Alibaba Group Holding Limited $BABA Shares Bought by ABN Amro Investment Solutions

ABN Amro Investment Solutions grew its position in shares of Alibaba Group Holding Limited (NYSE:BABA) by 72.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 107,950 shares of the specialty retailer’s stock after acquiring an additional 45,330 shares during the period. ABN Amro Investment Solutions’ holdings in Alibaba Group were worth $15,823,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Ameriflex Group Inc. increased its stake in Alibaba Group by 101.4% during the third quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer’s stock worth $26,000 after acquiring an additional 72 shares during the last quarter. Foster Dykema Cabot & Partners LLC acquired a new stake in Alibaba Group during the third quarter worth about $30,000. Costello Asset Management INC acquired a new stake in Alibaba Group during the fourth quarter worth about $34,000. Palisade Asset Management LLC acquired a new stake in Alibaba Group during the third quarter worth about $37,000. Finally, GAMMA Investing LLC grew its stake in shares of Alibaba Group by 107.7% in the fourth quarter. GAMMA Investing LLC now owns 324 shares of the specialty retailer’s stock valued at $47,000 after buying an additional 168 shares in the last quarter. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Alibaba Group Price Performance

Shares of NYSE BABA opened at $134.43 on Thursday. Alibaba Group Holding Limited has a fifty-two week low of $103.71 and a fifty-two week high of $192.67. The business has a 50 day moving average price of $131.83 and a two-hundred day moving average price of $148.27. The company has a quick ratio of 1.33, a current ratio of 1.28 and a debt-to-equity ratio of 0.21. The firm has a market cap of $322.50 billion, a PE ratio of 22.07, a price-to-earnings-growth ratio of 2.35 and a beta of 0.50.

Alibaba Group (NYSE:BABA) last issued its quarterly earnings data on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share for the quarter. Alibaba Group had a return on equity of 4.76% and a net margin of 10.31%.The firm had revenue of $35.30 billion during the quarter. Sell-side analysts expect 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 disclosed an annual dividend, which will be paid on Monday, July 13th. Shareholders of record on Thursday, June 11th will be paid a dividend of $1.05 per share. This represents a yield of 72.0%. The ex-dividend date is Thursday, June 11th. Alibaba Group’s dividend payout ratio (DPR) is 15.60%.

Wall Street Analyst Weigh In

A number of research firms have weighed in on BABA. Morgan Stanley upped their price target on Alibaba Group from $180.00 to $190.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. DZ Bank cut Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 price target for the company. in a report on Friday, March 20th. Barclays upped their price target on Alibaba Group from $186.00 to $195.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. Erste Group Bank cut Alibaba Group from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Finally, Zacks Research cut Alibaba Group from a “hold” rating to a “strong sell” rating in a report on Wednesday, April 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $188.76.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Alibaba unveiled its new Zhenwu M890 AI chip, which the company says delivers about 3x the performance of its previous model and is aimed at training, inferencing, and agentic AI workloads. That reinforces Alibaba’s push to build domestic alternatives to Nvidia-dependent hardware and supports the bullish view that its cloud/AI business could become a major growth driver. Reuters article
• Positive Sentiment: Several reports highlighted Alibaba’s expanding AI strategy, including upgrades to its Qwen model lineup and commentary that cloud revenue and AI adoption are accelerating. Benchmark also reaffirmed a Buy rating with a $220 price target, which may be helping sentiment around the stock. Yahoo Finance article
• Positive Sentiment: Investor interest in Alibaba was also boosted by coverage noting Michael Burry has a new position in the stock, adding to the idea that some value investors see upside in the name. Yahoo Finance article
• Neutral Sentiment: Alibaba filed its 2026 Form 20-F, which mainly updated investors on governance, board structure, and related disclosures. This is important for compliance, but it does not appear to be a major stock-moving catalyst. TipRanks article
• Neutral Sentiment: Reports that Alibaba disbanded the team behind its viral consumer AI app suggest a possible strategic reset, but the impact on the stock is less clear than the chip and cloud developments. Yicai Global article
• Negative Sentiment: The stock is also being pressured by the broader backdrop of China tech competition and U.S. export restrictions, which create uncertainty around chip access, AI scaling, and profitability even as Alibaba invests heavily in domestic alternatives.

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.