10,238 Shares in Alphabet Inc. $GOOGL Purchased by MH & Associates Securities Management Corp ADV

MH & Associates Securities Management Corp ADV acquired a new position in shares of Alphabet Inc. (NASDAQ:GOOGL) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 10,238 shares of the information services provider’s stock, valued at approximately $3,204,000. Alphabet accounts for about 2.6% of MH & Associates Securities Management Corp ADV’s holdings, making the stock its 16th largest holding.

A number of other hedge funds and other institutional investors have also recently modified their holdings of GOOGL. Berkshire Hathaway Inc acquired a new stake in shares of Alphabet during the 3rd quarter worth about $4,338,397,000. Capital World Investors increased its position in shares of Alphabet by 28.0% during the 3rd quarter. Capital World Investors now owns 53,107,572 shares of the information services provider’s stock worth $12,910,542,000 after purchasing an additional 11,605,785 shares during the last quarter. Capital Research Global Investors increased its position in shares of Alphabet by 15.7% during the 3rd quarter. Capital Research Global Investors now owns 50,732,476 shares of the information services provider’s stock worth $12,333,076,000 after purchasing an additional 6,874,381 shares during the last quarter. Mizuho Markets Cayman LP increased its position in shares of Alphabet by 23,402.1% during the 3rd quarter. Mizuho Markets Cayman LP now owns 6,118,547 shares of the information services provider’s stock worth $1,487,419,000 after purchasing an additional 6,092,513 shares during the last quarter. Finally, Coatue Management LLC increased its position in shares of Alphabet by 259.1% during the 3rd quarter. Coatue Management LLC now owns 7,221,115 shares of the information services provider’s stock worth $1,755,453,000 after purchasing an additional 5,210,434 shares during the last quarter. 40.03% of the stock is owned by institutional investors and hedge funds.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Multiple analyst upgrades and higher price targets signal bullish expectations around Google Cloud and AI monetization: Cantor Fitzgerald raised its target to $395 and KeyCorp lifted its target to $380, citing momentum into Cloud Next. Cantor Fitzgerald price target raise KeyCorp target lift
• Positive Sentiment: Google is expanding its TPU/AI-inference push and getting growing demand from big AI customers (Anthropic, Meta). That strengthens cloud differentiation and potential high-margin hardware/service revenues. Google expands TPU push
• Positive Sentiment: Reports that Google is in talks with Marvell to develop inference-focused AI chips point to verticalization of Google’s AI stack (could reduce reliance on external suppliers and improve cloud differentiation). These reports lifted chip names and echo the TPU push. Reuters: Marvell-Google talks
• Neutral Sentiment: Some coverage and trade commentary highlight heavy investor attention and short-term volatility around GOOGL (Zacks pieces noting larger-than-market moves); useful for traders but not necessarily directional for fundamentals. Zacks: Why GOOGL dipped
• Neutral Sentiment: Initial Marvell gains were pared after analysts disputed the scope/timing of any Google deal, introducing uncertainty about the immediate impact and which vendors will benefit. Marvell gains pared
• Negative Sentiment: eMarketer projects Meta will overtake Google in digital ad revenue this year — a red flag for Google’s core ad growth narrative and a potential headwind for revenue expectations. eMarketer: Meta set to surpass Google
• Negative Sentiment: Investor concern about rising AI-related spending (reports that Alphabet will materially increase AI investment) can pressure near-term margins even as it supports long-term growth—this likely contributed to today’s pullback after a strong April rally. Fool on AI spending concerns

Alphabet Stock Performance

Shares of Alphabet stock opened at $337.42 on Tuesday. The business has a 50-day moving average of $307.09 and a 200 day moving average of $302.81. Alphabet Inc. has a 12 month low of $146.10 and a 12 month high of $349.00. The stock has a market capitalization of $4.08 trillion, a price-to-earnings ratio of 31.21, a price-to-earnings-growth ratio of 2.11 and a beta of 1.12. 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 (NASDAQ:GOOGL) last announced its earnings results on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, beating analysts’ consensus estimates of $2.57 by $0.25. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The company had revenue of $113.83 billion during the quarter, compared to analysts’ expectations of $111.24 billion. As a group, sell-side analysts forecast that Alphabet Inc. will post 11.53 earnings per share for the current year.

Alphabet Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 9th were paid a $0.21 dividend. This represents a $0.84 annualized dividend and a dividend yield of 0.2%. The ex-dividend date was Monday, March 9th. Alphabet’s dividend payout ratio (DPR) is presently 7.77%.

Analyst Ratings Changes

GOOGL has been the subject of a number of recent analyst reports. DA Davidson raised their price objective on Alphabet from $300.00 to $310.00 and gave the stock a “neutral” rating in a research report on Thursday, February 5th. China Renaissance raised their price objective on Alphabet from $330.00 to $400.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. DZ Bank reissued a “buy” rating on shares of Alphabet in a research report on Monday, February 16th. Wedbush raised their price objective on Alphabet from $360.00 to $370.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Finally, Phillip Securities raised their target price on Alphabet from $340.00 to $395.00 and gave the company a “moderate buy” rating in a report on Wednesday, April 15th. Two research analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $368.94.

Insider Buying and Selling

In other news, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $303.92, for a total value of $9,877,400.00. Following the completion of the transaction, the chief executive officer owned 2,818,524 shares in the company, valued at approximately $856,605,814.08. This trade represents a 1.14% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director John L. Hennessy sold 1,050 shares of Alphabet stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $303.41, for a total value of $318,580.50. Following the completion of the transaction, the director owned 4,631 shares of the company’s stock, valued at $1,405,091.71. The trade was a 18.48% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 2,069,794 shares of company stock worth $104,854,147. 11.55% of the stock is owned by corporate insiders.

Alphabet 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.