John G Ullman & Associates Inc. Purchases 1,795 Shares of Alphabet Inc. $GOOG

John G Ullman & Associates Inc. boosted its position in Alphabet Inc. (NASDAQ:GOOG) by 11.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,973 shares of the information services provider’s stock after buying an additional 1,795 shares during the quarter. John G Ullman & Associates Inc.’s holdings in Alphabet were worth $4,134,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Fairman Group LLC grew its position in Alphabet by 121.3% during the 2nd quarter. Fairman Group LLC now owns 177 shares of the information services provider’s stock worth $31,000 after acquiring an additional 97 shares during the last quarter. University of Illinois Foundation bought a new stake in Alphabet in the second quarter valued at $31,000. Manning & Napier Advisors LLC purchased a new position in Alphabet during the 3rd quarter valued at $32,000. Horrell Capital Management Inc. raised its holdings in Alphabet by 100.0% in the 2nd quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider’s stock worth $35,000 after purchasing an additional 100 shares in the last quarter. Finally, LGT Financial Advisors LLC purchased a new stake in shares of Alphabet in the 2nd quarter worth about $37,000. 27.26% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the business’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $19.00, for a total value of $35,060,852.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Amie Thuener O’toole sold 2,778 shares of Alphabet stock in a transaction on Monday, November 17th. The stock was sold at an average price of $288.26, for a total transaction of $800,786.28. Following the sale, the chief accounting officer directly owned 11,739 shares in the company, valued at approximately $3,383,884.14. This trade represents a 19.14% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 2,069,864 shares of company stock worth $105,985,041. 12.99% of the stock is owned by company insiders.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Scotiabank reiterated an Outperform and lifted its price target to $400, citing Google’s solid results and AI positioning — a bullish analyst signal that supports upside expectations. Scotiabank Maintains its Outperform Rating on Alphabet Inc. (GOOGL)
• Positive Sentiment: EU regulators cleared Alphabet’s $32B Wiz acquisition unconditionally, removing a major regulatory overhang and making the deal a nearer-term strategic win for Google Cloud/security. Google secures EU antitrust approval for $32 billion Wiz acquisition
• Positive Sentiment: Google is adding shopping/ad formats into AI Search and Gemini, opening a new direct monetization channel for AI answers — potential incremental ad/commerce revenue. Google Weaves New Shopping Feature Into Search and Gemini
• Positive Sentiment: Institutional flows show conviction from some large investors: Egerton opened a ~$338.5M GOOG position and several funds (e.g., TD Asset Management, Homestead) added shares in recent filings — signals of continued institutional demand. Egerton opens new $338.5M GOOG position
• Positive Sentiment: Alphabet participated in a major robotics/AI funding round (Apptronik), underscoring strategic bets and partnerships in robotics and AI ecosystems. Apptronik raises $520M with backing from Google
• Neutral Sentiment: Fund-level portfolio moves are mixed: some managers trimmed GOOG while others added sizeable allocations — useful for tracking flow but mixed near-term directional impact. (Various 13F updates)
• Negative Sentiment: Alphabet’s unusually large debt raise (century bond and >$20–$30B offering) has spooked some investors — analysts and headlines flagged “debt anxiety,” and the fundraising is cited as a key reason for short-term selling despite strong demand for the bonds. Alphabet sells bonds worth $20 billion to fund AI spending
• Negative Sentiment: Privacy/regulatory risk: reporting that Google disclosed a student journalist’s personal/financial data to ICE without a judge-approved subpoena raises reputational and potential regulatory scrutiny risks. Google sent personal and financial information of student journalist to ICE

Analysts Set New Price Targets

A number of research firms have commented on GOOG. Cantor Fitzgerald reissued a “neutral” rating on shares of Alphabet in a report on Tuesday, January 20th. Rosenblatt Securities set a $279.00 target price on Alphabet in a research report on Thursday, October 30th. BMO Capital Markets reissued an “outperform” rating and set a $400.00 target price on shares of Alphabet in a research note on Thursday, February 5th. Guggenheim restated a “buy” rating and issued a $375.00 price target on shares of Alphabet in a research note on Monday, December 1st. Finally, KeyCorp set a $370.00 target price on shares of Alphabet in a report on Thursday, February 5th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $343.47.

Alphabet Stock Down 2.3%

NASDAQ:GOOG opened at $311.32 on Thursday. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. Alphabet Inc. has a 1-year low of $142.66 and a 1-year high of $350.15. The company has a 50-day moving average of $322.38 and a 200 day moving average of $274.01. The firm has a market cap of $3.76 trillion, a PE ratio of 28.80, a price-to-earnings-growth ratio of 1.89 and a beta of 1.10.

Alphabet (NASDAQ:GOOG) last announced its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.23. The firm had revenue of $113.83 billion during the quarter, compared to analysts’ expectations of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The company’s revenue was up 18.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.15 EPS. As a group, research analysts anticipate 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 will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be issued a $0.21 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. Alphabet’s payout ratio is presently 7.77%.

Alphabet Company 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.