Bailard Inc. Sells 4,242 Shares of Alibaba Group Holding Limited $BABA

Posted by Geri Gentry on May 15th, 2026

Bailard Inc. reduced its position in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 45.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 5,023 shares of the specialty retailer’s stock after selling 4,242 shares during the period. Bailard Inc.’s holdings in Alibaba Group were worth $736,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Katamaran Capital LLP boosted its stake in shares of Alibaba Group by 98.4% in the 4th quarter. Katamaran Capital LLP now owns 30,747 shares of the specialty retailer’s stock worth $4,507,000 after buying an additional 15,246 shares during the last quarter. Naples Global Advisors LLC boosted its stake in shares of Alibaba Group by 5.6% in the 4th quarter. Naples Global Advisors LLC now owns 24,208 shares of the specialty retailer’s stock worth $3,548,000 after buying an additional 1,273 shares during the last quarter. Aubrey Capital Management Ltd boosted its stake in shares of Alibaba Group by 79.9% in the 4th quarter. Aubrey Capital Management Ltd now owns 106,300 shares of the specialty retailer’s stock worth $15,581,000 after buying an additional 47,200 shares during the last quarter. NewEdge Wealth LLC boosted its stake in shares of Alibaba Group by 5.9% in the 4th quarter. NewEdge Wealth LLC now owns 45,078 shares of the specialty retailer’s stock worth $6,608,000 after buying an additional 2,495 shares during the last quarter. Finally, Ethic Inc. boosted its stake in shares of Alibaba Group by 1.2% in the 4th quarter. Ethic Inc. now owns 28,392 shares of the specialty retailer’s stock worth $4,162,000 after buying an additional 347 shares during the last quarter. 13.47% of the stock is currently owned by hedge funds and other institutional investors.

More Alibaba Group News

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

Positive Sentiment: Wall Street raised confidence in Alibaba’s AI/cloud turnaround, with HSBC, JPMorgan, Barclays, and Mizuho all lifting targets and reiterating bullish ratings. MarketScreener Latest Ratings
Positive Sentiment: Alibaba’s cloud business grew 38% year over year, reinforcing the view that AI and cloud are becoming the company’s main growth engines. Alibaba quarterly revenue rises 3%, missing estimates
Positive Sentiment: Management said AI spending may rise above prior plans, suggesting Alibaba is leaning harder into its long-term AI strategy and may be building a stronger competitive position. AI Is Becoming Alibaba’s New Money Machine: Analyst
Neutral Sentiment: Investors are also watching China-related headlines, including reports that the U.S. approved Nvidia H200 sales to Chinese firms such as Alibaba, which could matter for the broader AI ecosystem but is not a direct earnings driver yet. Nvidia Stock Extends Winning Streak On China News
Negative Sentiment: Alibaba’s quarterly results still showed pressure on profitability, with earnings missing estimates as heavy AI and commerce investment weighed on margins and core profit. Alibaba’s core profit plunges 84% even as AI and cloud growth accelerate
Negative Sentiment: The revenue beat/ miss mix was not clean: overall revenue growth was modest, and investors remain concerned that AI spending could take time to translate into stronger near-term profits. Alibaba’s Quarterly Profitability Still Under Pressure

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on BABA. Weiss Ratings downgraded Alibaba Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, February 27th. Freedom Capital upgraded Alibaba Group from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 24th. DZ Bank downgraded Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 price target on the stock. in a research note on Friday, March 20th. Nomura raised their price target on Alibaba Group from $193.00 to $237.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Finally, 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. 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 assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $189.00.

Check Out Our Latest Stock Report on Alibaba Group

Alibaba Group Price Performance

Shares of Alibaba Group stock opened at $141.08 on Friday. Alibaba Group Holding Limited has a one year low of $103.71 and a one year high of $192.67. The stock’s fifty day moving average is $131.65 and its 200 day moving average is $149.49. The stock has a market cap of $338.45 billion, a P/E ratio of 23.17, a P/E/G ratio of 2.52 and a beta of 0.50. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.33 and a current ratio of 1.33.

Alibaba Group (NYSE:BABA – Get Free Report) last announced its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. Alibaba Group had a return on equity of 4.82% and a net margin of 10.31%.The company had revenue of $35.30 billion for the quarter. Sell-side analysts anticipate that Alibaba Group Holding Limited will post 6.7 earnings per share for the current year.

Alibaba Group Dividend Announcement

The business also recently announced 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. This represents a yield of 72.0%. The ex-dividend date of this dividend is Thursday, June 11th. Alibaba Group’s dividend payout ratio (DPR) is currently 17.92%.

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.