Kepler Cheuvreux Suisse SA Purchases Shares of 68,201 Alphabet Inc. $GOOG

Kepler Cheuvreux Suisse SA purchased a new stake in Alphabet Inc. (NASDAQ:GOOG) in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 68,201 shares of the information services provider’s stock, valued at approximately $16,610,000.

Several other large investors also recently made changes to their positions in GOOG. Robinson Smith Wealth Advisors LLC lifted its position in Alphabet by 1.8% in the 3rd quarter. Robinson Smith Wealth Advisors LLC now owns 2,070 shares of the information services provider’s stock valued at $504,000 after acquiring an additional 36 shares in the last quarter. Searle & CO. increased its holdings in Alphabet by 0.6% during the 3rd quarter. Searle & CO. now owns 5,703 shares of the information services provider’s stock worth $1,389,000 after purchasing an additional 36 shares in the last quarter. Navellier & Associates Inc. raised its stake in shares of Alphabet by 0.6% in the 3rd quarter. Navellier & Associates Inc. now owns 5,846 shares of the information services provider’s stock valued at $1,424,000 after purchasing an additional 36 shares during the period. BankPlus Wealth Management LLC raised its stake in shares of Alphabet by 1.2% in the 3rd quarter. BankPlus Wealth Management LLC now owns 3,143 shares of the information services provider’s stock valued at $766,000 after purchasing an additional 37 shares during the period. Finally, Activest Wealth Management lifted its holdings in shares of Alphabet by 0.5% in the third quarter. Activest Wealth Management now owns 7,997 shares of the information services provider’s stock valued at $1,948,000 after purchasing an additional 38 shares in the last quarter. Institutional investors own 27.26% of the company’s stock.

Alphabet Price Performance

NASDAQ:GOOG opened at $306.93 on Wednesday. The company has a debt-to-equity ratio of 0.11, a quick ratio of 2.01 and a current ratio of 2.01. The stock’s 50-day simple moving average is $319.96 and its 200 day simple moving average is $288.87. The company has a market cap of $3.71 trillion, a P/E ratio of 28.39, a P/E/G ratio of 1.79 and a beta of 1.10. Alphabet Inc. has a 52-week low of $142.66 and a 52-week high of $350.15.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings results on Thursday, February 5th. The information services provider reported $2.82 EPS for the quarter, beating the consensus estimate of $2.59 by $0.23. The firm had revenue of $113.83 billion during the quarter, compared to analysts’ expectations of $111.24 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The business’s quarterly revenue was up 18.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.15 earnings per share. As a group, sell-side analysts forecast that Alphabet Inc. will post 8.89 EPS for the current fiscal year.

Alphabet Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 9th will be issued a $0.21 dividend. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, March 9th. Alphabet’s dividend payout ratio is presently 7.77%.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google has integrated Gemini AI into Docs, Sheets, Slides and Drive and unveiled the new Gemini Embedding 2 model — this expands monetizable AI features across Workspace and improves developer tools for embeddings, supporting cloud and ads monetization prospects. Alphabet (GOOGL) Stock Rises as Gemini AI Powers Workspace Automation
• Positive Sentiment: French broadcaster Canal+ signed a multi‑year deal to use Google Cloud AI for production and recommendations — a tangible enterprise cloud win that validates Google Cloud’s generative AI pitch and should support recurring revenue. Canal+ taps Google’s AI for video production, content recommendation
• Positive Sentiment: The Pentagon rollout (Agent Designer on GenAI.mil) and reports that Gemini agents will be used across millions of defense personnel reinforce large-scale government adoption of Google’s AI tools, a material credibility and revenue catalyst for enterprise AI. Google deepens Pentagon AI push after Anthropic sues Trump administration
• Positive Sentiment: Market and analyst commentary view Alphabet’s pullback as a potential buying opportunity; several firms raised targets and institutional inflows remain strong, supporting upside if technical levels hold. Alphabet’s Pullback May Be Opening a New Entry Point
• Positive Sentiment: Expanded commercial partnerships (e.g., Waystar/CVS-related Google Cloud deployments) illustrate incremental enterprise traction beyond advertising, diversifying future revenue drivers. Alphabet Inc. (GOOG) Announced Expanded Partnership Between Waystar and Google Cloud
• Neutral Sentiment: OpenAI plans to integrate Sora video AI into ChatGPT, intensifying product competition in generative AI — a strategic risk but not an immediate revenue hit for Alphabet. OpenAI Bets on Sora Video AI — Will ChatGPT Finally Rival Google Gemini?
• Neutral Sentiment: Alphabet is reported as an investor in SoftBank’s PayPay IPO — a non-core financial exposure with limited near-term impact on Google’s operating results. SoftBank’s PayPay plans to price US IPO around low end of range, sources say
• Negative Sentiment: Nvidia’s HBM memory shortage could push up AI infrastructure costs for large model training and inference, pressuring margins for cloud providers and large AI consumers including Google Cloud. Nvidia’s (NVDA) Memory Shortage Could Cause Google (GOOGL) Billions
• Negative Sentiment: Industry moves to pass digital service taxes to advertisers (Meta following Google) suggest margin pressure or revenue mix impacts in certain markets and regulatory scrutiny that could dent ad growth in Europe. Meta to charge advertisers a fee to offset Europe’s digital taxes

Analysts Set New Price Targets

Several research firms have recently weighed in on GOOG. Oppenheimer reaffirmed an “outperform” rating and set a $360.00 price objective on shares of Alphabet in a research report on Thursday, February 5th. DA Davidson set a $300.00 target price on Alphabet in a research report on Tuesday, November 25th. Citigroup restated a “market outperform” rating on shares of Alphabet in a research note on Wednesday, December 17th. Canaccord Genuity Group upped their price target on Alphabet from $330.00 to $390.00 and gave the stock a “buy” rating in a research report on Wednesday, January 7th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and set a $365.00 price target on shares of Alphabet in a research note on Monday, January 5th. Nine equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $343.90.

Insider Buying and Selling

In other Alphabet news, CAO Amie Thuener O’toole sold 955 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $298.00, for a total transaction of $284,590.00. Following the sale, the chief accounting officer directly owned 9,918 shares of the company’s stock, valued at approximately $2,955,564. This represents a 8.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director John L. Hennessy sold 600 shares of the stock in a transaction on Friday, February 13th. The shares were sold at an average price of $306.73, for a total transaction of $184,038.00. Following the completion of the sale, the director owned 20,624 shares of the company’s stock, valued at approximately $6,325,999.52. This represents a 2.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,112,493 shares of company stock worth $118,605,094 in the last quarter. 12.99% of the stock is owned by company insiders.

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.