Alibaba Group Holding Limited $BABA Shares Acquired by Bamco Inc. NY

Bamco Inc. NY lifted its position in shares of Alibaba Group Holding Limited (NYSE:BABA) by 6.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,071,647 shares of the specialty retailer’s stock after buying an additional 67,948 shares during the quarter. Bamco Inc. NY’s holdings in Alibaba Group were worth $157,082,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in BABA. Brighton Jones LLC raised its stake in Alibaba Group by 40.4% in the 4th quarter. Brighton Jones LLC now owns 3,411 shares of the specialty retailer’s stock valued at $289,000 after purchasing an additional 981 shares during the last quarter. AQR Capital Management LLC acquired a new position in Alibaba Group in the 1st quarter valued at about $254,000. Bank of Nova Scotia raised its stake in Alibaba Group by 313.0% in the 2nd quarter. Bank of Nova Scotia now owns 21,778 shares of the specialty retailer’s stock valued at $2,470,000 after purchasing an additional 16,505 shares during the last quarter. Daiwa Securities Group Inc. acquired a new position in Alibaba Group in the 2nd quarter valued at about $1,613,000. Finally, Ieq Capital LLC raised its stake in Alibaba Group by 51.9% in the 2nd quarter. Ieq Capital LLC now owns 70,060 shares of the specialty retailer’s stock valued at $7,946,000 after purchasing an additional 23,925 shares during the last quarter. Institutional investors and hedge funds own 13.47% of the company’s stock.

Alibaba Group Stock Performance

Alibaba Group stock opened at $107.45 on Thursday. The stock’s 50 day moving average price is $129.36 and its 200 day moving average price is $142.81. The firm has a market capitalization of $257.79 billion, a PE ratio of 17.64, a price-to-earnings-growth ratio of 1.90 and a beta of 0.47. 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 Holding Limited has a one year low of $103.71 and a one year high of $192.67.

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

Alibaba Group Announces Dividend

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

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on BABA. Morgan Stanley boosted their target price 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. BNP Paribas Exane started coverage on Alibaba Group in a report on Wednesday, April 29th. They issued an “outperform” rating and a $209.00 price target for the company. Weiss Ratings restated a “hold (c+)” rating on shares of Alibaba Group in a report on Wednesday, May 27th. Mizuho lifted 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, Barclays lifted their price target on Alibaba Group from $186.00 to $195.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Alibaba Group presently has an average rating of “Moderate Buy” and an average price target of $188.76.

Alibaba Group News Summary

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

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.