Alphabet Inc. $GOOG Stake Lifted by MBL Wealth LLC

Key Points

• MBL Wealth LLC boosted its stake in Alphabet by 38.2% in Q4 to 16,902 shares, worth about $5.304 million, and institutional investors now own roughly 27.26% of the stock.
• CEO Sundar Pichai sold 32,500 shares (~$10.0 million) and insiders have disposed of 2,068,744 shares valued at $104.5 million over the past 90 days, though insiders still hold about 12.99% of the company.
• Analysts maintain a consensus Buy rating on Alphabet with an average price target of $345.71, supported by multiple firms issuing buy/strong-buy recommendations.

MBL Wealth LLC increased its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 38.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,902 shares of the information services provider's stock after buying an additional 4,676 shares during the quarter. MBL Wealth LLC's holdings in Alphabet were worth $5,304,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Imprint Wealth LLC acquired a new position in Alphabet during the 3rd quarter worth $31,000. Manning & Napier Advisors LLC acquired a new position in Alphabet during the 3rd quarter worth $32,000. Tripletail Wealth Management LLC acquired a new position in Alphabet during the 3rd quarter worth $40,000. Retirement Wealth Solutions LLC boosted its position in Alphabet by 145.0% during the 3rd quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider's stock worth $48,000 after acquiring an additional 116 shares during the period. Finally, Bay Harbor Wealth Management LLC boosted its position in Alphabet by 56.8% during the 3rd quarter. Bay Harbor Wealth Management LLC now owns 218 shares of the information services provider's stock worth $53,000 after acquiring an additional 79 shares during the period. 27.26% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

GOOG has been the subject of a number of analyst reports. Needham & Company LLC set a $400.00 price target on Alphabet and gave the stock a "buy" rating in a research report on Friday, March 13th. Wedbush reiterated an "outperform" rating and set a $370.00 price target on shares of Alphabet in a research report on Thursday, February 5th. Pivotal Research reiterated a "buy" rating and set a $420.00 price target (up from $400.00) on shares of Alphabet in a research report on Thursday, February 5th. Wells Fargo & Company upgraded Alphabet from a "hold" rating to a "strong-buy" rating in a research report on Monday, February 23rd. Finally, Oppenheimer reiterated an "outperform" rating and set a $360.00 price target on shares of Alphabet in a research report on Thursday, February 5th. 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 company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Buy" and an average price target of $345.71.

Insider Activity at Alphabet

In other news, CEO Sundar Pichai sold 32,500 shares of the business's stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $307.89, for a total transaction of $10,006,425.00. Following the sale, the chief executive officer directly owned 1,642,060 shares of the company's stock, valued at $505,573,853.40. The trade was a 1.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director John L. Hennessy sold 1,050 shares of the company'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 transaction, the director directly owned 4,631 shares in the company, valued at $1,405,091.71. The trade was a 18.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,068,744 shares of company stock valued at $104,505,914 over the last ninety days. Company insiders own 12.99% of the company's stock.

Alphabet Trading Up 1.1%

Shares of Alphabet stock opened at $319.21 on Tuesday. 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 firm has a market cap of $3.86 trillion, a price-to-earnings ratio of 29.53, a price-to-earnings-growth ratio of 1.95 and a beta of 1.13. The business has a fifty day simple moving average of $305.81 and a 200-day simple moving average of $299.79. Alphabet Inc. has a fifty-two week low of $148.40 and a fifty-two week high of $350.15.

Alphabet (NASDAQ:GOOG - Get Free Report) last announced its quarterly earnings data on Thursday, February 5th. The information services provider reported $2.82 earnings per share for the quarter, beating the consensus estimate of $2.59 by $0.23. The business had revenue of $113.83 billion during 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 revenue was up 18.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.15 earnings per share. On average, equities analysts forecast that Alphabet Inc. will post 8.89 EPS for the current fiscal year.

Alphabet Dividend Announcement

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

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Long-term Broadcom TPU deal reduces execution risk on Google’s AI hardware plans and reassures investors about supply for future TPU generations; UBS said the agreement eases a core investor concern. Broadcom deal with Google signals stronger AI demand but long-term risks remain: UBS
• Positive Sentiment: Alphabet’s expanding AI infrastructure strategy (TPUs + Anthropic collaboration) positions it as a potential AI-infrastructure vendor and differentiator versus GPU incumbents, a catalyst for multiple revenue streams beyond search. Catalyst Alert: Anthropic Deal Makes Alphabet Stock a Must-Buy
• Positive Sentiment: Product-side momentum: Google rolled out an AI-powered Google Finance globally, demonstrating faster product monetization of AI features that can strengthen ad and services engagement. Alphabet: AI-Powered Google Finance Is A Masterstroke
• Positive Sentiment: Institutional buying: prominent investor Stanley Druckenmiller meaningfully increased his Alphabet position, signaling conviction from big-money managers. That can support short-term price strength. Stanley Druckenmiller Made 1 Huge Bet That Still Looks Attractive Today and Cut 2 Top Positions
• Neutral Sentiment: Analyst views mixed: Zacks upgraded Alphabet to a buy (Zacks Rank #2) reflecting improved earnings optimism, while some sell-side firms maintain cautious/hold views — keeps sentiment balanced. What Makes Alphabet (GOOGL) a New Buy Stock
• Neutral Sentiment: Corporate social/skills investments: Google is funding AI training programs for manufacturing workers — positive for public policy and workforce adoption, but limited immediate revenue impact. Google partners on AI training for thousands of American manufacturing workers
• Negative Sentiment: Ad market threat: Multiple reports (eMarketer/WSJ/Reuters) project Meta to surpass Google in net digital-ad revenue in 2026, creating investor concern about Google’s ad-growth leadership and margin trajectory. Meta poised to surpass Google in digital ad revenue for first time, report says
• Negative Sentiment: Waymo’s commercial launches may pressure near-term margins and require more investment before material revenue follows; analysts flag a short-term negative catalyst despite long-term upside. As Waymo Launches in Nashville, Should You Buy, Sell, or Hold GOOGL Stock?

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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