Alphabet Inc. $GOOG Stock: Sage Private Wealth Group LLC Grows Stake

Sage Private Wealth Group LLC increased its position in shares of Alphabet Inc. (NASDAQ:GOOG) by 102.7% during the 3rd quarter, HoldingsChannel reports. The fund owned 9,163 shares of the information services provider’s stock after purchasing an additional 4,642 shares during the quarter. Alphabet accounts for about 1.0% of Sage Private Wealth Group LLC’s investment portfolio, making the stock its 22nd largest holding. Sage Private Wealth Group LLC’s holdings in Alphabet were worth $3,122,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in GOOG. Mid American Wealth Advisory Group Inc. grew its holdings in Alphabet by 21.3% during the 3rd quarter. Mid American Wealth Advisory Group Inc. now owns 2,482 shares of the information services provider’s stock worth $846,000 after acquiring an additional 436 shares during the period. Seamount Financial Group Inc. lifted its stake in shares of Alphabet by 34.1% in the 3rd quarter. Seamount Financial Group Inc. now owns 2,015 shares of the information services provider’s stock valued at $687,000 after purchasing an additional 512 shares during the period. Signature Wealth Management Partners LLC lifted its stake in shares of Alphabet by 1.6% in the 3rd quarter. Signature Wealth Management Partners LLC now owns 6,501 shares of the information services provider’s stock valued at $2,215,000 after purchasing an additional 100 shares during the period. Magnus Financial Group LLC boosted its position in shares of Alphabet by 2.4% in the 3rd quarter. Magnus Financial Group LLC now owns 29,474 shares of the information services provider’s stock worth $10,043,000 after purchasing an additional 704 shares during the last quarter. Finally, Arwa LLC boosted its position in shares of Alphabet by 12.1% in the 3rd quarter. Arwa LLC now owns 1,169 shares of the information services provider’s stock worth $409,000 after purchasing an additional 126 shares during the last quarter. Institutional investors own 27.26% of the company’s stock.

Wall Street Analyst Weigh In

GOOG has been the subject of a number of analyst reports. Citic Securities lifted their price objective on Alphabet from $430.00 to $434.00 and gave the stock a “buy” rating in a research note on Monday, July 27th. TD Cowen reissued a “buy” rating and issued a $485.00 target price (up from $475.00) on shares of Alphabet in a research note on Thursday, October 8th. Pivotal Research raised their target price on Alphabet from $470.00 to $475.00 and gave the stock a “buy” rating in a report on Thursday, July 23rd. Rosenblatt Securities began coverage on Alphabet in a report on Thursday, August 20th. They set a “buy” rating on the stock. Finally, Stifel Nicolaus set a $485.00 target price on Alphabet in a research report on Thursday, October 8th. Six investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $421.85.

Insider Buying and Selling

In other Alphabet news, CAO Marsida Saraci sold 449 shares of the business’s stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $333.20, for a total value of $149,606.80. Following the completion of the transaction, the chief accounting officer directly owned 27,386 shares of the company’s stock, valued at approximately $9,125,015.20. The trade was a 1.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Frances Arnold sold 83 shares of the stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $340.45, for a total value of $28,257.35. Following the completion of the sale, the director owned 19,076 shares of the company’s stock, valued at $6,494,424.20. This trade represents a 0.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 315,765 shares of company stock valued at $6,297,980. 12.99% of the stock is owned by company insiders.

Alphabet Trading Down 1.1%

Shares of NASDAQ GOOG opened at $317.28 on Friday. The company’s fifty day moving average is $339.42 and its 200-day moving average is $350.21. The stock has a market cap of $3.88 trillion, a price-to-earnings ratio of 15.94, a P/E/G ratio of 0.91 and a beta of 1.19. Alphabet Inc. has a twelve month low of $256.10 and a twelve month high of $404.47. 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 quarterly earnings results on Thursday, July 23rd. The information services provider reported $9.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.87 by $6.24. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. The company had revenue of $119.80 billion during the quarter, compared to analyst estimates of $116.53 billion. During the same quarter in the previous year, the business earned $2.31 EPS. The firm’s revenue was up 24.2% on a year-over-year basis. Equities research analysts predict that Alphabet Inc. will post 20.60 EPS for the current year.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: AI and cloud growth remain key positives. Analysts highlight accelerating Google Cloud growth, expanding operating margins, rising subscriptions and Alphabet’s distribution advantage for Gemini. Google Cloud also announced general availability of an Anthropic-managed deployment option for Claude models, potentially broadening enterprise AI adoption. Alphabet: Gemini 4 Argon Is Coming For ChatGPT’s Lunch
• Positive Sentiment: Several longer-term growth opportunities support the stock. Articles point to Alphabet’s proprietary AI chips, which could become a major business, as well as a reported quantum-computing error-reduction breakthrough. Analysts also raised an Alphabet FY2027 EPS estimate modestly, reinforcing the view that earnings potential remains strong. Google’s AI chip could become a $75 billion business
• Neutral Sentiment: Q3 earnings are the next major catalyst. Preview articles expect investors to focus on advertising, Google Cloud growth, AI adoption, capital expenditures and margins. Results could determine whether Alphabet’s heavy AI investment is viewed as generating sufficient returns. Alphabet’s Q3 Could Change the Narrative on Its AI Spending
• Negative Sentiment: AI execution concerns are the primary negative catalyst. Reports allege that Gemini 3.5 Pro was delayed or behind schedule and that investors were not adequately informed about development setbacks. The allegations contributed to a sharp prior sell-off and have prompted multiple securities-fraud class-action notices. Google Investor Alert: Alphabet Inc. Securities Class Action Notice
• Negative Sentiment: Litigation headlines add reputational and financial uncertainty. Several law firms are seeking lead plaintiffs for lawsuits covering investors who purchased Alphabet securities between May 19 and July 16, 2026, with deadlines around November 30 or December 1. The notices largely repeat the same allegations, so they may amplify sentiment risk more than they introduce new information. Kaplan Fox Alphabet Class Action Notice
• Negative Sentiment: Investors remain concerned about AI capital intensity. Large compute commitments, data-center spending and higher interest rates are raising questions about whether future returns will justify the investment. Broader AI-stock selling and ETF net selling have added pressure to Alphabet’s valuation. Google Is Paying SpaceX $11 Billion a Year for Compute

Alphabet Profile

Alphabet Inc is a technology holding company best known as the parent organization of Google. Founded in 2015 through a corporate restructuring, Alphabet oversees Google and a collection of businesses focused on technology, online services, communications, artificial intelligence, and other emerging areas.

Google’s principal products and services include its internet search engine, digital advertising platforms, YouTube, Android, Chrome, Google Maps, Google Play, and Google Workspace. The company also provides cloud computing, data storage, cybersecurity, productivity, and artificial intelligence services through Google Cloud.