May Hill Capital LLC Grows Stock Position in Alphabet Inc. $GOOG

May Hill Capital LLC lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOG) by 107.3% in the 4th quarter, Holdings Channel.com reports. The firm owned 17,678 shares of the information services provider’s stock after buying an additional 9,150 shares during the quarter. Alphabet comprises about 0.7% of May Hill Capital LLC’s portfolio, making the stock its 26th largest holding. May Hill Capital LLC’s holdings in Alphabet were worth $5,547,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Tradewinds LLC. grew its holdings in Alphabet by 2,134.8% during the third quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider’s stock worth $10,984,000 after acquiring an additional 43,080 shares during the period. Kathmere Capital Management LLC grew its holdings in Alphabet by 8.5% during the fourth quarter. Kathmere Capital Management LLC now owns 29,896 shares of the information services provider’s stock worth $9,381,000 after acquiring an additional 2,341 shares during the period. Atlantic Union Bankshares Corp grew its holdings in Alphabet by 31.3% during the third quarter. Atlantic Union Bankshares Corp now owns 354,529 shares of the information services provider’s stock worth $86,345,000 after acquiring an additional 84,553 shares during the period. Baltimore Washington Financial Advisors Inc. grew its holdings in Alphabet by 0.9% during the third quarter. Baltimore Washington Financial Advisors Inc. now owns 221,391 shares of the information services provider’s stock worth $53,920,000 after acquiring an additional 2,009 shares during the period. Finally, Newbridge Financial Services Group Inc. grew its holdings in Alphabet by 7.5% during the fourth quarter. Newbridge Financial Services Group Inc. now owns 60,739 shares of the information services provider’s stock worth $19,060,000 after acquiring an additional 4,239 shares during the period. Hedge funds and other institutional investors own 27.26% of the company’s stock.

Alphabet Stock Performance

Shares of GOOG stock opened at $379.38 on Tuesday. Alphabet Inc. has a fifty-two week low of $163.33 and a fifty-two week high of $404.47. The stock has a market cap of $4.60 trillion, a P/E ratio of 28.94, a P/E/G ratio of 1.62 and a beta of 1.25. The business has a fifty day simple moving average of $337.06 and a 200-day simple moving average of $321.78. The company has a quick ratio of 1.92, a current ratio of 1.92 and a debt-to-equity ratio of 0.16.

Alphabet (NASDAQ:GOOG) last announced its quarterly earnings results on Thursday, April 30th. The information services provider reported $5.11 earnings per share for the quarter, beating analysts’ consensus estimates of $2.68 by $2.43. Alphabet had a return on equity of 38.99% and a net margin of 37.92%.The business had revenue of $109.90 billion during the quarter, compared to analysts’ expectations of $106.96 billion. During the same quarter last year, the business posted $2.81 earnings per share. The business’s revenue for the quarter was up 21.8% on a year-over-year basis. On average, analysts forecast that Alphabet Inc. will post 14.29 earnings per share for the current fiscal year.

Alphabet Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 8th will be paid a $0.22 dividend. This represents a $0.88 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Monday, June 8th. This is an increase from Alphabet’s previous quarterly dividend of $0.21. Alphabet’s dividend payout ratio is currently 6.41%.

Analysts Set New Price Targets

A number of research analysts recently weighed in on GOOG shares. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $345.00 price objective on shares of Alphabet in a report on Thursday, February 5th. TD Cowen reaffirmed a “buy” rating on shares of Alphabet in a report on Thursday. Stifel Nicolaus set a $420.00 price objective on Alphabet in a report on Wednesday, May 20th. BMO Capital Markets reaffirmed an “outperform” rating and set a $400.00 price objective on shares of Alphabet in a report on Thursday, February 5th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $450.00 price objective on shares of Alphabet in a report on Thursday. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Alphabet presently has an average rating of “Buy” and an average price target of $372.65.

Insider Activity

In other Alphabet news, Director Frances Arnold sold 102 shares of the stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $371.00, for a total transaction of $37,842.00. Following the sale, the director owned 18,621 shares in the company, valued at approximately $6,908,391. This represents a 0.54% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Amie Thuener O’toole sold 617 shares of the stock in a transaction on 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 in the company, valued at approximately $2,923,235.59. This trade represents a 5.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 226,481 shares of company stock worth $27,422,061 in the last quarter. 12.99% of the stock is currently owned by corporate insiders.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet highlighted new AI-powered ad formats at Google Marketing Live, including Gemini-linked tools that could improve ad targeting, conversion rates, and monetization across search and shopping. Google rolls out AI-powered ad formats at Marketing Live
• Positive Sentiment: Investors are also focusing on Google I/O takeaways that suggest stronger Gemini adoption and broader AI product momentum, which could help Alphabet defend its search and cloud businesses. Google I/O Key Takeaways: Gemini’s Growth, Smart Glasses & Ties to Space Economy
• Positive Sentiment: Several analyst-style articles argued that Alphabet’s AI ecosystem, cloud growth, and expanding Gemini usage make the stock look stronger over the long term. Google Made a Bigger AI Push with Gemini Spark. Alphabet (GOOG) Looks Stronger for It
• Neutral Sentiment: Commentary from investors and stock screeners continued to describe Alphabet as a high-quality growth name, but these pieces are more opinion-based than company-specific catalysts. ‘The Path Is Clear,’ Says Investor About Alphabet Stock
• Neutral Sentiment: Some media reports noted concerns from publishers that Google’s AI-driven search changes could reduce referral traffic, which is a longer-term industry risk rather than an immediate earnings issue. Google Search AI Overhaul Leaves Publishers Bracing For ‘Google Zero’
• Negative Sentiment: The EU fine report is the clearest negative catalyst: a large penalty would add to regulatory uncertainty and reinforce concerns that Alphabet’s search dominance is under pressure in Europe. EU plans to fine Google high triple-digit million euro sum, Handelsblatt reports
• Negative Sentiment: Google’s appeal of the U.S. search monopoly ruling keeps antitrust risks front and center for investors. Google Appeals Court Decision on Search Monopoly
• Negative Sentiment: Reports that Stanley Druckenmiller dumped Alphabet may also weigh on sentiment, though this is more a signaling factor than a fundamental change. Billionaire Stanley Druckenmiller Just Dumped Alphabet (Google) and Picked Up 2 Stocks That Are Direct Bets on Agentic AI

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.