Verde Servicos Internacionais S.A. increased its position in shares of Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 51.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 89,572 shares of the specialty retailer’s stock after buying an additional 30,582 shares during the quarter. Alibaba Group makes up 4.2% of Verde Servicos Internacionais S.A.’s portfolio, making the stock its 10th largest holding. Verde Servicos Internacionais S.A.’s holdings in Alibaba Group were worth $13,129,000 as of its most recent SEC filing.
A number of other hedge funds have also recently added to or reduced their stakes in BABA. Brighton Jones LLC raised its position in shares of Alibaba Group by 40.4% in the fourth quarter. Brighton Jones LLC now owns 3,411 shares of the specialty retailer’s stock valued at $289,000 after buying an additional 981 shares during the last quarter. AQR Capital Management LLC acquired a new stake in shares of Alibaba Group in the first quarter valued at about $254,000. Bank of Nova Scotia raised its position in shares of Alibaba Group by 313.0% in the second quarter. Bank of Nova Scotia now owns 21,778 shares of the specialty retailer’s stock valued at $2,470,000 after buying an additional 16,505 shares during the last quarter. Daiwa Securities Group Inc. acquired a new stake in shares of Alibaba Group in the second quarter valued at about $1,613,000. Finally, Ieq Capital LLC raised its position in shares of Alibaba Group by 51.9% in the second quarter. Ieq Capital LLC now owns 70,060 shares of the specialty retailer’s stock valued at $7,946,000 after buying an additional 23,925 shares during the last quarter. 13.47% of the stock is owned by hedge funds and other institutional investors.
Alibaba Group Price Performance
Alibaba Group stock opened at $134.43 on Thursday. Alibaba Group Holding Limited has a 12-month low of $103.71 and a 12-month high of $192.67. The stock has a market cap of $322.50 billion, a P/E ratio of 22.07, a PEG ratio of 2.35 and a beta of 0.50. The company has a 50-day moving average price of $131.83 and a 200 day moving average price of $148.27. The company has a current ratio of 1.28, a quick ratio of 1.33 and a debt-to-equity ratio of 0.21.
Alibaba Group Announces Dividend
The business also recently announced an annual dividend, which will be paid on Monday, July 13th. Shareholders of record on Thursday, June 11th will be paid a dividend of $1.05 per share. 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 15.60%.
Analyst Ratings Changes
BABA has been the subject of a number of recent research reports. Freedom Capital upgraded shares of Alibaba Group from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 24th. Erste Group Bank cut shares of Alibaba Group from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. JPMorgan Chase & Co. increased their target price on shares of Alibaba Group from $200.00 to $205.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. BNP Paribas Exane initiated coverage on shares of Alibaba Group in a research report on Wednesday, April 29th. They issued an “outperform” rating and a $209.00 target price for the company. Finally, Morgan Stanley increased their target price on shares of Alibaba Group from $180.00 to $190.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $188.76.
View Our Latest Research Report on Alibaba Group
Alibaba Group News Roundup
Here are the key news stories impacting Alibaba Group this week:
- Positive Sentiment: Alibaba signaled that its AI strategy is moving from heavy investment toward commercialization, which suggests its AI spending may start translating into revenue growth sooner. Alibaba signals next phase of AI growth from investment to commercialisation
- Positive Sentiment: Alibaba unveiled its Zhenwu M890 AI chip, which it says delivers three times the performance of its predecessor and is designed for training, inferencing, and agentic AI workloads. That strengthens the company’s domestic AI ecosystem and reduces reliance on Nvidia hardware. Alibaba unveils new AI chip in push for domestic alternatives
- Positive Sentiment: Multiple reports also highlighted Alibaba’s broader AI push, including a new 128-chip server system for autonomous agents and teasers for upgraded Qwen models, suggesting the company is building out a full-stack AI platform. Alibaba unveils 128-chip server system for autonomous agents as China moves past NVIDIA
- Positive Sentiment: Benchmark reaffirmed a Buy rating on BABA and kept a $220 price target, signaling that some analysts still see meaningful upside tied to Alibaba Cloud and AI expansion. Benchmark Reaffirms Buy Rating on Alibaba (BABA) Following AI Cloud Expansion
- Positive Sentiment: Investor sentiment may also be helped by reports that Michael Burry opened a new position in Alibaba, which can be read as a vote of confidence from a well-known value investor. Alibaba Group Holding Limited (BABA): Michael Burry Opens New Position
- Neutral Sentiment: Alibaba also filed its 2026 Form 20-F, mainly updating investors on governance and board structure, which is important for transparency but not a major immediate stock catalyst. Alibaba Files 2026 Form 20-F, Highlights WVR Structure and Board Line-up
- Negative Sentiment: One report said Alibaba disbanded the team behind its Miaoya consumer AI app, which could raise questions about execution on some consumer AI initiatives even as the company shifts toward monetization. Alibaba Is Said to Have Disbanded Team Behind China’s First Viral Consumer AI App Miaoya
Alibaba Group 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.
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