4,055,651 Shares in Alibaba Group Holding Limited $BABA Acquired by Norges Bank

Norges Bank bought a new position in shares of Alibaba Group Holding Limited (NYSE:BABA) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,055,651 shares of the specialty retailer’s stock, valued at approximately $594,477,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Transcend Capital Advisors LLC raised its holdings in Alibaba Group by 1.0% during the third quarter. Transcend Capital Advisors LLC now owns 6,661 shares of the specialty retailer’s stock worth $1,191,000 after purchasing an additional 66 shares in the last quarter. Bleakley Financial Group LLC raised its holdings in Alibaba Group by 0.4% during the fourth quarter. Bleakley Financial Group LLC now owns 16,420 shares of the specialty retailer’s stock worth $2,407,000 after purchasing an additional 67 shares in the last quarter. Ameriflex Group Inc. raised its holdings in Alibaba Group by 101.4% during the third quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer’s stock worth $26,000 after purchasing an additional 72 shares in the last quarter. Highline Wealth Partners LLC raised its holdings in Alibaba Group by 20.7% during the fourth quarter. Highline Wealth Partners LLC now owns 426 shares of the specialty retailer’s stock worth $62,000 after purchasing an additional 73 shares in the last quarter. Finally, TrueWealth Financial Partners raised its holdings in Alibaba Group by 1.7% during the third quarter. TrueWealth Financial Partners now owns 4,361 shares of the specialty retailer’s stock worth $779,000 after purchasing an additional 75 shares in the last quarter. Institutional investors own 13.47% of the company’s stock.

Alibaba Group Price Performance

NYSE BABA opened at $124.27 on Monday. The stock has a market capitalization of $298.14 billion, a P/E ratio of 20.41, a P/E/G ratio of 2.16 and a beta of 0.48. Alibaba Group Holding Limited has a 1 year low of $103.71 and a 1 year high of $192.67. The business’s fifty day moving average is $130.81 and its two-hundred day moving average is $146.39. 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 posted its quarterly earnings data on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share for the quarter. Alibaba Group had a net margin of 10.31% and a return on equity of 4.76%. The firm had revenue of $35.30 billion for the quarter. On average, research analysts forecast that Alibaba Group Holding Limited will post 6.67 earnings per share for the current fiscal year.

Alibaba Group Announces Dividend

The company also recently disclosed an annual dividend, which will be paid on Monday, July 13th. Shareholders of record on Thursday, June 11th will be given a dividend of $1.05 per share. This represents a yield of 72.0%. The ex-dividend date is Thursday, June 11th. Alibaba Group’s payout ratio is presently 15.60%.

Analyst Ratings Changes

Several brokerages recently commented on BABA. Erste Group Bank cut Alibaba Group from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. DZ Bank cut Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 target price on the stock. in a report on Friday, March 20th. Barclays boosted their target price on Alibaba Group from $186.00 to $195.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. Jefferies Financial Group dropped their price target on Alibaba Group from $225.00 to $212.00 and set a “buy” rating on the stock in a report on Thursday, March 19th. Finally, Susquehanna upped their price target on Alibaba Group from $170.00 to $185.00 and gave the company a “positive” rating in a report on Friday, May 15th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $188.76.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Alibaba’s ecosystem is showing continued progress in AI and digital infrastructure, including reports that its Qwen model beat OpenAI and Google rivals in a coding ranking, and that the company is pushing new AI agent and embodied-AI initiatives. These headlines support the view that Alibaba is becoming a more credible AI platform play. Alibaba’s Qwen Beats OpenAI, Google in AI Coding Rank
• Positive Sentiment: Ant Group, Alibaba’s affiliate, is expanding blockchain-based lending tools and showcasing smart city and digital finance applications in Macau, highlighting additional growth avenues across fintech and cloud services. Exclusive: Ant Group-backed R25 launches emerging-market consumer credit vault
• Neutral Sentiment: Broker coverage remains constructive, with Alibaba reportedly holding a “Moderate Buy” consensus rating, which can help support sentiment but does not by itself change the investment thesis. Alibaba Group Holding Limited Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Zacks articles note that BABA is trending with investors, suggesting elevated attention ahead of potential catalysts, though the coverage is more observational than fundamental. Here is What to Know Beyond Why Alibaba Group Holding Limited (BABA) is a Trending Stock
• Negative Sentiment: Some commentary says Alibaba is underperforming despite the broader AI boom, with investors concerned about costly cloud spending and margin pressure versus peers like Meta. That can weigh on the stock if sentiment shifts back toward profitability over growth. BABA vs. META: Which AI Data Center Giant Is the Better Bet?
• Negative Sentiment: One market note also highlighted that Alibaba shares have lagged other major Chinese tech names this year, reflecting ongoing skepticism around Chinese internet stocks despite AI enthusiasm. Here’s why Alibaba, Tencent, Xiaomi stocks are falling amid the AI boom

About Alibaba Group

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.