Alphabet Inc. $GOOGL Shares Acquired by Silvant Capital Management LLC

Silvant Capital Management LLC raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL) by 3.7% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 588,952 shares of the information services provider’s stock after purchasing an additional 21,132 shares during the quarter. Alphabet accounts for 5.0% of Silvant Capital Management LLC’s portfolio, making the stock its 4th largest position. Silvant Capital Management LLC’s holdings in Alphabet were worth $143,174,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in GOOGL. Financial Gravity Companies Inc. acquired a new stake in Alphabet in the second quarter worth about $31,000. iSAM Funds UK Ltd acquired a new position in Alphabet in the third quarter worth approximately $53,000. Pilgrim Partners Asia Pte Ltd bought a new position in shares of Alphabet in the third quarter valued at $53,000. Corsicana & Co. acquired a new stake in shares of Alphabet during the 3rd quarter valued at $54,000. Finally, Sellwood Investment Partners LLC bought a new stake in shares of Alphabet during the 3rd quarter worth $63,000. Institutional investors own 40.03% of the company’s stock.

Alphabet Stock Up 1.8%

Alphabet stock opened at $310.92 on Wednesday. The company has a market capitalization of $3.76 trillion, a P/E ratio of 28.76, a P/E/G ratio of 1.79 and a beta of 1.10. The firm’s fifty day simple moving average is $318.83 and its 200-day simple moving average is $291.74. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.11. Alphabet Inc. has a 1-year low of $140.53 and a 1-year high of $349.00.

Alphabet (NASDAQ:GOOGL) last issued 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. The firm had revenue of $113.83 billion during the quarter, compared to analysts’ expectations of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. Sell-side analysts forecast that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 9th were paid a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Monday, March 9th. Alphabet’s dividend payout ratio is 7.77%.

Insider Activity at Alphabet

In other news, insider John Kent Walker sold 47,574 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $301.45, for a total transaction of $14,341,182.30. Following the transaction, the insider owned 13,227 shares of the company’s stock, valued at approximately $3,987,279.15. This represents a 78.25% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Frances Arnold sold 112 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $302.99, for a total value of $33,934.88. Following the completion of the sale, the director owned 18,418 shares of the company’s stock, valued at approximately $5,580,469.82. This trade represents a 0.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 2,076,615 shares of company stock worth $107,809,111 in the last 90 days. Insiders own 11.55% of the company’s stock.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Wells Fargo and other analysts have moved upbeat on Alphabet, citing stronger AI and cloud positioning and raising price targets, supporting investor optimism about future revenue and compute advantage. Alphabet (GOOGL) Sees Optimistic Coverage From Analysts
• Positive Sentiment: Alphabet paid its first 2026 dividend of $0.21 per share on March 16, a concrete cash return that can support demand from income-oriented investors. Google stock just paid dividends; here’s how much investors received
• Positive Sentiment: Research houses continue to reiterate buy/overweight ratings (Needham reiterated a buy), reinforcing buy-side conviction and supporting price momentum. Alphabet’s (GOOGL) Buy Rating Reiterated at Needham & Company LLC
• Positive Sentiment: Google procurement teams reportedly visited China to discuss buying liquid cooling gear from local suppliers — a sign of continued data‑center expansion and potential cost/efficiency gains for its cloud and AI compute footprint. Google in talks with China’s Envicool, others to buy data centre cooling systems, sources say
• Neutral Sentiment: Multiple market write-ups (Zacks, Yahoo, Motley Fool summaries) note Alphabet as a trending/overperforming stock due to AI and cloud tailwinds, keeping the name in retail and institutional screens but not providing new catalysts. Alphabet Inc. (GOOG) Outperforms Broader Market: What You Need to Know
• Negative Sentiment: European publishers and tech firms are pressing the EU to accelerate a probe and impose a fine over alleged search favoritism, creating regulatory uncertainty that could pressure margins or fines down the road. Exclusive: European publishers, tech firms urge EU to speed up fine on Google over search
• Negative Sentiment: Some analysts flag valuation and near‑term margin pressure as capex for AI compute ramps and higher operating costs could limit upside despite growth, a narrative that may cap multiple expansion. Is Alphabet Stock’s 25.55X PE Still Worth it? Buy, Sell, or Hold?

Wall Street Analyst Weigh In

Several equities research analysts recently commented on GOOGL shares. Pivotal Research upped their price target on shares of Alphabet from $400.00 to $420.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Canaccord Genuity Group set a $415.00 price target on shares of Alphabet in a research report on Thursday, February 5th. Rosenblatt Securities boosted their price objective on shares of Alphabet from $279.00 to $357.00 and gave the company a “neutral” rating in a research report on Thursday, February 5th. Robert W. Baird upped their price target on shares of Alphabet from $375.00 to $380.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Finally, Citizens Jmp reiterated a “market outperform” rating and set a $385.00 price objective on shares of Alphabet in a report on Thursday, February 5th. Three equities research analysts have rated the stock with a Strong Buy rating, forty-three have issued a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, Alphabet has an average rating of “Moderate Buy” and an average price target of $367.18.

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.