Jaffetilchin Investment Partners LLC Sells 1,778 Shares of Alphabet Inc. $GOOG

Jaffetilchin Investment Partners LLC trimmed its holdings in Alphabet Inc. (NASDAQ:GOOG) by 4.0% during the fourth quarter, Holdings Channel reports. The institutional investor owned 42,887 shares of the information services provider’s stock after selling 1,778 shares during the quarter. Alphabet makes up about 0.8% of Jaffetilchin Investment Partners LLC’s holdings, making the stock its 28th largest position. Jaffetilchin Investment Partners LLC’s holdings in Alphabet were worth $13,458,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the business. Brookstone Capital Management grew its holdings in shares of Alphabet by 12.1% during the fourth quarter. Brookstone Capital Management now owns 52,745 shares of the information services provider’s stock valued at $16,551,000 after buying an additional 5,687 shares during the last quarter. Solitude Financial Services acquired a new stake in shares of Alphabet in the 4th quarter worth about $717,000. Financial Planning Hawaii Inc. bought a new position in Alphabet in the 4th quarter valued at about $3,445,000. apricus wealth LLC boosted its stake in Alphabet by 6.0% during the 4th quarter. apricus wealth LLC now owns 7,464 shares of the information services provider’s stock valued at $2,342,000 after purchasing an additional 422 shares during the last quarter. Finally, Polaris Investment Advisors LLC acquired a new position in Alphabet during the 4th quarter valued at about $3,032,000. 27.26% of the stock is currently owned by institutional investors and hedge funds.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google rolled out Gemma 4, an open‑source AI model family that strengthens Google’s developer ecosystem and supports future cloud/AI revenue opportunities. Read More.
• Positive Sentiment: Google updated Gemini API pricing with “Flex” and “Priority” tiers to balance speed, cost and reliability — that could broaden usage, enable more price‑sensitive workloads, and boost API adoption/revenue. Read More.
• Positive Sentiment: Technical advances like TurboQuant (memory/compression for large models) can lower infrastructure costs for AI workloads and improve margins over time — a structural benefit to Google’s cloud/AI economics. Read More.
• Neutral Sentiment: Wells Fargo and other analysts remain constructive (Overweight/Buy) but have trimmed price targets — signaling confidence in the long run while dialing back near‑term expectations. Read More.
• Neutral Sentiment: Market/ETF flows continue to amplify Alphabet’s moves (SPY/QQQ dynamics): macro risk‑on/off days can create outsized short‑term volatility for big caps. Read More.
• Neutral Sentiment: Big Tech H‑1B filings have fallen, reflecting broader hiring freezes/reshuffling across the sector — not an Alphabet‑specific revenue issue but a labor/strategy signal. Read More.
• Negative Sentiment: Turkey’s competition authority opened an investigation into Google’s advertising and billing practices — regulatory probes risk fines, remedial costs and local ad‑revenue disruption. Read More.
• Negative Sentiment: Alphabet’s principal accounting officer, Amie Thuener O’Toole, is leaving (joining Broadcom as CFO) — departure of a senior finance leader creates some short‑term transition risk for controls and reporting. Read More.
• Negative Sentiment: Semianalysis warned heavy AI capex could push Google’s free cash flow toward zero next year — investors sensitive to FCF may penalize valuation if spending outpaces monetization. Read More.
• Negative Sentiment: Recent insider selling by senior executives (e.g., John Kent Walker) adds to near‑term negative sentiment, especially amid market sensitivity to insider activity. Read More.
• Negative Sentiment: Broader legal pressure on platforms (recent cases challenging Section 230 protections) raises regulatory and litigation risk for YouTube/Google content/ad products. Read More.

Insider Activity at Alphabet

In other Alphabet news, CAO Amie Thuener O’toole sold 617 shares of Alphabet stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $289.63, for a total value of $178,701.71. Following the sale, the chief accounting officer owned 10,093 shares of the company’s stock, valued at approximately $2,923,235.59. The trade was a 5.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frances Arnold sold 112 shares of the business’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $302.99, for a total transaction of $33,934.88. Following the completion of the transaction, the director owned 18,418 shares in the company, valued at approximately $5,580,469.82. The trade was a 0.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 2,101,844 shares of company stock worth $115,147,751. 12.99% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the company. JPMorgan Chase & Co. increased their price objective on Alphabet from $385.00 to $395.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $370.00 target price on shares of Alphabet in a research report on Tuesday, January 20th. UBS Group reissued a “neutral” rating and issued a $348.00 price target (up from $345.00) on shares of Alphabet in a research report on Thursday, February 12th. Wedbush restated an “outperform” rating and set a $370.00 price objective on shares of Alphabet in a research note on Thursday, February 5th. Finally, Raymond James Financial raised shares of Alphabet from an “outperform” rating to a “strong-buy” rating and lifted their price objective for the stock from $315.00 to $400.00 in a report on Thursday, January 22nd. Nine research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $345.71.

Alphabet Price Performance

Shares of NASDAQ GOOG opened at $294.46 on Friday. Alphabet Inc. has a twelve month low of $142.66 and a twelve month high of $350.15. The stock’s 50 day moving average price is $309.00 and its 200-day moving average price is $296.60. The company has a market capitalization of $3.56 trillion, a PE ratio of 27.24, a PEG ratio of 1.80 and a beta of 1.13. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings results on Thursday, February 5th. The information services provider reported $2.82 EPS for the quarter, beating analysts’ consensus estimates of $2.59 by $0.23. The company had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.Alphabet’s revenue was up 18.0% on a year-over-year basis. During the same period last year, the business posted $2.15 earnings per share. On average, equities analysts anticipate that Alphabet Inc. will post 8.89 EPS for the current year.

Alphabet Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 9th were given a dividend of $0.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is currently 7.77%.

About Alphabet

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.