Talon Private Wealth LLC Invests $527,000 in Alphabet Inc. $GOOG

Talon Private Wealth LLC purchased a new position in shares of Alphabet Inc. (NASDAQ:GOOG) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,837 shares of the information services provider’s stock, valued at approximately $527,000.

A number of other institutional investors and hedge funds have also bought and sold shares of GOOG. Gerber Kawasaki Wealth & Investment Management boosted its stake in shares of Alphabet by 1.0% in the 4th quarter. Gerber Kawasaki Wealth & Investment Management now owns 275,943 shares of the information services provider’s stock worth $86,596,000 after buying an additional 2,850 shares during the last quarter. Newbridge Financial Services Group Inc. grew its holdings in shares of Alphabet by 7.5% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 60,739 shares of the information services provider’s stock valued at $19,060,000 after acquiring an additional 4,239 shares in the last quarter. Violich Capital Management Inc. increased its position in shares of Alphabet by 1.0% during the fourth quarter. Violich Capital Management Inc. now owns 340,776 shares of the information services provider’s stock valued at $106,936,000 after acquiring an additional 3,378 shares during the last quarter. Wealthcare Advisory Partners LLC increased its position in shares of Alphabet by 12.1% during the fourth quarter. Wealthcare Advisory Partners LLC now owns 45,014 shares of the information services provider’s stock valued at $14,125,000 after acquiring an additional 4,848 shares during the last quarter. Finally, Robinhood Asset Management LLC bought a new stake in Alphabet during the fourth quarter worth $20,337,000. 27.26% of the stock is owned by hedge funds and other institutional investors.

Key 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.

Insider Activity at Alphabet

In other news, insider John Kent Walker sold 8,998 shares of the firm’s stock in a transaction 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 completion of the transaction, the insider directly owned 75,290 shares of the company’s stock, valued at $26,298,044.10. This trade represents a 10.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, 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 on Monday, July 27th. The shares were sold at an average price of $19.46, for a total value of $3,832,277.26. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 600,465 shares of company stock worth $16,228,202. Corporate insiders own 12.99% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the company. Royal Bank Of Canada reissued a “buy” rating and issued a $475.00 price objective on shares of Alphabet in a research report on Thursday, July 23rd. Canaccord Genuity Group set a $450.00 target price on Alphabet in a research note on Thursday, July 23rd. Weiss Ratings reissued a “buy (b)” rating on shares of Alphabet in a report on Friday, July 17th. Barclays restated an “overweight” rating and set a $425.00 price target (up from $405.00) on shares of Alphabet in a research report on Thursday, July 23rd. Finally, Pivotal Research raised their price objective on shares of Alphabet from $470.00 to $475.00 and gave the stock a “buy” rating in a report on Thursday, July 23rd. Seven research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, Alphabet presently has a consensus rating of “Buy” and an average price target of $410.09.

Alphabet Stock Up 1.0%

GOOG stock opened at $335.76 on Thursday. The stock has a fifty day moving average of $357.27 and a 200-day moving average of $337.75. Alphabet Inc. has a fifty-two week low of $188.70 and a fifty-two week high of $404.47. The company has a market capitalization of $4.07 trillion, a price-to-earnings ratio of 16.86, a PEG ratio of 0.95 and a beta of 1.23. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.64 and a current ratio of 2.72.

Alphabet (NASDAQ:GOOG) last released its quarterly earnings data on Wednesday, July 22nd. The information services provider reported $9.11 EPS for the quarter, beating the consensus estimate of $2.87 by $6.24. The business had revenue of $119.80 billion for 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 period in the prior year, the firm earned $2.31 earnings per share. As a group, equities research analysts predict that Alphabet Inc. will post 20.15 earnings per share for the current year.

Alphabet Announces Dividend

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 issued a $0.22 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.88 annualized dividend and a yield of 0.3%. Alphabet’s dividend payout ratio (DPR) 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.