Oddo BHF Asset Management Sas Has $36.94 Million Position in Alphabet Inc. $GOOG

Oddo BHF Asset Management Sas grew its holdings in Alphabet Inc. (NASDAQ:GOOG) by 2.8% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 128,881 shares of the information services provider’s stock after acquiring an additional 3,524 shares during the period. Alphabet comprises approximately 1.5% of Oddo BHF Asset Management Sas’ portfolio, making the stock its 7th biggest holding. Oddo BHF Asset Management Sas’ holdings in Alphabet were worth $36,944,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in GOOG. Gerber Kawasaki Wealth & Investment Management increased its position in shares of Alphabet by 1.0% during the 4th quarter. Gerber Kawasaki Wealth & Investment Management now owns 275,943 shares of the information services provider’s stock valued at $86,596,000 after purchasing an additional 2,850 shares during the last quarter. Newbridge Financial Services Group Inc. lifted its position in Alphabet by 7.5% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 60,739 shares of the information services provider’s stock worth $19,060,000 after buying an additional 4,239 shares during the last quarter. Violich Capital Management Inc. lifted its position in Alphabet by 1.0% in the fourth quarter. Violich Capital Management Inc. now owns 340,776 shares of the information services provider’s stock worth $106,936,000 after buying an additional 3,378 shares during the last quarter. Wealthcare Advisory Partners LLC boosted its stake in Alphabet by 12.1% during the fourth quarter. Wealthcare Advisory Partners LLC now owns 45,014 shares of the information services provider’s stock worth $14,125,000 after buying an additional 4,848 shares during the period. Finally, Robinhood Asset Management LLC purchased a new position in Alphabet during the fourth quarter worth $20,337,000. 27.26% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, Director John L. Hennessy sold 1,050 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $368.63, for a total value of $387,061.50. Following the completion of the sale, the director owned 1,481 shares in the company, valued at approximately $545,941.03. The trade was a 41.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider John Kent Walker sold 8,998 shares of the stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $349.29, for a total value of $3,142,911.42. Following the completion of the transaction, the insider directly owned 75,290 shares in the company, valued at approximately $26,298,044.10. This trade represents a 10.68% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 600,465 shares of company stock worth $16,228,202 in the last three months. Corporate insiders own 12.99% of the company’s stock.

Alphabet Stock Up 1.0%

Shares of GOOG opened at $335.76 on Thursday. The firm has a market capitalization of $4.07 trillion, a P/E ratio of 16.86, a P/E/G ratio of 0.95 and a beta of 1.23. Alphabet Inc. has a 12-month low of $188.70 and a 12-month high of $404.47. The company has a current ratio of 2.72, a quick ratio of 2.64 and a debt-to-equity ratio of 0.16. The firm has a fifty day moving average price of $357.27 and a 200-day moving average price of $337.75.

Alphabet (NASDAQ:GOOG) last posted its quarterly earnings results on Wednesday, July 22nd. The information services provider reported $9.11 EPS for the quarter, topping analysts’ consensus estimates of $2.87 by $6.24. The firm had revenue of $119.80 billion for the quarter, compared to analysts’ expectations of $116.53 billion. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. The business’s revenue for the quarter was up 24.2% on a year-over-year basis. During the same period in the prior year, the business posted $2.31 earnings per share. Equities research analysts expect that Alphabet Inc. will post 20.15 earnings per share for the current year.

Alphabet Dividend Announcement

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

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Strong quarterly fundamentals are supporting the rebound. Alphabet reported 24.2% year-over-year revenue growth to $119.8 billion, while Google Cloud revenue surged 82% and Search grew 17%. Analysts continue to see substantial long-term growth from AI adoption, cloud demand and advertising. Alphabet quarterly performance
• Positive Sentiment: Wall Street remains broadly bullish. Alphabet retains a “Buy” consensus, with reported price targets well above recent trading levels. Phillip Securities upgraded the stock to “strong buy,” while some analysts raised longer-term EPS estimates. Alphabet analyst ratings
• Positive Sentiment: Institutional demand provides a counterweight to recent selling. Asset Management One added approximately 117,000 GOOGL shares, and Ethic Inc. disclosed a new position worth an estimated $227.5 million in Alphabet’s Class A shares. These moves reinforce the view that the pullback may offer a long-term entry point. Institutional Alphabet holdings
• Neutral Sentiment: AI investment remains the key investor debate. Alphabet’s $195 billion–$205 billion 2026 capital-expenditure outlook is intended to support rapidly expanding cloud and AI demand, but the spending has pressured free cash flow and increased expectations for future monetization.
• Negative Sentiment: Regulatory liabilities are growing. Following a $1 billion European Digital Markets Act fine, rivals may seek up to $10 billion in private damages, potentially adding financial and operational pressure to Google’s European businesses. European lawsuits against Google
• Negative Sentiment: Insider and fund selling remain caution signals. Alphabet’s chief accounting officer sold shares, while Provident Trust and Resona Asset Management reduced their GOOG positions. These transactions are relatively small or portfolio-related, but they may weigh on sentiment after the earnings-driven pullback.

Analysts Set New Price Targets

Several brokerages have recently weighed in on GOOG. Roth Capital increased their target price on shares of Alphabet from $435.00 to $440.00 and gave the company a “buy” rating in a research note on Thursday, July 23rd. TD Cowen reaffirmed a “buy” rating and set a $475.00 price target on shares of Alphabet in a research note on Thursday, July 23rd. Canaccord Genuity Group set a $450.00 price target on shares of Alphabet in a report on Thursday, July 23rd. Citigroup reissued a “market outperform” rating on shares of Alphabet in a research report on Wednesday, July 22nd. Finally, UBS Group restated a “neutral” rating and set a $379.00 target price (down from $400.00) on shares of Alphabet in a research report on Thursday, July 23rd. Seven research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $410.09.

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.