Alphabet Inc. $GOOG Shares Purchased by Thurston Springer Miller Herd & Titak Inc.

Key Points

• Thurston Springer Miller Herd & Titak Inc. boosted its Alphabet stake by 4,178.8% in Q4, acquiring 8,692 shares to hold 8,900 shares valued at about $2.79 million, making GOOG its 15th largest position (1.0% of holdings).
• Alphabet beat Q4 estimates with $2.82 EPS (vs. $2.59) and $113.83 billion in revenue, while strong Google Cloud (~50% growth) and multi‑year AI infrastructure deals with Intel and Broadcom underpin growth; analysts carry an average "Buy" rating with a consensus target of $345.71.
• Significant insider selling has occurred recently—insiders disposed of 2,069,344 shares worth roughly $104.7 million over the past three months, which could offset some positive fundamental and analyst sentiment.

Thurston Springer Miller Herd & Titak Inc. lifted its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 4,178.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,900 shares of the information services provider's stock after acquiring an additional 8,692 shares during the period. Alphabet accounts for 1.0% of Thurston Springer Miller Herd & Titak Inc.'s holdings, making the stock its 15th largest position. Thurston Springer Miller Herd & Titak Inc.'s holdings in Alphabet were worth $2,793,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in GOOG. Tradewinds LLC. boosted its stake in Alphabet by 2,134.8% during the third quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider's stock worth $10,984,000 after buying an additional 43,080 shares during the last quarter. Kathmere Capital Management LLC boosted its stake in Alphabet by 8.5% during the fourth quarter. Kathmere Capital Management LLC now owns 29,896 shares of the information services provider's stock worth $9,381,000 after buying an additional 2,341 shares during the last quarter. Atlantic Union Bankshares Corp boosted its stake in Alphabet by 31.3% during the third quarter. Atlantic Union Bankshares Corp now owns 354,529 shares of the information services provider's stock worth $86,345,000 after buying an additional 84,553 shares during the last quarter. Baltimore Washington Financial Advisors Inc. boosted its stake in Alphabet by 0.9% during the third quarter. Baltimore Washington Financial Advisors Inc. now owns 221,391 shares of the information services provider's stock worth $53,920,000 after buying an additional 2,009 shares during the last quarter. Finally, American National Bank of Texas acquired a new position in Alphabet during the third quarter worth $900,000. 27.26% of the stock is owned by institutional investors and hedge funds.

Alphabet Stock Performance

Shares of Alphabet stock opened at $316.37 on Friday. Alphabet Inc. has a 52 week low of $148.40 and a 52 week high of $350.15. The business's fifty day simple moving average is $306.78 and its 200-day simple moving average is $298.16. The firm has a market cap of $3.83 trillion, a PE ratio of 29.27, a price-to-earnings-growth ratio of 1.95 and a beta of 1.13. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11.

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. The business had revenue of $113.83 billion for the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The company's quarterly revenue was up 18.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.15 EPS. Equities analysts forecast that Alphabet Inc. will post 8.89 earnings per share for the current year.

Alphabet Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Monday, March 9th were issued a $0.21 dividend. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Monday, March 9th. Alphabet's payout ratio is currently 7.77%.

Analyst Ratings Changes

A number of equities analysts have weighed in on GOOG shares. Wells Fargo & Company raised Alphabet from a "hold" rating to a "strong-buy" rating in a research note on Monday, February 23rd. JPMorgan Chase & Co. boosted their price objective on Alphabet from $385.00 to $395.00 and gave the stock an "overweight" rating in a research note on Thursday, February 5th. Oppenheimer reissued an "outperform" rating and set a $360.00 price objective on shares of Alphabet in a research note on Thursday, February 5th. Piper Sandler reissued an "overweight" rating and set a $395.00 price objective on shares of Alphabet in a research note on Thursday, February 5th. Finally, DZ Bank raised Alphabet to a "strong-buy" rating in a research note on Monday, February 16th. Nine investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Alphabet presently has an average rating of "Buy" and a consensus target price of $345.71.

Insider Transactions at Alphabet

In related news, insider John Kent Walker sold 8,993 shares of the business's stock in a transaction on Friday, March 27th. The stock was sold at an average price of $275.89, for a total value of $2,481,078.77. Following the sale, the insider owned 51,808 shares in the company, valued at approximately $14,293,309.12. The trade was a 14.79% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director John L. Hennessy sold 1,050 shares of the business's stock in a transaction 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 owned 4,631 shares in the company, valued at $1,405,091.71. This represents a 18.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 2,069,344 shares of company stock worth $104,708,426. 12.99% of the stock is owned by corporate insiders.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Expanded AI infrastructure partnerships — Google deepened multi-year deals with Intel (and broader TPU/partner deals with Broadcom/Anthropic), locking in multi‑generation chips and networking supply for its AI data centers, which supports Google Cloud capacity, cost control and enterprise AI revenue. Google and Intel deepen AI infrastructure partnership
• Positive Sentiment: Broadcom/Broad AI supply visibility — reports show renewed long‑term TPU/networking agreements tying Broadcom to Google and Anthropic, reinforcing Alphabet’s access to custom AI compute and signaling durable infrastructure demand. Broadcom Locks in Multi-Year AI Wins With Google and Anthropic
• Positive Sentiment: Google Cloud momentum — multiple writeups highlight ~50% cloud growth, a $240B cloud backlog and stronger monetization via Gemini/TPUs, underscoring a durable, high‑margin growth engine for Alphabet. Forget Google Search: This Business Is Alphabet's Real Growth Story
• Positive Sentiment: Product and commercialization wins — new privacy/cookie protection features and consumer AI rollouts (Google Finance overhaul, Waymo geographic expansion, Wing drone moves) keep multiple monetization levers active for ads, cloud and emerging businesses. Google Stock (GOOGL) Is Soaring. It’s Taking Cookies Seriously Again
• Neutral Sentiment: Analyst activity is mixed — some firms (e.g., William O’Neil) reinstated Buy coverage highlighting long‑term optionality (Waymo, AI), while other market notes simply group GOOGL among Magnificent Seven buy opportunities tied to broader rotation. William O’Neil Reinstates Alphabet With a Buy
• Negative Sentiment: Valuation and margin concerns — some analysts rate Alphabet as a Hold, arguing the stock already prices near‑perfect execution (forward PEG elevated vs. peers) and noting near‑term margin compression risks despite strong fundamentals. Alphabet Stock Defies AI's Gravity
• Negative Sentiment: Portfolio rebalancing / sales — reports of funds trimming or selling (e.g., TCW fund) over valuation criteria show pockets of supply that could pressure near‑term trading despite the positive newsflow. TCW Fund Sold Alphabet After Meeting Valuation Characteristics

About Alphabet

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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