Alphabet Inc. $GOOG is Beck Mack & Oliver LLC’s 4th Largest Position

Beck Mack & Oliver LLC lessened its holdings in Alphabet Inc. (NASDAQ:GOOG) by 4.0% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,072,407 shares of the information services provider’s stock after selling 45,176 shares during the period. Alphabet comprises approximately 4.8% of Beck Mack & Oliver LLC’s holdings, making the stock its 4th biggest position. Beck Mack & Oliver LLC’s holdings in Alphabet were worth $261,185,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the stock. University of Illinois Foundation purchased a new stake in Alphabet in the second quarter worth about $31,000. Imprint Wealth LLC purchased a new position in Alphabet in the 3rd quarter worth approximately $31,000. Manning & Napier Advisors LLC bought a new position in Alphabet in the 3rd quarter worth approximately $32,000. Tripletail Wealth Management LLC bought a new position in Alphabet in the 3rd quarter worth approximately $40,000. Finally, Retirement Wealth Solutions LLC grew its holdings in Alphabet by 145.0% during the 3rd quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider’s stock valued at $48,000 after buying an additional 116 shares in the last quarter. 27.26% of the stock is owned by institutional investors.

Alphabet Stock Performance

Shares of Alphabet stock opened at $301.46 on Friday. 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 stock’s fifty day moving average is $319.36 and its two-hundred day moving average is $290.32. Alphabet Inc. has a 52 week low of $142.66 and a 52 week high of $350.15. The company has a market capitalization of $3.65 trillion, a PE ratio of 27.89, a price-to-earnings-growth ratio of 1.76 and a beta of 1.10.

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

Alphabet Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be given 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 payout ratio is 7.77%.

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Wells Fargo & Company raised shares of Alphabet from a “hold” rating to a “strong-buy” rating in a report on Monday, February 23rd. Wedbush reaffirmed an “outperform” rating and set a $370.00 price objective on shares of Alphabet in a report on Thursday, February 5th. Raymond James Financial raised shares of Alphabet from an “outperform” rating to a “strong-buy” rating and raised their target price for the company from $315.00 to $400.00 in a report on Thursday, January 22nd. UBS Group restated a “neutral” rating and issued a $348.00 price target (up from $345.00) on shares of Alphabet in a research report on Thursday, February 12th. Finally, TD Cowen reaffirmed a “buy” rating and set a $365.00 price target (up from $355.00) 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 assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, Alphabet currently has an average rating of “Buy” and an average target price of $345.71.

More Alphabet News

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

Insider Buying and Selling

In other Alphabet news, CAO Amie Thuener O’toole sold 955 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $298.00, for a total transaction of $284,590.00. Following 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 position. The transaction was disclosed in a document filed 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 on Tuesday, February 17th. The stock was sold at an average price of $301.45, for a total value of $14,341,182.30. Following the completion of the sale, the insider owned 13,227 shares of the company’s stock, valued at $3,987,279.15. This represents a 78.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 2,112,493 shares of company stock worth $118,605,094 over the last 90 days. Corporate insiders own 12.99% of the company’s stock.

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.