Alibaba Group Holding Limited $BABA Stock Holdings Increased by Jennison Associates LLC

Jennison Associates LLC increased its stake in shares of Alibaba Group Holding Limited (NYSE:BABA) by 54.2% in the 1st quarter, HoldingsChannel.com reports. The firm owned 83,627 shares of the specialty retailer’s stock after buying an additional 29,392 shares during the quarter. Jennison Associates LLC’s holdings in Alibaba Group were worth $10,492,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Hoey Investments Inc. increased its stake in Alibaba Group by 95.2% in the 1st quarter. Hoey Investments Inc. now owns 205 shares of the specialty retailer’s stock valued at $26,000 after buying an additional 100 shares during the period. Costello Asset Management INC acquired a new stake in shares of Alibaba Group during the 4th quarter valued at $34,000. Palisade Asset Management LLC acquired a new stake in shares of Alibaba Group during the 3rd quarter valued at $37,000. Palladiem LLC purchased a new position in shares of Alibaba Group during the 4th quarter valued at $38,000. Finally, SJS Investment Consulting Inc. grew its holdings in shares of Alibaba Group by 15,000.0% during the 1st quarter. SJS Investment Consulting Inc. now owns 302 shares of the specialty retailer’s stock valued at $38,000 after acquiring an additional 300 shares in the last quarter. 13.47% of the stock is owned by hedge funds and other institutional investors.

Alibaba Group Stock Down 2.0%

Shares of Alibaba Group stock opened at $117.95 on Wednesday. The stock has a market capitalization of $282.73 billion, a P/E ratio of 19.37, a PEG ratio of 2.22 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 stock has a 50 day moving average price of $115.99 and a two-hundred day moving average price of $134.73. Alibaba Group Holding Limited has a 12-month low of $91.99 and a 12-month high of $192.67.

Alibaba Group (NYSE:BABA) last released 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 company had revenue of $35.30 billion for the quarter. Equities analysts expect 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. Investors of record on Thursday, June 11th were paid a $1.05 dividend. The ex-dividend date was Thursday, June 11th. This represents a yield of 93.0%. Alibaba Group’s dividend payout ratio (DPR) is presently 16.91%.

More Alibaba Group News

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

• Positive Sentiment: Alibaba is getting fresh attention for its AI strategy after reports highlighted its expanding investment in cloud and AI infrastructure, including a possible increase above its previously announced $53 billion three-year budget. Investors appear to be viewing this as a sign that Alibaba is strengthening its position in China’s AI race and could capture more enterprise and cloud demand. Article Title
• Positive Sentiment: Alibaba’s fintech exposure also got a boost after Ant International raised about $1.2 billion in new funding to expand cross-border payments and agentic commerce solutions, with Alibaba participating as an existing investor. That supports Alibaba’s broader ecosystem value and suggests continued growth potential in digital payments and international commerce. Article Title
• Positive Sentiment: Alibaba also unveiled its Qwen3.8 AI model, with coverage suggesting it is among the strongest models in the market. This keeps Alibaba in the spotlight as a major Chinese AI player and may help sentiment around its long-term growth narrative. Article Title
• Neutral Sentiment: Reports that Fliggy is cutting jobs amid Alibaba restructuring and tougher online travel competition point to ongoing internal optimization and competitive pressure, but the direct stock impact is unclear. Article Title
• Negative Sentiment: Alibaba faces a major headwind from a record EU fine of roughly €550 million tied to illegal and counterfeit product sales on AliExpress. That adds regulatory risk, potential legal costs, and reputational damage, which can pressure the stock. Article Title
• Negative Sentiment: Multiple law firms have launched investor investigations into possible securities-law violations and misleading disclosures by Alibaba. These announcements can increase uncertainty and keep pressure on shares until the situation becomes clearer. Article Title

Analyst Upgrades and Downgrades

BABA has been the subject of several recent research reports. Morgan Stanley increased their price objective on Alibaba Group from $180.00 to $190.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. Wall Street Zen upgraded Alibaba Group from a “sell” rating to a “hold” rating in a research note on Saturday, May 23rd. Freedom Capital raised Alibaba Group from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 24th. Mizuho raised their price target on Alibaba Group from $190.00 to $195.00 and gave the stock an “outperform” rating in a research note on Thursday, May 14th. Finally, Susquehanna lifted their price target on Alibaba Group from $170.00 to $185.00 and gave the company a “positive” rating in a report on Friday, May 15th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $186.90.

Insider Transactions at Alibaba Group

In other Alibaba Group news, President J. Michael Evans sold 720,000 shares of the company’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $94.95, for a total transaction of $68,364,000.00. Following the completion of the sale, the president directly owned 28,000 shares in the company, valued at $2,658,600. This represents a 96.26% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Fang Jiang sold 4,898 shares of the firm’s stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $12.09, for a total value of $59,216.82. Following the completion of the sale, the insider directly owned 5,559,511 shares in the company, valued at approximately $67,214,487.99. This represents a 0.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders have sold 920,303 shares of company stock worth $70,796,370. Corporate insiders own 12.50% of the company’s stock.

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.