Alibaba Group Holding Limited $BABA Stock Position Lifted by Rovida Investment Management Ltd

Rovida Investment Management Ltd raised its stake in shares of Alibaba Group Holding Limited (NYSE:BABA) by 300.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 80,000 shares of the specialty retailer’s stock after purchasing an additional 60,000 shares during the quarter. Alibaba Group makes up about 1.6% of Rovida Investment Management Ltd’s holdings, making the stock its 10th biggest holding. Rovida Investment Management Ltd’s holdings in Alibaba Group were worth $11,723,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in BABA. Northwestern Mutual Wealth Management Co. increased its position in Alibaba Group by 7,680.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 6,014,147 shares of the specialty retailer’s stock valued at $881,554,000 after purchasing an additional 5,936,847 shares during the period. Capital World Investors raised its holdings in Alibaba Group by 1,074.9% in the third quarter. Capital World Investors now owns 6,038,318 shares of the specialty retailer’s stock worth $1,079,229,000 after purchasing an additional 5,524,354 shares in the last quarter. Norges Bank bought a new position in Alibaba Group in the fourth quarter worth $594,477,000. Artisan Partners Limited Partnership bought a new position in Alibaba Group in the third quarter worth $290,208,000. Finally, Trivest Advisors Ltd bought a new position in Alibaba Group in the third quarter worth $202,126,000. 13.47% of the stock is owned by hedge funds and other institutional investors.

Alibaba Group Trading Up 0.0%

Alibaba Group stock opened at $124.27 on Monday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.28 and a quick ratio of 1.28. Alibaba Group Holding Limited has a one year low of $103.71 and a one year high of $192.67. The stock has a market capitalization of $298.14 billion, a PE ratio of 20.41, a price-to-earnings-growth ratio of 2.16 and a beta of 0.48. The business’s fifty day moving average is $130.81 and its 200 day moving average is $146.39.

Alibaba Group (NYSE:BABA) last released its quarterly earnings data on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. Alibaba Group had a return on equity of 4.76% and a net margin of 10.31%.The company had revenue of $35.30 billion for the quarter. On average, sell-side analysts predict that Alibaba Group Holding Limited will post 6.67 EPS for the current year.

Alibaba Group Dividend Announcement

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

Analysts Set New Price Targets

A number of brokerages recently issued reports on BABA. Susquehanna lifted their price target on shares of Alibaba Group from $170.00 to $185.00 and gave the company a “positive” rating in a research report on Friday, May 15th. Robert W. Baird lowered their price target on shares of Alibaba Group from $174.00 to $164.00 and set an “outperform” rating for the company in a research report on Friday, March 20th. Mizuho lifted their price target on shares of Alibaba Group from $190.00 to $195.00 and gave the company an “outperform” rating in a research report on Thursday, May 14th. BNP Paribas Exane began coverage on shares of Alibaba Group in a research report on Wednesday, April 29th. They set an “outperform” rating and a $209.00 price target for the company. Finally, Nomura lifted their price target on shares of Alibaba Group from $200.00 to $207.00 and gave the company a “buy” rating in a research report on Friday, May 15th. Two equities 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 given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target 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

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.