Ceeto Capital Group LLC Cuts Position in Alphabet Inc. $GOOG

Ceeto Capital Group LLC decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOG) by 10.3% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 17,460 shares of the information services provider’s stock after selling 2,000 shares during the period. Alphabet accounts for 1.2% of Ceeto Capital Group LLC’s portfolio, making the stock its 12th largest position. Ceeto Capital Group LLC’s holdings in Alphabet were worth $4,252,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Brighton Jones LLC raised its stake in Alphabet by 5.6% during the fourth quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider’s stock valued at $22,901,000 after buying an additional 6,410 shares during the last quarter. Sequoia Financial Advisors LLC grew its stake in shares of Alphabet by 7.4% in the second quarter. Sequoia Financial Advisors LLC now owns 594,959 shares of the information services provider’s stock worth $105,540,000 after acquiring an additional 41,132 shares during the last quarter. Fiera Capital Corp increased its holdings in shares of Alphabet by 19.3% during the second quarter. Fiera Capital Corp now owns 32,132 shares of the information services provider’s stock valued at $5,700,000 after acquiring an additional 5,197 shares in the last quarter. WP Advisors LLC increased its holdings in shares of Alphabet by 7.9% during the second quarter. WP Advisors LLC now owns 116,135 shares of the information services provider’s stock valued at $20,601,000 after acquiring an additional 8,480 shares in the last quarter. Finally, Advisors Capital Management LLC raised its position in shares of Alphabet by 3.1% in the 2nd quarter. Advisors Capital Management LLC now owns 533,079 shares of the information services provider’s stock worth $94,563,000 after purchasing an additional 15,855 shares during the last quarter. 27.26% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Alphabet

In other Alphabet news, CAO Amie Thuener O’toole sold 955 shares of the 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 transaction, the chief accounting officer owned 9,918 shares of the company’s stock, valued at approximately $2,955,564. This represents a 8.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John L. Hennessy sold 600 shares of the business’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $306.73, for a total value of $184,038.00. Following the sale, the director owned 20,624 shares of the company’s stock, valued at approximately $6,325,999.52. This represents a 2.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 2,112,493 shares of company stock worth $118,605,094. 12.99% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

GOOG has been the topic of a number of analyst reports. JPMorgan Chase & Co. upped their price target on shares of Alphabet from $385.00 to $395.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Sanford C. Bernstein restated a “market perform” rating and set a $345.00 price objective on shares of Alphabet in a research note on Thursday, February 5th. DA Davidson set a $300.00 target price on shares of Alphabet in a report on Tuesday, November 25th. BMO Capital Markets reiterated an “outperform” rating and issued a $400.00 target price on shares of Alphabet in a research note on Thursday, February 5th. Finally, Scotiabank reiterated an “outperform” rating and set a $400.00 price target (up from $375.00) on shares of Alphabet in a report on Thursday, February 5th. Nine analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Buy” and an average price target of $345.71.

Alphabet Price Performance

NASDAQ GOOG opened at $301.46 on Friday. Alphabet Inc. has a one year low of $142.66 and a one year high of $350.15. The stock has a 50-day moving average of $319.36 and a 200 day moving average of $290.32. The company has a debt-to-equity ratio of 0.11, a quick ratio of 2.01 and a current ratio of 2.01. The company has a market capitalization of $3.65 trillion, a price-to-earnings ratio of 27.89, a PEG ratio of 1.76 and a beta of 1.10.

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

Alphabet Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be paid a dividend of $0.21 per share. The ex-dividend date is Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. Alphabet’s payout ratio is currently 7.77%.

Alphabet News Summary

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.