MSA Advisors LLC Has $24.80 Million Holdings in Alphabet Inc. $GOOG

MSA Advisors LLC cut its stake in shares of Alphabet Inc. (NASDAQ:GOOG) by 4.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 86,465 shares of the information services provider’s stock after selling 4,250 shares during the period. Alphabet accounts for approximately 7.5% of MSA Advisors LLC’s portfolio, making the stock its 5th largest holding. MSA Advisors LLC’s holdings in Alphabet were worth $24,803,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC lifted its stake in Alphabet by 5.6% in the 4th quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider’s stock worth $22,901,000 after purchasing an additional 6,410 shares in the last quarter. Worldquant Millennium Advisors LLC increased its holdings in shares of Alphabet by 76.2% in the second quarter. Worldquant Millennium Advisors LLC now owns 1,865,304 shares of the information services provider’s stock worth $330,886,000 after purchasing an additional 806,681 shares during the period. Darwin Wealth Management LLC bought a new position in shares of Alphabet in the second quarter worth $658,000. Financial Advisors Network Inc. raised its position in shares of Alphabet by 7.7% in the second quarter. Financial Advisors Network Inc. now owns 7,945 shares of the information services provider’s stock worth $1,409,000 after buying an additional 565 shares in the last quarter. Finally, Ausdal Financial Partners Inc. raised its position in shares of Alphabet by 10.7% in the second quarter. Ausdal Financial Partners Inc. now owns 37,310 shares of the information services provider’s stock worth $6,618,000 after buying an additional 3,616 shares in the last quarter. 27.26% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Alphabet

In other Alphabet news, major shareholder 2019 Gp L.L.C. Gv sold 196,931 shares of Alphabet stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $19.46, for a total transaction of $3,832,277.26. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider John Kent Walker sold 8,998 shares of the company’s stock in a transaction on 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 completion of the sale, the insider directly owned 75,290 shares of the company’s stock, valued at $26,298,044.10. This trade represents a 10.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 600,465 shares of company stock worth $16,228,202 over the last ninety days. Insiders own 12.99% of the company’s stock.

Alphabet Stock Up 1.0%

GOOG opened at $335.76 on Thursday. The stock has a market cap of $4.07 trillion, a PE ratio of 16.86, a P/E/G ratio of 0.95 and a beta of 1.23. The company has a quick ratio of 2.64, a current ratio of 2.72 and a debt-to-equity ratio of 0.16. Alphabet Inc. has a 52 week low of $188.70 and a 52 week high of $404.47. The business’s fifty day simple moving average is $357.27 and its 200 day simple moving average is $337.75.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.87 by $6.24. The firm had revenue of $119.80 billion during the quarter, compared to analyst estimates of $116.53 billion. Alphabet had a return on equity of 51.32% and a net margin of 54.77%.The company’s revenue was up 24.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.31 earnings per share. As a group, research analysts expect that Alphabet Inc. will post 20.15 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

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

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Strong quarterly fundamentals are supporting the rebound. Alphabet reported 24.2% year-over-year revenue growth to $119.8 billion, while Google Cloud revenue surged 82% and Search grew 17%. Analysts continue to see substantial long-term growth from AI adoption, cloud demand and advertising. Alphabet quarterly performance
• Positive Sentiment: Wall Street remains broadly bullish. Alphabet retains a “Buy” consensus, with reported price targets well above recent trading levels. Phillip Securities upgraded the stock to “strong buy,” while some analysts raised longer-term EPS estimates. Alphabet analyst ratings
• Positive Sentiment: Institutional demand provides a counterweight to recent selling. Asset Management One added approximately 117,000 GOOGL shares, and Ethic Inc. disclosed a new position worth an estimated $227.5 million in Alphabet’s Class A shares. These moves reinforce the view that the pullback may offer a long-term entry point. Institutional Alphabet holdings
• Neutral Sentiment: AI investment remains the key investor debate. Alphabet’s $195 billion–$205 billion 2026 capital-expenditure outlook is intended to support rapidly expanding cloud and AI demand, but the spending has pressured free cash flow and increased expectations for future monetization.
• Negative Sentiment: Regulatory liabilities are growing. Following a $1 billion European Digital Markets Act fine, rivals may seek up to $10 billion in private damages, potentially adding financial and operational pressure to Google’s European businesses. European lawsuits against Google
• Negative Sentiment: Insider and fund selling remain caution signals. Alphabet’s chief accounting officer sold shares, while Provident Trust and Resona Asset Management reduced their GOOG positions. These transactions are relatively small or portfolio-related, but they may weigh on sentiment after the earnings-driven pullback.

Wall Street Analysts Forecast Growth

GOOG has been the subject of several recent analyst reports. Scotiabank restated an “outperform” rating and set a $450.00 target price (up from $400.00) on shares of Alphabet in a research report on Thursday, April 30th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $450.00 price target on shares of Alphabet in a report on Thursday, May 21st. Pivotal Research lifted their price target on Alphabet from $470.00 to $475.00 and gave the company a “buy” rating in a research report on Thursday, July 23rd. Stifel Nicolaus set a $420.00 price objective on Alphabet in a report on Wednesday, May 20th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Alphabet from $460.00 to $420.00 and set an “overweight” rating on the stock in a research report on Thursday, July 23rd. Seven investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $410.09.

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.