Shares of Alibaba Group Holding Limited (NYSE:BABA – Get Free Report) have received an average rating of “Moderate Buy” from the twenty-three research firms that are currently covering the company, Marketbeat Ratings reports. Five equities research analysts have rated the stock with a hold rating, sixteen have assigned a buy rating and two have given a strong buy rating to the company. The average 12 month price target among brokers that have covered the stock in the last year is $186.9048.
A number of equities analysts have recently weighed in on the company. Argus raised Alibaba Group to a “hold” rating in a report on Tuesday, March 24th. Weiss Ratings reissued a “hold (c+)” rating on shares of Alibaba Group in a research report on Wednesday, May 27th. Zacks Research upgraded shares of Alibaba Group from a “strong sell” rating to a “hold” rating in a research report on Tuesday, June 2nd. Mizuho lifted their price objective on Alibaba Group from $190.00 to $195.00 and gave the company an “outperform” rating in a research report on Thursday, May 14th. Finally, Barclays upped their target price on Alibaba Group from $186.00 to $195.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th.
View Our Latest Stock Analysis on BABA
Alibaba Group Stock Performance
Alibaba Group (NYSE:BABA – Get Free Report) last announced its quarterly earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share (EPS) for the quarter. The company had revenue of $35.30 billion for the quarter. Alibaba Group had a net margin of 10.31% and a return on equity of 4.76%. As a group, research analysts expect that Alibaba Group will post 6.28 earnings per share for the current fiscal year.
Alibaba Group Announces Dividend
The business also recently declared an annual dividend, which was paid on Monday, July 13th. Investors of record on Thursday, June 11th were given a dividend of $1.05 per share. The ex-dividend date of this dividend was Thursday, June 11th. This represents a yield of 93.0%. Alibaba Group’s dividend payout ratio is 16.91%.
Insider Activity
In other Alibaba Group news, insider Fang Jiang sold 4,898 shares of the business’s stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $12.09, for a total transaction of $59,216.82. Following the completion of the sale, the insider owned 5,559,511 shares of the company’s stock, valued at approximately $67,214,487.99. The trade was a 0.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, President J. Michael Evans sold 720,000 shares of the firm’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $94.95, for a total value of $68,364,000.00. Following the completion of the transaction, the president owned 28,000 shares in the company, valued at approximately $2,658,600. This trade represents a 96.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 920,303 shares of company stock valued at $70,796,370 in the last ninety days. 12.50% of the stock is owned by company insiders.
Institutional Inflows and Outflows
Several hedge funds have recently bought and sold shares of the business. Capital World Investors grew its stake 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 valued at $953,527,000 after buying an additional 466,847 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in shares of Alibaba Group by 7,680.3% during 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 purchasing an additional 5,936,847 shares in the last quarter. Fisher Asset Management LLC boosted its stake in shares of Alibaba Group by 0.8% in the fourth quarter. Fisher Asset Management LLC now owns 5,335,894 shares of the specialty retailer’s stock valued at $782,135,000 after purchasing an additional 42,297 shares during the period. Norges Bank acquired a new stake in Alibaba Group during the 4th quarter valued at $594,477,000. Finally, AMF Tjanstepension AB increased its stake 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 worth $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.
Trending Headlines about Alibaba Group
Here are the key news stories impacting Alibaba Group this week:
- Positive Sentiment: Alibaba is getting fresh attention for its AI strategy after reports highlighted its expanding investment in cloud and AI infrastructure, including a possible increase above its previously announced $53 billion three-year budget. Investors appear to be viewing this as a sign that Alibaba is strengthening its position in China’s AI race and could capture more enterprise and cloud demand. Article Title
- Positive Sentiment: Alibaba’s fintech exposure also got a boost after Ant International raised about $1.2 billion in new funding to expand cross-border payments and agentic commerce solutions, with Alibaba participating as an existing investor. That supports Alibaba’s broader ecosystem value and suggests continued growth potential in digital payments and international commerce. Article Title
- Positive Sentiment: Alibaba also unveiled its Qwen3.8 AI model, with coverage suggesting it is among the strongest models in the market. This keeps Alibaba in the spotlight as a major Chinese AI player and may help sentiment around its long-term growth narrative. Article Title
- Neutral Sentiment: Reports that Fliggy is cutting jobs amid Alibaba restructuring and tougher online travel competition point to ongoing internal optimization and competitive pressure, but the direct stock impact is unclear. Article Title
- Negative Sentiment: Alibaba faces a major headwind from a record EU fine of roughly €550 million tied to illegal and counterfeit product sales on AliExpress. That adds regulatory risk, potential legal costs, and reputational damage, which can pressure the stock. Article Title
- Negative Sentiment: Multiple law firms have launched investor investigations into possible securities-law violations and misleading disclosures by Alibaba. These announcements can increase uncertainty and keep pressure on shares until the situation becomes clearer. Article Title
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.
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