Alibaba Group Holding Limited $BABA is Ma Investment Partnership LP’s 8th Largest Position

Ma Investment Partnership LP reduced its stake in Alibaba Group Holding Limited (NYSE:BABA) by 33.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 100,000 shares of the specialty retailer’s stock after selling 50,000 shares during the period. Alibaba Group comprises 6.0% of Ma Investment Partnership LP’s investment portfolio, making the stock its 8th largest position. Ma Investment Partnership LP’s holdings in Alibaba Group were worth $12,546,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in BABA. Capital World Investors grew its holdings in shares of Alibaba Group by 7.7% in the fourth quarter. Capital World Investors now owns 6,505,165 shares of the specialty retailer’s stock worth $953,527,000 after purchasing an additional 466,847 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its stake 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 worth $881,554,000 after buying an additional 5,936,847 shares during the period. Fisher Asset Management LLC raised its holdings in Alibaba Group by 0.8% during the 4th quarter. Fisher Asset Management LLC now owns 5,335,894 shares of the specialty retailer’s stock valued at $782,135,000 after buying an additional 42,297 shares during the last quarter. Norges Bank bought a new stake in Alibaba Group during the 4th quarter valued at $594,477,000. Finally, AMF Tjanstepension AB boosted its position in Alibaba Group by 4.1% during the 1st quarter. AMF Tjanstepension AB now owns 2,206,634 shares of the specialty retailer’s stock valued at $276,844,000 after buying an additional 86,613 shares during the period. Hedge funds and other institutional investors own 13.47% of the company’s stock.

Alibaba Group Stock Up 0.3%

Shares of Alibaba Group stock opened at $115.37 on Wednesday. The company has a current ratio of 1.28, a quick ratio of 1.28 and a debt-to-equity ratio of 0.21. Alibaba Group Holding Limited has a 12-month low of $91.99 and a 12-month high of $192.67. The company has a market cap of $276.55 billion, a P/E ratio of 18.94, a PEG ratio of 2.12 and a beta of 0.51. The company’s fifty day simple moving average is $113.68 and its two-hundred day simple moving average is $133.44.

Alibaba Group (NYSE:BABA) last posted its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. The firm had revenue of $35.30 billion during the quarter. Alibaba Group had a net margin of 10.31% and a return on equity of 4.76%. Research analysts anticipate that Alibaba Group Holding Limited will post 6.28 EPS for the current year.

Alibaba Group Dividend Announcement

The business also recently declared an annual dividend, which was paid on Monday, July 13th. Investors of record on Thursday, June 11th were paid a $1.05 dividend. This represents a yield of 93.0%. The ex-dividend date of this dividend was Thursday, June 11th. Alibaba Group’s dividend payout ratio is presently 16.91%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on BABA. Zacks Research upgraded shares of Alibaba Group from a “strong sell” rating to a “hold” rating in a research report on Tuesday, June 2nd. Barclays increased their target price on shares of Alibaba Group from $186.00 to $195.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. Susquehanna raised their target price on Alibaba Group from $170.00 to $185.00 and gave the stock a “positive” rating in a research note on Friday, May 15th. Mizuho boosted their price target on Alibaba Group from $190.00 to $195.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Finally, BNP Paribas Exane assumed coverage on Alibaba Group in a research report on Wednesday, April 29th. They set an “outperform” rating and a $209.00 price target for the company. Two equities 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. According to MarketBeat, Alibaba Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $186.90.

Key Headlines Impacting Alibaba Group

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

• Positive Sentiment: Alibaba’s expanding AI and semiconductor investment portfolio—including exposure to companies such as CXMT and Zhipu—could strengthen its position in China’s technology ecosystem and create additional long-term growth opportunities. From CXMT to Zhipu: How Alibaba’s investment pays off with a growing AI and chip portfolio
• Positive Sentiment: Alibaba Cloud remains a key bullish argument. Its Cloud Intelligence Group has posted strong long-term growth, while proprietary Qwen AI models, competitive pricing, improving margins and supportive Chinese AI policies could drive further cloud adoption. Planned Chinese data-center investment of roughly $295 billion over five years may also benefit Alibaba’s cloud and chip businesses. Alibaba: China AI Policies And Robust Competitiveness To Support Cloud Growth
• Neutral Sentiment: Recent attention from investors and elevated searches for BABA may increase visibility, but the coverage provides limited new fundamental information. Investors Heavily Search Alibaba Group Holding Limited
• Negative Sentiment: A comparison with Oracle presents Oracle’s faster cloud growth, large AI backlog and partnerships as a stronger investment case, highlighting concerns that Alibaba’s recent share-price weakness and slower global cloud-market momentum may limit near-term enthusiasm. Oracle vs. Alibaba: Which Cloud & AI Giant Should You Buy Right Now?
• Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Alibaba investors. The notice does not establish wrongdoing, but it introduces a legal-risk overhang and could pressure sentiment if additional allegations emerge. Pomerantz Investor Alert
• Negative Sentiment: Potential U.S.-China semiconductor export restrictions involving chips based on Alibaba designs could disrupt supply-chain relationships and constrain AI-chip development, although the measures remain under consideration. Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company

Insiders Place Their Bets

In other Alibaba Group news, CEO Fan (Fj) Jiang sold 13,579 shares of the firm’s stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $12.10, for a total value of $164,305.90. Following the completion of the sale, the chief executive officer directly owned 556,617 shares in the company, valued at $6,735,065.70. This trade represents a 2.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Hong Xu sold 175,054 shares of Alibaba Group stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $12.15, for a total value of $2,126,906.10. Following the sale, the chief financial officer directly owned 280,496 shares in the company, valued at approximately $3,408,026.40. The trade was a 38.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 920,303 shares of company stock valued at $70,796,370 over the last ninety days. 12.50% of the stock is owned by corporate insiders.

Alibaba Group Company 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.