Banco Bilbao Vizcaya Argentaria S.A. Has $55.21 Million Stake in Alibaba Group Holding Limited $BABA

Banco Bilbao Vizcaya Argentaria S.A. boosted its holdings in Alibaba Group Holding Limited (NYSE:BABA) by 27.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 375,874 shares of the specialty retailer’s stock after purchasing an additional 81,428 shares during the period. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Alibaba Group were worth $55,214,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Capital World Investors boosted its stake in shares of Alibaba Group by 7.7% during the 4th quarter. Capital World Investors now owns 6,505,165 shares of the specialty retailer’s stock worth $953,527,000 after buying an additional 466,847 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its position in shares of Alibaba Group by 7,680.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 6,014,147 shares of the specialty retailer’s stock valued at $881,554,000 after acquiring an additional 5,936,847 shares during the last quarter. Fisher Asset Management LLC raised its holdings in Alibaba Group by 0.8% during the fourth quarter. Fisher Asset Management LLC now owns 5,335,894 shares of the specialty retailer’s stock worth $782,135,000 after acquiring an additional 42,297 shares in the last quarter. Norges Bank bought a new stake in Alibaba Group during the fourth quarter worth about $594,477,000. Finally, American Century Companies Inc. boosted its position in Alibaba Group by 17.7% during the third quarter. American Century Companies Inc. now owns 2,987,539 shares of the specialty retailer’s stock valued at $533,964,000 after purchasing an additional 448,484 shares during the last quarter. 13.47% of the stock is currently owned by institutional investors and hedge funds.

More Alibaba Group News

Here are the key news stories impacting Alibaba Group this week:

• Positive Sentiment: Alibaba unveiled new AI models built for robots, signaling a deeper push into “physical AI” and expanding its cloud/AI strategy beyond chatbots. Reuters article: Alibaba unveils AI models for robots, amid shift from chatbots to agents
• Positive Sentiment: The company is also widening its global reach, with reports on Alibaba Cloud’s international expansion and efforts to help Pakistani businesses sell more globally, which could support future revenue growth. China Daily article: Alibaba Cloud eyes faster globalization ProPakistani article: Alibaba Will Help Pakistani Businesses Sell More Globally
• Neutral Sentiment: Analyst commentary has been mixed: some see Alibaba’s Qwen-Robot initiative as strategically important, but others say rising costs, a valuation premium, and volatility could limit near-term upside. Zacks article: New Qwen Models Fuel BABA’s Robotics Ambitions? Hold the Stock Now?
• Neutral Sentiment: There was also unusual options activity, with traders buying far more put options than usual, suggesting hedging or bearish sentiment, though it does not by itself prove a fundamental change.
• Negative Sentiment: Alibaba remains under geopolitical pressure after the Pentagon blacklisted the company over alleged military ties, a headline that can weigh on sentiment despite Alibaba’s denial. Yahoo Finance article: Alibaba Group Holding Ltd (BABA): Looking Beyond Pentagon’s Black List
• Negative Sentiment: Broader market commentary on Chinese stocks has been weak, with investors favoring AI winners elsewhere and leaving internet/consumer names like Alibaba out of favor. Bloomberg/Yahoo Finance article: China Stock Gauge Sinks as Traders Favor AI Winners Elsewhere
• Negative Sentiment: Reports that Alibaba may be pursuing a large bid for grocery delivery company Pupu also raise execution and capital-allocation concerns, especially if the deal is expensive. Benzinga article: Alibaba Reportedly Eyeing A Super-Sized Bid For Pupu Following Meituan’s Dingdong Deal

Alibaba Group Stock Down 3.2%

BABA opened at $107.45 on Thursday. The stock has a fifty day moving average of $129.36 and a 200-day moving average of $142.81. The company has a market capitalization of $257.79 billion, a P/E ratio of 17.64, a P/E/G ratio of 1.90 and a beta of 0.47. Alibaba Group Holding Limited has a fifty-two week low of $103.71 and a fifty-two week high of $192.67. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.28 and a current ratio of 1.28.

Alibaba Group (NYSE:BABA) last released its quarterly earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. Alibaba Group had a net margin of 10.31% and a return on equity of 4.76%. The business had revenue of $35.30 billion for the quarter. On average, equities analysts expect that Alibaba Group Holding Limited will post 6.75 EPS for the current year.

Alibaba Group Dividend Announcement

The firm also recently announced an annual dividend, which will be paid on Monday, July 13th. Stockholders of record on Thursday, June 11th will be issued a dividend of $1.05 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a dividend yield of 93.0%. Alibaba Group’s dividend payout ratio (DPR) is currently 16.91%.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the company. Mizuho raised their price target on Alibaba Group from $190.00 to $195.00 and gave the company an “outperform” rating in a research note on Thursday, May 14th. Weiss Ratings reissued a “hold (c+)” rating on shares of Alibaba Group in a research note on Wednesday, May 27th. Susquehanna upped their price target on shares of Alibaba Group from $170.00 to $185.00 and gave the stock a “positive” rating in a research report on Friday, May 15th. Morgan Stanley increased their price target on shares of Alibaba Group from $180.00 to $190.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Finally, Wall Street Zen raised shares of Alibaba Group from a “sell” rating to a “hold” rating in a research report on Saturday, May 23rd. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Alibaba Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $188.76.

Alibaba Group Profile

Alibaba Group Holding Limited is a Chinese multinational conglomerate founded in 1999 in Hangzhou, China, by Jack Ma and a group of co?founders. The company built its business around internet-based commerce and related services and has grown into one of the largest e-commerce and technology companies in the world. Alibaba completed a high?profile initial public offering on the New York Stock Exchange in 2014.

The company operates a portfolio of online marketplaces and platforms serving different customer segments: Alibaba.com for global and domestic B2B trade, Taobao for consumer-to-consumer shopping, and Tmall for brand and retailer storefronts targeted at Chinese consumers.