UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Makes New $10.06 Million Investment in Alphabet Inc. $GOOG

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new stake in shares of Alphabet Inc. (NASDAQ:GOOG) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 200,000 shares of the information services provider’s stock, valued at approximately $10,060,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Toth Financial Advisory Corp purchased a new stake in Alphabet in the second quarter valued at about $41,000. Mufg Securities Americas Inc. raised its position in shares of Alphabet by 10.0% in the 2nd quarter. Mufg Securities Americas Inc. now owns 142,353 shares of the information services provider’s stock valued at $50,298,000 after purchasing an additional 12,974 shares during the last quarter. Investors Asset Management of Georgia Inc. GA ADV boosted its stake in Alphabet by 14.0% in the 2nd quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 2,340 shares of the information services provider’s stock worth $827,000 after purchasing an additional 288 shares in the last quarter. Van ECK Associates Corp purchased a new stake in Alphabet during the 2nd quarter worth approximately $123,652,000. Finally, Northstar Asset Management Inc. increased its stake in Alphabet by 13.4% during the 2nd quarter. Northstar Asset Management Inc. now owns 4,127 shares of the information services provider’s stock valued at $1,458,000 after purchasing an additional 489 shares in the last quarter. 27.26% of the stock is currently owned by institutional investors.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet’s AI expansion remains the main bullish catalyst. WeatherNext 3 is being integrated into Search, Maps and Gemini, while new voice-driven Gemini features are rolling out in Gmail, Docs and Keep, creating potential for broader user engagement and monetization. Alphabet Just Gave Search, Maps and Gemini a New AI Advantage
• Positive Sentiment: Analyst optimism is building around Google Cloud, AI services, hardware and long-term earnings growth. Wolfe Research named Alphabet a top pick for 2027, while other coverage highlights strong recent Cloud growth and a median price target well above current trading levels. Alphabet Stock Opinions on Strong Cloud Growth Prospects
• Positive Sentiment: A federal judge declined to force a breakup of Google’s ad-technology business, reducing the most severe regulatory risk, although operational restrictions remain. The decision also supports Alphabet’s ability to retain its existing ad-tech infrastructure. Google Spared From Ad-Business Breakup
• Neutral Sentiment: Alphabet’s clean-energy partnerships, including Google-backed battery storage and geothermal projects, strengthen power availability for data centers but are unlikely to materially affect near-term earnings. Google’s New Energy Project Gives Eos Energy a Key Technology Validation
• Negative Sentiment: Investors remain concerned that Alphabet’s roughly $44.9 billion quarterly capital expenditure pushed free cash flow negative for the first time since its IPO. The spending may support future AI and Cloud returns, but it increases execution risk and weighs on near-term valuation. 3 Stocks Built for Higher Rates
• Negative Sentiment: Stronger-than-expected employment data lifted Treasury yields and reduced expectations for near-term rate cuts, pressuring large technology stocks. Alphabet also faces investor concern over delayed Gemini releases, ongoing ad-tech remedies, and shareholder securities-fraud investigations. Securities Fraud Investigation Into Alphabet

Insiders Place Their Bets

In other Alphabet news, insider Kent Walker sold 8,998 shares of the company’s stock in a transaction on Monday, June 29th. The shares were sold at an average price of $349.29, for a total transaction of $3,142,911.42. Following the completion of the transaction, the insider directly owned 75,290 shares in the company, valued at approximately $26,298,044.10. This represents a 10.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CAO Marsida Saraci sold 449 shares of Alphabet stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $333.20, for a total transaction of $149,606.80. Following the completion of the sale, the chief accounting officer owned 27,386 shares in the company, valued at approximately $9,125,015.20. This trade represents a 1.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 451,925 shares of company stock valued at $12,371,544. Corporate insiders own 12.99% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently commented on GOOG. Citigroup reiterated a “market outperform” rating on shares of Alphabet in a research note on Friday, August 14th. Royal Bank Of Canada reiterated a “buy” rating and issued a $475.00 target price on shares of Alphabet in a research report on Thursday, July 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of Alphabet in a report on Friday, July 17th. TD Cowen restated a “buy” rating and set a $475.00 price objective on shares of Alphabet in a research note on Thursday, July 23rd. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $420.00 price objective (down from $435.00) on shares of Alphabet in a report on Thursday, July 23rd. Six research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Alphabet has an average rating of “Buy” and an average target price of $415.55.

Alphabet Price Performance

GOOG stock opened at $335.31 on Monday. Alphabet Inc. has a one year low of $232.38 and a one year high of $404.47. 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 firm’s fifty day moving average is $346.96 and its 200 day moving average is $340.95. The firm has a market cap of $4.10 trillion, a PE ratio of 16.84, a P/E/G ratio of 0.97 and a beta of 1.21.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings data on Thursday, July 23rd. The information services provider reported $9.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.87 by $6.24. The business had revenue of $119.80 billion during the quarter, compared to the consensus estimate of $116.53 billion. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. The company’s revenue was up 24.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.31 earnings per share. On average, research analysts forecast that Alphabet Inc. will post 20.5 EPS for the current year.

Alphabet Dividend Announcement

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 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 presently 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.