Lingotto Investment Management LLP Purchases New Shares in Alibaba Group Holding Limited $BABA

Posted by Francis Steltz on Jun 3rd, 2026

Lingotto Investment Management LLP purchased a new stake in Alibaba Group Holding Limited (NYSE:BABA – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 17,100 shares of the specialty retailer’s stock, valued at approximately $2,507,000.

Other institutional investors have also added to or reduced their stakes in the company. Ameriflex Group Inc. boosted its stake in Alibaba Group by 101.4% in the 3rd quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 72 shares during the period. Foster Dykema Cabot & Partners LLC bought a new stake in shares of Alibaba Group during the 3rd quarter valued at $30,000. Costello Asset Management INC bought a new stake in shares of Alibaba Group during the 4th quarter valued at $34,000. Palisade Asset Management LLC bought a new stake in shares of Alibaba Group during the 3rd quarter valued at $37,000. Finally, Key Financial Inc lifted its position in shares of Alibaba Group by 316.9% during the 4th quarter. Key Financial Inc now owns 271 shares of the specialty retailer’s stock valued at $40,000 after acquiring an additional 206 shares during the period. 13.47% of the stock is currently owned by institutional investors.

Alibaba Group News Roundup

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

Positive Sentiment: Alibaba announced a six-year partnership with UEFA to become its exclusive AI and cloud partner, with plans to deliver 360-degree replay technology and other AI-driven event tools. The deal could boost Alibaba’s global brand visibility and strengthen its cloud and AI revenue story. Alibaba Group signs 6-year AI deal with Uefa, will bring 360 replay tech to major events
Positive Sentiment: A separate report also said Alibaba will serve as UEFA’s official AI and cloud partner starting in 2027, reinforcing the idea that the company is expanding internationally through high-profile enterprise partnerships. Alibaba partners with UEFA as official AI and cloud partner from 2027
Positive Sentiment: Alibaba also said it is optimizing Android 16 for RISC-V chips, which underscores its work in AI infrastructure and next-generation computing. That can be viewed as a long-term technology positive, especially as investors focus on China’s semiconductor and cloud ecosystems. Alibaba optimizes Android 16 for RISC-V chips
Neutral Sentiment: Alibaba granted new employee share awards under its 2024 plan. While this is a routine retention incentive, it can also dilute existing shareholders slightly, so the market may treat it as mostly neutral. Alibaba Grants New Employee Share Awards Under 2024 Plan
Neutral Sentiment: Broader news about a rebound in China luxury demand and improved market sentiment may help Alibaba indirectly by signaling a healthier consumer backdrop in China, though it is not a direct company-specific catalyst. China Luxury Demand Rebound Sends Fresh Signal To Investors
Negative Sentiment: One market note said Alibaba shares were down recently, reflecting that investors still appear cautious despite the company’s strategic announcements. Alibaba Group (NYSE:BABA) Shares Down 1.5% – What’s Next?

Alibaba Group Price Performance

Shares of BABA stock opened at $125.49 on Tuesday. 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 Holding Limited has a twelve month low of $103.71 and a twelve month high of $192.67. The company has a market cap of $301.05 billion, a P/E ratio of 20.61, a P/E/G ratio of 2.16 and a beta of 0.50. The business has a fifty day simple moving average of $130.82 and a 200 day simple moving average of $146.14.

Alibaba Group (NYSE:BABA – Get Free Report) last announced its quarterly earnings data on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share for the quarter. Alibaba Group had a return on equity of 4.76% and a net margin of 10.31%.The business had revenue of $35.30 billion during the quarter. On average, sell-side analysts forecast that Alibaba Group Holding Limited will post 6.67 EPS for the current fiscal 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 issued a $1.05 dividend. This represents a yield of 72.0%. The ex-dividend date of this dividend is Thursday, June 11th. Alibaba Group’s dividend payout ratio is presently 16.91%.

Analyst Upgrades and Downgrades

BABA has been the subject of a number of recent analyst reports. Robert W. Baird cut their target price on Alibaba Group from $174.00 to $164.00 and set an “outperform” rating for the company in a research report on Friday, March 20th. Susquehanna upped their target price on Alibaba Group from $170.00 to $185.00 and gave the company a “positive” rating in a research report on Friday, May 15th. Nomura upped their target price on Alibaba Group from $200.00 to $207.00 and gave the company a “buy” rating in a research report on Friday, May 15th. Zacks Research downgraded Alibaba Group from a “hold” rating to a “strong sell” rating in a research report on Wednesday, April 22nd. Finally, DZ Bank downgraded Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 target price for the company. in a research report on Friday, March 20th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $188.76.

Read Our Latest Report on BABA

About Alibaba Group

(Free Report)

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.