Valeo Financial Advisors LLC Has $39.95 Million Stock Holdings in Alphabet Inc. $GOOG

Valeo Financial Advisors LLC trimmed its position in shares of Alphabet Inc. (NASDAQ:GOOG) by 1.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 113,077 shares of the information services provider’s stock after selling 2,224 shares during the period. Alphabet makes up approximately 0.8% of Valeo Financial Advisors LLC’s holdings, making the stock its 24th largest holding. Valeo Financial Advisors LLC’s holdings in Alphabet were worth $39,952,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in GOOG. Imprint Wealth LLC bought a new position in Alphabet in the third quarter worth $31,000. Nvest Wealth Strategies Inc. acquired a new stake in Alphabet during the fourth quarter worth $38,000. Lifetime Wealth Management P.C. bought a new stake in Alphabet in the 4th quarter valued at $38,000. Bard Associates Inc. bought a new stake in Alphabet in the 4th quarter valued at $41,000. Finally, Towne Trust Company N.A raised its stake in shares of Alphabet by 34.0% in the 4th quarter. Towne Trust Company N.A now owns 134 shares of the information services provider’s stock valued at $42,000 after buying an additional 34 shares in the last quarter. Institutional investors and hedge funds own 27.26% of the company’s stock.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Institutional buying remained supportive. State Street added an estimated 12.7 million shares of Alphabet’s Class A stock, while Mitsubishi UFJ, Lazard and Citizens Financial also increased their Alphabet positions in second-quarter 13F filings. State Street fund update
• Positive Sentiment: Alphabet’s AI and cloud businesses continue to show strong commercial momentum. Gemini reportedly reached 950 million monthly active users, Google Cloud revenue surged 82% in the second quarter, and its backlog reached $514 billion. A new multiyear, $100 million-plus Google Cloud agreement with AI lab Mirendil could add further demand for cloud infrastructure. Google AI and DeepMind report
• Neutral Sentiment: Alphabet is reorganizing its AI leadership. DeepMind chief Demis Hassabis is moving into a broader chief scientist role, while Chief Scientist Jeff Dean is departing after 27 years. The changes could improve long-term research focus but raise concerns about talent retention and execution. Google AI leadership report
• Negative Sentiment: Alphabet launched a roughly $25 billion, 10-part bond offering to finance expanded AI infrastructure spending. Strong demand—reportedly about $115 billion in orders—supports its credit profile, but investors remain concerned that rising capital expenditures and borrowing could reduce returns or increase financial risk. Alphabet bond offering report
• Negative Sentiment: Zacks Research downgraded Alphabet from “strong buy” to “hold,” adding to valuation and near-term sentiment pressure. Separately, several investment managers—including Mawer, First Eagle, Diamond Hill and SCS Capital—reported reductions in Alphabet holdings. Zacks Research
• Negative Sentiment: Alphabet’s planned $15 billion India data-center project faces opposition over water use and wildlife concerns, creating potential regulatory and development hurdles for its infrastructure expansion. Google India data center report

Insider Activity at Alphabet

In other Alphabet news, insider John Kent Walker sold 8,998 shares of the firm’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $349.29, for a total value of $3,142,911.42. Following the completion of the sale, the insider owned 75,290 shares in the company, valued at approximately $26,298,044.10. This trade represents a 10.68% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director John L. Hennessy sold 1,050 shares of the business’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 directly owned 1,481 shares of the company’s stock, valued at approximately $545,941.03. This represents a 41.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 600,547 shares of company stock valued at $16,255,540 over the last ninety days. 12.99% of the stock is owned by insiders.

Alphabet Stock Performance

NASDAQ:GOOG opened at $353.47 on Friday. The stock has a market capitalization of $4.32 trillion, a P/E ratio of 17.75, a price-to-earnings-growth ratio of 0.99 and a beta of 1.23. The company has a current ratio of 2.72, a quick ratio of 2.64 and a debt-to-equity ratio of 0.16. Alphabet Inc. has a 1 year low of $197.46 and a 1 year high of $404.47. The firm has a 50 day moving average of $353.94 and a 200-day moving average of $338.96.

Alphabet (NASDAQ:GOOG) last released its quarterly earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share for the quarter, beating analysts’ consensus estimates of $2.87 by $6.24. Alphabet had a return on equity of 51.32% and a net margin of 54.77%.The firm had revenue of $119.80 billion during the quarter, compared to analysts’ expectations of $116.53 billion. During the same period last year, the firm posted $2.31 EPS. The business’s revenue was up 24.2% on a year-over-year basis. As a group, sell-side analysts anticipate that Alphabet Inc. will post 20.51 EPS for the current fiscal year.

Alphabet Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, September 14th. Stockholders of record on Monday, September 7th will be paid a $0.22 dividend. The ex-dividend date is Friday, September 4th. This represents a $0.88 dividend on an annualized basis and a dividend yield of 0.2%. Alphabet’s dividend payout ratio (DPR) is 4.42%.

Wall Street Analyst Weigh In

A number of research firms have recently commented on GOOG. DZ Bank raised shares of Alphabet to a “strong-buy” rating in a report on Thursday, July 23rd. Raymond James Financial reissued a “strong-buy” rating on shares of Alphabet in a research report on Thursday, July 23rd. JPMorgan Chase & Co. cut their price target on shares of Alphabet from $460.00 to $420.00 and set an “overweight” rating for the company in a research note on Thursday, July 23rd. Wolfe Research set a $460.00 price objective on Alphabet in a report on Thursday, July 23rd. Finally, Wedbush started coverage on Alphabet in a research note on Thursday, July 16th. They issued an “outperform” rating and a $445.00 price objective on the stock. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $410.09.

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.