Mn Services Vermogensbeheer B.V. Has $392.40 Million Position in Alphabet Inc. $GOOG

Mn Services Vermogensbeheer B.V. increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 1.3% during the third quarter, Holdings Channel reports. The firm owned 1,611,180 shares of the information services provider’s stock after acquiring an additional 20,100 shares during the period. Alphabet makes up approximately 2.5% of Mn Services Vermogensbeheer B.V.’s investment portfolio, making the stock its 8th biggest position. Mn Services Vermogensbeheer B.V.’s holdings in Alphabet were worth $392,403,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Manning & Napier Advisors LLC bought a new position in Alphabet in the third quarter valued at approximately $32,000. IFS Advisors LLC boosted its holdings in shares of Alphabet by 400.0% in the 2nd quarter. IFS Advisors LLC now owns 150 shares of the information services provider’s stock valued at $27,000 after purchasing an additional 120 shares in the last quarter. Tripletail Wealth Management LLC bought a new position in shares of Alphabet in the 3rd quarter valued at $40,000. WestEnd Advisors LLC increased its stake in shares of Alphabet by 58.7% in the 2nd quarter. WestEnd Advisors LLC now owns 165 shares of the information services provider’s stock valued at $29,000 after purchasing an additional 61 shares during the last quarter. Finally, University of Illinois Foundation acquired a new position in shares of Alphabet during the 2nd quarter worth $31,000. Institutional investors own 27.26% of the company’s stock.

Alphabet Price Performance

Shares of NASDAQ:GOOG opened at $338.53 on Friday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.75 and a current ratio of 1.75. Alphabet Inc. has a 52 week low of $142.66 and a 52 week high of $342.29. The firm has a market cap of $4.09 trillion, a PE ratio of 33.39, a price-to-earnings-growth ratio of 1.86 and a beta of 1.09. The firm’s fifty day moving average is $320.91 and its 200-day moving average is $265.66.

Alphabet (NASDAQ:GOOG) last announced its earnings results on Thursday, October 30th. The information services provider reported $2.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.29 by $0.58. The business had revenue of $102.35 billion during the quarter, compared to analyst estimates of $99.90 billion. Alphabet had a return on equity of 35.00% and a net margin of 32.23%.Alphabet’s revenue for the quarter was up 15.9% compared to the same quarter last year. During the same period last year, the company earned $2.12 EPS. Sell-side analysts predict that Alphabet Inc. will post 8.89 earnings per share for the current year.

Alphabet Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 8th were paid a $0.21 dividend. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend was Monday, December 8th. Alphabet’s payout ratio is currently 8.28%.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google’s new Project Genie AI model — which can turn short prompts into fully rendered, playable 3D worlds and characters — is being viewed as a strategic win for Alphabet’s AI leadership and platform reach; the announcement spooked game developers but signals a new product avenue for Google that could expand ads, cloud consumption and developer tools. Videogame stocks slide on Google’s AI model that turns prompts into playable worlds
• Positive Sentiment: An analyst note expects Alphabet to beat Q4 revenue and EPS as AI lifts ads and cloud demand — a direct fundamental rationale for upside to near-term earnings and investor estimates. Alphabet Could Power Past Forecasts As AI Lifts Ads, Cloud: Analyst
• Positive Sentiment: Large institutional buying: Vanguard reportedly added material GOOGL exposure in its latest filing, which supports demand for the shares from big passive/active holders. Fund Update: VANGUARD GROUP INC Just Disclosed New Holdings
• Positive Sentiment: Google disrupted a major residential proxy network used by bad actors, a security move that reduces abuse risk across its ecosystem and is a modest reputational/operational positive. Google disrupts large residential proxy network, reducing devices used by operators by ‘millions’
• Neutral Sentiment: Wall Street is focused on Q4 guidance and key metric estimates ahead of earnings; expectations and guidance will likely drive short-term moves more than some headlines. Ahead of Alphabet (GOOGL) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Profile/endorsement notes: coverage pieces and fund letters (e.g., Giverny Capital mention, Tim Cook comments on partnership) keep sentiment visible but are unlikely to move the tape materially on their own. Alphabet (GOOG) Contributed 4.7% to Giverny Capital Asset Management’s 2025 Growth
• Negative Sentiment: A former Google engineer was convicted of stealing AI trade secrets and uploading internal materials to personal cloud accounts — a legal/security headwind that raises concerns about IP protection and could prompt tighter controls and scrutiny. Former Google engineer found guilty of espionage and theft of AI tech
• Negative Sentiment: Waymo involvement in a pedestrian incident has triggered an NHTSA probe; regulatory/safety risks around Waymo’s rollout remain a potential liability and source of short-term volatility for Alphabet. A Waymo hit a child near an elementary school. The NHTSA is investigating

Insider Buying and Selling

In other news, CEO Sundar Pichai sold 32,500 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $299.80, for a total value of $9,743,500.00. Following the transaction, the chief executive officer owned 2,239,619 shares in the company, valued at approximately $671,437,776.20. The trade was a 1.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider John Kent Walker sold 17,829 shares of the stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $314.89, for a total transaction of $5,614,173.81. Following the sale, the insider owned 42,972 shares of the company’s stock, valued at approximately $13,531,453.08. This trade represents a 29.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 2,070,485 shares of company stock valued at $104,428,169 in the last ninety days. Insiders own 12.99% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on GOOG shares. Barclays lifted their target price on Alphabet from $250.00 to $315.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. BNP Paribas Exane initiated coverage on shares of Alphabet in a report on Monday, November 24th. They set an “outperform” rating on the stock. Weiss Ratings reiterated a “buy (b)” rating on shares of Alphabet in a research report on Wednesday, January 21st. Bank of America raised their target price on shares of Alphabet from $280.00 to $335.00 and gave the company a “buy” rating in a research report on Thursday, October 30th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and set a $365.00 target price on shares of Alphabet in a research note on Monday, January 5th. Eight analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $330.83.

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.