Mosaic Family Wealth Partners LLC Raises Stock Holdings in Alphabet Inc. $GOOG

Key Points

• Mosaic Family Wealth Partners increased its Alphabet position by 27.9% in the second quarter, bringing its holdings to 21,147 shares valued at approximately $7.47 million. Institutional investors own 27.26% of Alphabet.
• Analysts maintain a favorable outlook, with a consensus “Buy” rating and average price target of $415.55. Recent targets ranged from $379 to $475.
• Alphabet reported quarterly earnings of $9.11 per share and revenue of $119.8 billion, exceeding estimates, while revenue grew 24.2% year over year. Shares opened at $341.70, and the company declared a quarterly dividend of $0.22 per share.

Mosaic Family Wealth Partners LLC boosted its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 27.9% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 21,147 shares of the information services provider's stock after buying an additional 4,617 shares during the quarter. Alphabet makes up about 0.5% of Mosaic Family Wealth Partners LLC's holdings, making the stock its 21st biggest holding. Mosaic Family Wealth Partners LLC's holdings in Alphabet were worth $7,472,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Imprint Wealth LLC purchased a new stake in shares of Alphabet during the third quarter worth about $31,000. Nvest Wealth Strategies Inc. bought a new stake in shares of Alphabet in the fourth quarter worth about $38,000. Lifetime Wealth Management P.C. purchased a new position in Alphabet during the 4th quarter valued at about $38,000. Bard Associates Inc. bought a new position in Alphabet during the 4th quarter valued at approximately $41,000. Finally, Towne Trust Company N.A raised its position in Alphabet by 34.0% during the 4th quarter. Towne Trust Company N.A now owns 134 shares of the information services provider's stock valued at $42,000 after purchasing an additional 34 shares during the last quarter. Institutional investors own 27.26% of the company's stock.

Analyst Ratings Changes

GOOG has been the topic of a number of recent analyst reports. UBS Group reiterated a "neutral" rating and issued a $379.00 price objective (down from $400.00) on shares of Alphabet in a research report on Thursday, July 23rd. Barclays reaffirmed an "overweight" rating and issued a $425.00 price target (up from $405.00) on shares of Alphabet in a research note on Thursday, July 23rd. Morgan Stanley cut their price target on shares of Alphabet from $415.00 to $400.00 and set an "overweight" rating on the stock in a report on Thursday, July 23rd. Cantor Fitzgerald restated an "overweight" rating and issued a $420.00 price objective (down from $435.00) on shares of Alphabet in a report on Thursday, July 23rd. Finally, Pivotal Research raised their target price on shares of Alphabet from $470.00 to $475.00 and gave the stock a "buy" rating in a research report on Thursday, July 23rd. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and four have given a Hold rating to the company's stock. According to data from MarketBeat, Alphabet presently has a consensus rating of "Buy" and a consensus price target of $415.55.

Alphabet Stock Up 0.1%

Shares of Alphabet stock opened at $341.70 on Thursday. Alphabet Inc. has a 1 year low of $197.46 and a 1 year high of $404.47. The firm has a market cap of $4.18 trillion, a price-to-earnings ratio of 17.16, a PEG ratio of 0.96 and a beta of 1.23. The company has a 50-day moving average of $351.04 and a 200 day moving average of $339.72. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.72 and a quick ratio of 2.64.

Alphabet (NASDAQ:GOOG - Get Free Report) last issued its quarterly earnings results on Thursday, July 23rd. The information services provider reported $9.11 EPS for the quarter, topping analysts' consensus estimates of $2.87 by $6.24. The firm had revenue of $119.80 billion for the quarter, compared to analysts' expectations of $116.53 billion. Alphabet had a return on equity of 51.32% and a net margin of 54.77%.The business's revenue for the quarter was up 24.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.31 EPS. As a group, sell-side analysts anticipate that Alphabet Inc. will post 20.51 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, September 14th. Shareholders of record on Monday, September 7th will be issued a $0.22 dividend. This represents a $0.88 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend is Friday, September 4th. Alphabet's payout ratio is 4.42%.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: AI chip partnership expands: Marvell issued Alphabet a warrant to purchase up to 58.97 million shares, potentially representing roughly 6.7% of Marvell and valued at approximately $12.2 billion at the exercise price. The agreement deepens cooperation on custom chips supporting Google’s TPU ecosystem, strengthening Alphabet’s control over AI infrastructure and supply. Marvell Google AI chip deal
• Positive Sentiment: Waymo reaches a key commercialization milestone: Alphabet’s autonomous-vehicle unit opened its cheaper, next-generation robotaxi to all riders in Los Angeles, Phoenix, and San Francisco. Lower production and operating costs could improve Waymo’s path toward broader scale and eventual profitability. Waymo next-generation robotaxi expansion
• Positive Sentiment: Cloud momentum remains a major support: Google Cloud revenue reportedly rose 82% year over year to $24.8 billion in the latest quarter, outpacing Microsoft Azure and Amazon Web Services. The acceleration provides tangible evidence that AI demand is translating into revenue growth. Google Cloud growth comparison
• Positive Sentiment: Institutional endorsement: Berkshire Hathaway increased its Alphabet position by 45% during the second quarter, making it one of Berkshire’s largest holdings. The move may reinforce the view that Alphabet’s advertising, cloud, and AI businesses are undervalued relative to their growth prospects. Berkshire Alphabet investment
• Neutral Sentiment: Google introduced new AI-powered study tools across Search and Gemini, including interactive visuals, simulations, practice quizzes, and a student hub. The launches support product engagement and AI monetization, although near-term financial impact is unclear. Google AI study tools
• Negative Sentiment: AI spending is increasing leverage: Alphabet raised A$5.5 billion, or about $3.9 billion, in its first Australian-dollar bond sale as it funds an aggressive AI infrastructure buildout. Additional borrowing preserves cash flexibility but increases interest obligations and highlights investor concerns about whether AI returns will justify capital spending. Alphabet Australian bond sale
• Negative Sentiment: Gemini timing remains uncertain: Prediction-market traders see limited odds of Google releasing its delayed flagship Gemini Pro model before September, raising concerns about product execution and competitive pressure in generative AI. Gemini Pro release delay
• Negative Sentiment: A bankruptcy-court hearing on Google’s proposed $10 million purchase of Spirit Airlines’ internal business data was delayed until September 9 after a flight-attendants’ union objected over confidential information. The financial impact is small, but the dispute creates legal and reputational risk around AI training data. Spirit Airlines data sale court delay

Insider Buying and Selling

In related news, Director Frances Arnold sold 82 shares of the stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $333.39, for a total transaction of $27,337.98. Following the sale, the director directly owned 18,914 shares of the company's stock, valued at approximately $6,305,738.46. This represents a 0.43% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider John Kent Walker sold 8,998 shares of the firm's stock in a transaction dated 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 sale, the insider owned 75,290 shares of the company's stock, valued at approximately $26,298,044.10. This represents a 10.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 451,945 shares of company stock valued at $12,382,714. 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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