Alphabet Inc. $GOOG Position Boosted by Iams Wealth Management LLC

Iams Wealth Management LLC increased its holdings in Alphabet Inc. (NASDAQ:GOOG) by 20.9% during the third quarter, Holdings Channel.com reports. The firm owned 12,649 shares of the information services provider’s stock after acquiring an additional 2,187 shares during the quarter. Alphabet accounts for 1.2% of Iams Wealth Management LLC’s investment portfolio, making the stock its 16th largest holding. Iams Wealth Management LLC’s holdings in Alphabet were worth $4,310,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in GOOG. NFSG Corp increased its stake in shares of Alphabet by 6.6% in the third quarter. NFSG Corp now owns 55,413 shares of the information services provider’s stock worth $18,881,000 after buying an additional 3,409 shares during the period. Activest Wealth Management boosted its position in Alphabet by 1.7% during the 3rd quarter. Activest Wealth Management now owns 14,676 shares of the information services provider’s stock valued at $5,001,000 after buying an additional 247 shares during the period. Whitener Capital Management Inc. boosted its position in Alphabet by 1.4% during the 3rd quarter. Whitener Capital Management Inc. now owns 3,225 shares of the information services provider’s stock valued at $1,099,000 after buying an additional 43 shares during the period. V Square Quantitative Management LLC boosted its position in Alphabet by 4.8% during the 3rd quarter. V Square Quantitative Management LLC now owns 100,792 shares of the information services provider’s stock valued at $34,344,000 after buying an additional 4,585 shares during the period. Finally, YANKCOM Partnership grew its holdings in Alphabet by 13.5% in the 3rd quarter. YANKCOM Partnership now owns 7,041 shares of the information services provider’s stock worth $2,399,000 after acquiring an additional 837 shares during the last quarter. 27.26% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts have issued reports on the stock. Roth Capital boosted their price objective on shares of Alphabet from $435.00 to $440.00 and gave the company a “buy” rating in a research report on Thursday, July 23rd. Wedbush assumed coverage on shares of Alphabet in a research note on Thursday, July 16th. They set an “outperform” rating and a $445.00 price objective for the company. The Goldman Sachs Group cut their target price on Alphabet from $440.00 to $435.00 and set a “buy” rating on the stock in a research note on Thursday, July 23rd. Wells Fargo & Company set a $417.00 price target on Alphabet and gave the company an “overweight” rating in a report on Tuesday, October 6th. Finally, Phillip Securities raised Alphabet from a “moderate buy” rating to a “strong-buy” rating and lowered their price target for the company from $450.00 to $425.00 in a research report on Monday, July 27th. Six equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $422.10.

Alphabet Trading Down 2.3%

NASDAQ:GOOG traded down $8.00 during trading hours on Friday, hitting $336.91. The company had a trading volume of 16,939,110 shares, compared to its average volume of 17,087,756. The company has a market capitalization of $4.12 trillion, a PE ratio of 16.92, a price-to-earnings-growth ratio of 1.00 and a beta of 1.19. The stock has a 50-day moving average price of $341.08 and a 200 day moving average price of $348.80. Alphabet Inc. has a 52 week low of $244.67 and a 52 week high of $404.47. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.72 and a quick ratio of 2.64.

Alphabet (NASDAQ:GOOG) last issued 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 business had revenue of $119.80 billion for the quarter, compared to the consensus estimate of $116.53 billion. During the same period in the previous year, the firm earned $2.31 EPS. The company’s quarterly revenue was up 24.2% compared to the same quarter last year. On average, equities research analysts predict that Alphabet Inc. will post 20.54 EPS for the current fiscal year.

Alphabet Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, September 14th. Investors of record on Monday, September 7th were given a dividend of $0.22 per share. The ex-dividend date was Friday, September 4th. This represents a $0.88 annualized dividend and a dividend yield of 0.3%. Alphabet’s payout ratio is currently 4.42%.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: AI-chip opportunity: Evercore ISI raised its Alphabet estimates, arguing that the company could sell its internally developed tensor processing units (TPUs) to cloud customers. AI-chip revenue could become a meaningful contributor to Google Cloud, supporting growth and improving the return on Alphabet’s substantial infrastructure investments. Evercore raises Alphabet estimates on potential TPU hardware sales
• Positive Sentiment: Quantum-computing breakthrough: Google reported a technique that reduces quantum-computing errors by roughly 40 times. Although commercialization remains uncertain, the development reinforces Alphabet’s long-term technology leadership and could support investor enthusiasm around its research portfolio. Google demonstrates new quantum computer breakthrough
• Positive Sentiment: Expansion of growth businesses: Waymo received approval to participate in Ontario’s automated-vehicle pilot program and is targeting a Toronto robotaxi launch in 2028. Alphabet also reached a multiyear AI-content agreement with CNN, potentially strengthening its AI products and training resources. Google’s Waymo plans first Canada robotaxi service in Toronto in 2028
• Neutral Sentiment: Analyst support remains favorable: JPMorgan raised its Alphabet target to $425 and maintained an overweight rating, while recent commentary continues to emphasize strong cloud and AI growth. However, investors remain focused on whether large capital expenditures can generate sufficient future returns.
• Negative Sentiment: Macro pressure: A hotter-than-expected producer-price report reduced expectations for near-term Federal Reserve rate cuts. Higher-for-longer rates typically weigh on high-growth technology valuations, contributing to weakness across major technology shares, including Alphabet.
• Negative Sentiment: Legal overhang: Multiple law firms publicized a securities class action involving investors who held Alphabet shares between May 19 and July 16, 2026, citing alleged securities-law violations related to disclosures about Gemini AI performance. The repeated deadline reminders may add short-term sentiment pressure, although the ultimate financial impact remains uncertain. Kaplan Fox Alphabet class action reminder

Insider Buying and Selling

In other Alphabet news, Director Frances Arnold sold 83 shares of Alphabet stock in a transaction that occurred on Wednesday, September 30th. The stock was sold at an average price of $340.45, for a total transaction of $28,257.35. Following the sale, the director directly owned 19,076 shares of the company’s stock, valued at approximately $6,494,424.20. The trade was a 0.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, 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 value of $3,832,277.26. The SEC filing for this sale provides additional information. Insiders sold a total of 420,865 shares of company stock valued at $8,293,477 over the last three months. Corporate insiders own 12.99% of the company’s stock.

Alphabet Company Profile

Alphabet Inc is a technology holding company best known as the parent company of Google. Established in 2015 through a corporate restructuring, Alphabet oversees Google and a collection of businesses focused on technology, innovation and emerging industries. Sundar Pichai serves as Alphabet’s chief executive officer and also leads Google.

Google is Alphabet’s primary business and operates an internet ecosystem that includes Google Search, online advertising, YouTube, Android, Chrome, Google Maps, Google Play and Google Photos.