Alphabet Inc. $GOOG Position Increased by 1900 Wealth Management LLC

Key Points

• 1900 Wealth Management LLC raised its stake in Alphabet by 32.0% in Q4, buying 3,602 shares to hold 14,854 shares valued at about $4.66 million at quarter end.
• Significant insider selling has occurred recently—Directors Frances Arnold and John L. Hennessy sold shares, and insiders sold a total of 2,069,344 shares worth $104.71 million in the past 90 days; company insiders now own 12.99% of the stock.
• Alphabet beat quarterly expectations, reporting $2.82 EPS vs. $2.59 consensus and $113.83 billion in revenue (+18% YoY), and announced a $0.21 quarterly dividend (annualized $0.84, ~0.3% yield).

1900 Wealth Management LLC raised its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 32.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 14,854 shares of the information services provider's stock after buying an additional 3,602 shares during the quarter. 1900 Wealth Management LLC's holdings in Alphabet were worth $4,661,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of GOOG. Imprint Wealth LLC acquired a new position in Alphabet in the third quarter worth approximately $31,000. Manning & Napier Advisors LLC acquired a new position in Alphabet in the third quarter worth approximately $32,000. Tripletail Wealth Management LLC acquired a new position in Alphabet in the third quarter worth approximately $40,000. Retirement Wealth Solutions LLC increased its holdings in Alphabet by 145.0% in the third quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider's stock worth $48,000 after buying an additional 116 shares during the last quarter. Finally, Bay Harbor Wealth Management LLC increased its holdings in Alphabet by 56.8% in the third quarter. Bay Harbor Wealth Management LLC now owns 218 shares of the information services provider's stock worth $53,000 after buying an additional 79 shares during the last quarter. 27.26% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, Director Frances Arnold sold 112 shares of the 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 directly owned 18,418 shares of the company's stock, valued at approximately $5,580,469.82. This represents a 0.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director John L. Hennessy sold 1,050 shares of the stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $303.41, for a total value of $318,580.50. Following the completion of the sale, the director directly owned 4,631 shares of the company's stock, valued at $1,405,091.71. This represents a 18.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 2,069,344 shares of company stock valued at $104,708,426 in the last ninety days. Company insiders own 12.99% of the company's stock.

Alphabet Trading Up 3.6%

Shares of GOOG stock opened at $314.74 on Thursday. Alphabet Inc. has a 12 month low of $145.81 and a 12 month high of $350.15. 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's 50 day moving average is $307.23 and its two-hundred day moving average is $298.03. The company has a market cap of $3.81 trillion, a PE ratio of 29.12, a price-to-earnings-growth ratio of 1.80 and a beta of 1.13.

Alphabet (NASDAQ:GOOG - Get Free Report) last announced its quarterly earnings results on Thursday, February 5th. The information services provider reported $2.82 EPS for the quarter, beating the consensus estimate of $2.59 by $0.23. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The company had revenue of $113.83 billion for the quarter, compared to the consensus estimate of $111.24 billion. During the same quarter last year, the company posted $2.15 earnings per share. The company's revenue for the quarter was up 18.0% compared to the same quarter last year. Equities analysts predict that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 9th were given 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 was Monday, March 9th. Alphabet's dividend payout ratio is currently 7.77%.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Cantor Fitzgerald restated a "neutral" rating on shares of Alphabet in a report on Tuesday, January 20th. Piper Sandler restated an "overweight" rating and issued a $395.00 price objective on shares of Alphabet in a report on Thursday, February 5th. UBS Group restated a "neutral" rating and issued a $348.00 price objective (up from $345.00) on shares of Alphabet in a report on Thursday, February 12th. Canaccord Genuity Group increased their price target on Alphabet from $330.00 to $390.00 and gave the company a "buy" rating in a report on Wednesday, January 7th. Finally, Sanford C. Bernstein reiterated a "market perform" rating and set a $345.00 price target on shares of Alphabet in a report on Thursday, February 5th. Nine analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of "Buy" and an average target price of $345.71.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Long-term TPU and networking deals deepen Alphabet’s hardware advantage and reduce AI cost exposure, supporting Google Cloud margins and enterprise wins. Broadcom and Google seal five-year AI chip partnership
• Positive Sentiment: Waymo’s expansion to Nashville signals commercial progress for autonomous ride‑hailing, turning an “Other Bets” narrative into potential revenue growth. Alphabet Climbs 4% on Waymo’s Nashville Expansion: The Self-Driving Bet Is Starting to Pay Off
• Positive Sentiment: Google Finance’s AI overhaul and real‑time insights broaden product monetization and user engagement — a near‑term product catalyst that supports ad and subscription upside. Google Finance Gets AI Overhaul - Rolls Out Real-Time Insights To 100+ Countries
• Positive Sentiment: Google Cloud remains the fastest‑growing major cloud platform with a surging cloud backlog and AI-native offerings (Vertex/Gemini + TPUs), improving revenue visibility and margin trajectory. Google Cloud Is the World’s Fastest-Growing Major Cloud Platform
• Positive Sentiment: Wing and DoorDash drone expansion into Atlanta adds another commercialization channel for logistics and local revenue opportunities. Alphabet's Wing Drone Unit, DoorDash Expand Into Atlanta. Google Stock Turns Green In 2026.
• Neutral Sentiment: Broad market tailwinds — including a temporary geopolitical ceasefire — lifted tech stocks broadly, amplifying Alphabet’s gains alongside stock‑specific news. Alphabet, Meta, Amazon, Nvidia lead tech rally after Trump announces ceasefire with Iran
• Neutral Sentiment: Competitors (Meta, Anthropic, OpenAI) continue product launches; heightened competition could pressure share if monetization or market share shifts. Meta debuts new AI model, attempting to catch Google, OpenAI after spending billions
• Negative Sentiment: Some institutional selling has occurred (TCW sold shares), and environmental/community pushback on large data‑center projects raises operational/permit risk for capacity expansion. TCW Relative Value Large Cap Fund Sold Alphabet Inc (GOOG) After Meeting Valuation Characteristics While Amazon, Microsoft, Google Struggle With AI On Land — China Looks To The Sea

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.

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