Jackson Hill Advisors LLC Has $12.01 Million Stock Position in Alphabet Inc. $GOOG

Jackson Hill Advisors LLC trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOG) by 24.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 34,000 shares of the information services provider’s stock after selling 11,000 shares during the quarter. Alphabet comprises about 6.1% of Jackson Hill Advisors LLC’s holdings, making the stock its 10th largest position. Jackson Hill Advisors LLC’s holdings in Alphabet were worth $12,013,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in Alphabet by 2.0% during the fourth quarter. Vanguard Group Inc. now owns 421,013,782 shares of the information services provider’s stock valued at $132,114,125,000 after purchasing an additional 8,128,234 shares during the last quarter. State Street Corp grew its stake in Alphabet by 0.5% in the 4th quarter. State Street Corp now owns 187,102,863 shares of the information services provider’s stock worth $58,712,878,000 after buying an additional 953,790 shares in the last quarter. Auto Owners Insurance Co increased its holdings in shares of Alphabet by 38,409.2% in the 4th quarter. Auto Owners Insurance Co now owns 179,836,276 shares of the information services provider’s stock worth $5,643,262,000 after buying an additional 179,369,280 shares during the last quarter. J. Stern & Co. LLP increased its holdings in shares of Alphabet by 28,482.8% in the 4th quarter. J. Stern & Co. LLP now owns 112,091,870 shares of the information services provider’s stock worth $35,174,429,000 after buying an additional 111,699,704 shares during the last quarter. Finally, JPMorgan Chase & Co. raised its position in shares of Alphabet by 1.1% during the 4th quarter. JPMorgan Chase & Co. now owns 100,602,893 shares of the information services provider’s stock valued at $31,569,189,000 after buying an additional 1,073,151 shares in the last quarter. 27.26% of the stock is currently owned by institutional investors.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Major investors increased Alphabet holdings. Berkshire Hathaway reportedly added about $17 billion of Alphabet stock in the second quarter, while Stanley Druckenmiller, Seth Klarman, David Tepper, and other prominent investors also initiated or expanded positions. The buying signals confidence in Alphabet’s valuation and long-term AI opportunity. Berkshire Hathaway adds $17 billion to Alphabet stake
• Positive Sentiment: AI and cloud momentum remains a key bullish catalyst. Commentary highlighted Google Cloud’s 82% quarterly growth, a backlog exceeding $514 billion, Gemini’s reported one billion active users, and the potential for externally sold Tensor Processing Units to become a significant revenue stream beginning in 2027. Alphabet external TPU sales likely game changer
• Positive Sentiment: Alphabet is acquiring Spirit Airlines’ anonymized business data for $10 million. Google plans to use the data for product development and AI-model training; the transaction excludes customer records. The deal is financially small but supports Alphabet’s effort to improve AI systems with proprietary datasets. Google to buy Spirit Airlines business data
• Neutral Sentiment: Alphabet’s disclosed SpaceX investment has appreciated substantially. Reports estimate the stake is now worth roughly $94 billion, potentially strengthening investor perceptions of Alphabet’s investment portfolio, although the value is tied to SpaceX’s volatile private-market valuation. Alphabet SpaceX investment gains
• Negative Sentiment: AI infrastructure spending is creating cash-flow and financing concerns. Alphabet plans more than $200 billion in 2026 capital expenditures and is considering a record A$5 billion Australian bond offering to fund expansion. Investors are increasingly focused on whether future AI returns will justify the spending and additional debt. Alphabet Australian bond offering
• Negative Sentiment: Macro and competitive risks are tempering enthusiasm. ECB researchers warned that a sharp AI-stock correction is historically plausible, while some investors argued Alphabet is a materially different—and less attractive—company than it was two years ago. Viking Global also reportedly reduced its Alphabet position. ECB researchers warn of AI selloff

Alphabet Trading Down 0.6%

GOOG stock opened at $341.45 on Tuesday. The company has a market capitalization of $4.18 trillion, a PE ratio of 17.15, a price-to-earnings-growth ratio of 0.96 and a beta of 1.23. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.64 and a current ratio of 2.72. Alphabet Inc. has a one year low of $197.46 and a one year high of $404.47. The company’s 50 day moving average price is $351.69 and its two-hundred day moving average price is $339.66.

Alphabet (NASDAQ:GOOG) last announced its quarterly earnings data on Thursday, July 23rd. The information services provider reported $9.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.87 by $6.24. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. The company had revenue of $119.80 billion during the quarter, compared to analysts’ expectations of $116.53 billion. During the same quarter in the prior year, the company earned $2.31 EPS. The firm’s revenue was up 24.2% on a year-over-year basis. As a group, analysts predict that Alphabet Inc. will post 20.51 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The firm also recently declared 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 payout ratio is currently 4.42%.

Insider Buying and Selling at Alphabet

In other news, CAO Marsida Saraci sold 449 shares of Alphabet stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $333.20, for a total value of $149,606.80. Following the transaction, the chief accounting officer owned 27,386 shares in the company, valued at approximately $9,125,015.20. The trade was a 1.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider John Kent Walker sold 8,998 shares of Alphabet stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $349.29, for a total value of $3,142,911.42. Following the completion of the transaction, the insider owned 75,290 shares in the company, valued at approximately $26,298,044.10. This represents a 10.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 451,945 shares of company stock valued at $12,382,714. Company insiders own 12.99% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently issued reports on GOOG. Zacks Research downgraded shares of Alphabet from a “strong-buy” rating to a “hold” rating in a report on Wednesday, August 5th. Weiss Ratings reissued a “buy (b)” rating on shares of Alphabet in a research note on Friday, July 17th. DA Davidson lowered their price target on Alphabet from $375.00 to $350.00 and set a “neutral” rating on the stock in a research report on Thursday, July 23rd. Rosenblatt Securities set a $393.00 price target on Alphabet in a research note on Thursday, July 23rd. Finally, Stifel Nicolaus set a $420.00 price target on Alphabet in a research note on Wednesday, May 20th. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Alphabet currently has a consensus rating of “Buy” and a consensus target price of $415.55.

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.