IFS Group LLC Acquires New Shares in Alphabet Inc. $GOOG

IFS Group LLC bought a new stake in shares of Alphabet Inc. (NASDAQ:GOOG) during the first quarter, Holdings Channel.com reports. The fund bought 6,581 shares of the information services provider’s stock, valued at approximately $1,888,000. Alphabet comprises 1.7% of IFS Group LLC’s investment portfolio, making the stock its 17th biggest position.

A number of other large investors have also recently made changes to their positions in GOOG. Gerber Kawasaki Wealth & Investment Management grew its stake in Alphabet by 1.0% during the fourth quarter. Gerber Kawasaki Wealth & Investment Management now owns 275,943 shares of the information services provider’s stock valued at $86,596,000 after acquiring an additional 2,850 shares in the last quarter. Newbridge Financial Services Group Inc. lifted its stake in Alphabet by 7.5% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 60,739 shares of the information services provider’s stock worth $19,060,000 after purchasing an additional 4,239 shares in the last quarter. Violich Capital Management Inc. lifted its stake in Alphabet by 1.0% in the 4th quarter. Violich Capital Management Inc. now owns 340,776 shares of the information services provider’s stock worth $106,936,000 after purchasing an additional 3,378 shares in the last quarter. Wealthcare Advisory Partners LLC boosted its holdings in Alphabet by 12.1% in the 4th quarter. Wealthcare Advisory Partners LLC now owns 45,014 shares of the information services provider’s stock valued at $14,125,000 after purchasing an additional 4,848 shares during the period. Finally, Robinhood Asset Management LLC bought a new position in Alphabet in the 4th quarter valued at $20,337,000. 27.26% of the stock is owned by institutional investors.

Insider Buying and Selling at Alphabet

In other news, Director John L. Hennessy sold 1,050 shares of Alphabet 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 sale, the director owned 1,481 shares of the company’s stock, valued at approximately $545,941.03. The trade was a 41.49% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider John Kent Walker sold 8,998 shares of the business’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $349.29, for a total transaction of $3,142,911.42. Following the transaction, the insider owned 75,290 shares in the company, valued at $26,298,044.10. This represents a 10.68% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 600,465 shares of company stock valued at $16,228,202. 12.99% of the stock is currently owned by company insiders.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Strong quarterly fundamentals are supporting the rebound. Alphabet reported 24.2% year-over-year revenue growth to $119.8 billion, while Google Cloud revenue surged 82% and Search grew 17%. Analysts continue to see substantial long-term growth from AI adoption, cloud demand and advertising. Alphabet quarterly performance
• Positive Sentiment: Wall Street remains broadly bullish. Alphabet retains a “Buy” consensus, with reported price targets well above recent trading levels. Phillip Securities upgraded the stock to “strong buy,” while some analysts raised longer-term EPS estimates. Alphabet analyst ratings
• Positive Sentiment: Institutional demand provides a counterweight to recent selling. Asset Management One added approximately 117,000 GOOGL shares, and Ethic Inc. disclosed a new position worth an estimated $227.5 million in Alphabet’s Class A shares. These moves reinforce the view that the pullback may offer a long-term entry point. Institutional Alphabet holdings
• Neutral Sentiment: AI investment remains the key investor debate. Alphabet’s $195 billion–$205 billion 2026 capital-expenditure outlook is intended to support rapidly expanding cloud and AI demand, but the spending has pressured free cash flow and increased expectations for future monetization.
• Negative Sentiment: Regulatory liabilities are growing. Following a $1 billion European Digital Markets Act fine, rivals may seek up to $10 billion in private damages, potentially adding financial and operational pressure to Google’s European businesses. European lawsuits against Google
• Negative Sentiment: Insider and fund selling remain caution signals. Alphabet’s chief accounting officer sold shares, while Provident Trust and Resona Asset Management reduced their GOOG positions. These transactions are relatively small or portfolio-related, but they may weigh on sentiment after the earnings-driven pullback.

Alphabet Trading Up 1.0%

NASDAQ GOOG opened at $335.76 on Thursday. The stock has a market cap of $4.07 trillion, a P/E ratio of 16.86, a price-to-earnings-growth ratio of 0.95 and a beta of 1.23. Alphabet Inc. has a fifty-two week low of $188.70 and a fifty-two week high of $404.47. The stock has a 50 day simple moving average of $357.27 and a two-hundred day simple moving average of $337.75. 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 (NASDAQ:GOOG) last posted its earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.87 by $6.24. The firm had revenue of $119.80 billion for the quarter, compared to analysts’ expectations of $116.53 billion. Alphabet had a return on equity of 51.32% and a net margin of 54.77%.The business’s revenue was up 24.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.31 earnings per share. On average, analysts forecast that Alphabet Inc. will post 20.15 earnings per share for the current year.

Alphabet Dividend Announcement

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

Wall Street Analyst Weigh In

Several research firms recently commented on GOOG. Stifel Nicolaus set a $420.00 target price on shares of Alphabet in a report on Wednesday, May 20th. BMO Capital Markets boosted their price target on shares of Alphabet from $455.00 to $465.00 and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. KeyCorp set a $445.00 price target on shares of Alphabet in a research report on Friday, July 10th. Morgan Stanley reduced their price objective on Alphabet from $415.00 to $400.00 and set an “overweight” rating on the stock in a research note on Thursday, July 23rd. Finally, UBS Group reiterated a “neutral” rating and issued a $379.00 price objective (down from $400.00) on shares of Alphabet in a report on Thursday, July 23rd. Seven investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $410.09.

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.