Landscape Capital Management L.L.C. Makes New $2.06 Million Investment in Alphabet Inc. $GOOGL

Landscape Capital Management L.L.C. purchased a new position in shares of Alphabet Inc. (NASDAQ:GOOGL) during the 2nd quarter, Holdings Channel.com reports. The institutional investor purchased 5,758 shares of the information services provider’s stock, valued at approximately $2,058,000.

Several other hedge funds and other institutional investors have also made changes to their positions in GOOGL. Lifetime Wealth Management P.C. acquired a new stake in Alphabet during the 4th quarter worth approximately $32,000. EMC Capital Management acquired a new stake in shares of Alphabet in the fourth quarter valued at $33,000. IFC & Insurance Marketing Inc. purchased a new position in Alphabet in the fourth quarter valued at $38,000. Bard Associates Inc. purchased a new position in Alphabet in the fourth quarter valued at $52,000. Finally, iSAM Funds UK Ltd purchased a new stake in Alphabet during the 3rd quarter worth about $53,000. Hedge funds and other institutional investors own 40.03% of the company’s stock.

Alphabet Trading Down 1.2%

NASDAQ:GOOGL opened at $338.46 on Friday. The company has a current ratio of 2.72, a quick ratio of 2.64 and a debt-to-equity ratio of 0.16. The firm has a market cap of $4.14 trillion, a P/E ratio of 17.00, a PEG ratio of 0.98 and a beta of 1.22. The stock’s 50 day simple moving average is $349.02 and its 200-day simple moving average is $342.61. Alphabet Inc. has a 12-month low of $231.90 and a 12-month high of $408.61.

Alphabet (NASDAQ:GOOGL) last announced its quarterly earnings data on Wednesday, July 22nd. The information services provider reported $9.11 EPS for the quarter, beating analysts’ consensus estimates of $2.89 by $6.22. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. The firm had revenue of $119.80 billion during the quarter, compared to the consensus estimate of $117.07 billion. Equities analysts anticipate that Alphabet Inc. will post 20.5 EPS for the current year.

Alphabet Announces Dividend

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

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google Cloud revenue growth and expanding margins continue to support Alphabet’s AI investment strategy. Supporters argue that cloud growth—reportedly up 82% year over year—could eventually justify the company’s much higher spending. Google Cloud growth article
• Positive Sentiment: A federal judge rejected a forced breakup of Google’s ad-tech business, limiting the immediate structural risk to Alphabet. The company will instead face behavioral remedies, although the ad-network business recently contracted. Google ad-business ruling
• Positive Sentiment: New AI features in Gmail, Docs and Keep, along with continued Gemini development, could improve user engagement and strengthen Alphabet’s competitive position in generative AI. Rosenblatt also reaffirmed a buy rating with a $410 price target. Google AI product launch
• Neutral Sentiment: Alphabet will pay a quarterly dividend of $0.22 per share on September 14 to shareholders of record on September 4, providing a modest income component but unlikely to materially change the investment case. Alphabet dividend article
• Negative Sentiment: Alphabet raised 2026 capital-spending guidance to approximately $195 billion–$205 billion. Second-quarter free cash flow turned negative as capital expenditures reached $44.9 billion, raising concerns that AI infrastructure spending may take years to generate adequate returns. Alphabet cloud margins and AI spending
• Negative Sentiment: Investors are also concerned about execution: Gemini 3.5 Pro reportedly remained delayed, while the company faces multiple securities-fraud investigations and continued scrutiny over its ad-tech practices. These issues add legal and competitive risk to an already expensive AI buildout. Gemini delay article

Insiders Place Their Bets

In other news, major shareholder 2019 Gp L.L.C. Gv sold 196,931 shares of the company’s stock in a transaction 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 legal filing with the SEC, which can be accessed through the SEC website. Also, Director John L. Hennessy sold 1,050 shares of the stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $368.63, for a total transaction of $387,061.50. Following the completion of the transaction, the director owned 1,481 shares of the company’s stock, valued at $545,941.03. This represents a 41.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 451,925 shares of company stock worth $12,371,544. Insiders own 11.61% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have issued reports on GOOGL. Phillip Securities raised Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Monday, July 27th. Pivotal Research restated a “buy” rating and set a $475.00 target price (up from $470.00) on shares of Alphabet in a research note on Thursday, July 23rd. Citizens Jmp reiterated a “market outperform” rating and issued a $515.00 price target on shares of Alphabet in a research note on Wednesday, July 22nd. HSBC reiterated a “buy” rating and set a $420.00 price target (down from $435.00) on shares of Alphabet in a report on Tuesday, June 2nd. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $425.00 price objective on shares of Alphabet in a report on Thursday, July 23rd. Five analysts have rated the stock with a Strong Buy rating, forty-five have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $420.19.

About Alphabet

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.