Silvant Capital Management LLC Increases Holdings in Alphabet Inc. $GOOG

Silvant Capital Management LLC raised its stake in Alphabet Inc. (NASDAQ:GOOG) by 8.8% during the 2nd quarter, HoldingsChannel reports. The firm owned 55,512 shares of the information services provider’s stock after acquiring an additional 4,477 shares during the quarter. Alphabet accounts for about 0.6% of Silvant Capital Management LLC’s portfolio, making the stock its 29th largest position. Silvant Capital Management LLC’s holdings in Alphabet were worth $19,614,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Providence Wealth Advisors LLC boosted its holdings in Alphabet by 0.3% in the 1st quarter. Providence Wealth Advisors LLC now owns 10,508 shares of the information services provider’s stock worth $3,094,000 after acquiring an additional 29 shares during the period. One Charles Private Wealth Services LLC increased its stake in Alphabet by 0.6% during the 1st quarter. One Charles Private Wealth Services LLC now owns 4,844 shares of the information services provider’s stock worth $1,390,000 after buying an additional 29 shares during the period. Wisconsin Wealth Advisors LLC lifted its holdings in Alphabet by 1.3% in the 2nd quarter. Wisconsin Wealth Advisors LLC now owns 2,223 shares of the information services provider’s stock worth $785,000 after buying an additional 29 shares in the last quarter. Cannon Financial Strategists Inc. lifted its holdings in Alphabet by 1.9% in the 4th quarter. Cannon Financial Strategists Inc. now owns 1,589 shares of the information services provider’s stock worth $499,000 after buying an additional 30 shares in the last quarter. Finally, Financial Enhancement Group LLC boosted its position in Alphabet by 2.3% in the 1st quarter. Financial Enhancement Group LLC now owns 1,323 shares of the information services provider’s stock valued at $380,000 after buying an additional 30 shares during the last quarter. Institutional investors and hedge funds own 27.26% of the company’s stock.

Alphabet Stock Performance

Shares of GOOG opened at $337.71 on Friday. The stock has a market capitalization of $4.13 trillion, a PE ratio of 16.96, a price-to-earnings-growth ratio of 0.95 and a beta of 1.23. The business’s fifty day moving average price is $348.28 and its 200 day moving average price is $339.95. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.72 and a quick ratio of 2.64. Alphabet Inc. has a 12-month low of $206.96 and a 12-month high of $404.47.

Alphabet (NASDAQ:GOOG) last released its earnings results on Thursday, July 23rd. The information services provider reported $9.11 earnings per share for the quarter, beating the consensus estimate 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%. The firm’s revenue for the quarter was up 24.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.31 earnings per share. Equities research analysts forecast that Alphabet Inc. will post 20.51 EPS for the current year.

Alphabet Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, September 14th. Investors of record on Monday, September 7th will be given a dividend of $0.22 per share. This represents a $0.88 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Friday, September 4th. Alphabet’s dividend payout ratio is currently 4.42%.

Insider Buying and Selling at Alphabet

In related news, CAO Marsida Saraci sold 449 shares of the 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 sale, the chief accounting officer owned 27,386 shares in the company, valued at $9,125,015.20. This represents a 1.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider John Kent Walker sold 8,998 shares of the stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $349.29, for a total value of $3,142,911.42. Following the sale, the insider owned 75,290 shares in the company, valued at $26,298,044.10. The trade was a 10.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 451,843 shares of company stock worth $12,343,852 in the last quarter. 12.99% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

GOOG has been the topic of several recent analyst reports. JPMorgan Chase & Co. cut their price target on Alphabet from $460.00 to $420.00 and set an “overweight” rating on the stock in a research note on Thursday, July 23rd. Rosenblatt Securities initiated coverage on Alphabet in a research note on Thursday, August 20th. They set a “buy” rating for the company. Cantor Fitzgerald reissued an “overweight” rating and set a $420.00 price target (down from $435.00) on shares of Alphabet in a research report on Thursday, July 23rd. Piper Sandler reaffirmed an “overweight” rating and issued a $395.00 price target (down from $445.00) on shares of Alphabet in a report on Thursday, July 23rd. Finally, Stifel Nicolaus set a $420.00 price objective on shares of Alphabet in a research note on Wednesday, May 20th. Six investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $415.55.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google employees are reportedly testing Gemini 3.8 Flash, suggesting a new model could launch soon and strengthen Alphabet’s competitive position in generative AI. The company also hired AI researcher Barret Zoph as a Google DeepMind research vice president. Google employees are already testing the next Gemini Flash AI model
• Positive Sentiment: Wolfe Research named Alphabet a top 2027 stock pick and set a $460 target, citing accelerating Google Cloud growth and expanding AI monetization opportunities. Analysts also highlighted strong advertising performance, including reported 14.4% second-quarter ad-revenue growth. Alphabet is a top 2027 stock pick
• Positive Sentiment: Google expanded AI Mode with tools to track flight prices and help users book hotels, potentially increasing commercial activity and supporting future search-related revenue. Google’s AI Mode can now track flight prices, help book hotels, and more
• Neutral Sentiment: Alphabet joined more than 100 technology companies in calling for coordinated defenses against rogue-AI cyber threats. The move may support responsible-AI efforts but also underscores growing scrutiny of the sector. Companies call for action to defend against rogue AI
• Negative Sentiment: The FTC is reportedly in the final stages of investigating whether YouTube violated consumer-protection laws by suspending users’ accounts and may prepare a lawsuit. Potential penalties, compliance costs and restrictions on YouTube’s policies are weighing on sentiment. US FTC probes YouTube over social media policies
• Negative Sentiment: Google agreed to pay approximately $353 million to settle a U.K. class-action lawsuit brought by app developers over fees, creating a direct financial charge and potentially raising concerns about additional platform-related claims. Google agrees to settle UK app developers’ lawsuit
• Negative Sentiment: Law firms including Pomerantz and Frank R. Cruz announced investigations into possible securities-law violations. These notices are typically investor-solicitation announcements rather than new findings, but they add to the negative legal-news flow. Pomerantz investor alert

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.