Berkshire Hathaway Inc Makes New Investment in Alphabet Inc. $GOOGL

Berkshire Hathaway Inc purchased a new stake in shares of Alphabet Inc. (NASDAQ:GOOGL) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 17,846,142 shares of the information services provider’s stock, valued at approximately $4,338,397,000. Alphabet comprises 1.6% of Berkshire Hathaway Inc’s portfolio, making the stock its 10th largest position.

Other institutional investors and hedge funds have also made changes to their positions in the company. Financial Gravity Companies Inc. purchased a new stake in Alphabet in the second quarter valued at approximately $31,000. Pilgrim Partners Asia Pte Ltd acquired a new position in Alphabet during the third quarter worth $53,000. iSAM Funds UK Ltd purchased a new position in shares of Alphabet during the third quarter worth $53,000. Corsicana & Co. purchased a new position in shares of Alphabet during the third quarter worth $54,000. Finally, Vermillion & White Wealth Management Group LLC grew its stake in shares of Alphabet by 37.9% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock valued at $57,000 after buying an additional 89 shares in the last quarter. 40.03% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, Director John L. Hennessy sold 600 shares of the firm’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $306.73, for a total value of $184,038.00. Following the sale, the director directly owned 20,624 shares in the company, valued at approximately $6,325,999.52. This trade represents a 2.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $303.38, for a total transaction of $9,859,850.00. Following the sale, the chief executive officer directly owned 1,674,560 shares of the company’s stock, valued at approximately $508,028,012.80. This trade represents a 1.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 2,112,493 shares of company stock worth $118,605,094. Corporate insiders own 11.64% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on GOOGL. DA Davidson boosted their price objective on Alphabet from $300.00 to $310.00 and gave the company a “neutral” rating in a report on Thursday, February 5th. Barclays reaffirmed an “overweight” rating and issued a $360.00 target price (up from $315.00) on shares of Alphabet in a research report on Thursday, February 5th. Citigroup boosted their price target on shares of Alphabet from $350.00 to $390.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Tigress Financial set a $415.00 price target on shares of Alphabet and gave the stock a “strong-buy” rating in a research report on Thursday, February 19th. Finally, New Street Research raised their price objective on shares of Alphabet from $330.00 to $380.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Three analysts have rated the stock with a Strong Buy rating, forty-three have assigned a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $367.18.

Alphabet Price Performance

GOOGL stock opened at $302.28 on Friday. Alphabet Inc. has a 1 year low of $140.53 and a 1 year high of $349.00. The firm has a market capitalization of $3.66 trillion, a P/E ratio of 27.96, a P/E/G ratio of 1.77 and a beta of 1.10. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. The business’s 50-day moving average is $319.12 and its two-hundred day moving average is $289.81.

Alphabet (NASDAQ:GOOGL) last released its earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, topping analysts’ consensus estimates of $2.57 by $0.25. The firm had revenue of $113.83 billion for the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. Analysts anticipate that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be given a $0.21 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.3%. Alphabet’s dividend payout ratio is currently 7.77%.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Major competitor Meta has delayed a next‑generation AI release and reportedly discussed temporarily licensing Google’s Gemini model, which could help Alphabet expand usage/licensing of its AI stack and win incremental share. Meta delays release; may license Gemini
• Positive Sentiment: Needham & Company reaffirmed a “buy” on GOOGL and set a $400 price target (~32% upside from current levels), which can support investor confidence and buying interest. Needham reiterates buy
• Positive Sentiment: Multiple reports highlight Meta falling behind on large AI models (and considering licensing Google tech), reinforcing the view that Google could capture market share in foundational models and services. Meta falling behind — Yahoo
• Positive Sentiment: Zacks highlighted Alphabet’s earnings growth and price strength as reasons to watch GOOGL, supporting a constructive fundamental view after recent results. Zacks: earnings growth & price strength
• Neutral Sentiment: Google, Amazon and Meta pushing their own AI chips signals a structural shift in AI infrastructure — a long‑term positive if Google’s stack wins, but it intensifies competition with incumbents like NVIDIA and may pressure margins/capex. AI chips competition — Yahoo
• Neutral Sentiment: Google sold a partial stake in its GFiber unit and partnered to form a new independent fiber provider; this reduces direct capital burden but also trims ownership of the broadband growth asset. GFiber stake sale — CNBC
• Neutral Sentiment: Brand/PR note: Google named its London HQ “Platform 37” referencing DeepMind/AlphaGo success — modestly positive for culture/AI branding but not material to near‑term financials. Platform 37 naming — Reuters
• Negative Sentiment: UK regulator and wider regulatory scrutiny on tech safety and child protection remain overhangs for Big Tech, including Alphabet, since new rules or enforcement could increase compliance costs or constrain certain services. UK regulator warning — Sky

Alphabet Company Profile

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.