Emissary Wealth LLC Makes New $5.70 Million Investment in Alphabet Inc. $GOOGL

Key Points

• Emissary Wealth LLC acquired 18,223 shares of Alphabet valued at approximately $5.70 million, making GOOGL about 4.8% of the firm's holdings and its fourth-largest position.
• Alphabet posted a strong Q1 beat with EPS of $5.11 (vs. $2.64 expected) and $109.9B revenue, and the company raised its quarterly dividend to $0.22 (annualized $0.88).
• Analysts have been raising price targets (several to the mid-$400s) and the consensus rating is “Moderate Buy” with a $405.94 average target, while a reported $200 billion multiyear Anthropic commitment supports Google Cloud’s growth outlook.

Emissary Wealth LLC acquired a new position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 18,223 shares of the information services provider's stock, valued at approximately $5,704,000. Alphabet comprises about 4.8% of Emissary Wealth LLC's holdings, making the stock its 4th biggest position.

A number of other large investors also recently bought and sold shares of the company. Davidson Investment Advisors raised its position in Alphabet by 7.1% during the 4th quarter. Davidson Investment Advisors now owns 5,267 shares of the information services provider's stock worth $1,649,000 after buying an additional 347 shares during the last quarter. Fiscal Wisdom Wealth Management LLC raised its position in Alphabet by 6.1% during the 4th quarter. Fiscal Wisdom Wealth Management LLC now owns 1,009 shares of the information services provider's stock worth $316,000 after buying an additional 58 shares during the last quarter. Semus Wealth Partners LLC raised its position in Alphabet by 0.3% during the 4th quarter. Semus Wealth Partners LLC now owns 22,461 shares of the information services provider's stock worth $7,030,000 after buying an additional 67 shares during the last quarter. Tred Avon Family Wealth LLC raised its position in Alphabet by 4.2% during the 4th quarter. Tred Avon Family Wealth LLC now owns 13,945 shares of the information services provider's stock worth $4,365,000 after buying an additional 564 shares during the last quarter. Finally, Revisor Wealth Management LLC raised its position in Alphabet by 31.6% during the 4th quarter. Revisor Wealth Management LLC now owns 10,935 shares of the information services provider's stock worth $3,563,000 after buying an additional 2,628 shares during the last quarter. Hedge funds and other institutional investors own 40.03% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on GOOGL shares. BMO Capital Markets upped their price objective on shares of Alphabet from $410.00 to $435.00 and gave the stock an "outperform" rating in a research report on Thursday, April 30th. Loop Capital upped their price objective on shares of Alphabet from $320.00 to $355.00 and gave the stock a "buy" rating in a research report on Monday, February 23rd. Susquehanna restated a "positive" rating and set a $460.00 price objective (up from $400.00) on shares of Alphabet in a research report on Thursday, April 30th. HSBC upped their price objective on shares of Alphabet from $385.00 to $435.00 and gave the stock a "buy" rating in a research report on Thursday, April 30th. Finally, Canaccord Genuity Group increased their price target on shares of Alphabet from $415.00 to $450.00 and gave the company a "buy" rating in a report on Thursday, April 30th. Two equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, Alphabet currently has an average rating of "Moderate Buy" and a consensus price target of $405.94.

