Fiduciary Alliance LLC Increases Stock Position in Alibaba Group Holding Limited $BABA

Posted by Brenda Bartman on Jun 25th, 2026

Fiduciary Alliance LLC grew its holdings in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 9.8% during the 1st quarter, Holdings Channel reports. The firm owned 164,355 shares of the specialty retailer’s stock after buying an additional 14,707 shares during the period. Alibaba Group comprises approximately 1.4% of Fiduciary Alliance LLC’s investment portfolio, making the stock its 11th biggest holding. Fiduciary Alliance LLC’s holdings in Alibaba Group were worth $21,905,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also modified their holdings of the business. Northwestern Mutual Wealth Management Co. raised its position in shares of Alibaba Group by 7,680.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 6,014,147 shares of the specialty retailer’s stock worth $881,554,000 after purchasing an additional 5,936,847 shares during the last quarter. Capital World Investors grew its holdings in Alibaba Group by 1,074.9% during the 3rd quarter. Capital World Investors now owns 6,038,318 shares of the specialty retailer’s stock valued at $1,079,229,000 after buying an additional 5,524,354 shares during the last quarter. Norges Bank purchased a new position in Alibaba Group during the fourth quarter worth $594,477,000. Artisan Partners Limited Partnership purchased a new position in Alibaba Group during the third quarter worth $290,208,000. Finally, Coatue Management LLC raised its holdings in shares of Alibaba Group by 130.1% in the third quarter. Coatue Management LLC now owns 1,996,593 shares of the specialty retailer’s stock worth $356,851,000 after acquiring an additional 1,128,826 shares during the last quarter. 13.47% of the stock is owned by hedge funds and other institutional investors.

Key Alibaba Group News

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

Negative Sentiment: Anthropic accused Alibaba-linked operators of illicitly accessing its Claude AI models, calling it a major distillation attack. The allegation raises legal, regulatory, and reputational risk for Alibaba’s AI ambitions. Reuters article
Negative Sentiment: Multiple reports said Anthropic has asked U.S. officials to intervene, framing the issue as Chinese companies attempting to copy AI models. That could increase the odds of government scrutiny and broader restrictions on Alibaba’s AI operations. PYMNTS article
Negative Sentiment: Alibaba separately sued the U.S. Department of Defense to overturn its “Chinese military company” designation. While the company denies the label, the move highlights rising geopolitical and contract-related risks for investors. Yahoo Finance article
Negative Sentiment: News that the Pentagon blacklisted Alibaba is likely adding to concern that U.S. government relationships and defense-related opportunities could be limited going forward. Yahoo Finance video
Neutral Sentiment: Separately, Alibaba announced lower pricing for its Qwen AI models and its Qoder coding platform, a move that could help adoption and support its AI strategy, though it was overshadowed by the legal headlines. SCMP article
Neutral Sentiment: Alibaba also unveiled a new video-generation model and launched a global AI filmmaking competition, signaling ongoing product development in AI, but this was not the main driver of trading today. TechNode article

Alibaba Group Price Performance

BABA stock opened at $99.71 on Thursday. The stock has a market capitalization of $239.22 billion, a price-to-earnings ratio of 16.37, a price-to-earnings-growth ratio of 1.78 and a beta of 0.47. 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 52-week low of $99.10 and a 52-week high of $192.67. The stock’s fifty day simple moving average is $127.23 and its 200-day simple moving average is $140.87.

Alibaba Group (NYSE:BABA – Get Free Report) last released 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 4.76% and a net margin of 10.31%.The firm had revenue of $35.30 billion during the quarter. Equities research analysts expect that Alibaba Group Holding Limited will post 6.69 EPS for the current year.

Alibaba Group Announces Dividend

The business also recently disclosed an annual dividend, which will be paid on Monday, July 13th. Stockholders of record on Thursday, June 11th will be paid a dividend of $1.05 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a dividend yield of 93.0%. Alibaba Group’s dividend payout ratio is currently 16.91%.

Analyst Upgrades and Downgrades

A number of research firms recently commented on BABA. Zacks Research raised Alibaba Group from a “strong sell” rating to a “hold” rating in a research note on Tuesday, June 2nd. Argus raised shares of Alibaba Group to a “hold” rating in a research note on Tuesday, March 24th. Mizuho upped their target price on shares of Alibaba Group from $190.00 to $195.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Morgan Stanley raised their price target on shares of Alibaba Group from $180.00 to $190.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. Finally, DZ Bank downgraded shares of Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 price target for the company. in a report on Friday, March 20th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $188.76.

View Our Latest Stock Analysis on BABA

Alibaba Group Company Profile

(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.