Alpine Woods Capital Investors LLC Has $10.92 Million Stock Holdings in Alphabet Inc. $GOOG

Alpine Woods Capital Investors LLC decreased its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 36.7% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 38,060 shares of the information services provider's stock after selling 22,041 shares during the period. Alphabet accounts for 2.6% of Alpine Woods Capital Investors LLC's holdings, making the stock its 5th biggest position. Alpine Woods Capital Investors LLC's holdings in Alphabet were worth $10,918,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. Imprint Wealth LLC purchased a new stake in shares of Alphabet during the 3rd quarter valued at $31,000. Nvest Wealth Strategies Inc. acquired a new position in Alphabet during the 4th quarter valued at about $38,000. Lifetime Wealth Management P.C. acquired a new position in Alphabet during the 4th quarter valued at about $38,000. Bard Associates Inc. purchased a new stake in Alphabet in the fourth quarter valued at about $41,000. Finally, Towne Trust Company N.A raised its stake in Alphabet by 34.0% in the fourth quarter. Towne Trust Company N.A now owns 134 shares of the information services provider's stock valued at $42,000 after buying an additional 34 shares during the last quarter. 27.26% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on GOOG shares. Royal Bank Of Canada restated a "buy" rating and set a $475.00 price target on shares of Alphabet in a research note on Thursday, July 23rd. Wedbush assumed coverage on shares of Alphabet in a research note on Thursday, July 16th. They issued an "outperform" rating and a $445.00 target price for the company. Freedom Capital upgraded shares of Alphabet from a "hold" rating to a "strong-buy" rating in a research note on Thursday, July 23rd. Cantor Fitzgerald reissued an "overweight" rating and set a $420.00 target price (down from $435.00) on shares of Alphabet in a research report on Thursday, July 23rd. Finally, Oppenheimer restated an "outperform" rating and set a $400.00 price target (down from $445.00) on shares of Alphabet in a research note on Thursday, July 23rd. Seven analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Buy" and a consensus target price of $410.09.

Insider Activity

In other news, major shareholder 2019 Gp L.L.C. Gv sold 196,931 shares of the stock in a transaction that occurred on Monday, July 27th. The stock was sold at an average price of $19.46, for a total transaction of $3,832,277.26. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider John Kent Walker sold 8,998 shares of Alphabet stock in a transaction on Monday, June 29th. The shares were sold at an average price of $349.29, for a total transaction of $3,142,911.42. Following the completion of the sale, the insider directly owned 75,290 shares in the company, valued at $26,298,044.10. This represents a 10.68% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 600,547 shares of company stock worth $16,255,540 in the last quarter. Corporate insiders own 12.99% of the company's stock.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: AI and cloud growth are supporting the stock. Investors are responding to evidence that Alphabet’s large AI investments can drive revenue and profits. Google Cloud continues to be a key valuation driver, while the company’s custom AI chips are increasingly viewed as credible alternatives to Nvidia’s products. Alphabet and Amazon custom AI chips
• Positive Sentiment: Strong fundamentals and bullish positioning remain supportive. Alphabet recently reported quarterly revenue of $119.8 billion, up 24.2% year over year, and exceeded consensus EPS expectations. Analysts remain broadly positive, while investors purchased approximately 275,667 call options Friday—about 33% above average daily call volume.
• Positive Sentiment: Enterprise AI partnerships could expand Google Cloud demand. Alphabet’s Gemini models are being integrated into Oracle’s enterprise software, and the company is reportedly backing financing for an Anthropic data center. These developments could generate additional demand for Alphabet’s cloud infrastructure and AI services.
• Neutral Sentiment: Capital spending remains the central investment debate. Alphabet raised its 2026 capital-expenditure outlook to $195 billion–$205 billion. The spending is intended to capture AI demand, but investors are watching whether future revenue growth will justify the scale of the investment.
• Negative Sentiment: AI spending is weighing on cash flow. A sharp increase in infrastructure investment reportedly pushed free cash flow negative in the latest quarter, while rising memory and data-center costs could increase future depreciation and pressure margins. AI buildout costs
• Negative Sentiment: Google withdrew its Earth AI feature after misinformation concerns. The one-day-old feature allowed fabricated AI images inside Google Earth, and its cancellation highlights reputational and product-governance risks. Google Earth AI feature cancellation

Alphabet Trading Up 6.9%

GOOG stock opened at $356.65 on Friday. Alphabet Inc. has a 52-week low of $188.70 and a 52-week 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. The firm has a market cap of $4.36 trillion, a P/E ratio of 17.91, a PEG ratio of 0.94 and a beta of 1.23. The company's 50-day simple moving average is $355.82 and its 200-day simple moving average is $337.91.

Alphabet (NASDAQ:GOOG - Get Free Report) last announced its quarterly earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share for the quarter, beating the consensus estimate of $2.87 by $6.24. The firm had revenue of $119.80 billion during the quarter, compared to analyst estimates of $116.53 billion. Alphabet had a return on equity of 51.32% and a net margin of 54.77%.Alphabet's revenue for the quarter was up 24.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.31 EPS. As a group, equities analysts forecast that Alphabet Inc. will post 20.51 EPS for the current fiscal year.

Alphabet Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, September 14th. Stockholders of record on Monday, September 7th will be paid a dividend of $0.22 per share. This represents a $0.88 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend is Friday, September 4th. Alphabet's dividend payout ratio is presently 4.42%.

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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