Alphabet Inc. $GOOG Shares Purchased by B. Metzler seel. Sohn & Co. AG

Key Points

• B. Metzler seel. Sohn & Co. AG increased its Alphabet stake by 16.5% in Q4 to 322,820 shares (worth about $101.34M), making GOOG its 22nd-largest holding (0.9% of the portfolio).
• Alphabet delivered record Q1 results, topping estimates with EPS $5.11 and revenue of $109.9B, while Google Cloud grew ~63% to roughly $20B, underpinning multi-year revenue visibility.
• Following the quarter, analysts largely raised price targets and maintained buy ratings, but management’s planned very large AI-related capex (~$185–190B in 2026) — expected to rise in 2027 — could pressure free cash flow; the company also raised its quarterly dividend to $0.22.

B. Metzler seel. Sohn & Co. AG increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 16.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 322,820 shares of the information services provider's stock after acquiring an additional 45,773 shares during the quarter. Alphabet comprises 0.9% of B. Metzler seel. Sohn & Co. AG's investment portfolio, making the stock its 22nd biggest position. B. Metzler seel. Sohn & Co. AG's holdings in Alphabet were worth $101,336,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of GOOG. Brighton Jones LLC boosted its position in Alphabet by 5.6% during the fourth quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider's stock worth $22,901,000 after acquiring an additional 6,410 shares during the last quarter. Worldquant Millennium Advisors LLC boosted its position in Alphabet by 76.2% during the second quarter. Worldquant Millennium Advisors LLC now owns 1,865,304 shares of the information services provider's stock worth $330,886,000 after acquiring an additional 806,681 shares during the last quarter. Darwin Wealth Management LLC purchased a new position in Alphabet during the second quarter worth about $658,000. Financial Advisors Network Inc. raised its stake in Alphabet by 7.7% during the second quarter. Financial Advisors Network Inc. now owns 7,945 shares of the information services provider's stock worth $1,409,000 after purchasing an additional 565 shares during the period. Finally, Ausdal Financial Partners Inc. raised its stake in Alphabet by 10.7% during the second quarter. Ausdal Financial Partners Inc. now owns 37,310 shares of the information services provider's stock worth $6,618,000 after purchasing an additional 3,616 shares during the period. 27.26% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

GOOG has been the topic of a number of analyst reports. Needham & Company LLC set a $400.00 target price on shares of Alphabet and gave the stock a "buy" rating in a research note on Friday, March 13th. DZ Bank raised shares of Alphabet to a "strong-buy" rating in a research note on Monday, February 16th. Wedbush reaffirmed an "outperform" rating and set a $370.00 target price on shares of Alphabet in a research note on Thursday, February 5th. KeyCorp set a $370.00 target price on shares of Alphabet in a research note on Thursday, February 5th. Finally, BMO Capital Markets reaffirmed an "outperform" rating and set a $400.00 target price on shares of Alphabet in a research note on Thursday, February 5th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Alphabet has an average rating of "Buy" and a consensus price target of $362.73.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Record Q1 fundamentals — Alphabet beat estimates (EPS $5.11 vs. $2.64 consensus) and reported $109.9B revenue; Google Cloud grew ~63% to ~ $20B with a very large backlog, which underpins multi-year revenue visibility and explains the rally. Alphabet Q1 2026 Earnings Call Highlights
• Positive Sentiment: Wall Street is upgrading targets — multiple firms (JPMorgan, TD Cowen, Scotiabank, Raymond James, Piper Sandler and others) raised price targets and reiterated buys after the quarter, signaling analyst conviction that AI/cloud growth justifies higher valuation. Coverage: Recent price-target raises
• Positive Sentiment: Strategic wins and ecosystem advantages — articles argue Alphabet’s “compute” advantage (TPUs, datacenter scale, full‑stack Gemini integrations) gives it a structural edge versus rivals and supports both ad/product monetization and enterprise AI demand. Compute is destiny. Google just proved it.
• Neutral Sentiment: Government and enterprise demand — the U.S. Pentagon and other large customers have agreements with leading AI providers including Google, validating long-term cloud/AI revenue channels but timing and contract sizes vary. This supports durable demand but is not an immediate revenue kicker. Pentagon reaches agreements with leading AI companies
• Negative Sentiment: CapEx intensity and cash flow tradeoff — management signaled very large AI-related capital spending (2026 capex ~ $185–190B and “significantly higher” expected in 2027). That funds growth but will pressure free cash flow and raises execution/ROI scrutiny. Alphabet ups 2026 capex to as much as $190 billion
• Negative Sentiment: Rising cost concerns and regulatory risks — commentary highlights the growing capital and operating cost of AI (potential margin/cashflow headwinds), and regulators in Europe are probing Google’s AI/search features — both are watch‑items for investors. Google Stock Growth Collides With The Rising Cost Of AI Italy asks EU to investigate Google AI search tools

Alphabet Price Performance

Shares of GOOG opened at $383.22 on Monday. Alphabet Inc. has a fifty-two week low of $149.49 and a fifty-two week high of $383.39. The firm's 50 day moving average price is $312.44 and its 200 day moving average price is $308.65. The company has a market cap of $4.64 trillion, a P/E ratio of 29.23, a PEG ratio of 1.81 and a beta of 1.25. The company has a quick ratio of 1.92, a current ratio of 1.92 and a debt-to-equity ratio of 0.16.

Alphabet (NASDAQ:GOOG - Get Free Report) last announced its earnings results on Wednesday, April 29th. The information services provider reported $5.11 earnings per share for the quarter, topping the consensus estimate of $2.68 by $2.43. Alphabet had a net margin of 37.92% and a return on equity of 38.99%. The firm had revenue of $109.90 billion for the quarter, compared to the consensus estimate of $106.96 billion. During the same period in the prior year, the firm earned $2.81 EPS. The firm's revenue for the quarter was up 21.8% on a year-over-year basis. On average, research analysts forecast that Alphabet Inc. will post 12.78 earnings per share for the current fiscal year.

Alphabet Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Monday, June 8th will be issued a dividend of $0.22 per share. This is a boost from Alphabet's previous quarterly dividend of $0.21. The ex-dividend date is Monday, June 8th. This represents a $0.88 annualized dividend and a yield of 0.2%. Alphabet's dividend payout ratio (DPR) is presently 6.41%.

Insider Activity

In other Alphabet news, CAO Amie Thuener O'toole sold 955 shares of the business's stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $298.00, for a total transaction of $284,590.00. Following the completion of the transaction, the chief accounting officer owned 9,918 shares in the company, valued at $2,955,564. The trade was a 8.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Sundar Pichai sold 32,500 shares of the company's stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $303.92, for a total transaction of $9,877,400.00. Following the completion of the transaction, the chief executive officer owned 2,818,524 shares of the company's stock, valued at approximately $856,605,814.08. The trade was a 1.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 191,053 shares of company stock worth $58,845,206. Insiders own 12.99% of the company's stock.

Alphabet 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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