Alibaba Group Holding Limited $BABA Shares Sold by Clearbridge Investments LLC

Clearbridge Investments LLC trimmed its holdings in Alibaba Group Holding Limited (NYSE:BABA) by 4.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,167,370 shares of the specialty retailer’s stock after selling 59,808 shares during the period. Clearbridge Investments LLC’s holdings in Alibaba Group were worth $171,113,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in the business. Brighton Jones LLC boosted its stake in shares of Alibaba Group by 40.4% during the 4th quarter. Brighton Jones LLC now owns 3,411 shares of the specialty retailer’s stock worth $289,000 after purchasing an additional 981 shares during the last quarter. AQR Capital Management LLC purchased a new position in shares of Alibaba Group during the 1st quarter worth about $254,000. Bank of Nova Scotia lifted its holdings in shares of Alibaba Group by 313.0% during the 2nd quarter. Bank of Nova Scotia now owns 21,778 shares of the specialty retailer’s stock worth $2,470,000 after acquiring an additional 16,505 shares during the period. Daiwa Securities Group Inc. purchased a new position in shares of Alibaba Group during the 2nd quarter worth about $1,613,000. Finally, Ieq Capital LLC lifted its holdings in shares of Alibaba Group by 51.9% during the 2nd quarter. Ieq Capital LLC now owns 70,060 shares of the specialty retailer’s stock worth $7,946,000 after acquiring an additional 23,925 shares during the period. 13.47% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: Alibaba was upgraded by Zacks Research from “strong sell” to “hold,” which suggests sentiment around the stock is improving modestly and may support investor confidence. Zacks Research upgrade
• Positive Sentiment: Alibaba is being considered as a potential bidder for South Korea’s Homeplus, a move that could help expand its offline retail and e-commerce presence outside China if it decides to pursue the deal. Alibaba Weighs Homeplus Bid To Shape Offline Retail Expansion Abroad
• Positive Sentiment: Alibaba was included in a report highlighting Chinese AI stocks to consider in 2026, reinforcing the market’s view that the company could benefit from rising interest in China’s AI and semiconductor ecosystem. 3 Chinese AI stocks to consider in 2026
• Neutral Sentiment: Alibaba and its Daraz unit met with government officials for a budget consultation, which may be relevant to policy and e-commerce discussion but does not appear to be an immediate stock-moving catalyst. Govt Holds Budget 2026-27 Consultation With Daraz and Alibaba
• Neutral Sentiment: A separate research roundup on Alibaba, Broadcom, and Cisco noted AI, networking, and cloud growth themes, which keeps Alibaba in the conversation as an AI and cloud-related name. Top Stock Reports for Broadcom, Cisco & Alibaba
• Negative Sentiment: Broader China tech sentiment has been pressured by fresh U.S. scrutiny over possible AI chip export loopholes benefiting Chinese firms, which can weigh on Alibaba shares even though the probe is more directly aimed at Nvidia. Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips

Alibaba Group Trading Down 0.1%

NYSE BABA opened at $120.92 on Monday. Alibaba Group Holding Limited has a one year low of $103.71 and a one year high of $192.67. The company’s 50 day moving average price is $130.84 and its 200 day moving average price is $145.26. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.28 and a current ratio of 1.28. The firm has a market capitalization of $290.10 billion, a price-to-earnings ratio of 19.86, a PEG ratio of 2.08 and a beta of 0.47.

Alibaba Group (NYSE:BABA) last posted its quarterly earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. Alibaba Group had a net margin of 10.31% and a return on equity of 4.76%. The firm had revenue of $35.30 billion for the quarter. On average, sell-side analysts predict that Alibaba Group Holding Limited will post 6.75 EPS for the current year.

Alibaba Group Dividend Announcement

The firm also recently declared 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. The ex-dividend date is Thursday, June 11th. This represents a yield of 72.0%. Alibaba Group’s dividend payout ratio (DPR) is presently 16.91%.

Wall Street Analysts Forecast Growth

BABA has been the topic of several recent analyst reports. Robert W. Baird cut their price objective on shares of Alibaba Group from $174.00 to $164.00 and set an “outperform” rating on the stock in a report on Friday, March 20th. HSBC increased their price objective on shares of Alibaba Group from $172.00 to $180.00 in a report on Thursday, May 14th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Alibaba Group in a report on Wednesday, May 27th. Nomura increased their price objective on shares of Alibaba Group from $200.00 to $207.00 and gave the stock a “buy” rating in a report on Friday, May 15th. Finally, Erste Group Bank lowered shares of Alibaba Group from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, Alibaba Group has a consensus rating of “Moderate Buy” and a consensus target price of $188.76.

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.