Todd Asset Management LLC Has $43.51 Million Holdings in Alphabet Inc. $GOOGL

Todd Asset Management LLC lessened its stake in Alphabet Inc. (NASDAQ:GOOGL) by 11.9% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 178,987 shares of the information services provider’s stock after selling 24,107 shares during the quarter. Todd Asset Management LLC’s holdings in Alphabet were worth $43,512,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of GOOGL. Financial Gravity Companies Inc. purchased a new stake in shares of Alphabet in the second quarter valued at about $31,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in Alphabet in the 3rd quarter valued at about $53,000. Corsicana & Co. bought a new position in shares of Alphabet during the 3rd quarter worth approximately $54,000. Sellwood Investment Partners LLC purchased a new position in shares of Alphabet in the 3rd quarter worth approximately $63,000. Finally, Vermillion & White Wealth Management Group LLC grew its holdings in shares of Alphabet by 37.9% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock valued at $57,000 after acquiring an additional 89 shares in the last quarter. Institutional investors own 40.03% of the company’s stock.

Alphabet Price Performance

Alphabet stock opened at $311.76 on Monday. The stock has a market cap of $3.77 trillion, a price-to-earnings ratio of 28.84, a PEG ratio of 1.83 and a beta of 1.09. 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 business has a 50-day simple moving average of $320.99 and a 200 day simple moving average of $283.34. Alphabet Inc. has a 52 week low of $140.53 and a 52 week high of $349.00.

Alphabet (NASDAQ:GOOGL) last posted its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.57 by $0.25. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The company had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. On average, research analysts forecast that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 9th will be paid a $0.21 dividend. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, March 9th. Alphabet’s payout ratio is presently 7.77%.

Wall Street Analyst Weigh In

Several research analysts have weighed in on GOOGL shares. The Goldman Sachs Group reissued a “buy” rating and issued a $375.00 price objective (up from $330.00) on shares of Alphabet in a research report on Tuesday, January 13th. Sanford C. Bernstein boosted their price target on shares of Alphabet from $305.00 to $335.00 and gave the stock a “market perform” rating in a report on Monday, February 2nd. Bank of America increased their price target on shares of Alphabet from $335.00 to $370.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Stifel Nicolaus reaffirmed a “buy” rating and issued a $395.00 price objective (up from $346.00) on shares of Alphabet in a research report on Thursday, February 5th. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on shares of Alphabet from $370.00 to $390.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Three equities research analysts have rated the stock with a Strong Buy rating, forty-three have given a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $366.57.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: MarketBeat highlights Alphabet’s “quiet edge” — big hidden assets (14% stake in Anthropic, an early SpaceX stake and massive device distribution) that amplify AI and cloud upside beyond Search and YouTube. Alphabet’s Quiet Edge: The Hidden Assets Powering Its Run
• Positive Sentiment: South Korea approved Google’s request to export high‑precision map data — clears a major market access barrier for Google Maps and mapping-related revenue/opportunity in Korea. South Korea approves Google bid to export high-precision map data
• Positive Sentiment: Reports say Meta will rent Google’s TPU AI chips for model training — validation of Google’s AI infrastructure business and a potential multi‑billion revenue stream for cloud/TPU services. Google signs multibillion-dollar AI chip deal with Meta, Information reports
• Positive Sentiment: Alphabet folded robotics unit Intrinsic into Google and signals Gemini may power next‑gen robots — deepens AI product integration and expands commercial AI addressable market. Alphabet’s robotics platform Intrinsic joins Google to support AI models
• Positive Sentiment: Google launched Nano Banana 2 (image‑generation model) with faster, better outputs — product improvements that help retain user engagement across AI services. Google rolls out Nano Banana 2
• Positive Sentiment: Billionaire Stanley Druckenmiller increased his Alphabet stake again — a notable institutional vote of confidence often read positively by the market. Druckenmiller Piled Into Alphabet
• Neutral Sentiment: Zacks and other analyst pieces reiterate Alphabet’s AI‑fueled edge in Search and Cloud vs. Meta, reinforcing the consensus growth story but not changing near‑term guidance. Meta Platforms vs. Alphabet: Which Digital Ad Behemoth Has an Edge?
• Neutral Sentiment: Waymo’s planned expansion toward Chicago signals long‑term commercialization progress but remains a multi‑year revenue story rather than an immediate profit driver. Waymo to bring driverless cars to Chicago
• Negative Sentiment: Belgian competition watchdog opened a probe into Google’s online ad pricing practices — regulatory and legal risk that could pressure ad revenue or require business changes. Belgian watchdog opens probe into Google’s online ad price practices
• Negative Sentiment: Internal tensions: 100+ Google AI employees urged limits on some military uses of Gemini, highlighting governance/ethical frictions that could complicate product deployment and public perception. Google Workers Seek ‘Red Lines’ on Military A.I.
• Negative Sentiment: Schaeffer’s options commentary warns bulls to watch for faltering action and offers a trade for subscribers — a signal some traders are positioning for short‑term downside or increased volatility. Bulls Should Keep Watch on Faltering Alphabet Stock

Insider Activity

In related news, CEO Sundar Pichai sold 32,500 shares of the business’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $327.30, for a total transaction of $10,637,250.00. Following the transaction, the chief executive officer owned 2,211,872 shares in the company, valued at $723,945,705.60. The trade was a 1.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the business’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $19.00, for a total transaction of $35,060,852.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,112,380 shares of company stock worth $119,112,888 over the last ninety days. 11.64% of the stock is owned by insiders.

Alphabet Profile

Alphabet Inc is the holding company created in 2015 to organize Google and a portfolio of businesses developing technologies beyond Google’s core internet services. Its principal operations are led by Google, which builds and operates consumer-facing products such as Google Search, YouTube, Android, Chrome, Gmail, Google Maps and Google Workspace, as well as advertising platforms (Google Ads and AdSense) that historically generate the majority of its revenue. Google also develops consumer hardware (Pixel phones, Nest smart-home devices, Chromecast) and developer and distribution platforms such as Google Play.

Beyond Google’s consumer and advertising businesses, Alphabet invests in enterprise and infrastructure offerings through Google Cloud, which provides cloud computing, data analytics and productivity services to businesses and institutions.