Alphabet Inc. $GOOG Stake Raised by Udine Wealth Management Inc.

Udine Wealth Management Inc. grew its stake in shares of Alphabet Inc. (NASDAQ:GOOG) by 4.8% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 63,715 shares of the information services provider’s stock after buying an additional 2,911 shares during the period. Alphabet accounts for 7.4% of Udine Wealth Management Inc.’s investment portfolio, making the stock its 4th biggest position. Udine Wealth Management Inc.’s holdings in Alphabet were worth $15,489,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Vanguard Group Inc. lifted its stake in shares of Alphabet by 1.3% during the second quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider’s stock valued at $73,927,821,000 after buying an additional 5,182,111 shares during the period. State Street Corp lifted its position in Alphabet by 1.3% in the 2nd quarter. State Street Corp now owns 188,914,125 shares of the information services provider’s stock valued at $33,511,477,000 after purchasing an additional 2,428,266 shares during the last quarter. Geode Capital Management LLC raised its stake in Alphabet by 0.4% during the 2nd quarter. Geode Capital Management LLC now owns 107,760,033 shares of the information services provider’s stock valued at $19,022,926,000 after acquiring an additional 441,177 shares in the last quarter. Sanders Capital LLC lifted its holdings in Alphabet by 6.4% in the second quarter. Sanders Capital LLC now owns 35,357,943 shares of the information services provider’s stock worth $6,272,146,000 after purchasing an additional 2,117,990 shares during the period. Finally, Charles Schwab Investment Management Inc. boosted its holdings in shares of Alphabet by 2.3% in the second quarter. Charles Schwab Investment Management Inc. now owns 31,503,035 shares of the information services provider’s stock valued at $5,588,323,000 after acquiring an additional 695,736 shares in the last quarter. Institutional investors and hedge funds own 27.26% of the company’s stock.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Strong commercial traction for Gemini AI — reports show a surge in sales of Gemini models, supporting Alphabet’s AI revenue thesis and cloud monetization outlook. Google Sees Surge in Sales of Gemini AI Models
• Positive Sentiment: Usage growth: Gemini API calls have more than doubled in recent months, indicating rising developer and enterprise adoption that should help drive ad and cloud revenue over time. Gemini Usage Explodes as API Calls More than Double in Five Months
• Positive Sentiment: Wall Street bullishness: several analysts raised targets this week (examples: UBS $345, RBC to $375, BofA $370), reinforcing upside expectations tied to AI advertising and cloud momentum. New Analyst Forecast: $GOOGL Given $345 Price Target RBC Raises Alphabet (GOOGL) Target on AI Advertising Momentum
• Neutral Sentiment: Macro/sector moves: Goldman and other banks are broadly boosting tech price targets, a tailwind for sentiment but not an immediate catalyst for price action. Goldman Sachs Raising Price Targets 10%+ on Tech and Financial Blue Chip Giants
• Neutral Sentiment: Positive longer-term narrative: multiple pieces highlight strong Q4 results, a large AI-driven cloud backlog and historical shareholder returns, supporting a constructive medium-term case. Investors’ Confidence Boosted Alphabet (GOOG) in Q4
• Negative Sentiment: Macro/headline risk: President Trump’s tariff rhetoric (Greenland) and EU tariff talk spurred a tech-led selloff that pressured GOOG alongside peers — a short-term headwind unrelated to fundamentals. NVDA, GOOGL, AMZN: Trump’s Greenland Gambit Rattles Big Tech as EU Weighs Salvo
• Negative Sentiment: Outperformance fade / profit-taking: coverage noted Alphabet fell more than the broader market today, reflecting profit-taking after strong 2025 gains. Here’s Why Alphabet Inc. (GOOG) Fell More Than Broader Market
• Negative Sentiment: Isomorphic Labs delay: Google-backed drug-discovery unit pushed its first clinical trials to late 2026, trimming a speculative long-term upside driver. Google-backed AI drug discovery startup Isomorphic Labs delays clinical trial timeline
• Negative Sentiment: Insider selling highlighted by data services (large recent insider disposals) can amplify short-term caution among some investors. New Analyst Forecast: $GOOGL Given $345 Price Target (insider data)

Insider Buying and Selling at Alphabet

In related news, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $321.21, for a total transaction of $10,439,325.00. Following the completion of the sale, the chief executive officer owned 2,244,372 shares of the company’s stock, valued at approximately $720,914,730.12. This trade represents a 1.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider John Kent Walker sold 17,829 shares of the business’s stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $314.89, for a total value of $5,614,173.81. Following the completion of the transaction, the insider owned 42,972 shares in the company, valued at $13,531,453.08. This trade represents a 29.32% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 192,687 shares of company stock valued at $58,728,068 in the last quarter. Corporate insiders own 12.99% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. Scotiabank reaffirmed an “outperform” rating and issued a $375.00 price objective (up previously from $336.00) on shares of Alphabet in a research note on Friday, January 9th. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Alphabet in a research note on Tuesday. Morgan Stanley raised their target price on shares of Alphabet from $210.00 to $270.00 and gave the stock an “overweight” rating in a report on Thursday, October 2nd. BNP Paribas began coverage on shares of Alphabet in a report on Monday, November 24th. They set an “outperform” rating on the stock. Finally, TD Cowen upped their price target on shares of Alphabet from $350.00 to $355.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Seven analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, three have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $321.97.

Alphabet Price Performance

Shares of GOOG opened at $322.16 on Wednesday. The business’s 50-day moving average is $313.45 and its 200-day moving average is $258.16. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.75 and a quick ratio of 1.75. The company has a market capitalization of $3.89 trillion, a price-to-earnings ratio of 31.77, a P/E/G ratio of 1.82 and a beta of 1.09. Alphabet Inc. has a fifty-two week low of $142.66 and a fifty-two week high of $341.20.

Alphabet (NASDAQ:GOOG) last announced its quarterly earnings data on Thursday, October 30th. The information services provider reported $2.87 EPS for the quarter, beating analysts’ consensus estimates of $2.29 by $0.58. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. The firm had revenue of $102.35 billion for the quarter, compared to the consensus estimate of $99.90 billion. During the same period in the previous year, the firm posted $2.12 earnings per share. The firm’s revenue was up 15.9% on a year-over-year basis. Equities research analysts expect that Alphabet Inc. will post 8.89 EPS for the current fiscal year.

Alphabet Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 8th were paid a $0.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.3%. Alphabet’s dividend payout ratio is 8.28%.

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.