Mufg Securities Americas Inc. Acquires 12,974 Shares of Alphabet Inc. $GOOG

Mufg Securities Americas Inc. lifted its holdings in Alphabet Inc. (NASDAQ:GOOG) by 10.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 142,353 shares of the information services provider’s stock after purchasing an additional 12,974 shares during the period. Alphabet accounts for approximately 2.6% of Mufg Securities Americas Inc.’s portfolio, making the stock its 7th biggest holding. Mufg Securities Americas Inc.’s holdings in Alphabet were worth $50,298,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in GOOG. Castlekeep Investment Advisors LLC bought a new position in Alphabet in the 2nd quarter worth approximately $29,000. Lifetime Wealth Management P.C. bought a new stake in shares of Alphabet in the fourth quarter valued at approximately $38,000. Imprint Wealth LLC acquired a new stake in shares of Alphabet in the third quarter worth $31,000. Bard Associates Inc. bought a new position in Alphabet during the fourth quarter worth $41,000. Finally, Commonwealth Retirement Investments LLC bought a new position in Alphabet during the fourth quarter worth $45,000. Institutional investors and hedge funds own 27.26% of the company’s stock.

Insider Buying and Selling at Alphabet

In other Alphabet news, CAO Marsida Saraci sold 449 shares of Alphabet stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $333.20, for a total transaction of $149,606.80. Following the sale, the chief accounting officer directly owned 27,386 shares of the company’s stock, valued at approximately $9,125,015.20. The trade was a 1.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider John Kent Walker sold 8,998 shares of the company’s stock in a transaction that occurred on 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 represents a 10.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 451,925 shares of company stock worth $12,371,544 in the last three months. 12.99% of the stock is currently owned by company insiders.

Alphabet Trading Up 0.5%

Shares of Alphabet stock opened at $333.78 on Thursday. Alphabet Inc. has a 52-week low of $225.12 and a 52-week high of $404.47. The firm has a market capitalization of $4.08 trillion, a PE ratio of 16.76, a price-to-earnings-growth ratio of 0.96 and a beta of 1.21. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.72 and a quick ratio of 2.64. The company’s fifty day moving average price is $347.01 and its two-hundred day moving average price is $340.52.

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

Alphabet Announces Dividend

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

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: A federal judge rejected the U.S. Justice Department’s request to force Google to sell its AdX advertising exchange. The ruling removes the most severe breakup risk, although Google must make operational changes to address antitrust concerns. This was the clearest immediate catalyst for Alphabet’s strength. Google defeats US bid to force ad tech sale
• Positive Sentiment: Google launched or prepared to launch Gemini 3.8 Flash, a model designed to improve coding and cybersecurity capabilities. Investors view the release as evidence that Alphabet is narrowing the gap with OpenAI and Anthropic in enterprise AI. Google launches Gemini 3.8 Flash
• Positive Sentiment: Recent reports continue to highlight strong AI demand, cloud revenue growth and expanding infrastructure investment. Alphabet’s latest reported quarter showed 24.2% year-over-year revenue growth and a substantial earnings beat, supporting the view that Cloud and AI can offset pressure on the core advertising business. Alphabet reports strong growth fueled by AI demand and cloud revenue
• Positive Sentiment: Berkshire Hathaway CEO Greg Abel described Alphabet as a significant AI player and explained Berkshire’s decision to make it one of its largest holdings. The endorsement may strengthen investor confidence in Alphabet’s long-term AI strategy. Berkshire CEO discusses Alphabet stake
• Positive Sentiment: Alphabet agreed to purchase roughly 396 megawatts of enhanced-geothermal power from Fervo Energy for a planned Utah data center, with potential expansion toward 1 gigawatt. The agreement supports reliable, lower-carbon electricity for AI infrastructure. Google buys geothermal power from Fervo
• Neutral Sentiment: Waymo expanded paid robotaxi service to Denver, San Diego and Tampa, bringing operations to 14 U.S. cities. The move offers longer-term optionality but is unlikely to materially affect near-term Alphabet earnings. Waymo expands robotaxi service
• Negative Sentiment: The antitrust ruling still found illegal conduct and requires changes to Google’s digital advertising operations, leaving potential compliance costs and future regulatory risk. Judge orders changes to Google ad business
• Negative Sentiment: Analysts and technical commentators warn that GOOG is approaching bear-market territory and testing important support near $323. Concerns about elevated AI capital spending, margin pressure and increasingly intense competition in search advertising could limit further gains.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on GOOG. Cantor Fitzgerald reissued an “overweight” rating and issued a $420.00 price target (down from $435.00) on shares of Alphabet in a report on Thursday, July 23rd. Freedom Capital upgraded shares of Alphabet from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 23rd. TD Cowen reiterated a “buy” rating and issued a $475.00 target price on shares of Alphabet in a research note on Thursday, July 23rd. The Goldman Sachs Group reissued a “buy” rating and set a $450.00 target price on shares of Alphabet in a research report on Thursday, May 21st. Finally, DZ Bank upgraded Alphabet to a “strong-buy” rating in a research note on Thursday, July 23rd. Six equities 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. According to data from MarketBeat.com, Alphabet has an average rating of “Buy” and a consensus price target of $415.55.

Alphabet 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.