Alphabet Inc. $GOOG Shares Bought by Rakuten Securities Inc.

Rakuten Securities Inc. grew its holdings in Alphabet Inc. (NASDAQ:GOOG) by 16.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,926 shares of the information services provider’s stock after purchasing an additional 2,358 shares during the quarter. Alphabet comprises approximately 1.4% of Rakuten Securities Inc.’s portfolio, making the stock its 10th largest holding. Rakuten Securities Inc.’s holdings in Alphabet were worth $5,980,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Imprint Wealth LLC purchased a new position in shares of Alphabet during the 3rd quarter worth $31,000. Nvest Wealth Strategies Inc. purchased a new stake in shares of Alphabet in the fourth quarter valued at about $38,000. Lifetime Wealth Management P.C. purchased a new stake in shares of Alphabet in the fourth quarter valued at about $38,000. Bard Associates Inc. acquired a new stake in Alphabet during the fourth quarter worth about $41,000. Finally, Commonwealth Retirement Investments LLC acquired a new stake in Alphabet during the fourth quarter worth about $45,000. 27.26% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

GOOG has been the topic of several recent analyst reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $450.00 target price on shares of Alphabet in a report on Thursday, May 21st. Barclays restated an “overweight” rating and set a $425.00 price target (up from $405.00) on shares of Alphabet in a report on Thursday, July 23rd. Morgan Stanley decreased their price objective on Alphabet from $415.00 to $400.00 and set an “overweight” rating on the stock in a report on Thursday, July 23rd. Stifel Nicolaus set a $420.00 price objective on Alphabet in a research report on Wednesday, May 20th. Finally, TD Cowen reiterated a “buy” rating and issued a $475.00 price objective on shares of Alphabet in a research report on Thursday, July 23rd. Six analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $415.55.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: AI products are broadening Alphabet’s growth story. Google is expanding AI Mode with flight-price tracking, hotel-booking assistance and loyalty-point comparisons, while Gemini’s new “Personal Intelligence” features are making AI assistance more accessible to mainstream users. A potential Gemini 3.8 Flash release and the hiring of former OpenAI executive Barret Zoph further reinforce Alphabet’s competitive AI position. Google AI Mode article
• Positive Sentiment: Cloud momentum and AI infrastructure remain key bullish catalysts. Analysts point to surging Google Cloud revenue, AI adoption and a reported $514 billion backlog as evidence that Alphabet is gaining ground on Microsoft and Amazon. Wolfe Research named Alphabet a top 2027 pick and set a $460 target, citing accelerating cloud growth. Alphabet’s expanded custom-chip relationship with Marvell could also strengthen its TPU ecosystem and reduce reliance on outside suppliers over time. Google Cloud growth article
• Neutral Sentiment: Technical and valuation commentary is broadly supportive but not a new fundamental catalyst. Analysts continue to view GOOG favorably, and technical analysis identifies support near a key moving-average level. However, the stock remains below its 50-day average, suggesting investors are still weighing growth against execution risks. Alphabet technical analysis
• Negative Sentiment: Regulatory and litigation overhangs persist. Google changed its European spam-policy enforcement to avoid a potential antitrust fine, a concession that may reduce near-term financial risk but could constrain search operations. Alphabet also agreed to a roughly $353 million UK Play Store settlement, while the FTC is reportedly considering a lawsuit over YouTube account suspensions. Multiple law firms separately announced securities-fraud investigations, though these notices do not establish wrongdoing. Google EU spam policy article
• Negative Sentiment: Investors remain alert to the cost of the AI race. Reports that major technology companies have approximately $3 trillion in off-balance-sheet AI commitments, alongside Alphabet’s heavy capital spending and negative free cash flow concerns, could pressure future returns if AI monetization lags investment. Big Tech AI spending article

Insider Buying and Selling at Alphabet

In other Alphabet news, CAO Marsida Saraci sold 449 shares of the business’s stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $333.20, for a total transaction of $149,606.80. Following the sale, the chief accounting officer directly owned 27,386 shares in the company, valued at $9,125,015.20. This represents a 1.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, major shareholder 2019 Gp L.L.C. Gv sold 118,138 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $18.90, for a total transaction of $2,232,808.20. The SEC filing for this sale provides additional information. Insiders have sold 451,843 shares of company stock valued at $12,343,852 over the last three months. 12.99% of the stock is currently owned by company insiders.

Alphabet Trading Up 1.5%

GOOG opened at $342.88 on Friday. Alphabet Inc. has a 52 week low of $206.96 and a 52 week high of $404.47. The company has a quick ratio of 2.64, a current ratio of 2.72 and a debt-to-equity ratio of 0.16. The business has a fifty day simple moving average of $347.79 and a 200-day simple moving average of $339.97. The firm has a market cap of $4.19 trillion, a P/E ratio of 17.22, a P/E/G ratio of 0.95 and a beta of 1.23.

Alphabet (NASDAQ:GOOG) last posted its quarterly earnings data on Thursday, July 23rd. The information services provider reported $9.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.87 by $6.24. Alphabet had a return on equity of 51.32% and a net margin of 54.77%.The firm had revenue of $119.80 billion for the quarter, compared to the consensus estimate of $116.53 billion. During the same quarter in the previous year, the business earned $2.31 EPS. The company’s quarterly revenue was up 24.2% compared to the same quarter last year. On average, equities analysts expect that Alphabet Inc. will post 20.51 earnings per share for the current year.

Alphabet Announces Dividend

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 given a $0.22 dividend. This represents a $0.88 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend is Friday, September 4th. Alphabet’s payout ratio is currently 4.42%.

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.