Savvy Advisors Inc. Grows Position in Alphabet Inc. $GOOG

Key Points

• Savvy Advisors raised its stake in Alphabet by 45.7% in Q4 to 84,092 shares worth $26.39 million, making GOOG its 22nd largest holding (about 0.9% of the portfolio).
• Alphabet beat quarterly expectations with EPS $2.82 (vs. $2.59 est.) and revenue $113.83B (vs. $111.24B), reporting 18% YoY revenue growth as the stock trades near $315.73 with a consensus analyst rating of Buy and a $345.71 price target.
• Insiders sold shares recently (including director and CAO sales), with insiders offloading ~2.07M shares worth $104.7M in the last quarter, while institutional investors own about 27.26% and corporate insiders hold 12.99%.

Savvy Advisors Inc. raised its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 45.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 84,092 shares of the information services provider's stock after acquiring an additional 26,369 shares during the period. Alphabet makes up 0.9% of Savvy Advisors Inc.'s investment portfolio, making the stock its 22nd largest position. Savvy Advisors Inc.'s holdings in Alphabet were worth $26,388,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the company. Tradewinds LLC. increased its stake in Alphabet by 2,134.8% in the 3rd quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider's stock worth $10,984,000 after purchasing an additional 43,080 shares during the period. Kathmere Capital Management LLC increased its stake in Alphabet by 8.5% in the 4th quarter. Kathmere Capital Management LLC now owns 29,896 shares of the information services provider's stock worth $9,381,000 after purchasing an additional 2,341 shares during the period. Atlantic Union Bankshares Corp increased its stake in Alphabet by 31.3% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 354,529 shares of the information services provider's stock worth $86,345,000 after purchasing an additional 84,553 shares during the period. Baltimore Washington Financial Advisors Inc. increased its stake in Alphabet by 0.9% in the 3rd quarter. Baltimore Washington Financial Advisors Inc. now owns 221,391 shares of the information services provider's stock worth $53,920,000 after purchasing an additional 2,009 shares during the period. Finally, American National Bank of Texas purchased a new position in Alphabet in the 3rd quarter worth approximately $900,000. Institutional investors own 27.26% of the company's stock.

Alphabet Price Performance

Shares of GOOG stock opened at $315.73 on Friday. The firm has a market cap of $3.82 trillion, a P/E ratio of 29.21, a P/E/G ratio of 1.96 and a beta of 1.13. Alphabet Inc. has a fifty-two week low of $148.40 and a fifty-two week high of $350.15. The business's 50 day moving average price is $306.32 and its 200-day moving average price is $298.59. The company has a debt-to-equity ratio of 0.11, a quick ratio of 2.01 and a current ratio of 2.01.

Alphabet (NASDAQ:GOOG - Get Free Report) last issued its quarterly earnings data on Thursday, February 5th. The information services provider reported $2.82 earnings per share for the quarter, topping analysts' consensus estimates of $2.59 by $0.23. The firm 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 business's quarterly revenue was up 18.0% compared to the same quarter last year. During the same period last year, the company earned $2.15 EPS. On average, equities research analysts anticipate that Alphabet Inc. will post 8.89 earnings per share for the current year.

Alphabet Dividend Announcement

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

Insider Transactions at Alphabet

In other news, Director John L. Hennessy sold 1,050 shares of Alphabet stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $303.41, for a total value of $318,580.50. Following the sale, the director directly owned 4,631 shares in the company, valued at approximately $1,405,091.71. This trade represents a 18.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Amie Thuener O'toole sold 617 shares of Alphabet stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $289.63, for a total value of $178,701.71. Following the sale, the chief accounting officer owned 10,093 shares in the company, valued at $2,923,235.59. This represents a 5.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 2,069,344 shares of company stock worth $104,708,426. Corporate insiders own 12.99% of the company's stock.

Analysts Set New Price Targets

GOOG has been the topic of a number of analyst reports. Citigroup reaffirmed a "market outperform" rating on shares of Alphabet in a research note on Wednesday, December 17th. Scotiabank reaffirmed an "outperform" rating and issued a $400.00 price target (up from $375.00) on shares of Alphabet in a research note on Thursday, February 5th. Oppenheimer reaffirmed an "outperform" rating and issued a $360.00 price target on shares of Alphabet in a research note on Thursday, February 5th. Cantor Fitzgerald reaffirmed a "neutral" rating on shares of Alphabet in a research note on Tuesday, January 20th. Finally, UBS Group reiterated a "neutral" rating and issued a $348.00 price objective (up from $345.00) on shares of Alphabet in a research report on Thursday, February 12th. Nine research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat.com, Alphabet currently has a consensus rating of "Buy" and a consensus price target of $345.71.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: YouTube is raising U.S. subscription prices while the subscriber base tops ~125M, supporting higher ARPU and recurring revenue for Alphabet. Article Title
• Positive Sentiment: Google and Intel expanded a multi-year AI infrastructure partnership, reducing execution risk for Google Cloud’s AI capacity buildout and lowering costs for large model workloads. Article Title
• Positive Sentiment: Top analysts and boutiques reinstated bullish views and flagged upside (one analyst sees 30%+ upside), reinforcing momentum narratives around Cloud and AI monetization. Article Title
• Positive Sentiment: Longer-term optionality — fractional exposure to a potential SpaceX IPO value and sustained Google Cloud growth — remains a tailwind for longer-horizon investors. Article Title
• Neutral Sentiment: Alphabet’s board approved new long-term equity awards to executives — standard for tech firms but could be viewed as modest dilution; monitor details when full filings are available. Article Title
• Neutral Sentiment: ETF news (Roundhill GOOGL WeeklyPay distribution) and various market write-ups keep Alphabet in focus but are unlikely to move the stock materially on their own. Article Title
• Negative Sentiment: Short interest jumped in March to ~44.0M shares (+26.8% vs. mid‑March), representing roughly 0.4% of float and a short‑interest ratio near 1.9 days — rising short activity can amplify downside on negative headlines. (Market data)
• Negative Sentiment: Regulatory/legal friction: Indonesia issued a reprimand over YouTube compliance and a California bill would add costs/constraints for Waymo’s robotaxi operations — both increase near‑term policy risk for ad and autonomous-vehicle initiatives. Article Title Article Title
• Negative Sentiment: Some institutional trimming (reported stake reductions) and notes flagging stretched valuation/multiple compression risk could pressure the shares despite solid fundamentals. Article Title Article Title

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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