Alphabet Inc. $GOOG is Oddo BHF Asset Management Sas’ 7th Largest Position

Oddo BHF Asset Management Sas grew its stake in shares of Alphabet Inc. (NASDAQ:GOOG) by 2.8% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 128,881 shares of the information services provider’s stock after buying an additional 3,524 shares during the period. Alphabet accounts for 1.5% of Oddo BHF Asset Management Sas’ portfolio, making the stock its 7th biggest holding. Oddo BHF Asset Management Sas’ holdings in Alphabet were worth $36,944,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently made changes to their positions in GOOG. Auto Owners Insurance Co raised its stake in Alphabet by 38,409.2% during the 4th quarter. Auto Owners Insurance Co now owns 179,836,276 shares of the information services provider’s stock worth $5,643,262,000 after acquiring an additional 179,369,280 shares during the period. J. Stern & Co. LLP boosted its position in shares of Alphabet by 28,482.8% in the fourth quarter. J. Stern & Co. LLP now owns 112,091,870 shares of the information services provider’s stock worth $35,174,429,000 after purchasing an additional 111,699,704 shares during the period. Norges Bank bought a new position in shares of Alphabet in the fourth quarter worth approximately $18,093,665,000. Cardano Risk Management B.V. increased its stake in shares of Alphabet by 850.3% in the fourth quarter. Cardano Risk Management B.V. now owns 17,692,600 shares of the information services provider’s stock worth $5,551,938,000 after purchasing an additional 15,830,754 shares in the last quarter. Finally, Vanguard Group Inc. increased its stake in shares of Alphabet by 2.0% in the fourth quarter. Vanguard Group Inc. now owns 421,013,782 shares of the information services provider’s stock worth $132,114,125,000 after purchasing an additional 8,128,234 shares in the last quarter. 27.26% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

GOOG has been the topic of a number of analyst reports. Oppenheimer restated an “outperform” rating and set a $400.00 target price (down from $445.00) on shares of Alphabet in a research note on Thursday, July 23rd. Roth Capital increased their price target on Alphabet from $435.00 to $440.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. Canaccord Genuity Group set a $450.00 price target on Alphabet in a report on Thursday, July 23rd. DA Davidson lowered their price objective on Alphabet from $375.00 to $350.00 and set a “neutral” rating on the stock in a research report on Thursday, July 23rd. Finally, Truist Financial dropped their price objective on Alphabet from $430.00 to $420.00 and set a “buy” rating for the company in a research note on Thursday, July 23rd. Seven investment 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 company currently has an average rating of “Buy” and a consensus price target of $410.09.

Insider Buying and Selling at Alphabet

In other news, Director John L. Hennessy sold 1,050 shares of the firm’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $368.63, for a total transaction of $387,061.50. Following the completion of the transaction, the director owned 1,481 shares in the company, valued at $545,941.03. This trade represents a 41.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, major shareholder 2019 Gp L.L.C. Gv sold 196,931 shares of Alphabet stock in a transaction dated Monday, July 27th. The stock was 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 600,465 shares of company stock valued at $16,228,202 in the last 90 days. Insiders own 12.99% of the company’s stock.

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 Price Performance

GOOG stock opened at $335.76 on Thursday. Alphabet Inc. has a one year low of $188.70 and a one year high of $404.47. The company’s fifty day moving average price is $357.27 and its 200-day moving average price is $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. The company has a market capitalization of $4.07 trillion, a PE ratio of 16.86, a price-to-earnings-growth ratio of 0.95 and a beta of 1.23.

Alphabet (NASDAQ:GOOG) last issued its earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.87 by $6.24. The firm had revenue of $119.80 billion during the quarter, compared to analyst estimates of $116.53 billion. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. Alphabet’s revenue for the quarter was up 24.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.31 earnings per share. On average, equities analysts anticipate that Alphabet Inc. will post 20.15 EPS for the current fiscal 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 issued a dividend of $0.22 per share. This represents a $0.88 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Friday, September 4th. Alphabet’s dividend payout ratio is 4.42%.

Alphabet Company 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.