Alibaba Group Holding Limited $BABA is Central Asset Investments & Management Holdings HK Ltd’s 8th Largest Position

Central Asset Investments & Management Holdings HK Ltd boosted its position in shares of Alibaba Group Holding Limited (NYSE:BABA) by 51.8% in the 4th quarter, Holdings Channel reports. The institutional investor owned 33,409 shares of the specialty retailer’s stock after buying an additional 11,400 shares during the quarter. Alibaba Group accounts for 3.2% of Central Asset Investments & Management Holdings HK Ltd’s investment portfolio, making the stock its 8th largest holding. Central Asset Investments & Management Holdings HK Ltd’s holdings in Alibaba Group were worth $4,897,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Bruce G. Allen Investments LLC boosted its stake in shares of Alibaba Group by 26.4% during the third quarter. Bruce G. Allen Investments LLC now owns 302 shares of the specialty retailer’s stock valued at $54,000 after purchasing an additional 63 shares during the period. Bluesphere Advisors LLC boosted its stake in shares of Alibaba Group by 2.2% during the third quarter. Bluesphere Advisors LLC now owns 3,023 shares of the specialty retailer’s stock valued at $540,000 after purchasing an additional 64 shares during the period. Richardson Financial Services Inc. boosted its stake in shares of Alibaba Group by 34.4% during the third quarter. Richardson Financial Services Inc. now owns 254 shares of the specialty retailer’s stock valued at $45,000 after purchasing an additional 65 shares during the period. Transcend Capital Advisors LLC boosted its stake in shares of Alibaba Group by 1.0% during the third quarter. Transcend Capital Advisors LLC now owns 6,661 shares of the specialty retailer’s stock valued at $1,191,000 after purchasing an additional 66 shares during the period. Finally, Ameriflex Group Inc. boosted its stake in shares of Alibaba Group by 101.4% during the third quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 72 shares during the period. 13.47% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts have recently issued reports on BABA shares. Barclays lowered their target price on shares of Alibaba Group from $190.00 to $186.00 and set an “overweight” rating for the company in a research note on Tuesday, April 14th. Weiss Ratings lowered shares of Alibaba Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, February 27th. Nomura boosted their target price on shares of Alibaba Group from $193.00 to $237.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Susquehanna lowered their target price on shares of Alibaba Group from $190.00 to $170.00 and set a “positive” rating for the company in a research note on Thursday, March 26th. Finally, Argus upgraded Alibaba Group to a “hold” rating in a report on Tuesday, March 24th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Alibaba Group presently has an average rating of “Moderate Buy” and a consensus target price of $188.75.

Alibaba Group Stock Performance

BABA stock opened at $145.69 on Thursday. The company has a debt-to-equity ratio of 0.22, a current ratio of 1.33 and a quick ratio of 1.33. The business has a 50-day moving average price of $131.54 and a 200 day moving average price of $149.73. The company has a market capitalization of $349.53 billion, a P/E ratio of 27.49, a PEG ratio of 2.33 and a beta of 0.50. Alibaba Group Holding Limited has a 1-year low of $103.71 and a 1-year high of $192.67.

Alibaba Group (NYSE:BABA) last released its quarterly earnings data on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share for the quarter. The firm had revenue of $35.30 billion during the quarter. Alibaba Group had a return on equity of 7.43% and a net margin of 9.12%. As a group, equities research analysts forecast that Alibaba Group Holding Limited will post 4.32 EPS for the current fiscal year.

Alibaba Group Dividend Announcement

The company also recently disclosed an annual dividend, which will be paid on Monday, July 13th. Investors of record on Thursday, June 11th will be issued a $1.05 dividend. This represents a dividend yield of 72.0%. The ex-dividend date is Thursday, June 11th. Alibaba Group’s payout ratio is presently 17.92%.

Alibaba Group News Summary

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

• Positive Sentiment: Alibaba said revenue from its Cloud Intelligence Group jumped 38% in the latest quarter, with AI demand driving stronger growth and helping offset slower e-commerce trends. China’s Alibaba reports 38% jump in AI and cloud revenue as it races to grow
• Positive Sentiment: Several reports said the stock surged after the earnings release because investors are rewarding Alibaba’s AI and cloud momentum, which appears to be outweighing near-term profit pressure. Alibaba Stock (BABA) Jumps 8% Despite Q4 Earnings Miss — What’s Driving the Rally?
• Positive Sentiment: Alibaba also declared an annual dividend, which can support investor sentiment by returning cash to shareholders. Alibaba Declares Final Cash Dividend for FY2026 on Hong Kong Shares
• Neutral Sentiment: There is also broader market attention on Alibaba ahead of the Trump-Xi summit, with some commentary noting Chinese tech stocks have rallied on hopes of improved U.S.-China relations, though that is more of a sentiment driver than a fundamental catalyst. Alibaba, Tencent Surge: 3 Top Asian Tech Stocks For Trump-Xi Summit
• Negative Sentiment: Alibaba’s quarterly earnings were mixed overall: revenue rose only about 3%, profit fell sharply, and the company missed analyst estimates, reflecting heavy spending on AI and e-commerce competition. Alibaba quarterly revenue rises 3%, missing estimates
• Negative Sentiment: Reports emphasized that Alibaba’s core profitability plunged as investment in AI, cloud, and delivery services weighed on margins, which may limit upside if investors turn back to fundamentals. Alibaba’s core profit plunges 84% even as AI and cloud growth accelerate

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.