Two Sigma Securities LLC Purchases 25,953 Shares of Alphabet Inc. $GOOG

Two Sigma Securities LLC boosted its holdings in Alphabet Inc. (NASDAQ:GOOG) by 2,139.6% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 27,166 shares of the information services provider’s stock after buying an additional 25,953 shares during the period. Alphabet accounts for approximately 0.8% of Two Sigma Securities LLC’s holdings, making the stock its 11th biggest position. Two Sigma Securities LLC’s holdings in Alphabet were worth $9,599,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of GOOG. Castlekeep Investment Advisors LLC purchased a new position in Alphabet during the second quarter valued at $29,000. Imprint Wealth LLC bought a new stake in shares of Alphabet in the 3rd quarter valued at approximately $31,000. Lifetime Wealth Management P.C. purchased a new position in Alphabet during the fourth quarter worth $38,000. Bard Associates Inc. bought a new position in Alphabet during the 4th quarter valued at about $41,000. Finally, Toth Financial Advisory Corp purchased a new stake in shares of Alphabet in the second quarter worth approximately $41,000. 27.26% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the stock. Freedom Capital upgraded shares of Alphabet from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 23rd. Zacks Research lowered Alphabet from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, August 5th. Phillip Securities upgraded Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Monday, July 27th. The Goldman Sachs Group reiterated a “buy” rating and set a $450.00 price target on shares of Alphabet in a research report on Thursday, May 21st. Finally, Pivotal Research raised their target price on Alphabet from $470.00 to $475.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. Six analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Alphabet currently has a consensus rating of “Buy” and an average price target of $415.55.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google launched Gemini 3.8 Flash, including versions designed for coding, agentic tasks and cybersecurity. The release reinforces Alphabet’s effort to close performance gaps with OpenAI and Anthropic and supports the investment case for its AI products and cloud platform. Google’s Gemini 3.8 Flash is built for agents
• Positive Sentiment: New conversational voice features in Gmail, Docs and Keep give users more ways to interact with Google’s AI ecosystem, potentially improving Gemini adoption and monetization across Workspace. Google launches AI voice features in Gmail, Docs and Keep
• Positive Sentiment: Berkshire Hathaway CEO Greg Abel described Alphabet as a significant AI player after Berkshire increased its stake, providing a high-profile vote of confidence in Google’s AI strategy. Berkshire CEO Abel says Alphabet is a significant AI player
• Positive Sentiment: Alphabet’s AI-related energy initiatives—including a 400-megawatt geothermal agreement with Fervo—highlight efforts to secure power for data-center expansion. Strong recent Cloud growth and revenue momentum further support the bullish narrative. Enhanced geothermal notches another win as Google buys 400 MW from Fervo
• Neutral Sentiment: Google’s WeatherNext 3 model and its collaboration on virtual power plants and clean-energy storage expand Alphabet’s technology and infrastructure partnerships, but the near-term financial impact remains uncertain. Google’s new AI weather model could help energy companies
• Negative Sentiment: Alphabet still faces antitrust-related remedies, a securities-fraud investigation announcement and scrutiny over service outages, while its large AI capital-spending program could pressure free cash flow. Reports that a promised Gemini flagship model remains delayed also raise concerns about product execution. Securities fraud investigation into Alphabet continues

Alphabet Trading Up 1.6%

GOOG opened at $339.08 on Friday. The business’s 50 day moving average is $346.95 and its two-hundred day moving average is $340.75. Alphabet Inc. has a 52 week low of $226.76 and a 52 week high of $404.47. The firm has a market cap of $4.15 trillion, a price-to-earnings ratio of 17.03, a price-to-earnings-growth ratio of 0.97 and a beta of 1.21. The company has a quick ratio of 2.64, a current ratio of 2.72 and a debt-to-equity ratio of 0.16.

Alphabet (NASDAQ:GOOG) last announced its earnings results on Thursday, July 23rd. The information services provider reported $9.11 earnings per share for the quarter, beating the consensus estimate of $2.87 by $6.24. The company had revenue of $119.80 billion for the quarter, compared to the consensus estimate of $116.53 billion. Alphabet had a return on equity of 51.32% and a net margin of 54.77%.The company’s revenue was up 24.2% on a year-over-year basis. During the same period last year, the business posted $2.31 EPS. On average, research analysts predict that Alphabet Inc. will post 20.5 EPS for the current year.

Alphabet Dividend Announcement

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

Insider Buying and Selling

In other news, major shareholder 2019 Gp L.L.C. Gv sold 196,931 shares of the stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $19.46, for a total transaction of $3,832,277.26. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Kent Walker sold 8,998 shares of the business’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $349.29, for a total value of $3,142,911.42. Following the sale, the insider directly owned 75,290 shares of the company’s stock, valued at approximately $26,298,044.10. This trade represents a 10.68% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 451,925 shares of company stock valued at $12,371,544. 12.99% of the stock is currently owned by company insiders.

Alphabet Company 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.