Gradient Investments LLC Purchases 4,150 Shares of Alibaba Group Holding Limited $BABA

Gradient Investments LLC raised its position in shares of Alibaba Group Holding Limited (NYSE:BABA) by 12.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 38,087 shares of the specialty retailer’s stock after buying an additional 4,150 shares during the quarter. Gradient Investments LLC’s holdings in Alibaba Group were worth $3,656,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the business. Jennison Associates LLC grew its holdings in Alibaba Group by 11.9% in the fourth quarter. Jennison Associates LLC now owns 54,235 shares of the specialty retailer’s stock worth $7,950,000 after purchasing an additional 5,760 shares during the period. Aureus Asset Management LLC lifted its holdings in shares of Alibaba Group by 511.0% during the first quarter. Aureus Asset Management LLC now owns 9,361 shares of the specialty retailer’s stock valued at $1,174,000 after purchasing an additional 7,829 shares during the last quarter. Teachers Retirement System of The State of Kentucky lifted its holdings in shares of Alibaba Group by 24.5% during the first quarter. Teachers Retirement System of The State of Kentucky now owns 259,580 shares of the specialty retailer’s stock valued at $32,567,000 after purchasing an additional 51,000 shares during the last quarter. Thornburg Investment Management Inc. boosted its position in shares of Alibaba Group by 5.5% in the 4th quarter. Thornburg Investment Management Inc. now owns 584,028 shares of the specialty retailer’s stock worth $85,607,000 after purchasing an additional 30,644 shares in the last quarter. Finally, Eurizon Capital SGR S.p.A. bought a new stake in shares of Alibaba Group in the 4th quarter worth approximately $21,266,000. Institutional investors own 13.47% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on BABA shares. Wall Street Zen raised Alibaba Group from a “sell” rating to a “hold” rating in a research report on Saturday, May 23rd. Susquehanna boosted their target price on Alibaba Group from $170.00 to $185.00 and gave the stock a “positive” rating in a report on Friday, May 15th. Morgan Stanley increased their target price on Alibaba Group from $180.00 to $190.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. JPMorgan Chase & Co. raised their price target on Alibaba Group from $200.00 to $205.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. Finally, Zacks Research raised Alibaba Group from a “strong sell” rating to a “hold” rating in a research report on Tuesday, June 2nd. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $186.90.

Insider Transactions at Alibaba Group

In other news, General Counsel Siying Yu sold 6,772 shares of the business’s stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $12.10, for a total transaction of $81,941.20. Following the completion of the transaction, the general counsel directly owned 607,234 shares of the company’s stock, valued at $7,347,531.40. The trade was a 1.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 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 stock in a transaction that occurred on 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 transaction, the president owned 28,000 shares in the company, valued at approximately $2,658,600. This trade represents a 96.26% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 920,303 shares of company stock valued at $70,796,370. Company insiders own 12.50% of the company’s stock.

Alibaba Group Price Performance

Shares of BABA opened at $128.38 on Friday. Alibaba Group Holding Limited has a twelve month low of $91.99 and a twelve month high of $192.67. The company has a market capitalization of $307.73 billion, a P/E ratio of 21.08, a price-to-earnings-growth ratio of 2.36 and a beta of 0.49. The firm has a 50 day moving average of $112.88 and a 200 day moving average of $131.45. The company has a quick ratio of 1.28, a current ratio of 1.28 and a debt-to-equity ratio of 0.21.

Alibaba Group (NYSE:BABA) last released its quarterly earnings data on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share (EPS) for the quarter. The business 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%. As a group, equities research analysts anticipate that Alibaba Group Holding Limited will post 6.31 earnings per share for the current fiscal year.

Alibaba Group Announces Dividend

The business also recently declared an annual dividend, which was paid on Monday, July 13th. Stockholders 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 currently 16.91%.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Alibaba’s latest Qwen AI model, Qwen3.8-Max, has reportedly generated strong investor enthusiasm, contributing to a significant recent rally in the stock. The model’s competitive performance and potential applications in cloud computing and other industries reinforce Alibaba’s position as a leading Chinese AI and cloud provider. Alibaba shares rally 7% after powerful Qwen3.8-Max AI launch
• Positive Sentiment: Alibaba plans to require large commercial users of its next open-source Qwen model to share some revenue generated from the technology. Although this could reduce the model’s “free” appeal for major users, it creates a potential recurring monetization stream and may help recover substantial AI development costs. Alibaba plans to charge big users of its next open-source AI model
• Neutral Sentiment: Alibaba will release unaudited results for the quarter ended June 30 before the U.S. market opens on August 20. Investors will look for evidence that cloud growth, AI spending and e-commerce trends are translating into stronger revenue and earnings. Alibaba Group will announce June quarter 2026 results
• Neutral Sentiment: Alibaba-backed AI startup Vast is seeking additional capital and considering an IPO. Any fundraising or valuation benefit could support Alibaba’s investment portfolio, but the report does not establish a direct near-term financial impact. Alibaba-backed AI startup Vast seeks fresh capital
• Negative Sentiment: Several law firms are promoting or filing a securities class action covering investors who bought Alibaba securities between June 26, 2025 and June 24, 2026. The allegations include inadequate disclosure of possible U.S. restrictions tied to China’s military-company designation. The litigation creates legal, reputational and regulatory uncertainty, though the repeated announcements largely represent the same case rather than separate new lawsuits. BABA stockholder class-action notice

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.