Sava Penzisko Drushtvo A.D. Skopje Makes New $7.98 Million Investment in Alphabet Inc. $GOOG

Sava Penzisko Drushtvo A.D. Skopje acquired a new stake in shares of Alphabet Inc. (NASDAQ:GOOG) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 32,779 shares of the information services provider’s stock, valued at approximately $7,983,000. Alphabet comprises about 2.6% of Sava Penzisko Drushtvo A.D. Skopje’s investment portfolio, making the stock its 17th biggest position.

A number of other institutional investors and hedge funds have also modified their holdings of GOOG. University of Illinois Foundation bought a new position in Alphabet during the 2nd quarter valued at about $31,000. Manning & Napier Advisors LLC purchased a new position in shares of Alphabet during the third quarter valued at approximately $32,000. Horrell Capital Management Inc. lifted its position in Alphabet by 100.0% during the second quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider’s stock valued at $35,000 after purchasing an additional 100 shares during the period. Tripletail Wealth Management LLC bought a new position in Alphabet during the third quarter valued at approximately $40,000. Finally, Decker Retirement Planning Inc. raised its stake in Alphabet by 60.9% during the 2nd quarter. Decker Retirement Planning Inc. now owns 251 shares of the information services provider’s stock valued at $45,000 after buying an additional 95 shares during the last quarter. Institutional investors own 27.26% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have issued reports on GOOG. Weiss Ratings restated a “buy (b)” rating on shares of Alphabet in a research note on Wednesday, January 21st. Raymond James Financial upgraded shares of Alphabet from an “outperform” rating to a “strong-buy” rating and increased their price target for the stock from $315.00 to $400.00 in a research report on Thursday, January 22nd. DA Davidson set a $300.00 price objective on shares of Alphabet in a research report on Tuesday, November 25th. Wells Fargo & Company upgraded Alphabet from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 23rd. Finally, Oppenheimer reiterated an “outperform” rating and set a $360.00 target price on shares of Alphabet in a research report on Thursday, February 5th. Nine analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $343.90.

Insiders Place Their Bets

In other news, insider John Kent Walker sold 47,574 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $301.45, for a total transaction of $14,341,182.30. Following the completion of the transaction, the insider directly owned 13,227 shares in the company, valued at approximately $3,987,279.15. This represents a 78.25% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Sundar Pichai sold 32,500 shares of the firm’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $303.92, for a total transaction of $9,877,400.00. Following the completion of the transaction, the chief executive officer directly owned 2,818,524 shares of the company’s stock, valued at approximately $856,605,814.08. This trade represents a 1.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 2,112,482 shares of company stock worth $119,145,289. Insiders own 12.99% of the company’s stock.

Alphabet Price Performance

Shares of NASDAQ:GOOG opened at $311.43 on Friday. The firm has a market cap of $3.77 trillion, a price-to-earnings ratio of 28.81, a P/E/G ratio of 1.82 and a beta of 1.10. The firm has a fifty day moving average price of $321.49 and a 200 day moving average price of $283.36. Alphabet Inc. has a fifty-two week low of $142.66 and a fifty-two week high of $350.15. The company has a debt-to-equity ratio of 0.11, a quick ratio of 2.01 and a current ratio of 2.01.

Alphabet (NASDAQ:GOOG) last announced its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, topping the consensus estimate of $2.59 by $0.23. The business had revenue of $113.83 billion for the quarter, compared to analysts’ expectations of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The business’s quarterly revenue was up 18.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.15 EPS. As a group, sell-side analysts expect that Alphabet Inc. will post 8.89 earnings per share for the current fiscal year.

Alphabet Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be issued a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, March 9th. Alphabet’s dividend payout ratio (DPR) is currently 7.77%.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google rolled out Nano Banana 2, an upgraded AI image generator with faster performance and better text handling — reinforces product leadership for Gemini/search integrations and helps drive user engagement across Google services. Google launches Nano Banana 2
• Positive Sentiment: Alphabet reportedly struck a multibillion-dollar deal to rent its AI chips (TPUs) to Meta — a direct revenue and margin-positive outcome from Alphabet’s AI infrastructure investments. Google signs multibillion-dollar AI chip deal with Meta
• Positive Sentiment: Alphabet is securing power supply agreements for data centers (deals with AES and Xcel), which reduces execution risk for its AI/cloud buildout and supports continued capacity expansion. Alphabet Secures Power Deals
• Positive Sentiment: South Korea approved Google’s request to export high?precision map data, opening commercial opportunities for Google Maps and Waymo in a market previously restricted — potential revenue and product expansion tailwind. South Korea approves Google bid
• Positive Sentiment: Heavy investors continue to add to Alphabet: notable buying by billionaire Stanley Druckenmiller was reported — an endorsement that can support sentiment among long-term institutional investors. Druckenmiller buys Alphabet
• Neutral Sentiment: Analyst coverage and buy ratings remain favorable (recent upgrades and positive notes on cloud/AI), supporting longer-term upside expectations even after concerns about spending. MarketBeat coverage
• Neutral Sentiment: Short-interest updates in available feeds show anomalous/zero reporting and NaN changes — appears to be noisy data and unlikely to be driving today’s move. (Data entries flagged as 0/NaN.)
• Negative Sentiment: Belgian competition authorities opened a probe into Google’s online ad pricing practices — a regulatory risk that could pressure ad margins or lead to fines/operational changes in Europe. Belgian watchdog probe
• Negative Sentiment: Competitive pressure intensified after OpenAI raised massive funding with Amazon/Nvidia/Microsoft as backers — concentrates AI competition and could blunt parts of Google’s enterprise opportunity or pricing power. OpenAI record funding report
• Negative Sentiment: Investor cautions: critics (Michael Burry, some options trade services) have flagged Alphabet’s aggressive AI capex and warned of margin pressure — a reminder of downside risk if spending outpaces near-term monetization. Michael Burry on Google’s AI spending

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.