Fisher Asset Management LLC Grows Stake in Alibaba Group Holding Limited $BABA

Fisher Asset Management LLC raised its stake in Alibaba Group Holding Limited (NYSE:BABA) by 0.8% during the fourth quarter, Holdings Channel reports. The fund owned 5,335,894 shares of the specialty retailer’s stock after buying an additional 42,297 shares during the period. Fisher Asset Management LLC’s holdings in Alibaba Group were worth $782,135,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Choate Investment Advisors boosted its stake in Alibaba Group by 18.8% in the fourth quarter. Choate Investment Advisors now owns 2,993 shares of the specialty retailer’s stock valued at $439,000 after acquiring an additional 474 shares during the last quarter. Hantz Financial Services Inc. boosted its stake in Alibaba Group by 15.1% in the fourth quarter. Hantz Financial Services Inc. now owns 68,735 shares of the specialty retailer’s stock valued at $10,075,000 after acquiring an additional 9,003 shares during the last quarter. William Blair Investment Management LLC purchased a new position in Alibaba Group in the fourth quarter valued at about $1,622,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new position in Alibaba Group in the fourth quarter valued at about $58,000. Finally, Prospera Financial Services Inc boosted its stake in Alibaba Group by 43.8% in the fourth quarter. Prospera Financial Services Inc now owns 10,301 shares of the specialty retailer’s stock valued at $1,511,000 after acquiring an additional 3,138 shares during the last quarter. 13.47% of the stock is currently owned by hedge funds and other institutional investors.

Alibaba Group Stock Performance

Shares of BABA stock opened at $130.02 on Monday. The stock has a market capitalization of $311.91 billion, a P/E ratio of 21.35, a PEG ratio of 2.26 and a beta of 0.50. The company has a current ratio of 1.28, a quick ratio of 1.33 and a debt-to-equity ratio of 0.21. The firm’s 50 day moving average is $131.59 and its 200 day moving average is $147.73. Alibaba Group Holding Limited has a 12 month low of $103.71 and a 12 month high of $192.67.

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

Alibaba Group Announces Dividend

The company also recently announced an annual dividend, which will be paid on Monday, July 13th. Shareholders of record on Thursday, June 11th will be paid a $1.05 dividend. The ex-dividend date is Thursday, June 11th. This represents a yield of 72.0%. Alibaba Group’s dividend payout ratio is currently 15.60%.

Analyst Ratings Changes

A number of research firms have weighed in on BABA. Nomura boosted their target price on shares of Alibaba Group from $200.00 to $207.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Argus upgraded shares of Alibaba Group to a “hold” rating in a research note on Tuesday, March 24th. Morgan Stanley upped their price target on shares of Alibaba Group from $180.00 to $190.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Jefferies Financial Group dropped their price target on shares of Alibaba Group from $225.00 to $212.00 and set a “buy” rating on the stock in a research note on Thursday, March 19th. Finally, Barclays upped their price target on shares of Alibaba Group from $186.00 to $195.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $188.76.

Alibaba Group News Summary

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

• Positive Sentiment: Alibaba unveiled new AI products, including the Qwen 3.7-Max model and the Zhenwu M890 chip, signaling deeper investment in domestic AI infrastructure and a push to become a leading “AI factory” in China. Alibaba unveils new Qwen model, custom chips in bid to become China’s ‘AI factory’
• Positive Sentiment: Multiple reports highlighted Alibaba’s stronger AI positioning and the potential for monetization, with some coverage framing the company’s AI progress as a shift from investment mode toward commercialization. Alibaba signals next phase of AI growth from investment to commercialisation
• Positive Sentiment: Analysts remained constructive, with Susquehanna reportedly raising its price target on BABA to $185 and other firms maintaining bullish ratings, reinforcing confidence in the stock’s longer-term AI and cloud opportunity. Alibaba (BABA) Price Target Raised to $185 by Susquehanna
• Neutral Sentiment: Coverage also noted that AI leaders in China and the U.S. continue to attract heavy investor attention, which may be supporting sentiment around Alibaba’s AI strategy more broadly. DeepSeek Founder Avows AGI Goal Ahead of $10 Billion Funding
• Negative Sentiment: Alibaba and other U.S.-listed Chinese stocks were hit by news of a China cross-border crackdown on online brokerages, reminding investors that Beijing’s regulatory risk remains elevated for Chinese ADRs. Alibaba, U.S.-Listed Chinese Stocks Fall On Cross-Border Crackdown; Futu Crashes
• Negative Sentiment: Broader U.S.-China financial friction also weighed on sentiment, with investors reminded that policy and regulatory tensions could continue to pressure valuation multiples for Alibaba. U.S.-China Financial Rivalry Flares Up. The Summit Smiles Are Fading.
• Negative Sentiment: Some traders also focused on the near-term earnings and margin tradeoff, with Alibaba’s heavier AI and cloud spending plans seen as a potential drag on profitability and free cash flow in the short run. Alibaba slides as investors digest profit squeeze and stepped-up AI spending plans

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.