Insider Transactions at Alphabet

In related news, Director Frances Arnold sold 102 shares of the stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $371.00, for a total value of $37,842.00. Following the sale, the director directly owned 18,621 shares of the company's stock, valued at approximately $6,908,391. This represents a 0.54% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Amie Thuener O'toole sold 617 shares of the stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $289.63, for a total transaction of $178,701.71. Following the completion of the sale, the chief accounting officer directly owned 10,093 shares in the company, valued at approximately $2,923,235.59. The trade was a 5.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 158,553 shares of company stock worth $47,951,856 in the last 90 days. Insiders own 11.61% of the company's stock.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Anthropic committed to a multiyear purchase deal with Google Cloud reportedly worth about $200 billion over five years — a massive, long‑term revenue catalyst for Google Cloud and an endorsement of Alphabet’s AI infrastructure business. Anthropic commits to spending $200 billion on Google's cloud and chips, The Information reports
• Positive Sentiment: Analysts kept raising targets and reiterating buys after strong Q1 results and cloud growth — notable lifts from firms including Citizens/JMP, New Street, China Renaissance, Daiwa and President Capital — supporting upside expectations. Citizens Jmp price target raise
• Positive Sentiment: Alphabet’s euro bond deal drew strong demand (orders well above the planned issuance), signaling institutional appetite to fund the company’s AI/capex plans without equity dilution. Alphabet taps euro bond market with six-tranche offering
• Positive Sentiment: Competitive moves: reports that Google will sell TPUs directly could expand its AI‑compute addressable market and pressure rivals (notably Nvidia) — a strategic push that investors view as positive for long‑term AI economics. Google Moves to Sell TPUs Directly
• Neutral Sentiment: The U.S. government and multiple AI firms (including Google/DeepMind) agreed to share pre‑release models for national‑security risk reviews — this increases oversight but also legitimizes Google as a trusted provider for sensitive use cases. What we know about US stress tests of Google, xAI and Microsoft AI models
• Neutral Sentiment: Market cap momentum story: coverage noted Alphabet closing the gap with Nvidia as one of the world’s largest companies, which can attract index and momentum flows but also draw headline volatility. Alphabet closes in on Nvidia's spot as world's biggest company
• Negative Sentiment: EU regulatory friction: a senior Google scientist warned EU regulators that proposed data‑sharing rules could expose user data — heightening European regulatory risk to search and AI data practices. Top Google scientist says EU data measures pose privacy risk for users
• Negative Sentiment: Labor and reputational risk: DeepMind/Google AI staff in the UK voted to unionize and workers have demanded recognition over military use of tech — potential operational, PR and execution risk for AI teams. UK Google DeepMind employees vote to unionize
• Negative Sentiment: Some sell‑side/independent calls temper enthusiasm (a downgrade from Freedom Capital and contrarian technical crash calls), which can amplify short‑term volatility despite strong fundamentals. Freedom Capital downgrade / Zacks

Alphabet Stock Performance

Shares of GOOGL opened at $388.46 on Wednesday. The company has a 50-day simple moving average of $315.19 and a 200-day simple moving average of $309.67. The company has a quick ratio of 1.92, a current ratio of 1.92 and a debt-to-equity ratio of 0.16. The company has a market capitalization of $4.70 trillion, a PE ratio of 29.63, a P/E/G ratio of 1.71 and a beta of 1.26. Alphabet Inc. has a 52-week low of $147.84 and a 52-week high of $392.82.

Alphabet (NASDAQ:GOOGL - Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The information services provider reported $5.11 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.64 by $2.47. The business had revenue of $109.90 billion during the quarter, compared to the consensus estimate of $106.98 billion. Alphabet had a net margin of 37.92% and a return on equity of 38.99%. Equities research analysts predict that Alphabet Inc. will post 13.58 earnings per share for the current fiscal year.

Alphabet Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 8th will be paid a $0.22 dividend. This represents a $0.88 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Monday, June 8th. This is a positive change from Alphabet's previous quarterly dividend of $0.21. Alphabet's dividend payout ratio is currently 6.41%.

Alphabet Company Profile

Alphabet Inc is the holding company created in 2015 to organize Google and a portfolio of businesses developing technologies beyond Google's core internet services. Its principal operations are led by Google, which builds and operates consumer-facing products such as Google Search, YouTube, Android, Chrome, Gmail, Google Maps and Google Workspace, as well as advertising platforms (Google Ads and AdSense) that historically generate the majority of its revenue. Google also develops consumer hardware (Pixel phones, Nest smart-home devices, Chromecast) and developer and distribution platforms such as Google Play.

Beyond Google's consumer and advertising businesses, Alphabet invests in enterprise and infrastructure offerings through Google Cloud, which provides cloud computing, data analytics and productivity services to businesses and institutions.

Want to see what other hedge funds are holding GOOGL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Alphabet Inc. (NASDAQ:GOOGL - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.