69,000 Shares in Alphabet Inc. $GOOG Bought by PKO Investment Management Joint Stock Co

PKO Investment Management Joint Stock Co purchased a new position in shares of Alphabet Inc. (NASDAQ:GOOG) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 69,000 shares of the information services provider’s stock, valued at approximately $21,652,000. Alphabet makes up about 1.7% of PKO Investment Management Joint Stock Co’s portfolio, making the stock its 14th biggest holding.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. lifted its stake in Alphabet by 2.0% in the 4th quarter. Vanguard Group Inc. now owns 421,013,782 shares of the information services provider’s stock valued at $132,114,125,000 after purchasing an additional 8,128,234 shares during the last quarter. JPMorgan Chase & Co. increased its position in Alphabet by 8.6% during the third quarter. JPMorgan Chase & Co. now owns 99,529,742 shares of the information services provider’s stock worth $24,240,469,000 after buying an additional 7,904,434 shares during the last quarter. Danske Bank A S bought a new stake in Alphabet in the third quarter valued at approximately $678,198,000. PFA Pension Forsikringsaktieselskab bought a new stake in Alphabet in the fourth quarter valued at approximately $869,781,000. Finally, Holocene Advisors LP acquired a new stake in shares of Alphabet in the second quarter valued at approximately $455,745,000. Institutional investors own 27.26% of the company’s stock.

Alphabet Price Performance

Shares of NASDAQ GOOG opened at $383.82 on Wednesday. The firm has a market cap of $4.65 trillion, a P/E ratio of 29.28, a price-to-earnings-growth ratio of 1.58 and a beta of 1.25. The business’s 50 day moving average is $321.91 and its 200-day moving average is $314.45. The company has a current ratio of 1.92, a quick ratio of 1.92 and a debt-to-equity ratio of 0.16. Alphabet Inc. has a 1-year low of $157.58 and a 1-year high of $398.37.

Alphabet (NASDAQ:GOOG) last released its quarterly earnings results on Thursday, April 30th. The information services provider reported $5.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.68 by $2.43. Alphabet had a return on equity of 38.99% and a net margin of 37.92%.The business had revenue of $109.90 billion during the quarter, compared to the consensus estimate of $106.96 billion. During the same period in the previous year, the company posted $2.81 EPS. The firm’s quarterly revenue was up 21.8% on a year-over-year basis. Equities research analysts predict that Alphabet Inc. will post 14.29 earnings per share for the current year.

Alphabet Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Monday, June 8th will be given a $0.22 dividend. The ex-dividend date of this dividend is Monday, June 8th. This is a boost from Alphabet’s previous quarterly dividend of $0.21. This represents a $0.88 dividend on an annualized basis and a dividend yield of 0.2%. Alphabet’s dividend payout ratio (DPR) is presently 6.41%.

Analyst Ratings Changes

Several research analysts have recently commented on GOOG shares. Scotiabank reiterated an “outperform” rating and set a $450.00 target price (up from $400.00) on shares of Alphabet in a research note on Thursday, April 30th. Freedom Capital downgraded Alphabet from a “strong-buy” rating to a “hold” rating in a report on Monday, May 4th. UBS Group reaffirmed a “neutral” rating and set a $348.00 price objective (up from $345.00) on shares of Alphabet in a research report on Thursday, February 12th. Pivotal Research reiterated a “buy” rating and issued a $470.00 price objective (up from $420.00) on shares of Alphabet in a report on Wednesday, April 29th. Finally, Wedbush reissued an “outperform” rating and issued a $370.00 price objective on shares of Alphabet in a research report on Thursday, February 5th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and an average price target of $362.73.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google is leaning harder into AI across Android, unveiling Gemini-powered features that can handle more multi-step tasks, plus new “Googlebooks” AI-native laptops and other ecosystem upgrades. That reinforces Alphabet’s AI growth narrative and could help drive more usage across Search, Android, and Chrome. Everything Google announced at its Android Show, from Googlebooks to vibe-coded widgets
• Positive Sentiment: Alphabet is reportedly in advanced talks with SpaceX to explore orbital data centers, a potentially ambitious expansion of its cloud and AI infrastructure strategy. Investors appear to be reading this as another signal that Google is pushing aggressively to stay ahead in next-generation compute. SpaceX, Google in Talks to Explore Data Centers in Orbit
• Positive Sentiment: Google also expanded its commerce ecosystem by integrating Affirm pay-over-time options into Gemini and Search via Google Pay, which could improve conversion rates and strengthen monetization in AI-driven shopping. Affirm Brings Pay-Over-Time Options to Google AI Platforms
• Positive Sentiment: Alphabet continues to benefit from strong analyst sentiment after its latest quarter, with multiple buy ratings and price targets clustered above current levels, reflecting confidence in cloud growth and AI monetization. Alphabet Stock (GOOG) Opinions on SpaceX Orbital Data Centers Talks
• Neutral Sentiment: Google’s Threat Intelligence Group said it thwarted an AI-enabled hacking effort, highlighting both its cybersecurity capabilities and the growing risk of AI-powered attacks. The news is important operationally, but its stock impact is likely limited unless it leads to broader enterprise-security adoption. Hackers pushing innovation in AI-enabled hacking operations, Google says
• Neutral Sentiment: Alphabet is planning to tap debt markets, including a possible first yen bond sale, to fund its heavy AI infrastructure spending. That supports long-term growth ambitions, but it also raises near-term questions about capex intensity and returns on investment. Alphabet considers first yen bond sale to fund AI goals
• Negative Sentiment: Reuters reported that Google offered changes to its spam policy in an effort to avoid an EU antitrust fine. While not necessarily a major financial hit, the development keeps regulatory pressure on Alphabet in focus. Alphabet Inc.’s (GOOG) Google Offers Spam Policy Changes to Avert EU Antitrust Fine, Reuters Reports

Insider Buying and Selling

In other Alphabet news, Director Frances Arnold sold 102 shares of the business’s stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $371.00, for a total value of $37,842.00. Following the completion of the sale, the director owned 18,621 shares of the company’s stock, valued at $6,908,391. The trade was a 0.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO Amie Thuener O’toole sold 617 shares of the stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $289.63, for a total transaction of $178,701.71. Following the transaction, the chief accounting officer owned 10,093 shares in the company, valued at approximately $2,923,235.59. The trade was a 5.76% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 158,553 shares of company stock valued at $47,951,856 in the last 90 days. 12.99% of the stock is currently owned by corporate insiders.

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.