FourThought Financial Partners LLC Acquires 11,903 Shares of Alibaba Group Holding Limited $BABA

FourThought Financial Partners LLC raised its holdings in Alibaba Group Holding Limited (NYSE:BABA) by 679.0% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 13,656 shares of the specialty retailer’s stock after acquiring an additional 11,903 shares during the quarter. FourThought Financial Partners LLC’s holdings in Alibaba Group were worth $2,002,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in BABA. Global Retirement Partners LLC lifted its position in shares of Alibaba Group by 88.4% during the 4th quarter. Global Retirement Partners LLC now owns 14,141 shares of the specialty retailer’s stock valued at $2,073,000 after acquiring an additional 6,634 shares during the period. Verde Servicos Internacionais S.A. lifted its position in shares of Alibaba Group by 51.8% during the 4th quarter. Verde Servicos Internacionais S.A. now owns 89,572 shares of the specialty retailer’s stock valued at $13,129,000 after acquiring an additional 30,582 shares during the period. ABN Amro Investment Solutions lifted its position in shares of Alibaba Group by 72.4% during the 4th quarter. ABN Amro Investment Solutions now owns 107,950 shares of the specialty retailer’s stock valued at $15,823,000 after acquiring an additional 45,330 shares during the period. Poehling Capital Management INC. raised its holdings in shares of Alibaba Group by 1.2% during the fourth quarter. Poehling Capital Management INC. now owns 37,424 shares of the specialty retailer’s stock valued at $5,486,000 after purchasing an additional 436 shares during the period. Finally, Cullen Frost Bankers Inc. raised its holdings in shares of Alibaba Group by 153.0% during the fourth quarter. Cullen Frost Bankers Inc. now owns 334 shares of the specialty retailer’s stock valued at $49,000 after purchasing an additional 202 shares during the period. 13.47% of the stock is owned by institutional investors and hedge funds.

Alibaba Group Trading Down 0.9%

BABA opened at $134.43 on Thursday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.28 and a quick ratio of 1.33. Alibaba Group Holding Limited has a fifty-two week low of $103.71 and a fifty-two week high of $192.67. The firm has a market capitalization of $322.50 billion, a PE ratio of 22.07, a P/E/G ratio of 2.35 and a beta of 0.50. The company’s 50-day moving average is $131.83 and its 200 day moving average is $148.27.

Alibaba Group (NYSE:BABA) last posted its earnings results 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 company had revenue of $35.30 billion for the quarter. As a group, research analysts predict that Alibaba Group Holding Limited will post 6.67 earnings per share for the current fiscal year.

Alibaba Group Dividend Announcement

The firm also recently announced 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 dividend payout ratio is currently 15.60%.

Analyst Upgrades and Downgrades

BABA has been the topic of several research reports. Arete Research upgraded shares of Alibaba Group from a “neutral” rating to a “buy” rating and set a $190.00 price objective on the stock in a report on Wednesday, January 21st. Zacks Research lowered shares of Alibaba Group from a “hold” rating to a “strong sell” rating in a report on Wednesday, April 22nd. Erste Group Bank lowered shares of Alibaba Group from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Nomura upped their price objective on shares of Alibaba Group from $200.00 to $207.00 and gave the company a “buy” rating in a report on Friday, May 15th. Finally, Jefferies Financial Group dropped their price objective on shares of Alibaba Group from $225.00 to $212.00 and set a “buy” rating on the stock in a report on Thursday, March 19th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $188.76.

Alibaba Group News Roundup

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

• Positive Sentiment: Alibaba signaled that its AI strategy is moving from heavy investment toward commercialization, which suggests its AI spending may start translating into revenue growth sooner. Alibaba signals next phase of AI growth from investment to commercialisation
• Positive Sentiment: Alibaba unveiled its Zhenwu M890 AI chip, which it says delivers three times the performance of its predecessor and is designed for training, inferencing, and agentic AI workloads. That strengthens the company’s domestic AI ecosystem and reduces reliance on Nvidia hardware. Alibaba unveils new AI chip in push for domestic alternatives
• Positive Sentiment: Multiple reports also highlighted Alibaba’s broader AI push, including a new 128-chip server system for autonomous agents and teasers for upgraded Qwen models, suggesting the company is building out a full-stack AI platform. Alibaba unveils 128-chip server system for autonomous agents as China moves past NVIDIA
• Positive Sentiment: Benchmark reaffirmed a Buy rating on BABA and kept a $220 price target, signaling that some analysts still see meaningful upside tied to Alibaba Cloud and AI expansion. Benchmark Reaffirms Buy Rating on Alibaba (BABA) Following AI Cloud Expansion
• Positive Sentiment: Investor sentiment may also be helped by reports that Michael Burry opened a new position in Alibaba, which can be read as a vote of confidence from a well-known value investor. Alibaba Group Holding Limited (BABA): Michael Burry Opens New Position
• Neutral Sentiment: Alibaba also filed its 2026 Form 20-F, mainly updating investors on governance and board structure, which is important for transparency but not a major immediate stock catalyst. Alibaba Files 2026 Form 20-F, Highlights WVR Structure and Board Line-up
• Negative Sentiment: One report said Alibaba disbanded the team behind its Miaoya consumer AI app, which could raise questions about execution on some consumer AI initiatives even as the company shifts toward monetization. Alibaba Is Said to Have Disbanded Team Behind China’s First Viral Consumer AI App Miaoya

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.