Discerene Group LP Has $331.55 Million Stock Holdings in Alibaba Group Holding Limited $BABA

Discerene Group LP lessened its stake in shares of Alibaba Group Holding Limited (NYSE:BABA) by 11.3% during the first quarter, Holdings Channel reports. The fund owned 2,642,678 shares of the specialty retailer’s stock after selling 338,166 shares during the quarter. Alibaba Group comprises 35.0% of Discerene Group LP’s investment portfolio, making the stock its largest position. Discerene Group LP’s holdings in Alibaba Group were worth $331,550,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of BABA. Galaxy Digital Inc. bought a new stake in Alibaba Group in the first quarter valued at $14,685,000. GC Wealth Management RIA LLC boosted its position in shares of Alibaba Group by 8.3% during the 1st quarter. GC Wealth Management RIA LLC now owns 11,870 shares of the specialty retailer’s stock worth $1,489,000 after purchasing an additional 908 shares in the last quarter. Public Employees Retirement System of Ohio grew its stake in shares of Alibaba Group by 3.9% in the 1st quarter. Public Employees Retirement System of Ohio now owns 164,744 shares of the specialty retailer’s stock valued at $20,669,000 after buying an additional 6,109 shares during the period. Keebeck Wealth Management bought a new stake in Alibaba Group in the 1st quarter valued at about $207,000. Finally, First Washington CORP increased its position in Alibaba Group by 48.2% in the 1st quarter. First Washington CORP now owns 68,013 shares of the specialty retailer’s stock valued at $8,533,000 after buying an additional 22,112 shares in the last quarter. 13.47% of the stock is owned by institutional investors.

Alibaba Group Price Performance

Alibaba Group stock opened at $112.26 on Friday. The stock has a market cap of $269.09 billion, a P/E ratio of 18.43, a P/E/G ratio of 2.10 and a beta of 0.51. The company has a quick ratio of 1.28, a current ratio of 1.28 and a debt-to-equity ratio of 0.21. The company’s 50 day moving average price is $114.46 and its two-hundred day moving average price is $134.07. Alibaba Group Holding Limited has a 52 week low of $91.99 and a 52 week high of $192.67.

Alibaba Group (NYSE:BABA) last released its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. The company had revenue of $35.30 billion for the quarter. Alibaba Group had a return on equity of 4.76% and a net margin of 10.31%. On average, equities analysts predict that Alibaba Group Holding Limited will post 6.28 earnings per share for the current year.

Alibaba Group Announces Dividend

The company also recently announced an annual dividend, which was paid on Monday, July 13th. Shareholders of record on Thursday, June 11th were paid a $1.05 dividend. The ex-dividend date was Thursday, June 11th. This represents a dividend yield of 93.0%. Alibaba Group’s payout ratio is presently 16.91%.

Analyst Ratings Changes

Several research analysts have issued reports on BABA shares. Weiss Ratings reiterated a “hold (c+)” rating on shares of Alibaba Group in a report on Wednesday, May 27th. HSBC set a $170.00 target price on Alibaba Group in a report on Thursday, July 9th. Morgan Stanley boosted 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. Nomura dropped their price objective on shares of Alibaba Group from $207.00 to $178.00 and set a “buy” rating on the stock in a research note on Thursday, June 25th. Finally, BNP Paribas Exane initiated coverage on shares of Alibaba Group in a research report on Wednesday, April 29th. They set an “outperform” rating and a $209.00 target price for the company. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, Alibaba Group has a consensus rating of “Moderate Buy” and a consensus price target of $186.90.

Insiders Place Their Bets

In other Alibaba Group news, CEO Fan (Fj) Jiang sold 13,579 shares of the company’s stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $12.10, for a total transaction of $164,305.90. Following the sale, the chief executive officer directly owned 556,617 shares of the company’s stock, valued at $6,735,065.70. This represents a 2.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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 that occurred on Monday, June 29th. The stock was sold at an average price of $94.95, for a total transaction of $68,364,000.00. Following the completion of the transaction, the president directly owned 28,000 shares of the company’s stock, 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 sold a total of 920,303 shares of company stock worth $70,796,370 in the last ninety days. 12.50% of the stock is owned by corporate insiders.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Alibaba’s Qwen AI agent is being positioned as a core driver of transformation, with deeper integration into e-commerce, stronger merchant/customer engagement, and potential token-based monetization. The company’s Cloud+AI segment is also highlighted as a major growth engine, with external revenue above $5.3 billion and triple-digit AI growth for 11 straight quarters. Alibaba: Qwen Powering AI Transformation
• Positive Sentiment: Alibaba’s international commerce arm is reportedly nearing break-even as logistics improvements, AI tools, and better monetization support more profitable global expansion. That suggests a potentially improving margin profile outside China. BABA’s International Commerce Narrows Losses: Can It Sustain Momentum?
• Positive Sentiment: Alibaba confirmed its Qwen large language model will power Apple Intelligence features on Apple devices in China, a notable commercialization milestone that could strengthen Alibaba’s AI credibility and revenue opportunities. Alibaba Group Holding (BABA) Joins Apple Intelligence In China, Is The Stock Still Undervalued?
• Neutral Sentiment: Alibaba-backed AGTech agreed to help build a trading platform for the Hong Kong Gold Exchange, but this appears to be a smaller, indirect development with limited immediate impact on BABA’s core valuation. Alibaba-backed fintech AGTech agrees to build trading platform for Hong Kong Gold Exchange
• Negative Sentiment: Recent headlines about securities class-action investigations add legal overhang and may weigh on sentiment, even if the claims are still in the early stages. ROSEN, A GLOBALLY RESPECTED LAW FIRM, Encourages Alibaba Group Holding Limited Investors to Inquire About Securities Class Action Investigation – BABA

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.