Alibaba Group Holding Limited (NYSE:BABA – Free Report) – Investment analysts at Erste Group Bank lowered their FY2027 EPS estimates for shares of Alibaba Group in a research note issued on Thursday, June 25th. Erste Group Bank analyst H. Engel now anticipates that the specialty retailer will post earnings per share of $5.73 for the year, down from their previous forecast of $5.86. The consensus estimate for Alibaba Group’s current full-year earnings is $6.69 per share. Erste Group Bank also issued estimates for Alibaba Group’s FY2028 earnings at $8.42 EPS.
Alibaba Group (NYSE:BABA – Get Free Report) last released its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share for the quarter. The company had revenue of $35.30 billion during the quarter. Alibaba Group had a net margin of 10.31% and a return on equity of 4.76%.
Check Out Our Latest Stock Report on BABA
Alibaba Group Stock Performance
Shares of BABA stock opened at $95.99 on Wednesday. The stock has a market capitalization of $230.29 billion, a price-to-earnings ratio of 15.76, a PEG ratio of 1.65 and a beta of 0.47. Alibaba Group has a one year low of $91.99 and a one year high of $192.67. The company’s 50-day simple moving average is $123.97 and its 200-day simple moving average is $139.11. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.28 and a current ratio of 1.28.
Hedge Funds Weigh In On Alibaba Group
Several hedge funds and other institutional investors have recently modified their holdings of the company. ARK Investment Management LLC acquired a new position in Alibaba Group during the 3rd quarter valued at about $37,565,000. Jennison Associates LLC raised its position in shares of Alibaba Group by 11.9% during the 4th quarter. Jennison Associates LLC now owns 54,235 shares of the specialty retailer’s stock worth $7,950,000 after buying an additional 5,760 shares in the last quarter. Eurizon Capital SGR S.p.A. acquired a new stake in shares of Alibaba Group in the 4th quarter worth approximately $21,266,000. Thornburg Investment Management Inc. boosted its holdings in shares of Alibaba Group by 5.5% in the fourth quarter. Thornburg Investment Management Inc. now owns 584,028 shares of the specialty retailer’s stock valued at $85,607,000 after acquiring an additional 30,644 shares in the last quarter. Finally, Nations Financial Group Inc. IA ADV boosted its holdings in shares of Alibaba Group by 61.9% in the fourth quarter. Nations Financial Group Inc. IA ADV now owns 50,123 shares of the specialty retailer’s stock valued at $7,347,000 after acquiring an additional 19,169 shares in the last quarter. Institutional investors and hedge funds own 13.47% of the company’s stock.
Insider Buying and Selling
In related news, CEO Fan (Fj) Jiang sold 13,579 shares of the firm’s stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $12.10, for a total value of $164,305.90. Following the sale, the chief executive officer owned 556,617 shares of the company’s stock, valued at approximately $6,735,065.70. This trade represents a 2.38% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Fang Jiang sold 4,898 shares of the business’s stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $12.09, for a total value of $59,216.82. Following the transaction, the insider owned 5,559,511 shares of the company’s stock, valued at $67,214,487.99. This represents a 0.09% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders sold 200,303 shares of company stock worth $2,432,370. Company insiders own 12.50% of the company’s stock.
Alibaba Group Dividend Announcement
The business also recently declared an annual dividend, which will be paid on Monday, July 13th. Stockholders of record on Thursday, June 11th will be given a dividend of $1.05 per share. This represents a dividend yield of 93.0%. The ex-dividend date is Thursday, June 11th. Alibaba Group’s dividend payout ratio is presently 16.91%.
Trending Headlines about Alibaba Group
Here are the key news stories impacting Alibaba Group this week:
- Positive Sentiment: Analysts and recent commentary continue to point to Alibaba’s AI-driven digital commerce ecosystem, merchant monetization, and quick commerce expansion as potential drivers of fiscal 2027 growth. Article: Can Alibaba’s Digital Commerce Ecosystem Drive FY2027 Growth?
- Positive Sentiment: Wall Street targets referenced in recent coverage remain well above the current trading range, suggesting some analysts still see meaningful upside in BABA over time.
- Neutral Sentiment: Alibaba disclosed modest Q2 2026 lobbying activity tied to e-commerce and trade issues, which looks routine rather than a major business concern. Article: Lobbying Update: $60,000 of ALIBABA GROUP HOLDING LIMITED lobbying was just disclosed
- Neutral Sentiment: Several insider sales were reported by senior executives, but the filings indicate they were mainly for tax withholding tied to vested equity awards, which makes the signal less bearish than it might first appear.
- Neutral Sentiment: Coverage around China’s push for domestic semiconductors is more of a broader China tech theme than a direct catalyst for Alibaba shares. Article: China Wants Its Own Chips. Now There’s an ETF for It
- Negative Sentiment: ARK Investment Management reportedly cut exposure to Alibaba as part of a shift into U.S.-listed crypto and digital-asset names, adding to short-term selling pressure. Article: Cathie Wood’s ARK Buys More Coinbase, Circle And Bullish Shares – While Cutting Alibaba, Baidu
- Negative Sentiment: Alibaba was named in investor-investigation headlines, which can weigh on sentiment because they raise the possibility of legal scrutiny or shareholder claims. Article: Alibaba Group Holding Limited Investigated on Behalf of Investors – Contact the DJS Law Group to Discuss Your Rights – BABA
- Negative Sentiment: New U.S. restrictions also forced Alibaba to lose several lobbying firms, highlighting ongoing geopolitical and regulatory pressure on Chinese technology companies. Article: Alibaba Loses 5 Lobbying Firms as US Restrictions Hit
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.
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