This trade represents a 1.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 2,112,493 shares of company stock worth $118,605,094 in the last ninety days. 12.99% of the stock is owned by company insiders.

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

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.